Plan Snapshot
- Plan Sponsor: Upmc
- Sponsor EIN: 251423657
- Sponsor Address: USS TOWER, 56TH FLOOR, 600 GRANT ST, PITTSBURGH, PA, 15219
- Plan Type: DB
- Total Participants: 75,352
- Total Assets: $3.0B
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75,352 | $3.0B | $125.1M | $0 |
| 2023 | 74,793 | $2.8B | $35.6M | $0 |
| 2022 | 70,746 | $2.8B | $158.1M | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | RECORDKEEPER | $2,665,764 | $1,662 | $2,667,426 |
| BNY MELLON, N.A. | TRUSTEE | $515,065 | — | $515,065 |
| AON CONSULTING, INC. | ACTUARIAL | $204,550 | — | $204,550 |
| ERNST & YOUNG, LLP | AUDIT | $95,300 | — | $95,300 |
| COZEN O'CONNOR | LEGAL | $5,424 | — | $5,424 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — RECORDKEEPER
- AON CONSULTING, INC. — ACTUARIAL
- ERNST & YOUNG, LLP — AUDIT
- COZEN O'CONNOR — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,487,765
- Estimated Expense Ratio: 0.116% 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 | $29,567,902 | $15,304,734 | $2,655,044 | $95,300 | — |
| 2023 | $44,459,039 | $15,629,599 | $4,681,227 | $94,300 | — |
| 2022 | $25,777,302 | $13,929,091 | $3,540,340 | — | $261,469 |