Back to filter
Original filing (PDF)20251012111358NAL0000290257001
UPMC
Form 5500
FILING_RECEIVED
UPMC BASIC RETIREMENT PLAN
Defined-benefit pension plan
Active participants
75,352
Accounts w/ balance
—
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 132% above peer band of 5 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPMC.
Plan sponsor
Name
UPMC
EIN
25-1423657
Address
USS TOWER, 56TH FLOOR, 600 GRANT ST · PITTSBURGH, PA · 15219
Phone
(412) 647-9480
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $2.7M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARIAL | $205K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNY MELLON, N.A. | 13-5160382 | — | TRUSTEE | $515K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG, LLP | 34-6565596 | — | AUDIT | $95K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COZEN O'CONNOR | 23-1732832 | — | LEGAL | $5K | — |
Investments
1 pooled fund· $2.9B(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UPMC MASTER TRUST UPMC · EIN 25-1423657 / PN 999 | Master Trust | $2.9B | 95.8% |