Trustees Of The University Of Pennsylvania DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trustees Of The University Of Pennsylvania
  • Sponsor EIN: 231352685
  • Sponsor Address: 150 MONUMENT ROAD, 4TH FLOOR, BALA CYNWYD, PA, 19004
  • Plan Type: DB
  • Plan Number: 006
  • Total Participants: 7,714
  • Total Assets: $2.8B

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20237,714$2.8B$34.0M$0
20228,369$2.9B$16.9M$0

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