UPMC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: UPMC BASIC RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 94,292 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 74,793 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 6,495 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 17,120 |
| Total of all active and inactive participants | 2023-01-01 | 98,408 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 541 |
| Total participants | 2023-01-01 | 98,949 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2,209 |
| 2022: UPMC BASIC RETIREMENT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 3,170,519,887 |
| Acturial value of plan assets | 2022-12-31 | 2,894,960,727 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 605,549,919 |
| Number of terminated vested participants | 2022-12-31 | 16,462 |
| Fundng target for terminated vested participants | 2022-12-31 | 368,254,374 |
| Active participant vested funding target | 2022-12-31 | 1,434,322,747 |
| Number of active participants | 2022-12-31 | 68,708 |
| Total funding liabilities for active participants | 2022-12-31 | 1,446,908,529 |
| Total participant count | 2022-12-31 | 91,449 |
| Total funding target for all participants | 2022-12-31 | 2,420,712,822 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 17,757,367 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 11,545,255 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 17,757,367 |
| Amount remaining of prefunding balance | 2022-12-31 | 11,545,255 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 20,541,722 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 13,355,551 |
| Total employer contributions | 2022-12-31 | 158,100,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 145,949,376 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 163,593,225 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 145,949,376 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 91,449 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 70,746 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 6,097 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16,953 |
| Total of all active and inactive participants | 2022-01-01 | 93,796 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 496 |
| Total participants | 2022-01-01 | 94,292 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2,352 |
| 2021: UPMC BASIC RETIREMENT PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 2,958,124,723 |
| Acturial value of plan assets | 2021-12-31 | 2,669,279,962 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 584,954,478 |
| Number of terminated vested participants | 2021-12-31 | 14,833 |
| Fundng target for terminated vested participants | 2021-12-31 | 312,576,535 |
| Active participant vested funding target | 2021-12-31 | 1,466,380,253 |
| Number of active participants | 2021-12-31 | 75,071 |
| Total funding liabilities for active participants | 2021-12-31 | 1,479,513,092 |
| Total participant count | 2021-12-31 | 95,908 |
| Total funding target for all participants | 2021-12-31 | 2,377,044,105 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 15,263,338 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 10,939,385 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 15,263,338 |
| Amount remaining of prefunding balance | 2021-12-31 | 10,939,385 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 17,757,367 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 12,726,881 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 167,837,685 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 95,908 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 68,708 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 5,951 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 16,324 |
| Total of all active and inactive participants | 2021-01-01 | 90,983 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 466 |
| Total participants | 2021-01-01 | 91,449 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2,628 |
| 2020: UPMC BASIC RETIREMENT PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 2,537,384,980 |
| Acturial value of plan assets | 2020-12-31 | 2,419,282,162 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 516,767,268 |
| Number of terminated vested participants | 2020-12-31 | 13,378 |
| Fundng target for terminated vested participants | 2020-12-31 | 288,131,514 |
| Active participant vested funding target | 2020-12-31 | 1,327,194,849 |
| Number of active participants | 2020-12-31 | 69,228 |
| Total funding liabilities for active participants | 2020-12-31 | 1,344,004,213 |
| Total participant count | 2020-12-31 | 91,930 |
| Total funding target for all participants | 2020-12-31 | 2,148,902,995 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 12,867,424 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,003,204 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 12,867,424 |
| Amount remaining of prefunding balance | 2020-12-31 | 1,003,204 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 15,263,338 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 1,190,001 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 160,346,810 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 91,930 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 69,660 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 5,695 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14,722 |
| Total of all active and inactive participants | 2020-01-01 | 90,077 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 420 |
| Total participants | 2020-01-01 | 90,497 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1,851 |
| 2019: UPMC BASIC RETIREMENT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 2,290,567,422 |
| Acturial value of plan assets | 2019-12-31 | 2,334,347,494 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 488,531,156 |
| Number of terminated vested participants | 2019-12-31 | 12,630 |
| Fundng target for terminated vested participants | 2019-12-31 | 268,220,438 |
| Active participant vested funding target | 2019-12-31 | 1,253,897,988 |
| Number of active participants | 2019-12-31 | 60,613 |
| Total funding liabilities for active participants | 2019-12-31 | 1,265,431,056 |
| Total participant count | 2019-12-31 | 82,095 |
| Total funding target for all participants | 2019-12-31 | 2,022,182,650 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 13,059,397 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,018,171 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 13,059,397 |
| Amount remaining of prefunding balance | 2019-12-31 | 1,018,171 |
| Present value of excess contributions | 2019-12-31 | 139,474,620 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 147,285,199 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 12,867,424 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 1,003,204 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 137,379,334 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 82,095 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 58,655 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 8,740 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13,267 |
| Total of all active and inactive participants | 2019-01-01 | 80,662 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 695 |
| Total participants | 2019-01-01 | 81,357 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1,683 |
| 2018: UPMC BASIC RETIREMENT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 2,320,774,104 |
| Acturial value of plan assets | 2018-12-31 | 2,165,282,667 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 462,585,474 |
| Number of terminated vested participants | 2018-12-31 | 12,184 |
| Fundng target for terminated vested participants | 2018-12-31 | 266,872,384 |
| Active participant vested funding target | 2018-12-31 | 1,197,149,115 |
| Number of active participants | 2018-12-31 | 58,615 |
| Total funding liabilities for active participants | 2018-12-31 | 1,206,631,955 |
| Total participant count | 2018-12-31 | 79,205 |
| Total funding target for all participants | 2018-12-31 | 1,936,089,813 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 11,114,380 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,084,410 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 35,736 |
| Amount remaining of carryover balance | 2018-12-31 | 11,114,380 |
| Amount remaining of prefunding balance | 2018-12-31 | 1,048,674 |
| Present value of excess contributions | 2018-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 13,059,396 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 1,232,192 |
| Total employer contributions | 2018-12-31 | 153,000,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 139,474,620 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 124,542,432 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 139,474,620 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 79,205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 60,057 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 8,306 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12,520 |
| Total of all active and inactive participants | 2018-01-01 | 80,883 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 656 |
| Total participants | 2018-01-01 | 81,539 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1,581 |
| 2017: UPMC BASIC RETIREMENT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 2,030,284,744 |
| Acturial value of plan assets | 2017-12-31 | 2,049,675,042 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 381,193,183 |
| Number of terminated vested participants | 2017-12-31 | 12,021 |
| Fundng target for terminated vested participants | 2017-12-31 | 253,116,209 |
| Active participant vested funding target | 2017-12-31 | 1,092,365,427 |
| Number of active participants | 2017-12-31 | 51,379 |
| Total funding liabilities for active participants | 2017-12-31 | 1,101,101,859 |
| Total participant count | 2017-12-31 | 70,421 |
| Total funding target for all participants | 2017-12-31 | 1,735,411,251 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 10,330,247 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 10,330,247 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 70,385,829 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 74,594,902 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 11,114,313 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 0 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 109,830,279 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 70,421 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 51,545 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 7,906 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12,085 |
| Total of all active and inactive participants | 2017-01-01 | 71,536 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 599 |
| Total participants | 2017-01-01 | 72,135 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1,330 |
| 2016: UPMC BASIC RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 1,777,228,064 |
| Acturial value of plan assets | 2016-12-31 | 1,858,895,127 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 325,850,970 |
| Number of terminated vested participants | 2016-12-31 | 11,319 |
| Fundng target for terminated vested participants | 2016-12-31 | 239,684,384 |
| Active participant vested funding target | 2016-12-31 | 947,050,947 |
| Number of active participants | 2016-12-31 | 47,629 |
| Total funding liabilities for active participants | 2016-12-31 | 956,632,624 |
| Total participant count | 2016-12-31 | 64,765 |
| Total funding target for all participants | 2016-12-31 | 1,522,167,978 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 8,164,380 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 8,164,380 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 215,532,870 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 228,874,355 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 8,130,906 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 77,700,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 70,385,829 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 102,345,522 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 70,385,829 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 64,765 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 48,954 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 6,641 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11,923 |
| Total of all active and inactive participants | 2016-01-01 | 67,518 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 478 |
| Total participants | 2016-01-01 | 67,996 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1,143 |
| 2015: UPMC BASIC RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 65,199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 44,818 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 5,473 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11,250 |
| Total of all active and inactive participants | 2015-01-01 | 61,541 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 413 |
| Total participants | 2015-01-01 | 61,954 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1,295 |
| 2014: UPMC BASIC RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 60,956 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 45,474 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 5,326 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10,629 |
| Total of all active and inactive participants | 2014-01-01 | 61,429 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 405 |
| Total participants | 2014-01-01 | 61,834 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1,435 |
| 2013: UPMC BASIC RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 56,446 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 43,850 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4,283 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9,467 |
| Total of all active and inactive participants | 2013-01-01 | 57,600 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 300 |
| Total participants | 2013-01-01 | 57,900 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1,280 |
| 2012: UPMC BASIC RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 56,880 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 42,728 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4,205 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9,219 |
| Total of all active and inactive participants | 2012-01-01 | 56,152 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 294 |
| Total participants | 2012-01-01 | 56,446 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 964 |
| 2011: UPMC BASIC RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 52,130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 37,843 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4,138 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9,061 |
| Total of all active and inactive participants | 2011-01-01 | 51,042 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 275 |
| Total participants | 2011-01-01 | 51,317 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 863 |
| 2010: UPMC BASIC RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 50,898 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 38,405 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 4,113 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9,328 |
| Total of all active and inactive participants | 2010-01-01 | 51,846 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 284 |
| Total participants | 2010-01-01 | 52,130 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 958 |
| 2009: UPMC BASIC RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 49,436 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 38,544 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 3,437 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8,679 |
| Total of all active and inactive participants | 2009-01-01 | 50,660 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 238 |
| Total participants | 2009-01-01 | 50,898 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1,067 |
| Measure | Date | Value |
|---|
| 2023 : UPMC BASIC RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,418,715 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $1,079,125 |
| Total income from all sources (including contributions) | 2023-12-31 | $288,866,358 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $231,999,740 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $187,540,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $35,600,000 |
| Value of total assets at end of year | 2023-12-31 | $2,847,967,223 |
| Value of total assets at beginning of year | 2023-12-31 | $2,789,761,015 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $44,459,039 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Administrative expenses (other) incurred | 2023-12-31 | $23,737,404 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $2,418,715 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $1,079,125 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $56,866,618 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,845,548,508 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,788,681,890 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $15,629,599 |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $2,812,367,223 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $2,631,661,015 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $35,600,000 |
| Employer contributions (assets) at end of year | 2023-12-31 | $35,600,000 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $158,100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $187,540,701 |
| Contract administrator fees | 2023-12-31 | $4,681,227 |
| Did the plan have assets held for investment | 2023-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2023-12-31 | 346565596 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $2,418,715 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $1,079,125 |
| Total income from all sources (including contributions) | 2023-01-01 | $288,866,358 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $231,999,740 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $187,540,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $35,600,000 |
| Value of total assets at end of year | 2023-01-01 | $2,847,967,223 |
| Value of total assets at beginning of year | 2023-01-01 | $2,789,761,015 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $44,459,039 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Administrative expenses (other) incurred | 2023-01-01 | $23,737,404 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $2,418,715 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $1,079,125 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $56,866,618 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $2,845,548,508 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,788,681,890 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $15,629,599 |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $2,812,367,223 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $2,631,661,015 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $35,600,000 |
| Employer contributions (assets) at end of year | 2023-01-01 | $35,600,000 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $158,100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $187,540,701 |
| Contract administrator fees | 2023-01-01 | $4,681,227 |
| Did the plan have assets held for investment | 2023-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2023-01-01 | 346565596 |
| 2022 : UPMC BASIC RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,079,125 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,521,326 |
| Total income from all sources (including contributions) | 2022-12-31 | $-150,702,605 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $228,614,166 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $202,836,864 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $158,100,000 |
| Value of total assets at end of year | 2022-12-31 | $2,789,761,015 |
| Value of total assets at beginning of year | 2022-12-31 | $3,170,519,987 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,777,302 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $261,469 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Administrative expenses (other) incurred | 2022-12-31 | $8,046,402 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $1,079,125 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $2,521,326 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-379,316,771 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,788,681,890 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,167,998,661 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $13,929,091 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $2,631,661,015 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $3,170,519,987 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $158,100,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $158,100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $202,836,864 |
| Contract administrator fees | 2022-12-31 | $3,540,340 |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2022-12-31 | 346565596 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $1,079,125 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $2,521,326 |
| Total income from all sources (including contributions) | 2022-01-01 | $-150,702,605 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $228,614,166 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $202,836,864 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $158,100,000 |
| Value of total assets at end of year | 2022-01-01 | $2,789,761,015 |
| Value of total assets at beginning of year | 2022-01-01 | $3,170,519,987 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $25,777,302 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $261,469 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Administrative expenses (other) incurred | 2022-01-01 | $8,046,402 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $1,079,125 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $2,521,326 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-379,316,771 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,788,681,890 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,167,998,661 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $13,929,091 |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $2,631,661,015 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $3,170,519,987 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $158,100,000 |
| Employer contributions (assets) at end of year | 2022-01-01 | $158,100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $202,836,864 |
| Contract administrator fees | 2022-01-01 | $3,540,340 |
| Did the plan have assets held for investment | 2022-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2022-01-01 | 346565596 |
| 2021 : UPMC BASIC RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,521,326 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,963,881 |
| Total income from all sources (including contributions) | 2021-12-31 | $442,057,561 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $232,373,240 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $205,284,008 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $3,170,519,987 |
| Value of total assets at beginning of year | 2021-12-31 | $2,961,278,221 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,089,232 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $233,806 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3,278,224 |
| Administrative expenses (other) incurred | 2021-12-31 | $7,822,806 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $2,521,326 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $2,963,881 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $209,684,321 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,167,998,661 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,958,314,340 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $15,666,757 |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $3,170,519,987 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $2,957,999,997 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $205,284,008 |
| Contract administrator fees | 2021-12-31 | $3,365,863 |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2021-12-31 | 346565596 |
| 2020 : UPMC BASIC RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $285,162,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,963,881 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,051,482 |
| Total income from all sources (including contributions) | 2020-12-31 | $460,726,858 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $292,670,295 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $267,403,387 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $2,961,278,221 |
| Value of total assets at beginning of year | 2020-12-31 | $2,507,147,259 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $25,266,908 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $403,629 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $105,270,649 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3,278,224 |
| Administrative expenses (other) incurred | 2020-12-31 | $6,757,356 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $2,963,881 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $2,051,482 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $168,056,563 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,958,314,340 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,505,095,777 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $14,289,733 |
| Value of interest in master investment trust accounts at end of year | 2020-12-31 | $2,957,999,997 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $2,507,147,259 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $162,132,738 |
| Contract administrator fees | 2020-12-31 | $3,816,190 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2020-12-31 | 346565596 |
| 2019 : UPMC BASIC RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $28,444,390 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,051,482 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,304,786 |
| Total income from all sources (including contributions) | 2019-12-31 | $374,492,411 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $180,492,498 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $156,973,708 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $2,507,147,259 |
| Value of total assets at beginning of year | 2019-12-31 | $2,284,956,260 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $23,518,790 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $213,771 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Administrative expenses (other) incurred | 2019-12-31 | $6,562,757 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $2,051,482 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,304,786 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $193,999,913 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,505,095,777 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,282,651,474 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $14,038,867 |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $2,507,147,259 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $2,131,956,260 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $153,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $156,973,708 |
| Contract administrator fees | 2019-12-31 | $2,703,395 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2019-12-31 | 346565596 |
| 2018 : UPMC BASIC RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $21,695,601 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,304,786 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,557,621 |
| Total income from all sources (including contributions) | 2018-12-31 | $107,517,061 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $163,777,672 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $141,823,156 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $153,000,000 |
| Value of total assets at end of year | 2018-12-31 | $2,284,956,260 |
| Value of total assets at beginning of year | 2018-12-31 | $2,320,774,105 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $21,954,516 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $573,867 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Administrative expenses (other) incurred | 2018-12-31 | $5,287,304 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $2,304,786 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $3,557,621 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-56,260,611 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,282,651,474 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,317,216,484 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $13,030,669 |
| Value of interest in master investment trust accounts at end of year | 2018-12-31 | $2,131,956,260 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $2,320,774,105 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $153,000,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $153,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $141,823,156 |
| Contract administrator fees | 2018-12-31 | $3,062,676 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2018-12-31 | 346565596 |
| 2017 : UPMC BASIC RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $104,115,932 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,557,621 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,360,759 |
| Total income from all sources (including contributions) | 2017-12-31 | $334,677,492 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $152,716,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $133,060,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $2,320,774,105 |
| Value of total assets at beginning of year | 2017-12-31 | $2,033,500,409 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,656,188 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $477,854 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Administrative expenses (other) incurred | 2017-12-31 | $4,879,514 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $3,557,621 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $2,360,759 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $181,960,902 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,317,216,484 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,031,139,650 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $11,172,538 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $2,320,774,105 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $1,946,747,714 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $86,752,695 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $133,060,402 |
| Contract administrator fees | 2017-12-31 | $3,126,282 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2017-12-31 | 346565596 |
| 2016 : UPMC BASIC RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $151,529,178 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,360,759 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,001,705 |
| Total income from all sources (including contributions) | 2016-12-31 | $220,289,150 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $126,830,682 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $109,377,162 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $77,700,000 |
| Value of total assets at end of year | 2016-12-31 | $2,033,500,409 |
| Value of total assets at beginning of year | 2016-12-31 | $1,787,153,709 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,453,520 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $490,476 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $4,075,569 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $2,360,759 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,001,705 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $93,458,468 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,031,139,650 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,786,152,004 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $10,060,803 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $1,946,747,714 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $1,548,353,709 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $77,700,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $86,752,695 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $238,800,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $109,377,162 |
| Contract administrator fees | 2016-12-31 | $2,826,672 |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2016-12-31 | 346565596 |
| 2015 : UPMC BASIC RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $66,624,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,001,705 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,331,811 |
| Total income from all sources (including contributions) | 2015-12-31 | $231,334,191 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $141,693,085 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $126,142,128 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $238,800,000 |
| Value of total assets at end of year | 2015-12-31 | $1,787,153,709 |
| Value of total assets at beginning of year | 2015-12-31 | $1,631,218,709 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,550,957 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $519,451 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Administrative expenses (other) incurred | 2015-12-31 | $3,767,083 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,001,705 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $1,331,811 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $89,641,106 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,786,152,004 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,629,886,898 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $8,920,924 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $1,548,353,709 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $1,542,218,709 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $238,800,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $238,800,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $89,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $126,142,128 |
| Contract administrator fees | 2015-12-31 | $2,343,499 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2015-12-31 | 346565596 |
| 2014 : UPMC BASIC RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $231,145,255 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,331,811 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $797,258 |
| Total income from all sources (including contributions) | 2014-12-31 | $161,802,902 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $101,271,365 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $90,521,341 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $89,000,000 |
| Value of total assets at end of year | 2014-12-31 | $1,631,218,709 |
| Value of total assets at beginning of year | 2014-12-31 | $1,339,007,364 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,750,024 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $325,784 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $588,924 |
| Administrative expenses (other) incurred | 2014-12-31 | $2,921,303 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $1,331,811 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $797,258 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $60,531,537 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,629,886,898 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,338,210,106 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $5,033,729 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $1,542,218,709 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $1,269,918,440 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $89,000,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $89,000,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $68,500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $90,521,341 |
| Contract administrator fees | 2014-12-31 | $2,469,208 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2014-12-31 | 346565596 |
| 2013 : UPMC BASIC RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $797,258 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $947,054 |
| Total income from all sources (including contributions) | 2013-12-31 | $230,686,416 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $92,042,481 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $81,862,073 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $68,500,000 |
| Value of total assets at end of year | 2013-12-31 | $1,339,007,364 |
| Value of total assets at beginning of year | 2013-12-31 | $1,200,513,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,180,408 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $415,090 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $588,924 |
| Administrative expenses (other) incurred | 2013-12-31 | $2,422,162 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $797,258 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $947,054 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $138,643,935 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,338,210,106 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,199,566,171 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $5,256,972 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $1,269,918,440 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $1,120,313,225 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $68,500,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $68,500,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $80,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $81,862,073 |
| Contract administrator fees | 2013-12-31 | $2,086,184 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2013-12-31 | 346565596 |
| 2012 : UPMC BASIC RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $947,054 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,182,666 |
| Total income from all sources (including contributions) | 2012-12-31 | $195,226,641 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $69,538,431 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $61,447,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $80,200,000 |
| Value of total assets at end of year | 2012-12-31 | $1,200,513,225 |
| Value of total assets at beginning of year | 2012-12-31 | $1,075,060,627 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,091,219 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $324,576 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $1,900,848 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $947,054 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,182,666 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $125,688,210 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,199,566,171 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,073,877,961 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $3,973,810 |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $1,120,313,225 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $926,510,627 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $80,200,000 |
| Employer contributions (assets) at end of year | 2012-12-31 | $80,200,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $148,550,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $61,447,212 |
| Contract administrator fees | 2012-12-31 | $1,891,985 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2012-12-31 | 346565596 |
| 2011 : UPMC BASIC RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,182,666 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $934,794 |
| Total income from all sources (including contributions) | 2011-12-31 | $135,739,202 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $63,692,529 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $55,676,154 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $148,550,000 |
| Value of total assets at end of year | 2011-12-31 | $1,075,060,627 |
| Value of total assets at beginning of year | 2011-12-31 | $1,002,766,082 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,016,375 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $379,069 |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $1,915,542 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,182,666 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $934,794 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $72,046,673 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,073,877,961 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,001,831,288 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $3,922,075 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $926,510,627 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $949,002,286 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-12,810,798 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $148,550,000 |
| Employer contributions (assets) at end of year | 2011-12-31 | $148,550,000 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $53,763,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $55,676,154 |
| Contract administrator fees | 2011-12-31 | $1,799,689 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2011-12-31 | 346565596 |
| 2010 : UPMC BASIC RETIREMENT PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $53,913,429 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $934,794 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $911,639 |
| Total income from all sources (including contributions) | 2010-12-31 | $175,157,463 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $55,984,720 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $49,283,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $53,763,796 |
| Value of total assets at end of year | 2010-12-31 | $1,002,766,082 |
| Value of total assets at beginning of year | 2010-12-31 | $829,656,755 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,701,019 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $275,576 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Administrative expenses (other) incurred | 2010-12-31 | $1,844,351 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $934,794 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $911,639 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $119,172,743 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,001,831,288 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $828,745,116 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $2,796,445 |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $949,002,286 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $700,596,587 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $53,763,796 |
| Employer contributions (assets) at end of year | 2010-12-31 | $53,763,796 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $129,060,168 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $49,283,701 |
| Contract administrator fees | 2010-12-31 | $1,784,647 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2010-12-31 | 346565596 |
