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RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 401k Plan overview

Plan NameRETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA
Plan identification number 003

RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
Employer identification number (EIN):231352685
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01JOHN J. HEUER JOHN J HEUER2018-04-06
0032015-07-01JOHN J. HEUER JOHN J HEUER2017-04-12
0032014-07-01JOHN J. HEUER JOHN J. HEUER2016-04-06
0032013-07-01JOHN J. HEUER JOHN J. HEUER2015-04-10
0032012-07-01JOHN J. HEUER JOHN J. HEUER2014-03-31
0032011-07-01JOHN J. HEUER JOHN J. HEUER2013-03-27
0032009-07-01JOHN J. HEUER JOHN J. HEUER2011-04-08

Plan Statistics for RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

401k plan membership statisitcs for RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

Measure Date Value
2022: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2022 401k membership
Market value of plan assets2022-06-30269,915,325
Acturial value of plan assets2022-06-30269,915,325
Funding target for retired participants and beneficiaries receiving payment2022-06-30109,696,155
Number of terminated vested participants2022-06-302,036
Fundng target for terminated vested participants2022-06-3049,649,774
Active participant vested funding target2022-06-3029,918,998
Number of active participants2022-06-30266
Total funding liabilities for active participants2022-06-3030,080,063
Total participant count2022-06-304,469
Total funding target for all participants2022-06-30189,425,992
Balance at beginning of prior year after applicable adjustments2022-06-3010,278,363
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3045,637,691
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-3010,278,363
Amount remaining of prefunding balance2022-06-3045,637,691
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-3011,262,002
Balance of prefunding at beginning of current year2022-06-3050,005,218
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-302,384,503
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2021 401k membership
Total participants, beginning-of-year2021-07-014,469
Total number of active participants reported on line 7a of the Form 55002021-07-011,062
Number of retired or separated participants receiving benefits2021-07-012,015
Number of other retired or separated participants entitled to future benefits2021-07-011,055
Total of all active and inactive participants2021-07-014,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01263
Total participants2021-07-014,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
Market value of plan assets2021-06-30257,789,676
Acturial value of plan assets2021-06-30257,789,676
Funding target for retired participants and beneficiaries receiving payment2021-06-30109,875,055
Number of terminated vested participants2021-06-302,127
Fundng target for terminated vested participants2021-06-3051,937,324
Active participant vested funding target2021-06-3032,784,005
Number of active participants2021-06-30308
Total funding liabilities for active participants2021-06-3033,013,639
Total participant count2021-06-304,557
Total funding target for all participants2021-06-30194,826,018
Balance at beginning of prior year after applicable adjustments2021-06-3011,436,502
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3036,067,549
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-302,486,343
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-308,950,159
Amount remaining of prefunding balance2021-06-3036,067,549
Present value of excess contributions2021-06-303,832,562
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-304,217,718
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-304,217,718
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-3010,278,363
Balance of prefunding at beginning of current year2021-06-3045,637,691
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-302,431,066
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2020 401k membership
Total participants, beginning-of-year2020-07-014,557
Total number of active participants reported on line 7a of the Form 55002020-07-011,241
Number of retired or separated participants receiving benefits2020-07-011,944
Number of other retired or separated participants entitled to future benefits2020-07-011,045
Total of all active and inactive participants2020-07-014,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01239
Total participants2020-07-014,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0111
Market value of plan assets2020-06-30231,024,709
Acturial value of plan assets2020-06-30231,024,709
Funding target for retired participants and beneficiaries receiving payment2020-06-30107,819,644
Number of terminated vested participants2020-06-302,217
Fundng target for terminated vested participants2020-06-3052,389,195
Active participant vested funding target2020-06-3032,700,864
Number of active participants2020-06-30351
Total funding liabilities for active participants2020-06-3033,031,109
Total participant count2020-06-304,636
Total funding target for all participants2020-06-30193,239,948
Balance at beginning of prior year after applicable adjustments2020-06-3013,271,426
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3033,253,990
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-302,486,343
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-3010,785,083
Amount remaining of prefunding balance2020-06-3033,253,990
Present value of excess contributions2020-06-30759,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30805,018
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-30805,018
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-3011,436,502
Balance of prefunding at beginning of current year2020-06-3036,067,549
Total employer contributions2020-06-304,900,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-304,655,193
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-302,687,389
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-302,687,389
Carryover balance elected to use to offset funding requirement2020-06-302,486,343
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30201,046
Contributions allocatedtoward minimum required contributions for current year2020-06-304,655,193
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2019 401k membership
Total participants, beginning-of-year2019-07-014,636
Total number of active participants reported on line 7a of the Form 55002019-07-011,343
Number of retired or separated participants receiving benefits2019-07-011,912
Number of other retired or separated participants entitled to future benefits2019-07-011,073
Total of all active and inactive participants2019-07-014,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01229
Total participants2019-07-014,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0113
Market value of plan assets2019-06-30229,176,563
Acturial value of plan assets2019-06-30229,176,563
Funding target for retired participants and beneficiaries receiving payment2019-06-30102,140,973
Number of terminated vested participants2019-06-302,292
Fundng target for terminated vested participants2019-06-3051,994,259
Active participant vested funding target2019-06-3031,445,454
Number of active participants2019-06-30401
Total funding liabilities for active participants2019-06-3031,771,699
Total participant count2019-06-304,734
Total funding target for all participants2019-06-30185,906,931
Balance at beginning of prior year after applicable adjustments2019-06-3014,876,530
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3026,928,310
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-302,505,700
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-3012,370,830
Amount remaining of prefunding balance2019-06-3026,928,310
Present value of excess contributions2019-06-304,098,235
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-304,410,903
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-304,365,299
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-3013,271,426
Balance of prefunding at beginning of current year2019-06-3033,253,990
Total employer contributions2019-06-30800,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30759,164
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-302,486,343
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-302,486,343
Carryover balance elected to use to offset funding requirement2019-06-302,486,343
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-30759,164
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2018 401k membership
Total participants, beginning-of-year2018-07-014,734
Total number of active participants reported on line 7a of the Form 55002018-07-011,469
Number of retired or separated participants receiving benefits2018-07-011,864
Number of other retired or separated participants entitled to future benefits2018-07-011,081
Total of all active and inactive participants2018-07-014,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01222
Total participants2018-07-014,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0120
Market value of plan assets2018-06-30220,064,068
Acturial value of plan assets2018-06-30220,064,068
Funding target for retired participants and beneficiaries receiving payment2018-06-3096,824,445
Number of terminated vested participants2018-06-302,350
Fundng target for terminated vested participants2018-06-3051,702,103
Active participant vested funding target2018-06-3032,233,327
Number of active participants2018-06-30529
Total funding liabilities for active participants2018-06-3032,614,737
Total participant count2018-06-304,825
Total funding target for all participants2018-06-30181,141,285
Balance at beginning of prior year after applicable adjustments2018-06-3013,811,652
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3017,250,675
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-3013,811,652
Amount remaining of prefunding balance2018-06-3017,250,675
Present value of excess contributions2018-06-307,869,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-308,347,608
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-308,347,608
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-3014,876,530
Balance of prefunding at beginning of current year2018-06-3026,928,310
Total employer contributions2018-06-305,000,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-304,731,762
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-302,512,802
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-302,512,802
Carryover balance elected to use to offset funding requirement2018-06-302,505,700
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-307,102
Contributions allocatedtoward minimum required contributions for current year2018-06-304,731,762
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2017 401k membership
Total participants, beginning-of-year2017-07-014,825
Total number of active participants reported on line 7a of the Form 55002017-07-011,563
Number of retired or separated participants receiving benefits2017-07-011,833
Number of other retired or separated participants entitled to future benefits2017-07-011,124
Total of all active and inactive participants2017-07-014,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01214
Total participants2017-07-014,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0153
Market value of plan assets2017-06-30205,112,330
Acturial value of plan assets2017-06-30205,112,330
Funding target for retired participants and beneficiaries receiving payment2017-06-3090,611,972
Number of terminated vested participants2017-06-302,413
Fundng target for terminated vested participants2017-06-3051,745,085
Active participant vested funding target2017-06-3031,795,189
Number of active participants2017-06-30460
Total funding liabilities for active participants2017-06-3032,113,091
Total participant count2017-06-304,732
Total funding target for all participants2017-06-30174,470,148
Balance at beginning of prior year after applicable adjustments2017-06-3013,267,677
Prefunding balance at beginning of prior year after applicable adjustments2017-06-305,039,987
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-3013,267,677
Amount remaining of prefunding balance2017-06-305,039,987
Present value of excess contributions2017-06-3011,296,865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3012,004,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-3012,004,049
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-3013,811,652
Balance of prefunding at beginning of current year2017-06-3017,250,675
Total employer contributions2017-06-3011,000,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3010,375,604
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-302,505,699
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-302,505,699
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-302,505,699
Contributions allocatedtoward minimum required contributions for current year2017-06-3010,375,604
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2016 401k membership
Total participants, beginning-of-year2016-07-014,732
Total number of active participants reported on line 7a of the Form 55002016-07-011,716
Number of retired or separated participants receiving benefits2016-07-011,754
Number of other retired or separated participants entitled to future benefits2016-07-011,157
Total of all active and inactive participants2016-07-014,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01198
Total participants2016-07-014,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0130
2015: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2015 401k membership
Total participants, beginning-of-year2015-07-014,740
Total number of active participants reported on line 7a of the Form 55002015-07-011,707
Number of retired or separated participants receiving benefits2015-07-011,699
Number of other retired or separated participants entitled to future benefits2015-07-011,166
Total of all active and inactive participants2015-07-014,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01160
Total participants2015-07-014,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0116
2014: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2014 401k membership
Total participants, beginning-of-year2014-07-015,190
Total number of active participants reported on line 7a of the Form 55002014-07-011,771
Number of retired or separated participants receiving benefits2014-07-011,785
Number of other retired or separated participants entitled to future benefits2014-07-011,184
Total of all active and inactive participants2014-07-014,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-014,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2013 401k membership
Total participants, beginning-of-year2013-07-015,345
Total number of active participants reported on line 7a of the Form 55002013-07-011,826
Number of retired or separated participants receiving benefits2013-07-011,724
Number of other retired or separated participants entitled to future benefits2013-07-011,640
Total of all active and inactive participants2013-07-015,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-015,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2012 401k membership
Total participants, beginning-of-year2012-07-015,404
Total number of active participants reported on line 7a of the Form 55002012-07-011,867
Number of retired or separated participants receiving benefits2012-07-011,751
Number of other retired or separated participants entitled to future benefits2012-07-011,727
Total of all active and inactive participants2012-07-015,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2011 401k membership
Total participants, beginning-of-year2011-07-015,495
Total number of active participants reported on line 7a of the Form 55002011-07-012,015
Number of retired or separated participants receiving benefits2011-07-011,732
Number of other retired or separated participants entitled to future benefits2011-07-011,657
Total of all active and inactive participants2011-07-015,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-015,404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2009 401k membership
Total participants, beginning-of-year2009-07-015,622
Total number of active participants reported on line 7a of the Form 55002009-07-012,246
Number of retired or separated participants receiving benefits2009-07-011,488
Number of other retired or separated participants entitled to future benefits2009-07-011,813
Total of all active and inactive participants2009-07-015,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-015,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0117

Financial Data on RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

Measure Date Value
2022 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$30,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$200,179
Total income from all sources (including contributions)2022-06-30$-32,518,682
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$13,005,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$11,968,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$224,221,114
Value of total assets at beginning of year2022-06-30$269,915,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,037,455
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$10,560
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$30,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$200,179
Other income not declared elsewhere2022-06-30$261,129
Administrative expenses (other) incurred2022-06-30$676,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-45,524,168
Value of net assets at end of year (total assets less liabilities)2022-06-30$224,190,978
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$269,715,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$350,359
Value of interest in master investment trust accounts at end of year2022-06-30$224,221,114
Value of interest in master investment trust accounts at beginning of year2022-06-30$269,915,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$11,968,031
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30MGS LLP
Accountancy firm EIN2022-06-30462568909
2021 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$200,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$194,970
Total income from all sources (including contributions)2021-06-30$24,231,519
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$12,111,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$11,222,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$269,915,325
Value of total assets at beginning of year2021-06-30$257,789,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$888,904
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$7,323
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$200,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$194,970
Administrative expenses (other) incurred2021-06-30$631,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$12,120,440
Value of net assets at end of year (total assets less liabilities)2021-06-30$269,715,146
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$257,594,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$249,751
Value of interest in master investment trust accounts at end of year2021-06-30$269,915,325
Value of interest in master investment trust accounts at beginning of year2021-06-30$257,789,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$11,222,175
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MGS LLP
Accountancy firm EIN2021-06-30462568909
2020 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$194,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$35,224
Total income from all sources (including contributions)2020-06-30$38,642,013
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$12,036,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$10,979,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,900,000
Value of total assets at end of year2020-06-30$257,789,676
Value of total assets at beginning of year2020-06-30$231,024,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,057,498
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$14,945
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$194,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$35,224
Administrative expenses (other) incurred2020-06-30$698,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$26,605,221
Value of net assets at end of year (total assets less liabilities)2020-06-30$257,594,706
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$230,989,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$343,952
Value of interest in master investment trust accounts at end of year2020-06-30$257,789,676
Value of interest in master investment trust accounts at beginning of year2020-06-30$231,024,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$4,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$10,979,294
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MGS LLP
Accountancy firm EIN2020-06-30462568909
2019 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$35,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$89,257
Total income from all sources (including contributions)2019-06-30$14,692,637
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$12,790,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$11,651,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$800,000
Value of total assets at end of year2019-06-30$231,024,709
Value of total assets at beginning of year2019-06-30$229,176,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,138,805
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$14,093
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$35,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$89,257
Administrative expenses (other) incurred2019-06-30$660,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,902,179
Value of net assets at end of year (total assets less liabilities)2019-06-30$230,989,485
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$229,087,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$464,697
Value of interest in master investment trust accounts at end of year2019-06-30$231,024,709
Value of interest in master investment trust accounts at beginning of year2019-06-30$229,176,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$11,651,653
Did the plan have assets held for investment2019-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MGS LLP
Accountancy firm EIN2019-06-30462568909
2018 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$89,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$81,526
Total income from all sources (including contributions)2018-06-30$20,904,036
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$11,799,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$10,540,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,000,000
Value of total assets at end of year2018-06-30$229,176,563
Value of total assets at beginning of year2018-06-30$220,064,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,258,424
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$23,657
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$89,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$81,526
Administrative expenses (other) incurred2018-06-30$843,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$9,104,764
Value of net assets at end of year (total assets less liabilities)2018-06-30$229,087,306
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$219,982,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$391,084
Value of interest in master investment trust accounts at end of year2018-06-30$229,176,563
Value of interest in master investment trust accounts at beginning of year2018-06-30$220,064,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$10,540,848
Did the plan have assets held for investment2018-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MGS LLP
Accountancy firm EIN2018-06-30462568909
2017 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$81,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$195,037
Total income from all sources (including contributions)2017-06-30$26,630,424
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$11,565,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$10,203,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$11,000,000
Value of total assets at end of year2017-06-30$220,064,068
Value of total assets at beginning of year2017-06-30$205,112,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,361,675
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$13,096
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$81,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$195,037
Administrative expenses (other) incurred2017-06-30$985,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$15,065,250
Value of net assets at end of year (total assets less liabilities)2017-06-30$219,982,542
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$204,917,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$363,375
Value of interest in master investment trust accounts at end of year2017-06-30$220,064,068
Value of interest in master investment trust accounts at beginning of year2017-06-30$205,112,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,203,499
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MGS LLP
Accountancy firm EIN2017-06-30462568909
2016 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$195,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$63,881
Total income from all sources (including contributions)2016-06-30$19,822,879
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$10,998,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$9,706,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$12,000,000
Value of total assets at end of year2016-06-30$205,112,329
Value of total assets at beginning of year2016-06-30$196,156,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,292,019
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$46,899
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$195,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$63,881
Administrative expenses (other) incurred2016-06-30$912,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$8,824,456
Value of net assets at end of year (total assets less liabilities)2016-06-30$204,917,292
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$196,092,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$332,814
Value of interest in master investment trust accounts at end of year2016-06-30$205,112,329
Value of interest in master investment trust accounts at beginning of year2016-06-30$196,156,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$9,706,404
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAIER GRABUSKI LLP
Accountancy firm EIN2016-06-30462568909
2015 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$63,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$62,632
Total income from all sources (including contributions)2015-06-30$4,800,074
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$12,501,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$12,501,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,000,000
Value of total assets at end of year2015-06-30$196,156,717
Value of total assets at beginning of year2015-06-30$203,856,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$63,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$62,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-7,700,997
Value of net assets at end of year (total assets less liabilities)2015-06-30$196,092,836
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$203,793,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in master investment trust accounts at end of year2015-06-30$196,156,717
Value of interest in master investment trust accounts at beginning of year2015-06-30$203,856,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$12,501,071
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAIER GRABUSKI LLP
Accountancy firm EIN2015-06-30462568909
2014 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$62,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$75,323
Total income from all sources (including contributions)2014-06-30$27,385,684
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$10,040,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$9,052,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,000,000
Value of total assets at end of year2014-06-30$203,856,465
Value of total assets at beginning of year2014-06-30$186,523,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$987,551
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$16,580
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$62,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$75,323
Administrative expenses (other) incurred2014-06-30$540,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$17,345,207
Value of net assets at end of year (total assets less liabilities)2014-06-30$203,793,833
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$186,448,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$430,392
Value of interest in master investment trust accounts at end of year2014-06-30$203,856,465
Value of interest in master investment trust accounts at beginning of year2014-06-30$186,523,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$9,052,926
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAIER GRABUSKI, LLP
Accountancy firm EIN2014-06-30462568909
2013 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$75,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$123,699
Total income from all sources (including contributions)2013-06-30$23,233,512
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$9,247,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$8,322,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,000,000
Value of total assets at end of year2013-06-30$186,523,949
Value of total assets at beginning of year2013-06-30$172,586,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$924,876
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$15,159
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$75,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$123,699
Administrative expenses (other) incurred2013-06-30$494,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$13,985,714
Value of net assets at end of year (total assets less liabilities)2013-06-30$186,448,626
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$172,462,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$415,704
Value of interest in master investment trust accounts at end of year2013-06-30$186,523,949
Value of interest in master investment trust accounts at beginning of year2013-06-30$172,586,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$8,322,922
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAIER GRABUSKI, LLP
Accountancy firm EIN2013-06-30462568909
2012 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$123,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$110,116
Total income from all sources (including contributions)2012-06-30$132,284
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$7,836,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$7,836,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$172,586,611
Value of total assets at beginning of year2012-06-30$180,276,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$123,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$110,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-7,703,929
Value of net assets at end of year (total assets less liabilities)2012-06-30$172,462,912
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$180,166,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in master investment trust accounts at end of year2012-06-30$172,586,611
Value of interest in master investment trust accounts at beginning of year2012-06-30$180,276,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$7,836,213
Did the plan have assets held for investment2012-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WEISERMAZARS, LLP
Accountancy firm EIN2012-06-30131459550
2011 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$110,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$138,267
Total income from all sources (including contributions)2011-06-30$28,032,553
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$7,667,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$7,667,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$180,276,957
Value of total assets at beginning of year2011-06-30$159,939,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$110,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$138,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$20,365,320
Value of net assets at end of year (total assets less liabilities)2011-06-30$180,166,841
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$159,801,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in master investment trust accounts at end of year2011-06-30$180,276,957
Value of interest in master investment trust accounts at beginning of year2011-06-30$159,939,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$7,667,233
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WEISERMAZARS, LLP
Accountancy firm EIN2011-06-30131459550
2010 : RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA

2021: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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