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FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 401k Plan overview

Plan NameFACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA
Plan identification number 505

FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

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 FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052021-07-01
5052020-07-01
5052019-07-01
5052018-07-01
5052017-07-01JOHN J HEUER JOHN J. HEUER2019-01-18
5052016-07-01JOHN J HEUER JOHN J. HEUER2017-12-01
5052015-07-01JOHN J HEUER
5052014-07-01JOHN J HEUER
5052013-07-01JOHN J. HEUER JOHN J. HEUER2014-10-23
5052012-07-01JOHN J. HEUER JOHN J. HEUER2013-12-04
5052011-07-01JOHN J. HEUER JOHN J. HEUER2013-01-14
5052010-07-01JOHN J. HEUER JOHN J. HEUER2012-01-13
5052009-07-01JOHN J. HEUER JOHN J. HEUER2011-02-07

Plan Statistics for FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA

401k plan membership statisitcs for FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA

Measure Date Value
2021: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2021 401k membership
Total participants, beginning-of-year2021-07-0119,421
Total number of active participants reported on line 7a of the Form 55002021-07-0117,041
Number of retired or separated participants receiving benefits2021-07-013,560
Total of all active and inactive participants2021-07-0120,601
2020: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2020 401k membership
Total participants, beginning-of-year2020-07-0119,435
Total number of active participants reported on line 7a of the Form 55002020-07-0116,204
Number of retired or separated participants receiving benefits2020-07-013,217
Total of all active and inactive participants2020-07-0119,421
2019: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2019 401k membership
Total participants, beginning-of-year2019-07-0119,534
Total number of active participants reported on line 7a of the Form 55002019-07-0116,293
Number of retired or separated participants receiving benefits2019-07-013,142
Total of all active and inactive participants2019-07-0119,435
2018: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2018 401k membership
Total participants, beginning-of-year2018-07-0120,059
Total number of active participants reported on line 7a of the Form 55002018-07-0116,051
Number of retired or separated participants receiving benefits2018-07-013,483
Total of all active and inactive participants2018-07-0119,534
2017: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2017 401k membership
Total participants, beginning-of-year2017-07-0119,113
Total number of active participants reported on line 7a of the Form 55002017-07-0116,814
Number of retired or separated participants receiving benefits2017-07-013,245
Total of all active and inactive participants2017-07-0120,059
2016: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2016 401k membership
Total participants, beginning-of-year2016-07-0118,341
Total number of active participants reported on line 7a of the Form 55002016-07-0116,309
Number of retired or separated participants receiving benefits2016-07-012,804
Total of all active and inactive participants2016-07-0119,113
2015: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2015 401k membership
Total participants, beginning-of-year2015-07-0118,107
Total number of active participants reported on line 7a of the Form 55002015-07-0115,702
Number of retired or separated participants receiving benefits2015-07-012,639
Total of all active and inactive participants2015-07-0118,341
2014: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2014 401k membership
Total participants, beginning-of-year2014-07-0115,858
Total number of active participants reported on line 7a of the Form 55002014-07-0115,598
Number of retired or separated participants receiving benefits2014-07-012,509
Total of all active and inactive participants2014-07-0118,107
2013: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2013 401k membership
Total participants, beginning-of-year2013-07-0116,951
Total number of active participants reported on line 7a of the Form 55002013-07-0113,654
Number of retired or separated participants receiving benefits2013-07-012,204
Total of all active and inactive participants2013-07-0115,858
2012: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2012 401k membership
Total participants, beginning-of-year2012-07-0115,685
Total number of active participants reported on line 7a of the Form 55002012-07-0114,774
Number of retired or separated participants receiving benefits2012-07-012,177
Total of all active and inactive participants2012-07-0116,951
2011: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2011 401k membership
Total participants, beginning-of-year2011-07-0116,330
Total number of active participants reported on line 7a of the Form 55002011-07-0113,598
Number of retired or separated participants receiving benefits2011-07-012,087
Total of all active and inactive participants2011-07-0115,685
2010: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2010 401k membership
Total participants, beginning-of-year2010-07-0116,352
Total number of active participants reported on line 7a of the Form 55002010-07-0114,271
Number of retired or separated participants receiving benefits2010-07-012,059
Total of all active and inactive participants2010-07-0116,330
2009: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2009 401k membership
Total participants, beginning-of-year2009-07-0115,566
Total number of active participants reported on line 7a of the Form 55002009-07-0114,460
Number of retired or separated participants receiving benefits2009-07-011,892
Total of all active and inactive participants2009-07-0116,352

Form 5500 Responses for FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA

2021: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 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 planYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – General assets of the sponsorYes
2010-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: FACULTY & STAFF SCHOLARSHIP PROGRAM 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 – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

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