Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UPMC
EIN 25-1423657hospital & health careLatest filing 2024
Plans
4
Retirement
3
$12.64B assets
Welfare
1
$37.2M premiums
Participants
405,144
USS TOWER, 56TH FLOOR, 600 GRANT ST - PITTSBURGH, PA 15219412-647-9480upmc.comLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $12.64B assets / 306,584 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
- BASIC RETIREMENT PLAN (#333)100,852
Benefits portfolio analytics
1 plan / $37.2M premiums / 94,276 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$26.3M
- Vision$10.0M
- Life$791K
- Long-term disability$139K
Carrier market share
Premium dollars by Schedule A carrier
41%top
- AFLAC41%
- UPMC HEALTH OPTIONS27%
- MANHATTANLIFE14%
- UPMC BENEFIT MANAGEMENT SERVICES10%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- +3 more
Broker market share
Schedule A broker compensation
59%top
- BRIAN W PATTEN59%
- JEFFREY CORREAL6%
- MERCER HEALTH AND BENEFITS, LLC6%
- LISA M STELLO3%
- JOHN ANTHONY WENTZ3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#335
UPMC 401(A) RETIREMENT SAVINGS PLAN
401k
Assets$4.90B
Participants112,002
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334
UPMC 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$4.73B
Participants93,730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
UPMC BASIC RETIREMENT PLAN
CashBalance
Assets$3.01B
Participants100,852
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPMC WELFARE BENEFITS PLAN
Mewa - AFLAC
Premiums$37.2M
Covered lives94,276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 335 | UPMC 401(A) RETIREMENT SAVINGS PLAN | 401k | $4.90B | 112,002 | 2024 | |
| 334 | UPMC 403(B) RETIREMENT SAVINGS PLAN | 403b | $4.73B | 93,730 | 2024 | |
| 333 | UPMC BASIC RETIREMENT PLAN | CashBalance | $3.01B | 100,852 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPMC WELFARE BENEFITS PLAN | Mewa | AFLAC | $37.2M | 94,276 | 2024 |
Retirement plans
Welfare plans