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  2. Trustees of the University of PA
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Trustees of the University of PA

EIN 23-1352685-Educational Services-Latest filing 2025
Plans
18
Retirement
8
$21.64B assets
Health & Benefits
10
$244.8M premiums
Participants
391,227
3451 WALNUT STREET, 6TH FLOOR - PHILADELPHIA, PA 191046205215-898-5831LinkedIn1-10 employees
Plans on this EIN
18 filings
#001403(b)-$7.86B - 35,562 part#018403(b)-$4.27B - 62,032 part#006Cash balance-$2.84B - 23,429 part#002403(b)-$2.63B - 33,609 part#028Profit-sharing-$2.37B - 39,712 part#039401(k)-$1.45B - 50,571 part#003Traditional DB-$192.1M - 4,160 part#016Traditional DB-$32.8M - 206 part#522Mixed-$221.2M - 65,442 lives#503Mixed-$16.0M - 37,445 lives#530Fully insured-$4.1M - 4,676 lives#527Fully insured-$2.1M - 807 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+12 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 10 health and benefits plans.

Retirement portfolio analytics

8 plans aggregated / $21.64B assets / 249,281 participants

Assets by plan

Share of aggregate retirement assets

  • PENNSYLVANIA MATCHING PLAN (#001)$7.86B
  • 403(B) RETIREMENT Savings (#018)$4.27B
  • HEALTH SYSYTEM PENSION (#006)$2.84B
  • UNIVERSITY OF PENNSYLVANIA (#002)$2.63B
  • PENNSYLVANIA BASIC PLAN (#028)$2.37B
  • PENNSYLVANIA HEALTH SYSTEM (#039)$1.45B
  • +2 more
Total $21.64BSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$12.85B
  • (Not disclosed)$8.79B
Total $21.64BSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#018)62,032
  • PENNSYLVANIA HEALTH SYSTEM (#039)50,571
  • PENNSYLVANIA BASIC PLAN (#028)39,712
  • PENNSYLVANIA MATCHING PLAN (#001)35,562
  • UNIVERSITY OF PENNSYLVANIA (#002)33,609
  • HEALTH SYSYTEM PENSION (#006)23,429
  • +2 more
Total 249,281Select a row to open it

Benefits portfolio analytics

10 plans / $244.8M premiums / 108,518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$205.3M
  • Life$21.1M
  • Other$14.8M
  • Vision$6.8M
  • Dental$4.1M
  • Long-term disability$1.4M
Total $243.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN

403(b)

Assets$7.86B
Participants35,562
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#018

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

403(b)

Assets$4.27B
Participants62,032
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

UNIVERSITY OF PENNSYLVANIA HEALTH SYSYTEM PENSION PLAN

Cash balance

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

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA

403(b)

Assets$2.63B
Participants33,609
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#028

UNIVERSITY OF PENNSYLVANIA BASIC PLAN

Profit-sharing

Assets$2.37B
Participants39,712
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#039

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

401(k)

Assets$1.45B
Participants50,571
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

Traditional DB

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

THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN

Traditional DB

Assets$32.8M
Participants206
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#522

UPHS FLEX PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$221.2M
Covered lives65,442
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

UNIVERSITY OF PA HEALTH & WELFARE PROGRAM

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$16.0M
Covered lives37,445
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#530

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

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives4,676
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#527

UPHS RETIREE HEALTH PLAN

Fully insured - INDEPENDENCE BLUE CROSS

Premiums$2.1M
Covered lives807
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWS

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives148
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#525

PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#528

UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#529

FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#531

UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

8 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN403(b)$7.86B35,5622025
#018THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN403(b)$4.27B62,0322025
#006UNIVERSITY OF PENNSYLVANIA HEALTH SYSYTEM PENSION PLANCash balance$2.84B23,4292025
#002SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA403(b)$2.63B33,6092025
#028UNIVERSITY OF PENNSYLVANIA BASIC PLANProfit-sharing$2.37B39,7122025
#039RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM401(k)$1.45B50,5712025
#003RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIATraditional DB$192.1M4,1602025
#016THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLANTraditional DB$32.8M2062025
  • THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN$7.86B
    #001 · 403(b) · 202535,562
  • THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN$4.27B
    #018 · 403(b) · 202562,032
  • UNIVERSITY OF PENNSYLVANIA HEALTH SYSYTEM PENSION PLAN$2.84B
    #006 · Cash balance · 202523,429
  • SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA$2.63B
    #002 · 403(b) · 202533,609
  • UNIVERSITY OF PENNSYLVANIA BASIC PLAN$2.37B
    #028 · Profit-sharing · 202539,712
  • RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM$1.45B
    #039 · 401(k) · 202550,571
  • RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA$192.1M
    #003 · Traditional DB · 20254,160
  • THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN$32.8M
    #016 · Traditional DB · 2025206

Health & Benefits plans

10 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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$4.1M4,6762025
#527UPHS RETIREE HEALTH PLANFully insuredINDEPENDENCE BLUE CROSS$2.1M8072025
#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-$002025
#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-$002025
  • UPHS FLEX PLAN$221.2M
    #522 · Mixed · INDEPENDENCE BLUE CROSS · 202565,442
  • UNIVERSITY OF PA HEALTH & WELFARE PROGRAM$16.0M
    #503 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 202537,445
  • UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP$4.1M
    #530 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20254,676
  • UPHS RETIREE HEALTH PLAN$2.1M
    #527 · Fully insured · INDEPENDENCE BLUE CROSS · 2025807
  • UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWS$1.4M
    #502 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2024148
  • FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA$0
    #505 · Unknown · 20250
  • PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA$0
    #525 · Self-funded · 20250
  • UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN$0
    #528 · Self-funded · 20250
  • FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA$0
    #529 · Self-funded · 20250
  • UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN$0
    #531 · Self-funded · 20250
Retirement plans
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