# Upmc DB Plan
Source: https://planprovider.pro/companies/upmc-plan-333

> Upmc's DB plan: 75,352 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 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](https://planprovider.pro/provider/alight-solutions) — RECORDKEEPER

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — ACTUARIAL

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

- [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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/upmc-plan-333)

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