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UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 401k Plan overview

Plan NameUNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN
Plan identification number 528

UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Severance pay

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 UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5282021-07-01
5282020-07-01
5282019-07-01
5282018-07-01
5282017-07-01JOHN J HEUER JOHN J. HEUER2019-01-18
5282016-07-01JOHN J HEUER JOHN J. HEUER2017-12-01
5282016-07-01JOHN J HEUER2017-11-29
5282015-07-01JOHN J HEUER
5282014-07-01JOHN J HEUER
5282013-07-01JOHN J. HEUER JOHN J. HEUER2014-10-23
5282012-07-01JOHN J. HEUER JOHN J. HEUER2013-12-04
5282011-07-01JOHN J. HEUER JOHN J. HEUER2013-01-14
5282009-07-01JOHN J. HEUER JOHN J. HEUER2011-02-07

Plan Statistics for UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN

401k plan membership statisitcs for UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN

Measure Date Value
2021: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0110,437
Total number of active participants reported on line 7a of the Form 55002021-07-0110,526
Number of retired or separated participants receiving benefits2021-07-0121
Total of all active and inactive participants2021-07-0110,547
2020: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0110,708
Total number of active participants reported on line 7a of the Form 55002020-07-0110,352
Number of retired or separated participants receiving benefits2020-07-0185
Total of all active and inactive participants2020-07-0110,437
2019: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0111,596
Total number of active participants reported on line 7a of the Form 55002019-07-0110,655
Number of retired or separated participants receiving benefits2019-07-0153
Total of all active and inactive participants2019-07-0110,708
2018: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0111,337
Total number of active participants reported on line 7a of the Form 55002018-07-0111,549
Number of retired or separated participants receiving benefits2018-07-0147
Total of all active and inactive participants2018-07-0111,596
2017: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0111,070
Total number of active participants reported on line 7a of the Form 55002017-07-0111,296
Number of retired or separated participants receiving benefits2017-07-0141
Total of all active and inactive participants2017-07-0111,337
2016: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0110,578
Total number of active participants reported on line 7a of the Form 55002016-07-0110,916
Number of retired or separated participants receiving benefits2016-07-01154
Total of all active and inactive participants2016-07-0111,070
2015: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0110,591
Total number of active participants reported on line 7a of the Form 55002015-07-0110,439
Number of retired or separated participants receiving benefits2015-07-01139
Total of all active and inactive participants2015-07-0110,578
2014: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-018,884
Total number of active participants reported on line 7a of the Form 55002014-07-0110,515
Number of retired or separated participants receiving benefits2014-07-0176
Total of all active and inactive participants2014-07-0110,591
2013: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-019,950
Total number of active participants reported on line 7a of the Form 55002013-07-018,783
Number of retired or separated participants receiving benefits2013-07-01101
Total of all active and inactive participants2013-07-018,884
2012: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-018,935
Total number of active participants reported on line 7a of the Form 55002012-07-019,950
Number of retired or separated participants receiving benefits2012-07-0182
Total of all active and inactive participants2012-07-0110,032
2011: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-019,739
Total number of active participants reported on line 7a of the Form 55002011-07-018,889
Number of retired or separated participants receiving benefits2011-07-0146
Total of all active and inactive participants2011-07-018,935
2009: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-018,945
Total number of active participants reported on line 7a of the Form 55002009-07-019,947
Number of retired or separated participants receiving benefits2009-07-0198
Total of all active and inactive participants2009-07-0110,045

Form 5500 Responses for UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN

2021: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
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 – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN 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 – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

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