Carolyn Wood signed UPMC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UPMC's EIN is 25-1423657.
Download the official 2024 Form 5500 (PDF) for UPMC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UPMC's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | RECORDKEEPER | $1.7M | — |
| VANGUARD | 23-1945930 | — | RECORDKEEPING | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $4.6B | 96.6% | |
| UPMC DEFINED CONTRIBUTION PL TRUST UPMC · EIN 25-1423657 / PN 998 | Master Trust | — | — | $4.4B | 92.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | <0.1% |
| ALIGHT FINANCIAL ADVISORS, LLC | 82-1061233 | — | PARTICIPANT ADVISORY | $2.6M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON, N.A. | 13-5160382 | — | TRUSTEE | $206K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG, LLP | 34-6565596 | — | AUDITING | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COZEN O'CONNOR | 23-1732832 | — | LEGAL | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.B. ROOT COMPANY, LLC | 82-1414976 | — | CONSULTING | $113K | — |
