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TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

EIN 23-1352685-Health Care and Social Assistance-Latest filing 2025
Plans
18
Retirement
8
$18.97B assets
Welfare
10
$243.7M premiums
Participants
381,205
3451 WALNUT STREET, 600 FRANKLIN BLDG - BALA CYNWYD, PA 19004215-898-9947LinkedIn1-10 employees
Plans on this EIN
18 filings
#001403b-$6.99B - 35,700 part#018403b-$3.55B - 56,762 part#006CashBalance-$2.84B - 23,429 part#002403b-$2.26B - 34,247 part#028ProfitSharing-$2.00B - 38,449 part#039401k-$1.11B - 47,760 part#003TraditionalDB-$192.1M - 4,160 part#016TraditionalDB-$32.8M - 206 part#522Mixed-$221.2M - 65,442 lives#503Mixed-$16.0M - 37,445 lives#530Fully Insured-$3.7M - 4,266 lives#527Fully Insured-$1.5M - 0 lives#502Fully Insured-$1.4M - 148 lives#505Unknown-0 lives#525Self Funded-0 lives#528Self Funded-0 lives#529Self Funded-0 lives#531Self Funded-0 lives

Retirement portfolio analytics

8 plans aggregated / $18.97B assets / 240,713 participants

Assets by plan

Share of aggregate retirement assets

37%top
  • PENNSYLVANIA MATCHING PLAN (#001)37%
  • 403(B) RETIREMENT Savings (#018)19%
  • HEALTH SYSYTEM PENSION (#006)15%
  • UNIVERSITY OF PENNSYLVANIA (#002)12%
  • PENNSYLVANIA BASIC PLAN (#028)11%
  • +3 more
Total $18.97BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • TIAA59%
  • (Not disclosed)41%
Total $18.97BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#018)56,762
  • PENNSYLVANIA HEALTH SYSTEM (#039)47,760
  • PENNSYLVANIA BASIC PLAN (#028)38,449
  • PENNSYLVANIA MATCHING PLAN (#001)35,700
  • UNIVERSITY OF PENNSYLVANIA (#002)34,247
  • HEALTH SYSYTEM PENSION (#006)23,429
  • +2 more
Total 240,713Click row to drill in

Benefits portfolio analytics

10 plans / $243.7M premiums / 107,301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$202.5M
  • Life$19.6M
  • Other$14.8M
  • Vision$6.6M
  • Dental$2.4M
  • Long-term disability$1.4M
Total $237.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • SECURIAN LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN3%
  • PENN BEHAVIORAL HEALTH1%
  • +3 more
Total $237.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • MERCER HEALTH AND BENEFITS, LLC56%
  • RSC INSURANCE BROKERAGE INC10%
  • WILLIS TOWERS WATSON US LLC9%
  • THE BAKER BENEFIT GROUP9%
  • MARK BAKER7%
  • +3 more
Total $2.1M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN

403b

Assets$6.99B
Participants35,700
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$3.55B
Participants56,762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

UNIVERSITY OF PENNSYLVANIA HEALTH SYSYTEM PENSION PLAN

CashBalance

Assets$2.84B
Participants23,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA

403b

Assets$2.26B
Participants34,247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028

UNIVERSITY OF PENNSYLVANIA BASIC PLAN

ProfitSharing

Assets$2.00B
Participants38,449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#039

RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

401k

Assets$1.11B
Participants47,760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

TraditionalDB

Assets$192.1M
Participants4,160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN

TraditionalDB

Assets$32.8M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522

UPHS FLEX PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$221.2M
Covered lives65,442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UNIVERSITY OF PA HEALTH & WELFARE PROGRAM

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$16.0M
Covered lives37,445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives4,266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

UPHS RETIREE HEALTH PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.5M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWS

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528

UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#529

FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531

UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans8

Plan #NameTypeAssetsParticipantsLatest year
001THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN403b$6.99B35,7002024
018THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN403b$3.55B56,7622024
006UNIVERSITY OF PENNSYLVANIA HEALTH SYSYTEM PENSION PLANCashBalance$2.84B23,4292025
002SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA403b$2.26B34,2472024
028UNIVERSITY OF PENNSYLVANIA BASIC PLANProfitSharing$2.00B38,4492024
039RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM401k$1.11B47,7602024
003RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIATraditionalDB$192.1M4,1602025
016THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLANTraditionalDB$32.8M2062025

Welfare plans10

Plan #NameFundingCarrierPremiumsCoveredLatest year
522UPHS FLEX PLANMixedINDEPENDENCE BLUE CROSS$221.2M65,4422025
503UNIVERSITY OF PA HEALTH & WELFARE PROGRAMMixedMETROPOLITAN LIFE INSURANCE COMPANY$16.0M37,4452025
530UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMPFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$3.7M4,2662024
527UPHS RETIREE HEALTH PLANFully InsuredINDEPENDENCE BLUE CROSS$1.5M02024
502UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWSFully InsuredAETNA LIFE INSURANCE COMPANY$1.4M1482024
505FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIAUnknown-$002025
525PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIASelf Funded-$002024
528UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLANSelf Funded-$002025
529FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIASelf Funded-$002025
531UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLANSelf Funded-$002024
Retirement plans
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