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UPMC 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameUPMC 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 334

UPMC 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

UPMC has sponsored the creation of one or more 401k plans.

Company Name:UPMC
Employer identification number (EIN):251423657
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPMC 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3342022-01-01
3342021-01-01
3342020-01-01
3342020-01-01
3342019-01-01
3342018-01-01
3342017-01-01MICHAEL P. HURLEY
3342016-01-01MICHAEL P. HURLEY
3342016-01-01
3342015-01-01MICHAEL P. HURLEY
3342014-01-01MICHAEL P. HURLEY
3342013-01-01MICHAEL P. HURLEY
3342012-01-01MICHAEL P. HURLEY
3342011-01-01MICHAEL P. HURLEY
3342010-01-01GREGORY D. STONER, SENIOR DIRECTOR GREGORY D. STONER, SENIOR DIRECTOR2011-10-14
3342009-01-01GREGORY D. STONER, SENIOR DIRECTOR GREGORY D. STONER, SENIOR DIRECTOR2010-10-15

Plan Statistics for UPMC 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for UPMC 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: UPMC 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0175,307
Total number of active participants reported on line 7a of the Form 55002022-01-0169,147
Number of retired or separated participants receiving benefits2022-01-0171
Number of other retired or separated participants entitled to future benefits2022-01-0112,742
Total of all active and inactive participants2022-01-0181,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01234
Total participants2022-01-0182,194
Number of participants with account balances2022-01-0169,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UPMC 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0172,255
Total number of active participants reported on line 7a of the Form 55002021-01-0172,119
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-0111,507
Total of all active and inactive participants2021-01-0183,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01202
Total participants2021-01-0183,889
Number of participants with account balances2021-01-0168,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UPMC 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0172,531
Total number of active participants reported on line 7a of the Form 55002020-01-0168,118
Number of retired or separated participants receiving benefits2020-01-0151
Number of other retired or separated participants entitled to future benefits2020-01-019,270
Total of all active and inactive participants2020-01-0177,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01175
Total participants2020-01-0177,614
Number of participants with account balances2020-01-0165,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UPMC 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0168,380
Total number of active participants reported on line 7a of the Form 55002019-01-0156,869
Number of retired or separated participants receiving benefits2019-01-0143
Number of other retired or separated participants entitled to future benefits2019-01-017,978
Total of all active and inactive participants2019-01-0164,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01166
Total participants2019-01-0165,056
Number of participants with account balances2019-01-0154,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UPMC 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0161,271
Total number of active participants reported on line 7a of the Form 55002018-01-0157,271
Number of retired or separated participants receiving benefits2018-01-0138
Number of other retired or separated participants entitled to future benefits2018-01-017,046
Total of all active and inactive participants2018-01-0164,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01157
Total participants2018-01-0164,512
Number of participants with account balances2018-01-0153,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UPMC 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0155,113
Total number of active participants reported on line 7a of the Form 55002017-01-0154,626
Number of retired or separated participants receiving benefits2017-01-0134
Number of other retired or separated participants entitled to future benefits2017-01-016,473
Total of all active and inactive participants2017-01-0161,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01138
Total participants2017-01-0161,271
Number of participants with account balances2017-01-0147,326
2016: UPMC 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0153,335
Total number of active participants reported on line 7a of the Form 55002016-01-0149,017
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-015,947
Total of all active and inactive participants2016-01-0154,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01125
Total participants2016-01-0155,113
Number of participants with account balances2016-01-0143,706
2015: UPMC 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0151,311
Total number of active participants reported on line 7a of the Form 55002015-01-0145,535
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-015,710
Total of all active and inactive participants2015-01-0151,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0199
Total participants2015-01-0151,373
Number of participants with account balances2015-01-0141,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UPMC 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0148,730
Total number of active participants reported on line 7a of the Form 55002014-01-0145,728
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-015,039
Total of all active and inactive participants2014-01-0150,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0198
Total participants2014-01-0150,888
Number of participants with account balances2014-01-0139,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UPMC 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151,803
Total number of active participants reported on line 7a of the Form 55002013-01-0144,165
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-014,454
Total of all active and inactive participants2013-01-0148,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0196
Total participants2013-01-0148,730
Number of participants with account balances2013-01-0139,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UPMC 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0148,025
Total number of active participants reported on line 7a of the Form 55002012-01-0147,721
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-013,966
Total of all active and inactive participants2012-01-0151,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0195
Total participants2012-01-0151,803
Number of participants with account balances2012-01-0138,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UPMC 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144,408
Total number of active participants reported on line 7a of the Form 55002011-01-0144,172
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-013,761
Total of all active and inactive participants2011-01-0147,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0177
Total participants2011-01-0148,025
Number of participants with account balances2011-01-0134,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UPMC 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0139,025
Total number of active participants reported on line 7a of the Form 55002010-01-0140,840
Number of retired or separated participants receiving benefits2010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-013,486
Total of all active and inactive participants2010-01-0144,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0171
Total participants2010-01-0144,408
Number of participants with account balances2010-01-0132,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UPMC 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0137,028
Total number of active participants reported on line 7a of the Form 55002009-01-0135,751
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-013,205
Total of all active and inactive participants2009-01-0138,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0161
Total participants2009-01-0139,025
Number of participants with account balances2009-01-0132,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UPMC 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$14,490,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-349,901,403
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$291,741,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$289,512,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$333,430,885
Value of total assets at end of year2022-12-31$3,456,020,418
Value of total assets at beginning of year2022-12-31$4,083,173,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,229,096
Total interest from all sources2022-12-31$10,953,945
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$80,244
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$323,577,388
Participant contributions at end of year2022-12-31$26,385,292
Participant contributions at beginning of year2022-12-31$22,884,097
Participant contributions at end of year2022-12-31$5,150,519
Participant contributions at beginning of year2022-12-31$3,083
Assets. Other investments not covered elsewhere at end of year2022-12-31$54,027,067
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$73,031,543
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,853,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-11,758,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-641,643,265
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,456,020,418
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,083,173,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$72,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$170,663,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$223,776,897
Value of interest in pooled separate accounts at end of year2022-12-31$1,916,270
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,734,865
Interest on participant loans2022-12-31$1,075,145
Interest earned on other investments2022-12-31$9,878,800
Value of interest in master investment trust accounts at end of year2022-12-31$3,145,706,094
Value of interest in master investment trust accounts at beginning of year2022-12-31$3,708,390,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$52,171,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$53,351,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,357,483
Net investment gain/loss from pooled separate accounts2022-12-31$142,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$289,512,766
Contract administrator fees2022-12-31$2,075,891
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$39,612,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$818,358,555
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$323,356,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$321,035,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$314,318,062
Value of total assets at end of year2021-12-31$4,083,173,667
Value of total assets at beginning of year2021-12-31$3,548,559,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,321,167
Total interest from all sources2021-12-31$16,390,270
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$91,801
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$305,519,613
Participant contributions at end of year2021-12-31$22,884,097
Participant contributions at beginning of year2021-12-31$22,415,428
Participant contributions at end of year2021-12-31$3,083
Participant contributions at beginning of year2021-12-31$606
Assets. Other investments not covered elsewhere at end of year2021-12-31$73,031,543
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$68,681,265
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,798,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$15,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$12,798,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$495,001,661
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,083,173,667
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,548,559,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$112,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$223,776,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$201,652,114
Value of interest in pooled separate accounts at end of year2021-12-31$1,734,865
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,612,863
Interest on participant loans2021-12-31$1,101,731
Interest earned on other investments2021-12-31$15,288,539
Value of interest in master investment trust accounts at end of year2021-12-31$3,708,390,931
Value of interest in master investment trust accounts at beginning of year2021-12-31$3,199,077,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$53,351,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$55,103,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,537,736
Net investment gain/loss from pooled separate accounts2021-12-31$277,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$321,035,727
Contract administrator fees2021-12-31$2,116,566
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$233,798,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$832,554,645
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$215,735,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$213,242,152
Expenses. Certain deemed distributions of participant loans2020-12-31$121,654
Value of total corrective distributions2020-12-31$55,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$275,625,980
Value of total assets at end of year2020-12-31$3,548,559,379
Value of total assets at beginning of year2020-12-31$2,697,940,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,315,411
Total interest from all sources2020-12-31$11,756,540
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$123,783
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$271,885,133
Participant contributions at end of year2020-12-31$22,415,428
Participant contributions at beginning of year2020-12-31$21,200,499
Participant contributions at end of year2020-12-31$606
Participant contributions at beginning of year2020-12-31$3,452,063
Assets. Other investments not covered elsewhere at end of year2020-12-31$68,681,265
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$62,727,241
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,740,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$15,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$947,296
Other income not declared elsewhere2020-12-31$12,281,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$616,819,601
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,548,559,379
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,697,940,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$133,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$201,652,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$179,668,495
Value of interest in pooled separate accounts at end of year2020-12-31$1,612,863
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,799,261
Interest on participant loans2020-12-31$1,137,270
Interest earned on other investments2020-12-31$10,619,270
Value of interest in master investment trust accounts at end of year2020-12-31$3,199,077,815
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,372,552,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$55,103,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$55,593,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,459,081
Net investment gain/loss from pooled separate accounts2020-12-31$-15,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$213,242,152
Contract administrator fees2020-12-31$2,057,964
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$13,261,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$727,455,911
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$182,494,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$178,892,467
Expenses. Certain deemed distributions of participant loans2019-12-31$121,653
Value of total corrective distributions2019-12-31$34,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$214,016,057
Value of total assets at end of year2019-12-31$2,697,940,827
Value of total assets at beginning of year2019-12-31$2,139,718,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,445,700
Total interest from all sources2019-12-31$10,877,464
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$76,217
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$210,988,705
Participant contributions at end of year2019-12-31$21,200,499
Participant contributions at beginning of year2019-12-31$19,714,639
Participant contributions at end of year2019-12-31$3,452,063
Assets. Other investments not covered elsewhere at end of year2019-12-31$62,727,241
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$57,108,818
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,027,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$947,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$14,708,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$544,961,730
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,697,940,827
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,139,718,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$94,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$179,668,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$152,888,085
Value of interest in pooled separate accounts at end of year2019-12-31$1,799,261
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,779,759
Interest on participant loans2019-12-31$1,076,865
Interest earned on other investments2019-12-31$9,800,599
Value of interest in master investment trust accounts at end of year2019-12-31$2,372,552,874
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,854,284,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$55,593,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,941,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,501,344
Net investment gain/loss from pooled separate accounts2019-12-31$96,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$178,892,467
Contract administrator fees2019-12-31$3,274,608
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$53,905,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$76,386,283
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$160,831,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$157,812,830
Expenses. Certain deemed distributions of participant loans2018-12-31$197,134
Value of total corrective distributions2018-12-31$9,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$200,991,360
Value of total assets at end of year2018-12-31$2,139,718,060
Value of total assets at beginning of year2018-12-31$2,170,257,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,811,676
Total interest from all sources2018-12-31$12,419,480
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$82,253
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$195,746,327
Participant contributions at end of year2018-12-31$19,714,639
Participant contributions at beginning of year2018-12-31$17,445,737
Assets. Other investments not covered elsewhere at end of year2018-12-31$57,108,818
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$58,283,383
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,245,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$23,383
Other income not declared elsewhere2018-12-31$-516,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-84,445,108
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,139,718,060
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,170,257,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$79,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$152,888,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$172,056,203
Value of interest in pooled separate accounts at end of year2018-12-31$1,779,759
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,686,602
Interest on participant loans2018-12-31$875,401
Interest earned on other investments2018-12-31$11,544,079
Value of interest in master investment trust accounts at end of year2018-12-31$1,854,284,921
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,857,609,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$53,941,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$63,152,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,829,978
Net investment gain/loss from pooled separate accounts2018-12-31$80,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$157,812,830
Contract administrator fees2018-12-31$2,650,073
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$5,374,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,232
Total income from all sources (including contributions)2017-12-31$494,312,117
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$124,026,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$121,583,979
Expenses. Certain deemed distributions of participant loans2017-12-31$50,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$167,218,077
Value of total assets at end of year2017-12-31$2,170,257,426
Value of total assets at beginning of year2017-12-31$1,794,600,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,392,170
Total interest from all sources2017-12-31$10,416,839
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$69,870
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$164,647,121
Participant contributions at end of year2017-12-31$17,445,737
Participant contributions at beginning of year2017-12-31$16,283,629
Assets. Other investments not covered elsewhere at end of year2017-12-31$58,283,383
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$58,180,470
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,570,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$23,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,232
Other income not declared elsewhere2017-12-31$14,993,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$370,285,283
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,170,257,426
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,794,597,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$79,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$172,056,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$153,559,902
Value of interest in pooled separate accounts at end of year2017-12-31$1,686,602
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,639,749
Interest on participant loans2017-12-31$722,764
Interest earned on other investments2017-12-31$9,694,075
Value of interest in master investment trust accounts at end of year2017-12-31$1,857,609,947
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,507,639,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$63,152,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$57,286,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,875,112
Net investment gain/loss from pooled separate accounts2017-12-31$71,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$121,583,979
Contract administrator fees2017-12-31$2,243,180
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$484
Total income from all sources (including contributions)2016-12-31$286,090,788
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$106,062,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$105,286,996
Expenses. Certain deemed distributions of participant loans2016-12-31$63,187
Value of total corrective distributions2016-12-31$2,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$159,800,970
Value of total assets at end of year2016-12-31$1,794,600,012
Value of total assets at beginning of year2016-12-31$1,614,570,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$710,124
Total interest from all sources2016-12-31$8,121,968
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$138,698
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,879,064
Participant contributions at end of year2016-12-31$16,283,629
Participant contributions at beginning of year2016-12-31$16,100,613
Assets. Other investments not covered elsewhere at end of year2016-12-31$58,180,470
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$58,905,952
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,879,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$229,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$484
Other income not declared elsewhere2016-12-31$5,877,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$180,028,249
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,794,597,780
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,614,569,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$53,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$153,559,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$148,213,145
Value of interest in pooled separate accounts at end of year2016-12-31$1,639,749
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,450,760
Interest on participant loans2016-12-31$671,693
Interest earned on other investments2016-12-31$7,450,275
Value of interest in master investment trust accounts at end of year2016-12-31$1,507,639,753
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,332,292,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$57,286,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$57,377,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,910,058
Net investment gain/loss from pooled separate accounts2016-12-31$78,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$150,921,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$105,286,996
Contract administrator fees2016-12-31$517,606
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$148,663,081
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$142,013,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$141,039,010
Expenses. Certain deemed distributions of participant loans2015-12-31$151,109
Value of total corrective distributions2015-12-31$484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$151,776,038
Value of total assets at end of year2015-12-31$1,614,570,015
Value of total assets at beginning of year2015-12-31$1,607,919,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$822,599
Total interest from all sources2015-12-31$9,232,084
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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$149,235
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$148,177,240
Participant contributions at end of year2015-12-31$16,100,613
Participant contributions at beginning of year2015-12-31$15,465,983
Assets. Other investments not covered elsewhere at end of year2015-12-31$58,905,952
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$63,653,026
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,598,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$229,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$212,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$484
Other income not declared elsewhere2015-12-31$1,884,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,649,879
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,614,569,531
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,607,919,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$53,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$148,213,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$157,922,529
Value of interest in pooled separate accounts at end of year2015-12-31$1,450,760
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,285,266
Interest on participant loans2015-12-31$658,522
Interest earned on other investments2015-12-31$8,573,562
Value of interest in master investment trust accounts at end of year2015-12-31$1,332,292,609
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,309,634,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$57,377,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$59,745,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,356,518
Net investment gain/loss from pooled separate accounts2015-12-31$108,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$141,039,010
Contract administrator fees2015-12-31$619,544
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,839
Total income from all sources (including contributions)2014-12-31$240,995,095
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$107,240,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$105,662,608
Expenses. Certain deemed distributions of participant loans2014-12-31$52,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$140,407,830
Value of total assets at end of year2014-12-31$1,607,919,652
Value of total assets at beginning of year2014-12-31$1,474,187,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,525,327
Total interest from all sources2014-12-31$10,394,866
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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$179,731
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$132,471,043
Participant contributions at end of year2014-12-31$15,465,983
Participant contributions at beginning of year2014-12-31$13,771,599
Assets. Other investments not covered elsewhere at end of year2014-12-31$63,653,026
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$63,609,603
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,936,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$212,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$371,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$21,839
Other income not declared elsewhere2014-12-31$5,904,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$133,754,223
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,607,919,652
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,474,165,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$68,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$157,922,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$154,102,535
Value of interest in pooled separate accounts at end of year2014-12-31$1,285,266
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,185,475
Interest on participant loans2014-12-31$613,877
Interest earned on other investments2014-12-31$9,780,989
Value of interest in master investment trust accounts at end of year2014-12-31$1,309,634,851
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,181,037,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$59,745,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$60,109,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,819,221
Net investment gain/loss from pooled separate accounts2014-12-31$142,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$105,662,608
Contract administrator fees2014-12-31$1,277,056
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,439
Total income from all sources (including contributions)2013-12-31$377,367,487
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$87,984,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$86,745,047
Expenses. Certain deemed distributions of participant loans2013-12-31$117,669
Value of total corrective distributions2013-12-31$21,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$131,942,258
Value of total assets at end of year2013-12-31$1,474,187,268
Value of total assets at beginning of year2013-12-31$1,184,783,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,099,634
Total interest from all sources2013-12-31$7,454,336
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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$215,274
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$124,364,766
Participant contributions at end of year2013-12-31$13,771,599
Participant contributions at beginning of year2013-12-31$11,834,174
Assets. Other investments not covered elsewhere at end of year2013-12-31$63,609,603
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$55,545,476
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,577,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$371,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$65,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$21,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,439
Other income not declared elsewhere2013-12-31$13,806,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$289,383,298
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,474,165,429
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,184,782,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$53,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$154,102,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$133,050,345
Value of interest in pooled separate accounts at end of year2013-12-31$1,185,475
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,030,657
Interest on participant loans2013-12-31$535,499
Interest earned on other investments2013-12-31$6,918,837
Value of interest in master investment trust accounts at end of year2013-12-31$1,181,037,069
Value of interest in master investment trust accounts at beginning of year2013-12-31$922,677,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$60,109,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$60,579,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,482,178
Net investment gain/loss from pooled separate accounts2013-12-31$101,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$86,745,047
Contract administrator fees2013-12-31$830,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,045
Total income from all sources (including contributions)2012-12-31$259,814,527
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$58,843,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$58,808,402
Expenses. Certain deemed distributions of participant loans2012-12-31$-602
Value of total corrective distributions2012-12-31$1,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$141,039,476
Value of total assets at end of year2012-12-31$1,184,783,570
Value of total assets at beginning of year2012-12-31$983,812,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,434
Total interest from all sources2012-12-31$4,581,927
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$34,434
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$115,375,824
Assets. Other investments not covered elsewhere at end of year2012-12-31$55,545,476
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$52,391,810
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,663,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$65,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$103,849
Assets. Loans (other than to participants) at end of year2012-12-31$11,834,174
Assets. Loans (other than to participants) at beginning of year2012-12-31$10,253,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,045
Other income not declared elsewhere2012-12-31$8,866,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$200,970,854
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,184,782,131
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$983,811,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$133,050,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$123,213,834
Value of interest in pooled separate accounts at end of year2012-12-31$1,030,657
Value of interest in pooled separate accounts at beginning of year2012-12-31$999,005
Interest on participant loans2012-12-31$476,868
Interest earned on other investments2012-12-31$4,105,059
Value of interest in master investment trust accounts at end of year2012-12-31$922,677,907
Value of interest in master investment trust accounts at beginning of year2012-12-31$736,322,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$60,579,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$60,527,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,507,461
Net investment gain/loss from pooled separate accounts2012-12-31$96,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$58,808,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,900
Total income from all sources (including contributions)2011-12-31$102,812,212
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$47,839,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$47,783,534
Expenses. Certain deemed distributions of participant loans2011-12-31$19,422
Value of total corrective distributions2011-12-31$1,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$98,803,663
Value of total assets at end of year2011-12-31$983,812,322
Value of total assets at beginning of year2011-12-31$928,842,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,828
Total interest from all sources2011-12-31$3,864,593
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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$35,828
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$97,179,049
Assets. Other investments not covered elsewhere at end of year2011-12-31$52,391,810
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$57,291,714
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,624,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$103,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$148,234
Assets. Loans (other than to participants) at end of year2011-12-31$10,253,629
Assets. Loans (other than to participants) at beginning of year2011-12-31$8,583,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,900
Other income not declared elsewhere2011-12-31$484,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$54,972,383
Value of net assets at end of year (total assets less liabilities)2011-12-31$983,811,277
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$928,838,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$123,213,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$127,878,023
Value of interest in pooled separate accounts at end of year2011-12-31$999,005
Value of interest in pooled separate accounts at beginning of year2011-12-31$888,563
Interest on participant loans2011-12-31$445,617
Interest earned on other investments2011-12-31$3,418,976
Value of interest in master investment trust accounts at end of year2011-12-31$736,322,880
Value of interest in master investment trust accounts at beginning of year2011-12-31$673,327,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$60,527,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$60,725,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,354,621
Net investment gain/loss from pooled separate accounts2011-12-31$119,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$47,783,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : UPMC 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$52,082
Total income from all sources (including contributions)2010-12-31$177,835,542
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$44,861,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$44,819,270
Expenses. Certain deemed distributions of participant loans2010-12-31$-186
Value of total corrective distributions2010-12-31$3,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$87,199,937
Value of total assets at end of year2010-12-31$928,842,794
Value of total assets at beginning of year2010-12-31$795,916,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,354
Total interest from all sources2010-12-31$3,733,120
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$38,354
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$85,546,543
Assets. Other investments not covered elsewhere at end of year2010-12-31$57,291,714
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$54,209,515
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,653,394
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$148,234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$125,793
Assets. Loans (other than to participants) at end of year2010-12-31$8,583,881
Assets. Loans (other than to participants) at beginning of year2010-12-31$7,102,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$52,082
Other income not declared elsewhere2010-12-31$8,335,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$132,974,204
Value of net assets at end of year (total assets less liabilities)2010-12-31$928,838,894
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$795,864,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$127,878,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$120,683,691
Value of interest in pooled separate accounts at end of year2010-12-31$888,563
Value of interest in pooled separate accounts at beginning of year2010-12-31$813,505
Interest on participant loans2010-12-31$643,509
Interest earned on other investments2010-12-31$3,089,611
Value of interest in master investment trust accounts at end of year2010-12-31$673,327,377
Value of interest in master investment trust accounts at beginning of year2010-12-31$551,844,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$60,725,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$61,137,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,841,724
Net investment gain/loss from pooled separate accounts2010-12-31$106,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$44,819,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for UPMC 403(B) RETIREMENT SAVINGS PLAN

2022: UPMC 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UPMC 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UPMC 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UPMC 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UPMC 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UPMC 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UPMC 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UPMC 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UPMC 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UPMC 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UPMC 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UPMC 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UPMC 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UPMC 403(B) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered3006
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered3226
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered3363
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered3522
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered3677
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered3855
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered4155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered4361
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered4544
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered4736
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered4923
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101707
Policy instance 1
Insurance contract or identification number101707
Number of Individuals Covered5095
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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