# Upmc 403(b) Plan
Source: https://planprovider.pro/companies/upmc-403b-plan

> Upmc's 403(b) plan: 79,337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upmc

- **Sponsor EIN:** 251423657

- **Sponsor Address:** USS TOWER, 56TH FL, 600 GRANT ST, PITTSBURGH, PA, 15219

- **Plan Type:** 403(b)

- **Total Participants:** 79,337

- **Total Assets:** $4.7B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|79,337|$4.7B|$0|$367.8M|

| 2023|72,264|$4.2B|$0|$346.6M|

| 2022|69,147|$3.5B|$0|$323.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALIGHT FINANCIAL ADVISORS, LLC|PARTICIPANT ADVISORY|$2,561,090|—|$2,561,090|

| ALIGHT FINANCIAL SOLUTIONS, LLC|RECORDKEEPER|$1,714,880|—|$1,714,880|

| BANK OF NEW YORK MELLON, N.A.|TRUSTEE|$206,117|—|$206,117|

| D.B. ROOT COMPANY, LLC|CONSULTING|$112,747|—|$112,747|

| ERNST & YOUNG, LLP|AUDITING|$73,056|—|$73,056|

| VANGUARD|RECORDKEEPING|$30,585|—|$30,585|

| COZEN O'CONNOR|LEGAL|$10,732|—|$10,732|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT FINANCIAL ADVISORS, LLC](https://planprovider.pro/provider/alight-solutions) — PARTICIPANT ADVISORY

- [ALIGHT FINANCIAL SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — RECORDKEEPER

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-llp) — AUDITING

- [COZEN O'CONNOR](https://planprovider.pro/provider/cozen-oconnor) — LEGAL

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,709,207

- **Estimated Expense Ratio:** 0.100% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$7,207,907|$112,747|$2,561,090|$73,056|—|

| 2023|$2,399,000|$112,800|$354,551|$67,882|—|

| 2022|$2,229,096|$72,961|$2,075,891|—|$80,244|

## Similar Plans

- [Upmc](https://planprovider.pro/companies/upmc-plan-333) — 75,352 participants

- [Universal Health Services, INC.](https://planprovider.pro/companies/universal-health-services-inc-401k-plan) — 64,799 participants

- [Upmc](https://planprovider.pro/companies/upmc-401k-plan) — 98,498 participants

- [Trustees Of The Univ. Of Penn](https://planprovider.pro/companies/trustees-of-the-univ-of-penn-403b-plan) — 45,420 participants

- [Trustees Of The Univ. Of Penn](https://planprovider.pro/companies/trustees-of-the-univ-of-penn-plan) — 42,299 participants

- [Geisinger System Services](https://planprovider.pro/companies/geisinger-system-services-403b-plan) — 25,987 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/upmc-403b-plan)

© 2026 PlanProvider.Pro