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RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL
Plan identification number 006

RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062021-07-01
0062020-07-01
0062020-07-01
0062019-07-01
0062019-07-01
0062018-07-01
0062017-07-01
0062016-07-01JOSEPH LALLIER
0062015-07-01JOSEPH LALLIER
0062014-07-01JOSEPH LALLIER
0062013-07-01JOSEPH LALLIER
0062012-07-01JOSEPH LALLIER JOSEPH LALLIER2014-04-15
0062011-07-01JOSEPH LALLIER JOSEPH LALLIER2013-04-11
0062009-07-01JOSEPH LALLIER JOSEPH LALLIER2011-04-15

Plan Statistics for RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL

Measure Date Value
2022: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2022 401k membership
Market value of plan assets2022-06-302,322,541,177
Acturial value of plan assets2022-06-302,090,287,060
Funding target for retired participants and beneficiaries receiving payment2022-06-30625,375,335
Number of terminated vested participants2022-06-305,639
Fundng target for terminated vested participants2022-06-30295,623,197
Active participant vested funding target2022-06-30748,554,479
Number of active participants2022-06-305,883
Total funding liabilities for active participants2022-06-30749,753,890
Total participant count2022-06-3015,376
Total funding target for all participants2022-06-301,670,752,422
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30111,315,133
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 balance2022-06-300
Amount remaining of prefunding balance2022-06-30111,315,133
Present value of excess contributions2022-06-3046,070,785
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3048,604,678
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-3048,604,678
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-3047,000,000
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30151,646,346
Total employer contributions2022-06-3011,953,000
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 date2022-06-3010,988,313
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 cost2022-06-3064,993,096
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 year2022-06-3010,988,313
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2021 401k membership
Total participants, beginning-of-year2021-07-0115,357
Total number of active participants reported on line 7a of the Form 55002021-07-015,489
Number of retired or separated participants receiving benefits2021-07-014,003
Number of other retired or separated participants entitled to future benefits2021-07-015,305
Total of all active and inactive participants2021-07-0114,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01455
Total participants2021-07-0115,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-014
Market value of plan assets2021-06-301,752,609,693
Acturial value of plan assets2021-06-301,787,869,658
Funding target for retired participants and beneficiaries receiving payment2021-06-30581,506,665
Number of terminated vested participants2021-06-305,633
Fundng target for terminated vested participants2021-06-30283,644,616
Active participant vested funding target2021-06-30745,814,210
Number of active participants2021-06-306,236
Total funding liabilities for active participants2021-06-30746,784,989
Total participant count2021-06-3015,429
Total funding target for all participants2021-06-301,611,936,270
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30106,877,549
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30106,877,549
Present value of excess contributions2021-06-3088,471,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-3093,470,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-3093,470,102
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-3093,500,000
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30111,315,133
Total employer contributions2021-06-3049,230,500
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 date2021-06-3046,070,785
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 cost2021-06-3064,530,720
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 year2021-06-3046,070,785
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2020 401k membership
Total participants, beginning-of-year2020-07-0115,411
Total number of active participants reported on line 7a of the Form 55002020-07-015,883
Number of retired or separated participants receiving benefits2020-07-013,664
Number of other retired or separated participants entitled to future benefits2020-07-015,368
Total of all active and inactive participants2020-07-0114,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01442
Total participants2020-07-0115,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
Market value of plan assets2020-06-301,735,189,946
Acturial value of plan assets2020-06-301,736,166,774
Funding target for retired participants and beneficiaries receiving payment2020-06-30575,698,317
Number of terminated vested participants2020-06-305,658
Fundng target for terminated vested participants2020-06-30269,137,994
Active participant vested funding target2020-06-30717,449,004
Number of active participants2020-06-306,639
Total funding liabilities for active participants2020-06-30719,699,402
Total participant count2020-06-3017,857
Total funding target for all participants2020-06-301,564,535,713
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30139,880,513
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30139,880,513
Present value of excess contributions2020-06-3057,599,241
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3060,951,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-3060,951,517
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-3099,200,000
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30106,877,549
Total employer contributions2020-06-3095,355,500
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 date2020-06-3088,471,464
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 cost2020-06-3064,700,433
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-3088,471,464
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2019 401k membership
Total participants, beginning-of-year2019-07-0117,833
Total number of active participants reported on line 7a of the Form 55002019-07-016,236
Number of retired or separated participants receiving benefits2019-07-013,386
Number of other retired or separated participants entitled to future benefits2019-07-015,357
Total of all active and inactive participants2019-07-0114,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01432
Total participants2019-07-0115,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
Market value of plan assets2019-06-301,667,593,573
Acturial value of plan assets2019-06-301,584,465,652
Funding target for retired participants and beneficiaries receiving payment2019-06-30515,109,658
Number of terminated vested participants2019-06-305,553
Fundng target for terminated vested participants2019-06-30232,163,565
Active participant vested funding target2019-06-30641,938,991
Number of active participants2019-06-307,048
Total funding liabilities for active participants2019-06-30644,792,293
Total participant count2019-06-3017,959
Total funding target for all participants2019-06-301,392,065,516
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30158,220,590
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30158,220,590
Present value of excess contributions2019-06-3060,777,541
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3064,442,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-3064,442,427
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-30101,500,000
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30139,880,513
Total employer contributions2019-06-3062,610,000
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 date2019-06-3057,599,241
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 cost2019-06-3052,494,113
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-3057,599,241
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2018 401k membership
Total participants, beginning-of-year2018-07-0117,940
Total number of active participants reported on line 7a of the Form 55002018-07-016,639
Number of retired or separated participants receiving benefits2018-07-015,180
Number of other retired or separated participants entitled to future benefits2018-07-015,451
Total of all active and inactive participants2018-07-0117,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01563
Total participants2018-07-0117,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
Market value of plan assets2018-06-301,600,150,838
Acturial value of plan assets2018-06-301,569,347,813
Funding target for retired participants and beneficiaries receiving payment2018-06-30459,006,674
Number of terminated vested participants2018-06-308,404
Fundng target for terminated vested participants2018-06-30304,976,380
Active participant vested funding target2018-06-30589,092,683
Number of active participants2018-06-307,467
Total funding liabilities for active participants2018-06-30592,294,930
Total participant count2018-06-3020,853
Total funding target for all participants2018-06-301,356,277,984
Balance at beginning of prior year after applicable adjustments2018-06-309,088,153
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30179,163,074
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 balance2018-06-309,088,153
Amount remaining of prefunding balance2018-06-30179,163,074
Present value of excess contributions2018-06-3063,640,531
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3067,598,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-3067,598,972
Reductions in caryover balances due to elections or deemed elections2018-06-3010,317,780
Reductions in prefunding balances due to elections or deemed elections2018-06-30112,782,220
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30158,220,590
Total employer contributions2018-06-3066,428,000
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 date2018-06-3060,777,541
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 cost2018-06-3054,823,505
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-3060,777,541
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2017 401k membership
Total participants, beginning-of-year2017-07-0120,835
Total number of active participants reported on line 7a of the Form 55002017-07-017,048
Number of retired or separated participants receiving benefits2017-07-015,009
Number of other retired or separated participants entitled to future benefits2017-07-015,344
Total of all active and inactive participants2017-07-0117,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01539
Total participants2017-07-0117,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
Market value of plan assets2017-06-301,404,523,982
Acturial value of plan assets2017-06-301,480,341,723
Funding target for retired participants and beneficiaries receiving payment2017-06-30410,828,016
Number of terminated vested participants2017-06-308,432
Fundng target for terminated vested participants2017-06-30290,340,947
Active participant vested funding target2017-06-30534,456,727
Number of active participants2017-06-307,862
Total funding liabilities for active participants2017-06-30537,760,425
Total participant count2017-06-3020,946
Total funding target for all participants2017-06-301,238,929,388
Balance at beginning of prior year after applicable adjustments2017-06-3097,937,324
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3069,955,046
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 balance2017-06-3097,937,324
Amount remaining of prefunding balance2017-06-3069,955,046
Present value of excess contributions2017-06-30102,754,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30109,340,943
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-30109,340,943
Reductions in caryover balances due to elections or deemed elections2017-06-3088,663,090
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-309,088,153
Balance of prefunding at beginning of current year2017-06-30179,163,074
Total employer contributions2017-06-3069,844,000
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 date2017-06-3063,640,531
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 cost2017-06-3053,161,108
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-3063,640,531
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2016 401k membership
Total participants, beginning-of-year2016-07-0120,933
Total number of active participants reported on line 7a of the Form 55002016-07-017,467
Number of retired or separated participants receiving benefits2016-07-014,656
Number of other retired or separated participants entitled to future benefits2016-07-018,329
Total of all active and inactive participants2016-07-0120,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01383
Total participants2016-07-0120,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-018
2015: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-07-0121,060
Total number of active participants reported on line 7a of the Form 55002015-07-017,862
Number of retired or separated participants receiving benefits2015-07-014,358
Number of other retired or separated participants entitled to future benefits2015-07-018,369
Total of all active and inactive participants2015-07-0120,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01344
Total participants2015-07-0120,933
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-07-0121,188
Total number of active participants reported on line 7a of the Form 55002014-07-018,394
Number of retired or separated participants receiving benefits2014-07-014,089
Number of other retired or separated participants entitled to future benefits2014-07-018,259
Total of all active and inactive participants2014-07-0120,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01318
Total participants2014-07-0121,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0143
2013: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-07-0121,293
Total number of active participants reported on line 7a of the Form 55002013-07-019,025
Number of retired or separated participants receiving benefits2013-07-013,812
Number of other retired or separated participants entitled to future benefits2013-07-018,065
Total of all active and inactive participants2013-07-0120,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01286
Total participants2013-07-0121,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0192
2012: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-07-0121,548
Total number of active participants reported on line 7a of the Form 55002012-07-019,654
Number of retired or separated participants receiving benefits2012-07-013,516
Number of other retired or separated participants entitled to future benefits2012-07-017,860
Total of all active and inactive participants2012-07-0121,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01263
Total participants2012-07-0121,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01190
2011: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-07-0121,630
Total number of active participants reported on line 7a of the Form 55002011-07-0110,370
Number of retired or separated participants receiving benefits2011-07-013,256
Number of other retired or separated participants entitled to future benefits2011-07-017,676
Total of all active and inactive participants2011-07-0121,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01246
Total participants2011-07-0121,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01299
2009: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-07-0120,382
Total number of active participants reported on line 7a of the Form 55002009-07-0110,964
Number of retired or separated participants receiving benefits2009-07-012,815
Number of other retired or separated participants entitled to future benefits2009-07-017,467
Total of all active and inactive participants2009-07-0121,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01226
Total participants2009-07-0121,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01389

Financial Data on RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL

Measure Date Value
2022 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$213,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$233,661
Total income from all sources (including contributions)2022-06-30$-40,906,019
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$77,619,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$63,302,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$11,953,000
Value of total assets at end of year2022-06-30$2,204,668,602
Value of total assets at beginning of year2022-06-30$2,323,214,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$14,316,924
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$11,156,759
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$150,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$23,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$21,600
Liabilities. Value of operating payables at end of year2022-06-30$213,004
Liabilities. Value of operating payables at beginning of year2022-06-30$233,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-118,525,131
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,204,455,598
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,322,980,729
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$3,160,165
Value of interest in master investment trust accounts at end of year2022-06-30$2,192,692,570
Value of interest in master investment trust accounts at beginning of year2022-06-30$2,298,812,390
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
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
Contributions received in cash from employer2022-06-30$11,953,000
Employer contributions (assets) at end of year2022-06-30$11,953,000
Employer contributions (assets) at beginning of year2022-06-30$24,402,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$63,302,188
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 plan2022-06-30Unqualified
Accountancy firm name2022-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-06-30134008324
2021 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$233,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$337,179
Total income from all sources (including contributions)2021-06-30$631,210,961
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$69,442,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$56,641,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$43,130,000
Value of total assets at end of year2021-06-30$2,317,113,890
Value of total assets at beginning of year2021-06-30$1,755,448,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$12,800,792
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$11,475,460
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$150,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$916,160
Other income not declared elsewhere2021-06-30$24,435
Liabilities. Value of operating payables at end of year2021-06-30$233,661
Liabilities. Value of operating payables at beginning of year2021-06-30$337,179
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
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$561,768,515
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,316,880,229
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,755,111,714
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$1,325,332
Value of interest in master investment trust accounts at end of year2021-06-30$2,298,812,390
Value of interest in master investment trust accounts at beginning of year2021-06-30$1,680,047,233
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
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
Contributions received in cash from employer2021-06-30$43,130,000
Employer contributions (assets) at end of year2021-06-30$18,301,500
Employer contributions (assets) at beginning of year2021-06-30$74,485,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$56,641,654
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 plan2021-06-30Unqualified
Accountancy firm name2021-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-06-30134008324
2020 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$337,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$255,894
Total income from all sources (including contributions)2020-06-30$169,677,387
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$151,188,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$135,128,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$95,355,500
Value of total assets at end of year2020-06-30$1,755,448,893
Value of total assets at beginning of year2020-06-30$1,736,878,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$16,059,473
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$12,003,308
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$150,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$916,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$29,898
Other income not declared elsewhere2020-06-30$943,698
Liabilities. Value of operating payables at end of year2020-06-30$337,179
Liabilities. Value of operating payables at beginning of year2020-06-30$255,894
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
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$18,489,281
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,755,111,714
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,736,622,433
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$4,056,165
Value of interest in master investment trust accounts at end of year2020-06-30$1,680,047,233
Value of interest in master investment trust accounts at beginning of year2020-06-30$1,674,238,429
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$78,879,000
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$95,355,500
Employer contributions (assets) at end of year2020-06-30$74,485,500
Employer contributions (assets) at beginning of year2020-06-30$62,610,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$56,249,633
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)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-06-30134008324
2019 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$255,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$576,953
Total income from all sources (including contributions)2019-06-30$126,795,570
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$59,317,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$52,058,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$62,610,000
Value of total assets at end of year2019-06-30$1,736,878,327
Value of total assets at beginning of year2019-06-30$1,669,721,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$7,258,845
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$3,169,274
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$150,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$29,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$29,899
Other income not declared elsewhere2019-06-30$46
Liabilities. Value of operating payables at end of year2019-06-30$255,894
Liabilities. Value of operating payables at beginning of year2019-06-30$576,953
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
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$67,477,998
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,736,622,433
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,669,144,435
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$4,089,571
Value of interest in master investment trust accounts at end of year2019-06-30$1,674,238,429
Value of interest in master investment trust accounts at beginning of year2019-06-30$1,603,263,489
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$62,610,000
Employer contributions (assets) at end of year2019-06-30$62,610,000
Employer contributions (assets) at beginning of year2019-06-30$66,428,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$52,058,727
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)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-06-30134008324
2018 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$576,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$539,492
Total income from all sources (including contributions)2018-06-30$244,128,688
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$176,869,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$163,415,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$66,428,000
Value of total assets at end of year2018-06-30$1,669,721,388
Value of total assets at beginning of year2018-06-30$1,602,425,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,454,365
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$10,198,589
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$150,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$29,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$29,362
Other income not declared elsewhere2018-06-30$3,235
Liabilities. Value of operating payables at end of year2018-06-30$576,953
Liabilities. Value of operating payables at beginning of year2018-06-30$539,492
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
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$67,258,698
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,669,144,435
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,601,885,737
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$3,255,776
Value of interest in master investment trust accounts at end of year2018-06-30$1,603,263,489
Value of interest in master investment trust accounts at beginning of year2018-06-30$1,532,551,867
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$66,428,000
Employer contributions (assets) at end of year2018-06-30$66,428,000
Employer contributions (assets) at beginning of year2018-06-30$69,844,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$163,415,625
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)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-06-30134008324
2017 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$539,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$474,928
Total income from all sources (including contributions)2017-06-30$252,284,236
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$57,605,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$43,012,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$69,844,000
Value of total assets at end of year2017-06-30$1,602,425,229
Value of total assets at beginning of year2017-06-30$1,407,681,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$14,592,442
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$11,571,745
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$150,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$29,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$61,586
Other income not declared elsewhere2017-06-30$146,279
Liabilities. Value of operating payables at end of year2017-06-30$539,492
Liabilities. Value of operating payables at beginning of year2017-06-30$474,928
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$194,678,805
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,601,885,737
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,407,206,932
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$3,020,697
Value of interest in master investment trust accounts at end of year2017-06-30$1,532,551,867
Value of interest in master investment trust accounts at beginning of year2017-06-30$1,314,248,274
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$69,844,000
Employer contributions (assets) at end of year2017-06-30$69,844,000
Employer contributions (assets) at beginning of year2017-06-30$93,372,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$43,012,989
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)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-06-30134008324
2016 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$474,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$556,393
Total income from all sources (including contributions)2016-06-30$113,200,412
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$47,157,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$39,240,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$112,434,000
Value of total assets at end of year2016-06-30$1,407,681,860
Value of total assets at beginning of year2016-06-30$1,341,720,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,916,897
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
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$150,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$61,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$77,784
Other income not declared elsewhere2016-06-30$61,586
Administrative expenses (other) incurred2016-06-30$4,496,106
Liabilities. Value of operating payables at end of year2016-06-30$474,928
Liabilities. Value of operating payables at beginning of year2016-06-30$556,393
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$66,043,095
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,407,206,932
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,341,163,837
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$3,420,791
Value of interest in master investment trust accounts at end of year2016-06-30$1,314,248,274
Value of interest in master investment trust accounts at beginning of year2016-06-30$1,284,456,446
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$112,434,000
Employer contributions (assets) at end of year2016-06-30$93,372,000
Employer contributions (assets) at beginning of year2016-06-30$57,186,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$39,240,420
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)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-06-30134008324
2015 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$556,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$543,348
Total income from all sources (including contributions)2015-06-30$113,853,031
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$41,185,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$35,057,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$71,711,000
Value of total assets at end of year2015-06-30$1,341,720,230
Value of total assets at beginning of year2015-06-30$1,269,039,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,127,922
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$150,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$77,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$53,094
Other income not declared elsewhere2015-06-30$77,784
Administrative expenses (other) incurred2015-06-30$3,033,780
Liabilities. Value of operating payables at end of year2015-06-30$556,393
Liabilities. Value of operating payables at beginning of year2015-06-30$543,348
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$72,667,932
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,341,163,837
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,268,495,905
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
Investment advisory and management fees2015-06-30$3,094,142
Value of interest in master investment trust accounts at end of year2015-06-30$1,284,456,446
Value of interest in master investment trust accounts at beginning of year2015-06-30$1,225,411,159
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$71,711,000
Employer contributions (assets) at end of year2015-06-30$57,186,000
Employer contributions (assets) at beginning of year2015-06-30$43,575,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$35,057,177
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)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-06-30134008324
2014 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$543,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$467,626
Total income from all sources (including contributions)2014-06-30$219,279,840
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$36,899,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$31,299,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$58,995,000
Value of total assets at end of year2014-06-30$1,269,039,253
Value of total assets at beginning of year2014-06-30$1,086,583,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,600,071
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
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$15,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$53,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$72,888
Other income not declared elsewhere2014-06-30$53,094
Administrative expenses (other) incurred2014-06-30$2,833,766
Liabilities. Value of operating payables at end of year2014-06-30$543,348
Liabilities. Value of operating payables at beginning of year2014-06-30$467,626
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$182,380,044
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,268,495,905
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,086,115,861
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$2,766,305
Value of interest in master investment trust accounts at end of year2014-06-30$1,225,411,159
Value of interest in master investment trust accounts at beginning of year2014-06-30$1,040,250,599
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$58,995,000
Employer contributions (assets) at end of year2014-06-30$43,575,000
Employer contributions (assets) at beginning of year2014-06-30$46,260,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$31,299,725
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)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-06-30134008324
2013 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$467,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$618,064
Total income from all sources (including contributions)2013-06-30$189,012,570
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$32,658,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$27,543,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$69,947,000
Value of total assets at end of year2013-06-30$1,086,583,487
Value of total assets at beginning of year2013-06-30$930,380,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,114,845
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
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$15,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$72,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$37,503
Other income not declared elsewhere2013-06-30$157,996
Administrative expenses (other) incurred2013-06-30$2,526,563
Liabilities. Value of operating payables at end of year2013-06-30$467,626
Liabilities. Value of operating payables at beginning of year2013-06-30$618,064
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$156,353,877
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,086,115,861
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$929,761,984
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$2,588,282
Value of interest in master investment trust accounts at end of year2013-06-30$1,040,250,599
Value of interest in master investment trust accounts at beginning of year2013-06-30$859,281,545
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$69,947,000
Employer contributions (assets) at end of year2013-06-30$46,260,000
Employer contributions (assets) at beginning of year2013-06-30$71,061,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$27,543,848
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)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-06-30134008324
2012 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$618,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$695,493
Total income from all sources (including contributions)2012-06-30$120,996,802
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$29,001,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$24,370,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$114,609,000
Value of total assets at end of year2012-06-30$930,380,048
Value of total assets at beginning of year2012-06-30$838,462,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,631,173
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
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$37,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$82,710
Administrative expenses (other) incurred2012-06-30$1,981,103
Liabilities. Value of operating payables at end of year2012-06-30$618,064
Liabilities. Value of operating payables at beginning of year2012-06-30$695,493
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$91,994,953
Value of net assets at end of year (total assets less liabilities)2012-06-30$929,761,984
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$837,767,031
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
Investment advisory and management fees2012-06-30$2,650,070
Value of interest in master investment trust accounts at end of year2012-06-30$859,281,545
Value of interest in master investment trust accounts at beginning of year2012-06-30$823,946,524
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
Contributions received in cash from employer2012-06-30$114,609,000
Employer contributions (assets) at end of year2012-06-30$71,061,000
Employer contributions (assets) at beginning of year2012-06-30$14,516,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$24,370,676
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)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-06-30134008324
2011 : RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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$695,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$516,308
Total income from all sources (including contributions)2011-06-30$195,625,316
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$26,720,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$21,856,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$65,387,000
Value of total assets at end of year2011-06-30$838,462,524
Value of total assets at beginning of year2011-06-30$669,378,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,864,493
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
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$81,396
Administrative expenses (other) incurred2011-06-30$2,357,478
Liabilities. Value of operating payables at end of year2011-06-30$695,493
Liabilities. Value of operating payables at beginning of year2011-06-30$516,308
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$168,904,754
Value of net assets at end of year (total assets less liabilities)2011-06-30$837,767,031
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$668,862,277
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
Investment advisory and management fees2011-06-30$2,507,015
Value of interest in master investment trust accounts at end of year2011-06-30$823,946,524
Value of interest in master investment trust accounts at beginning of year2011-06-30$652,340,189
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
Contributions received in cash from employer2011-06-30$65,387,000
Employer contributions (assets) at end of year2011-06-30$14,516,000
Employer contributions (assets) at beginning of year2011-06-30$16,957,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$21,856,069
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)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-06-30134008324

Form 5500 Responses for RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL

2021: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
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 planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL 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 planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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