Plan Snapshot
- Plan Sponsor: Upmc Pinnacle
- Sponsor EIN: 251778658
- Sponsor Address: P.O. BOX 8700, HARRISBURG, PA, 171041619
- Plan Type: 403(b)
- Total Participants: 7,231
- Total Assets: $521.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,231 | $521.1M | $0 | $0 |
| 2023 | 4,863 | $518.2M | $0 | $0 |
| 2022 | 5,380 | $493.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $611,913 | $611,610 | — | — | — |
| 2023 | $1,301,819 | $1,299,462 | — | — | — |
| 2022 | $1,484,959 | $1,462,906 | — | — | $22,053 |