UPMC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UPMC RETIREMENT SAVINGS PLAN MASTER TRUST
| Measure | Date | Value |
|---|
| 2022 : UPMC RETIREMENT SAVINGS PLAN MASTER TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $857,820,914 |
| Total transfer of assets from this plan | 2022-12-31 | $707,864,280 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $30,020,481 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $22,982,709 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,316,779,839 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $6,588,540,097 |
| Value of total assets at beginning of year | 2022-12-31 | $7,748,325,530 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $38,485 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $399 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $30,020,481 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $22,982,709 |
| Other income not declared elsewhere | 2022-12-31 | $447,525 |
| Value of net income/loss | 2022-12-31 | $-1,316,779,839 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,558,519,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,725,342,821 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,588,501,612 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,748,325,131 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,317,227,364 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| 2021 : UPMC RETIREMENT SAVINGS PLAN MASTER TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $905,811,136 |
| Total transfer of assets from this plan | 2021-12-31 | $843,010,976 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $22,982,709 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $14,431,820 |
| Total income from all sources (including contributions) | 2021-12-31 | $960,393,877 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $7,748,325,530 |
| Value of total assets at beginning of year | 2021-12-31 | $6,716,580,604 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $399 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $110 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $22,982,709 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $14,431,820 |
| Other income not declared elsewhere | 2021-12-31 | $466,520 |
| Value of net income/loss | 2021-12-31 | $960,393,877 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,725,342,821 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,702,148,784 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,748,325,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,716,580,494 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $959,927,357 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| 2020 : UPMC RETIREMENT SAVINGS PLAN MASTER TRUST 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $1,151,164,322 |
| Total transfer of assets from this plan | 2020-12-31 | $713,431,888 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $14,431,820 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,614,946 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,052,357,141 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $6,716,580,604 |
| Value of total assets at beginning of year | 2020-12-31 | $5,218,674,155 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $110 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $8,826 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $14,431,820 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $6,614,946 |
| Other income not declared elsewhere | 2020-12-31 | $3,541,096 |
| Value of net income/loss | 2020-12-31 | $1,052,357,141 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,702,148,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,212,059,209 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,716,580,494 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,218,665,329 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,048,816,045 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| 2019 : UPMC RETIREMENT SAVINGS PLAN MASTER TRUST 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $626,852,643 |
| Total transfer of assets to this plan | 2019-12-31 | $626,852,643 |
| Total transfer of assets from this plan | 2019-12-31 | $484,070,398 |
| Total transfer of assets from this plan | 2019-12-31 | $484,070,398 |
| 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 | $1,011,537,673 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,011,537,673 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $5,219,612,566 |
| Value of total assets at beginning of year | 2019-12-31 | $4,065,292,648 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $118,511,420 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $118,511,420 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $118,511,420 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $118,511,420 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $8,818 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $10,576 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $10,576 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $6,614,946 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,826,086 |
| Value of net income/loss | 2019-12-31 | $1,011,537,673 |
| Value of net income/loss | 2019-12-31 | $1,011,537,673 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,219,612,566 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,219,612,566 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,065,292,648 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,219,603,748 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,065,282,072 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,065,282,072 |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $5,219,603,748 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $4,065,282,072 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $893,026,253 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $893,026,253 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 2018 : UPMC RETIREMENT SAVINGS PLAN MASTER TRUST 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $670,266,718 |
| Total transfer of assets from this plan | 2018-12-31 | $456,045,117 |
| 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 | $-248,935,473 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $4,065,292,648 |
| Value of total assets at beginning of year | 2018-12-31 | $4,100,006,520 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $73,977,267 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $73,977,267 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $10,576 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $3,532 |
| Other income not declared elsewhere | 2018-12-31 | $317,304 |
| Value of net income/loss | 2018-12-31 | $-248,935,473 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,065,292,648 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,100,006,520 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,065,282,072 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,100,002,988 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-323,230,044 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| 2017 : UPMC RETIREMENT SAVINGS PLAN MASTER TRUST 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $585,676,081 |
| Total transfer of assets from this plan | 2017-12-31 | $349,235,746 |
| 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 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $608,400,350 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $4,100,006,520 |
| Value of total assets at beginning of year | 2017-12-31 | $3,255,165,835 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $4,676 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $67,252,716 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $67,252,716 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $3,532 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $779 |
| Other income not declared elsewhere | 2017-12-31 | $4,254,790 |
| Value of net income/loss | 2017-12-31 | $608,400,350 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,100,006,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,255,165,835 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,100,002,988 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,255,165,056 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,676 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $536,888,168 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
