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401k Sponsoring company profile

TRUSTEES OF THE UNIV. OF PENN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE UNIV. OF PENN
Employer identification number (EIN):231352685
NAIC Classification:622000
NAIC Description: Hospitals

The following addresses have been detected on the 401k submissions:

USA Mailing Address
3401 WALNUT STREET, STE 527A
PHILADELPHIA
PA
191046228
Date first seen: 2010-10-14
Date last seen: 2017-12-01
USA Mailing Address
3001 MARKET STREET, SUITE 320
PHILADELPHIA
PA
19104
Date first seen: 2007-01-01
Date last seen: 2022-06-30
USA Location Address
3001 MARKET STREET, SUITE 320
PHILADELPHIA
PA
19104
Date first seen: 2007-01-01
Date last seen: 2022-06-30
USA Mailing Address
3001 MARKET ST STE 320
PHILADELPHIA
PA
191042849
Date first seen: 2016-10-17
Date last seen: 2017-10-03
USA Location Address
3001 MARKET ST STE 320
PHILADELPHIA
PA
191042849
Date first seen: 2016-10-17
Date last seen: 2017-10-03
USA Mailing Address
3025 MARKET ST STE 320
PHILADELPHIA
PA
191042877
Date first seen: 2018-04-16
Date last seen: 2018-10-11
USA Location Address
3025 MARKET ST STE 320
PHILADELPHIA
PA
191042877
Date first seen: 2018-04-16
Date last seen: 2018-10-11
USA Mailing Address
3451 WALNUT STREET
600 FRANKLIN BLDG
PHILADELPHIA
PA
191046205
Date first seen: 2014-06-25
Date last seen: 2019-02-15
USA Mailing Address
3451 WALNUT STREET ROOM 329
PHILADELPHIA
PA
191046284
Date first seen: 2014-05-13
Date last seen: 2021-05-13
USA Location Address
3600 CIVIC CENTER BLVD STE 400
PHILADELPHIA
PA
191044310
Date first seen: 2019-04-15
Date last seen: 2022-04-15

TRUSTEES OF THE UNIV. OF PENN 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN2014-01-01 1920-01-01
018THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN2014-01-01 2009-01-01
528UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN2015-07-01 1995-08-15
006RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL2014-07-01 1978-07-01
003RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA2015-07-01 1948-01-01
016THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN2014-07-01 1999-08-01
525PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA2015-01-01 1995-02-10
529FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA2015-07-01 1996-07-01
502UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN2015-01-01 2007-03-01
522UPHS FLEX BENEFITS PLAN2015-07-01 1993-01-01
503UNIVERSITY OF PA HEALTH & WELFARE PROGRAM2015-07-01 1940-07-01
530UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP2015-01-01 2001-07-01
527UPHS RETIREE HEALTH PLAN2009-01-01 1999-01-01
013VANGUARD BASIC RETIREMENT PLAN FOR EXECUTIVE MANAGEMENT STAFF2009-01-01 1984-07-01
009TIAA CREF RETIREMENT PLAN FOR SENIOR MANAGEMENT2009-01-01 1982-07-01
002SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA2015-01-01 1974-09-01
039RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM2016-01-01 1994-01-01
505FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA2016-07-01 1956-12-14
028UNIVERSITY OF PENNSYLVANIA BASIC PLAN2016-01-01 2000-07-01
014VANGUARD BASIC RETIREMENT PLAN FOR SENIOR MANAGEMENT EMPLOYEES2009-01-01 1984-07-01
010TIAA CREF RETIREMENT PLAN FOR EXECUTIVE MANAGEMENT2009-01-01 1982-07-01
531UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN2020-05-22 2020-05-22

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2018-03-15Employer Contributions $ 34,922,000 1324 $ 26,376
2018-03-15Employee Contributions $ 34,922,000 1324 $ 26,376
2018-02-21Employer Contributions $ 1,010,306 1324 $ 763
2018-02-21Employee Contributions $ 1,010,306 1324 $ 763
2018-01-02Employer Contributions $ 17,461,000 1324 $ 13,188
2018-01-02Employee Contributions $ 17,461,000 1324 $ 13,188
2017-10-02Employer Contributions $ 17,461,000 1285 $ 13,588
2017-10-02Employee Contributions $ 17,461,000 1285 $ 13,588
2017-07-28Employer Contributions $ 3,793 1285 $ 3
2017-07-28Employee Contributions $ 3,793 1285 $ 3
2017-06-28Employer Contributions $ 11,000,000 1285 $ 8,560
2017-06-28Employee Contributions $ 11,000,000 1285 $ 8,560
2017-06-13Employer Contributions $ 30,246 1285 $ 24
2017-06-13Employee Contributions $ 30,246 1285 $ 24
2017-05-31Employer Contributions $ 16,293 1285 $ 13
2017-05-31Employee Contributions $ 16,293 1285 $ 13
2017-04-24Employer Contributions $ 19,497 1285 $ 15
2017-04-24Employee Contributions $ 19,497 1285 $ 15
2017-03-17Employer Contributions $ 15,494 1285 $ 12
2017-03-17Employee Contributions $ 15,494 1285 $ 12
2017-03-15Employer Contributions $ 46,686,000 1285 $ 36,332
2017-03-15Employee Contributions $ 46,686,000 1285 $ 36,332
2017-03-02Employer Contributions $ 863,582 1285 $ 672
2017-03-02Employee Contributions $ 863,582 1285 $ 672
2017-02-16Employer Contributions $ 16,832 1285 $ 13
2017-02-16Employee Contributions $ 16,832 1285 $ 13
2017-01-26Employer Contributions $ 21,156 1285 $ 16
2017-01-26Employee Contributions $ 21,156 1285 $ 16
2017-01-13Employer Contributions $ 15,187 1285 $ 12
2017-01-13Employee Contributions $ 15,187 1285 $ 12
2017-01-03Employer Contributions $ 23,343,000 1285 $ 18,166
2017-01-03Employee Contributions $ 23,343,000 1285 $ 18,166
2016-11-21Employer Contributions $ 14,599 10916 $ 1
2016-11-21Employee Contributions $ 14,599 10916 $ 1
2016-11-01Employer Contributions $ 18,922 10916 $ 2
2016-11-01Employee Contributions $ 18,922 10916 $ 2
2016-10-03Employer Contributions $ 23,343,000 10916 $ 2,138
2016-10-03Employee Contributions $ 23,343,000 10916 $ 2,138
2016-09-27Employer Contributions $ 14,954 10916 $ 1
2016-09-27Employee Contributions $ 14,954 10916 $ 1
2016-08-23Employer Contributions $ 19,263 10916 $ 2
2016-08-23Employee Contributions $ 19,263 10916 $ 2
2016-07-21Employer Contributions $ 310 10916 $ 0
2016-07-21Employee Contributions $ 310 10916 $ 0
2016-07-07Employer Contributions $ 15,259 10916 $ 1
2016-07-07Employee Contributions $ 15,259 10916 $ 1
2016-06-30Employer Contributions $ 19,062,000 10916 $ 1,746
2016-06-30Employee Contributions $ 19,062,000 10916 $ 1,746
2016-06-29Employer Contributions $ 12,000,000 10916 $ 1,099
2016-06-29Employee Contributions $ 12,000,000 10916 $ 1,099
2016-06-24Employer Contributions $ 15,228 10916 $ 1
2016-06-24Employee Contributions $ 15,228 10916 $ 1
2016-05-18Employer Contributions $ 19,873 10916 $ 2
2016-05-18Employee Contributions $ 19,873 10916 $ 2
2016-04-22Employer Contributions $ 15,316 10916 $ 1
2016-04-22Employee Contributions $ 15,316 10916 $ 1
2016-03-28Employer Contributions $ 15,144 10916 $ 1
2016-03-28Employee Contributions $ 15,144 10916 $ 1
2016-03-15Employer Contributions $ 19,062,000 10916 $ 1,746
2016-03-15Employee Contributions $ 19,062,000 10916 $ 1,746
2016-03-10Employer Contributions $ 908,259 10916 $ 83
2016-03-10Employee Contributions $ 908,259 10916 $ 83
2016-02-16Employer Contributions $ 15,803 10916 $ 1
2016-02-16Employee Contributions $ 15,803 10916 $ 1
2016-02-12Employer Contributions $ 14,902 10916 $ 1
2016-02-12Employee Contributions $ 14,902 10916 $ 1
2016-02-02Employer Contributions $ 19,458 10916 $ 2
2016-02-02Employee Contributions $ 19,458 10916 $ 2
2016-01-04Employer Contributions $ 19,062,000 10916 $ 1,746
2016-01-04Employee Contributions $ 19,062,000 10916 $ 1,746
2015-11-25Employer Contributions $ 18,403 10439 $ 2
2015-11-25Employee Contributions $ 18,403 10439 $ 2
2015-10-13Employer Contributions $ 14,356 10439 $ 1
2015-10-13Employee Contributions $ 14,356 10439 $ 1
2015-10-01Employer Contributions $ 19,062,000 10439 $ 1,826
2015-10-01Employee Contributions $ 19,062,000 10439 $ 1,826
2015-09-15Employer Contributions $ 14,104 10439 $ 1
2015-09-15Employee Contributions $ 14,104 10439 $ 1
2015-08-25Employer Contributions $ 18,505 10439 $ 2
2015-08-25Employee Contributions $ 18,505 10439 $ 2
2015-08-04Employer Contributions $ 383 10439 $ 0
2015-08-04Employee Contributions $ 383 10439 $ 0
2015-07-15Employer Contributions $ 0 10439 $ 0
2015-07-15Employee Contributions $ 0 10439 $ 0
2015-06-30Employer Contributions $ 14,525,000 10439 $ 1,391
2015-06-30Employee Contributions $ 14,525,000 10439 $ 1,391
2015-06-15Employer Contributions $ 14,876 10439 $ 1
2015-06-15Employee Contributions $ 14,876 10439 $ 1
2015-06-12Employer Contributions $ 19,012 10439 $ 2
2015-06-12Employee Contributions $ 19,012 10439 $ 2
2015-05-28Employer Contributions $ 3,000,000 10439 $ 287
2015-05-28Employee Contributions $ 3,000,000 10439 $ 287
2015-05-19Employer Contributions $ 15,919 10439 $ 2
2015-05-19Employee Contributions $ 15,919 10439 $ 2
2015-04-14Employer Contributions $ 15,224 10439 $ 1
2015-04-14Employee Contributions $ 15,224 10439 $ 1
2015-03-23Employer Contributions $ 14,529 10439 $ 1
2015-03-23Employee Contributions $ 14,529 10439 $ 1
2015-03-12Employer Contributions $ 983,943 10439 $ 94
2015-03-12Employee Contributions $ 983,943 10439 $ 94
2015-02-18Employer Contributions $ 20,178 10439 $ 2
2015-02-18Employee Contributions $ 20,178 10439 $ 2
2015-01-29Employer Contributions $ 15,961 10439 $ 2
2015-01-29Employee Contributions $ 15,961 10439 $ 2
2015-01-07Employer Contributions $ 15,356 10439 $ 1
2015-01-07Employee Contributions $ 15,356 10439 $ 1
2014-11-20Employer Contributions $ 22,634 13501 $ 2
2014-11-20Employee Contributions $ 22,634 13501 $ 2
2014-10-15Employer Contributions $ 14,725 13501 $ 1
2014-10-15Employee Contributions $ 14,725 13501 $ 1
2014-09-17Employer Contributions $ 18,270 13501 $ 1
2014-09-17Employee Contributions $ 18,270 13501 $ 1
2014-08-22Employer Contributions $ 15,075 13501 $ 1
2014-08-22Employee Contributions $ 15,075 13501 $ 1
2014-07-15Employer Contributions $ 0 13501 $ 0
2014-07-15Employee Contributions $ 0 13501 $ 0
2014-06-18Employer Contributions $ 2,000,000 13501 $ 148
2014-06-18Employee Contributions $ 2,000,000 13501 $ 148
2014-06-16Employer Contributions $ 34,034 13501 $ 3
2014-06-16Employee Contributions $ 34,034 13501 $ 3
2014-05-21Employer Contributions $ 30,286 13501 $ 2
2014-05-21Employee Contributions $ 30,286 13501 $ 2
2014-04-22Employer Contributions $ 13,600 13501 $ 1
2014-04-22Employee Contributions $ 13,600 13501 $ 1
2014-03-27Employer Contributions $ 13,704 13501 $ 1
2014-03-27Employee Contributions $ 13,704 13501 $ 1
2014-03-13Employer Contributions $ 907,653 13501 $ 67
2014-03-13Employee Contributions $ 907,653 13501 $ 67
2014-02-11Employer Contributions $ 17,661 13501 $ 1
2014-02-11Employee Contributions $ 17,661 13501 $ 1
2014-01-28Employer Contributions $ 13,952 13501 $ 1
2014-01-28Employee Contributions $ 13,952 13501 $ 1
2013-12-23Employer Contributions $ 16,994 11157 $ 2
2013-12-23Employee Contributions $ 16,994 11157 $ 2
2013-11-19Employer Contributions $ 13,704 11157 $ 1
2013-11-19Employee Contributions $ 13,704 11157 $ 1
2013-10-15Employer Contributions $ 13,888 11157 $ 1
2013-10-15Employee Contributions $ 13,888 11157 $ 1
2013-09-27Employer Contributions $ 17,332 11157 $ 2
2013-09-27Employee Contributions $ 17,332 11157 $ 2
2013-08-28Employer Contributions $ 14,175 11157 $ 1
2013-08-28Employee Contributions $ 14,175 11157 $ 1
2013-07-26Employer Contributions $ 13,764 11157 $ 1
2013-07-26Employee Contributions $ 13,764 11157 $ 1
2013-06-21Employer Contributions $ 14,442 11157 $ 1
2013-06-21Employee Contributions $ 14,442 11157 $ 1
2013-06-18Employer Contributions $ 2,000,000 11157 $ 179
2013-06-18Employee Contributions $ 2,000,000 11157 $ 179
2013-04-26Employer Contributions $ 17,214 11157 $ 2
2013-04-26Employee Contributions $ 17,214 11157 $ 2
2013-04-01Employer Contributions $ 13,837 11157 $ 1
2013-04-01Employee Contributions $ 13,837 11157 $ 1
2013-02-28Employer Contributions $ 14,090 11157 $ 1
2013-02-28Employee Contributions $ 14,090 11157 $ 1
2013-02-11Employer Contributions $ 496,592 11157 $ 45
2013-02-11Employee Contributions $ 496,592 11157 $ 45
2013-02-06Employer Contributions $ 13,629 11157 $ 1
2013-02-06Employee Contributions $ 13,629 11157 $ 1
2012-12-21Employer Contributions $ 17,195 12976 $ 1
2012-12-21Employee Contributions $ 17,195 12976 $ 1
2012-11-21Employer Contributions $ 13,839 12976 $ 1
2012-11-21Employee Contributions $ 13,839 12976 $ 1
2012-10-26Employer Contributions $ 13,959 12976 $ 1
2012-10-26Employee Contributions $ 13,959 12976 $ 1
2012-09-21Employer Contributions $ 17,376 12976 $ 1
2012-09-21Employee Contributions $ 17,376 12976 $ 1
2012-08-21Employer Contributions $ 18,594 12976 $ 1
2012-08-21Employee Contributions $ 18,594 12976 $ 1
2012-07-13Employer Contributions $ 17,486 12976 $ 1
2012-07-13Employee Contributions $ 17,486 12976 $ 1
2012-06-18Employer Contributions $ 19,234 12976 $ 1
2012-06-18Employee Contributions $ 19,234 12976 $ 1
2012-05-29Employer Contributions $ 15,787 12976 $ 1
2012-05-29Employee Contributions $ 15,787 12976 $ 1
2012-04-16Employer Contributions $ 19,235 12976 $ 1
2012-04-16Employee Contributions $ 19,235 12976 $ 1
2012-03-21Employer Contributions $ 15,488 12976 $ 1
2012-03-21Employee Contributions $ 15,488 12976 $ 1
2012-02-17Employer Contributions $ 17,218 12976 $ 1
2012-02-17Employee Contributions $ 17,218 12976 $ 1
2012-02-14Employer Contributions $ 182,816 12976 $ 14
2012-02-14Employee Contributions $ 182,816 12976 $ 14
2012-02-06Employer Contributions $ 42,184 12976 $ 3
2012-02-06Employee Contributions $ 42,184 12976 $ 3
2012-01-06Employer Contributions $ 18,955 12976 $ 1
2012-01-06Employee Contributions $ 18,955 12976 $ 1
2011-12-09Employer Contributions $ 14,494 14616 $ 1
2011-12-09Employee Contributions $ 14,494 14616 $ 1
2011-11-14Employer Contributions $ 19,518 14616 $ 1
2011-11-14Employee Contributions $ 19,518 14616 $ 1
2011-10-05Employer Contributions $ 17,545 14616 $ 1
2011-10-05Employee Contributions $ 17,545 14616 $ 1
2011-09-20Employer Contributions $ 13,285 14616 $ 1
2011-09-20Employee Contributions $ 13,285 14616 $ 1
2011-08-10Employer Contributions $ 16,704 14616 $ 1
2011-08-10Employee Contributions $ 16,704 14616 $ 1
2011-07-14Employer Contributions $ 13,310 14616 $ 1
2011-07-14Employee Contributions $ 13,310 14616 $ 1
2011-06-08Employer Contributions $ 13,331 14616 $ 1
2011-06-08Employee Contributions $ 13,331 14616 $ 1
2011-05-06Employer Contributions $ 17,480 14616 $ 1
2011-05-06Employee Contributions $ 17,480 14616 $ 1
2011-04-05Employer Contributions $ 13,667 14616 $ 1
2011-04-05Employee Contributions $ 13,667 14616 $ 1
2011-03-15Employer Contributions $ 20,635 14616 $ 1
2011-03-15Employee Contributions $ 20,635 14616 $ 1
2011-03-09Employer Contributions $ 13,560 14616 $ 1
2011-03-09Employee Contributions $ 13,560 14616 $ 1
2011-03-08Employer Contributions $ 204,365 14616 $ 14
2011-03-08Employee Contributions $ 204,365 14616 $ 14
2011-02-09Employer Contributions $ 14,696 14616 $ 1
2011-02-09Employee Contributions $ 14,696 14616 $ 1
2011-01-10Employer Contributions $ 17,432 14616 $ 1
2011-01-10Employee Contributions $ 17,432 14616 $ 1
2010-12-10Employer Contributions $ 13,928 14271 $ 1
2010-12-10Employee Contributions $ 13,928 14271 $ 1
2010-11-18Employer Contributions $ 19,509 14271 $ 1
2010-11-18Employee Contributions $ 19,509 14271 $ 1
2010-10-08Employer Contributions $ 15,444 14271 $ 1
2010-10-08Employee Contributions $ 15,444 14271 $ 1
2010-09-10Employer Contributions $ 15,013 14271 $ 1
2010-09-10Employee Contributions $ 15,013 14271 $ 1
2010-08-24Employer Contributions $ 16,622 14271 $ 1
2010-08-24Employee Contributions $ 16,622 14271 $ 1
2010-07-15Employer Contributions $ 0 14271 $ 0
2010-07-15Employee Contributions $ 0 14271 $ 0
2010-06-03Employer Contributions $ 14,768 14271 $ 1
2010-06-03Employee Contributions $ 14,768 14271 $ 1
2010-05-06Employer Contributions $ 38,399 14271 $ 3
2010-05-06Employee Contributions $ 38,399 14271 $ 3
2010-04-14Employer Contributions $ 15,046 14271 $ 1
2010-04-14Employee Contributions $ 15,046 14271 $ 1
2010-03-12Employer Contributions $ 14,637 14271 $ 1
2010-03-12Employee Contributions $ 14,637 14271 $ 1
2010-02-16Employer Contributions $ 15,535 14271 $ 1
2010-02-16Employee Contributions $ 15,535 14271 $ 1
2010-02-05Employer Contributions $ 73,809 14271 $ 5
2010-02-05Employee Contributions $ 73,809 14271 $ 5
2010-01-25Employer Contributions $ 18,929 14271 $ 1
2010-01-25Employee Contributions $ 18,929 14271 $ 1
2009-12-10Employer Contributions $ 15,111 1 $ 15,111
2009-12-10Employee Contributions $ 15,111 1 $ 15,111
2009-11-06Employer Contributions $ 18,765 1 $ 18,765
2009-11-06Employee Contributions $ 18,765 1 $ 18,765
2009-10-09Employer Contributions $ 15,272 1 $ 15,272
2009-10-09Employee Contributions $ 15,272 1 $ 15,272
2009-09-15Employer Contributions $ 14,923 1 $ 14,923
2009-09-15Employee Contributions $ 14,923 1 $ 14,923
2009-08-12Employer Contributions $ 21,876 1 $ 21,876
2009-08-12Employee Contributions $ 21,876 1 $ 21,876

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