The Trustees of The University of Pennsylvania Inc.

Florida
Registered In
01/13/2004
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

The Trustees of The University of Pennsylvania Inc. at 3451 Walnut St, Philadelphia, Pa 19104 lists Jameson J. Larry and Narvekar Medha of Philadelphia, PA.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
Company Type
Foreign Non-Profit
Status
Active
EIN
23-1352685
Website
Email
********@upenn.edu
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C T Corporation System Registered Agent
1200 S PINE ISLAND RD, PLANTATION, FL 33324
Jameson J. Larry Inte
100 COLLEGE HALL, PHILADELPHIA, PA 19104
Narvekar Medha Secretary
221 COLLEGE HALL, PHILADELPHIA, PA 19104
Dingfield Mark Treasurer
3451 WALNUT STREET 731 FRANKLIN BLDG, PHILADELPHIA, PA 19104
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3451 WALNUT ST, PHILADELPHIA, PA 19104 View Map
3451 WALNUT STREET-3RD FLOOR, PHILADELPHIA, PA 19104 (Mailing) View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Department of Pathology and Laboratory Medicine, Hospital of The University of Pennsylvania
Philadelphia, PA Philadelphia, PA

Financial Information for The Trustees of The University of Pennsylvania Inc.

Form 5500

UNIVERSITY OF PENNSYLVANIA

3001 Market Street, Suite 320, Philadelphia, Pa 19104 (215) 615-2623 EIN:23-1352685 Plan Admin:Marta Bartholomew
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameUNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWS Plan #502 Participants BOY/EOY1,318 / 0 Assets BOY/EOY$0 / $0 2023 UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWS - Plan #502 1,318 / 0 $0 / $0
2022 Plan NameTHE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN Plan #001 Participants BOY/EOY26,284 / 28,001 Assets BOY/EOY$6,401,773,334 / $5,530,640,141 2022 THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN - Plan #001 26,284 / 28,001 $6,401,773,334 / $5,530,640,141
2022 Plan NameUNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PENSION PLAN Plan #006 Participants BOY/EOY15,252 / 23,822 Assets BOY/EOY$2,204,668,602 / $2,898,166,129 2022 UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PENSION PLAN - Plan #006 15,252 / 23,822 $2,204,668,602 / $2,898,166,129
2022 Plan NameTHE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN Plan #018 Participants BOY/EOY48,977 / 52,458 Assets BOY/EOY$2,807,061,158 / $2,490,968,748 2022 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN - Plan #018 48,977 / 52,458 $2,807,061,158 / $2,490,968,748
2022 Plan NameSUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #002 Participants BOY/EOY27,178 / 28,067 Assets BOY/EOY$1,909,783,036 / $1,692,153,953 2022 SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #002 27,178 / 28,067 $1,909,783,036 / $1,692,153,953
2022 Plan NameUNIVERSITY OF PENNSYLVANIA BASIC PLAN Plan #028 Participants BOY/EOY27,477 / 32,675 Assets BOY/EOY$1,627,007,373 / $1,417,850,182 2022 UNIVERSITY OF PENNSYLVANIA BASIC PLAN - Plan #028 27,477 / 32,675 $1,627,007,373 / $1,417,850,182
2022 Plan NameUNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP Plan #530 Participants BOY/EOY3,471 / 0 Assets BOY/EOY$745,894,374 / $710,823,620 2022 UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP - Plan #530 3,471 / 0 $745,894,374 / $710,823,620
2022 Plan NameRETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM Plan #039 Participants BOY/EOY39,213 / 43,400 Assets BOY/EOY$781,100,254 / $656,375,070 2022 RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM - Plan #039 39,213 / 43,400 $781,100,254 / $656,375,070
2022 Plan NameRETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #003 Participants BOY/EOY4,395 / 4,325 Assets BOY/EOY$224,221,114 / $207,892,446 2022 RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #003 4,395 / 4,325 $224,221,114 / $207,892,446
2022 Plan NameTHE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN Plan #016 Participants BOY/EOY192 / 193 Assets BOY/EOY$28,659,697 / $30,314,032 2022 THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN - Plan #016 192 / 193 $28,659,697 / $30,314,032
2022 Plan NamePAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA Plan #525 Participants BOY/EOY15,696 / 16,867 Assets BOY/EOY$0 / $0 2022 PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - Plan #525 15,696 / 16,867 $0 / $0
2022 Plan NameFACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #529 Participants BOY/EOY603 / 0 Assets BOY/EOY$0 / $0 2022 FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #529 603 / 0 $0 / $0
2022 Plan NameFACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA Plan #505 Participants BOY/EOY20,601 / 0 Assets BOY/EOY$0 / $0 2022 FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA - Plan #505 20,601 / 0 $0 / $0
2022 Plan NameUPHS RETIREE HEALTH PLAN Plan #527 Participants BOY/EOY829 / 829 Assets BOY/EOY$0 / $0 2022 UPHS RETIREE HEALTH PLAN - Plan #527 829 / 829 $0 / $0
2022 Plan NameUNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN Plan #502 Participants BOY/EOY1,341 / 0 Assets BOY/EOY$0 / $0 2022 UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN - Plan #502 1,341 / 0 $0 / $0
2022 Plan NameUPHS FLEX PLAN Plan #522 Participants BOY/EOY46,481 / 45,682 Assets BOY/EOY$0 / $0 2022 UPHS FLEX PLAN - Plan #522 46,481 / 45,682 $0 / $0
2022 Plan NameUNIVERSITY OF PA HEALTH & WELFARE PROGRAM Plan #503 Participants BOY/EOY18,736 / 0 Assets BOY/EOY$0 / $0 2022 UNIVERSITY OF PA HEALTH & WELFARE PROGRAM - Plan #503 18,736 / 0 $0 / $0
2022 Plan NameUNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN Plan #528 Participants BOY/EOY12,247 / 0 Assets BOY/EOY$0 / $0 2022 UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN - Plan #528 12,247 / 0 $0 / $0
2022 Plan NameUNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN Plan #531 Participants BOY/EOY11,618 / 0 Assets BOY/EOY$0 / $0 2022 UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN - Plan #531 11,618 / 0 $0 / $0
2021 Plan NameTHE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN Plan #001 Participants BOY/EOY25,746 / 28,329 Assets BOY/EOY$5,855,654,165 / $6,401,773,334 2021 THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN - Plan #001 25,746 / 28,329 $5,855,654,165 / $6,401,773,334
2021 Plan NameTHE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN Plan #018 Participants BOY/EOY28,425 / 48,977 Assets BOY/EOY$1,436,376,861 / $2,807,061,158 2021 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN - Plan #018 28,425 / 48,977 $1,436,376,861 / $2,807,061,158
2021 Plan NameRETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL Plan #006 Participants BOY/EOY15,357 / 15,252 Assets BOY/EOY$2,323,214,390 / $2,204,668,602 2021 RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL - Plan #006 15,357 / 15,252 $2,323,214,390 / $2,204,668,602
2021 Plan NameSUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #002 Participants BOY/EOY29,266 / 29,231 Assets BOY/EOY$1,712,767,424 / $1,909,783,036 2021 SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #002 29,266 / 29,231 $1,712,767,424 / $1,909,783,036
2021 Plan NameUNIVERSITY OF PENNSYLVANIA BASIC PLAN Plan #028 Participants BOY/EOY26,486 / 27,515 Assets BOY/EOY$1,427,179,399 / $1,627,007,373 2021 UNIVERSITY OF PENNSYLVANIA BASIC PLAN - Plan #028 26,486 / 27,515 $1,427,179,399 / $1,627,007,373
2021 Plan NameRETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM Plan #039 Participants BOY/EOY19,378 / 39,213 Assets BOY/EOY$463,336,043 / $781,100,254 2021 RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM - Plan #039 19,378 / 39,213 $463,336,043 / $781,100,254
2021 Plan NameUNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP Plan #530 Participants BOY/EOY3,708 / 0 Assets BOY/EOY$642,455,518 / $745,894,374 2021 UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP - Plan #530 3,708 / 0 $642,455,518 / $745,894,374
2021 Plan NameRETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #003 Participants BOY/EOY4,469 / 4,395 Assets BOY/EOY$269,915,325 / $224,221,114 2021 RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #003 4,469 / 4,395 $269,915,325 / $224,221,114
2021 Plan NameTHE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN Plan #016 Participants BOY/EOY183 / 192 Assets BOY/EOY$36,582,407 / $28,659,697 2021 THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN - Plan #016 183 / 192 $36,582,407 / $28,659,697
2021 Plan NameUPHS RETIREE HEALTH PLAN Plan #527 Participants BOY/EOY806 / 806 Assets BOY/EOY$0 / $0 2021 UPHS RETIREE HEALTH PLAN - Plan #527 806 / 806 $0 / $0
2021 Plan NameUNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN Plan #502 Participants BOY/EOY1,376 / 0 Assets BOY/EOY$0 / $0 2021 UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN - Plan #502 1,376 / 0 $0 / $0
2021 Plan NameFACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA Plan #505 Participants BOY/EOY19,421 / 0 Assets BOY/EOY$0 / $0 2021 FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA - Plan #505 19,421 / 0 $0 / $0
2021 Plan NameUNIVERSITY OF PA HEALTH & WELFARE PROGRAM Plan #503 Participants BOY/EOY18,091 / 0 Assets BOY/EOY$0 / $0 2021 UNIVERSITY OF PA HEALTH & WELFARE PROGRAM - Plan #503 18,091 / 0 $0 / $0
2021 Plan NameFACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #529 Participants BOY/EOY2,560 / 0 Assets BOY/EOY$0 / $0 2021 FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #529 2,560 / 0 $0 / $0
2021 Plan NameUPHS FLEX PLAN Plan #522 Participants BOY/EOY43,629 / 46,481 Assets BOY/EOY$0 / $0 2021 UPHS FLEX PLAN - Plan #522 43,629 / 46,481 $0 / $0
2021 Plan NameUNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN Plan #531 Participants BOY/EOY10,636 / 0 Assets BOY/EOY$0 / $0 2021 UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN - Plan #531 10,636 / 0 $0 / $0
2021 Plan NameUNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN Plan #528 Participants BOY/EOY10,437 / 0 Assets BOY/EOY$0 / $0 2021 UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN - Plan #528 10,437 / 0 $0 / $0
2021 Plan NamePAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA Plan #525 Participants BOY/EOY12,866 / 13,243 Assets BOY/EOY$0 / $0 2021 PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - Plan #525 12,866 / 13,243 $0 / $0
2020 Plan NameTHE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN Plan #001 Participants BOY/EOY26,053 / 27,991 Assets BOY/EOY$5,207,586,524 / $5,855,654,165 2020 THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN - Plan #001 26,053 / 27,991 $5,207,586,524 / $5,855,654,165
2020 Plan NameRETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL Plan #006 Participants BOY/EOY15,411 / 15,357 Assets BOY/EOY$1,755,448,893 / $2,323,214,390 2020 RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL - Plan #006 15,411 / 15,357 $1,755,448,893 / $2,323,214,390
2020 Plan NameSUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #002 Participants BOY/EOY28,294 / 29,266 Assets BOY/EOY$1,497,520,370 / $1,712,767,424 2020 SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #002 28,294 / 29,266 $1,497,520,370 / $1,712,767,424
2020 Plan NameTHE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN Plan #018 Participants BOY/EOY27,619 / 28,425 Assets BOY/EOY$1,225,802,162 / $1,436,376,861 2020 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN - Plan #018 27,619 / 28,425 $1,225,802,162 / $1,436,376,861
2020 Plan NameUNIVERSITY OF PENNSYLVANIA BASIC PLAN Plan #028 Participants BOY/EOY26,002 / 26,486 Assets BOY/EOY$1,212,372,395 / $1,427,179,399 2020 UNIVERSITY OF PENNSYLVANIA BASIC PLAN - Plan #028 26,002 / 26,486 $1,212,372,395 / $1,427,179,399
2020 Plan NameUNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP Plan #530 Participants BOY/EOY2,948 / 0 Assets BOY/EOY$558,510,967 / $642,455,518 2020 UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP - Plan #530 2,948 / 0 $558,510,967 / $642,455,518
2020 Plan NameRETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM Plan #039 Participants BOY/EOY17,366 / 19,378 Assets BOY/EOY$389,666,508 / $463,336,043 2020 RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM - Plan #039 17,366 / 19,378 $389,666,508 / $463,336,043
2020 Plan NameRETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #003 Participants BOY/EOY4,557 / 4,469 Assets BOY/EOY$257,789,676 / $269,915,325 2020 RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #003 4,557 / 4,469 $257,789,676 / $269,915,325
2020 Plan NameTHE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN Plan #016 Participants BOY/EOY175 / 183 Assets BOY/EOY$28,606,968 / $36,582,407 2020 THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN - Plan #016 175 / 183 $28,606,968 / $36,582,407
2020 Plan NamePAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA Plan #525 Participants BOY/EOY12,886 / 13,243 Assets BOY/EOY$0 / $0 2020 PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - Plan #525 12,886 / 13,243 $0 / $0
2020 Plan NameUNIVERSITY OF PA HEALTH & WELFARE PROGRAM Plan #503 Participants BOY/EOY18,062 / 0 Assets BOY/EOY$0 / $0 2020 UNIVERSITY OF PA HEALTH & WELFARE PROGRAM - Plan #503 18,062 / 0 $0 / $0
2020 Plan NameFACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA Plan #505 Participants BOY/EOY19,435 / 0 Assets BOY/EOY$0 / $0 2020 FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA - Plan #505 19,435 / 0 $0 / $0
2020 Plan NameUNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN Plan #528 Participants BOY/EOY10,708 / 0 Assets BOY/EOY$0 / $0 2020 UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN - Plan #528 10,708 / 0 $0 / $0
2020 Plan NameUPHS FLEX PLAN Plan #522 Participants BOY/EOY19,873 / 20,936 Assets BOY/EOY$0 / $0 2020 UPHS FLEX PLAN - Plan #522 19,873 / 20,936 $0 / $0
2020 Plan NameFACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #529 Participants BOY/EOY2,953 / 0 Assets BOY/EOY$0 / $0 2020 FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #529 2,953 / 0 $0 / $0
2020 Plan NameUNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN Plan #531 Participants BOY/EOY10,549 / 0 Assets BOY/EOY$0 / $0 2020 UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN - Plan #531 10,549 / 0 $0 / $0
2020 Plan NameUNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN Plan #502 Participants BOY/EOY1,327 / 0 Assets BOY/EOY$0 / $0 2020 UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN - Plan #502 1,327 / 0 $0 / $0
2020 Plan NameUPHS RETIREE HEALTH PLAN Plan #527 Participants BOY/EOY780 / 780 Assets BOY/EOY$0 / $0 2020 UPHS RETIREE HEALTH PLAN - Plan #527 780 / 780 $0 / $0
2019 Plan NameTHE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN Plan #001 Participants BOY/EOY27,516 / 26,053 Assets BOY/EOY$4,423,936,223 / $5,207,586,524 2019 THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN - Plan #001 27,516 / 26,053 $4,423,936,223 / $5,207,586,524
2019 Plan NameRETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL Plan #006 Participants BOY/EOY17,833 / 15,411 Assets BOY/EOY$1,736,878,327 / $1,755,448,893 2019 RETIREMENT PLAN OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PRESBYTERIAN MEDICAL CENTER, AND THE PENNSYLVANIA HOSPITAL - Plan #006 17,833 / 15,411 $1,736,878,327 / $1,755,448,893
2019 Plan NameSUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #002 Participants BOY/EOY28,741 / 28,294 Assets BOY/EOY$1,220,041,524 / $1,497,520,370 2019 SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #002 28,741 / 28,294 $1,220,041,524 / $1,497,520,370
2019 Plan NameTHE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN Plan #018 Participants BOY/EOY28,974 / 27,619 Assets BOY/EOY$960,294,677 / $1,225,802,162 2019 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN - Plan #018 28,974 / 27,619 $960,294,677 / $1,225,802,162
2019 Plan NameUNIVERSITY OF PENNSYLVANIA BASIC PLAN Plan #028 Participants BOY/EOY25,235 / 26,002 Assets BOY/EOY$973,835,010 / $1,212,372,395 2019 UNIVERSITY OF PENNSYLVANIA BASIC PLAN - Plan #028 25,235 / 26,002 $973,835,010 / $1,212,372,395
2019 Plan NameUNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP Plan #530 Participants BOY/EOY3,029 / 0 Assets BOY/EOY$472,916,919 / $558,510,967 2019 UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP - Plan #530 3,029 / 0 $472,916,919 / $558,510,967
2019 Plan NameRETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM Plan #039 Participants BOY/EOY15,769 / 17,366 Assets BOY/EOY$285,889,288 / $389,666,508 2019 RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM - Plan #039 15,769 / 17,366 $285,889,288 / $389,666,508
2019 Plan NameRETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #003 Participants BOY/EOY4,636 / 4,557 Assets BOY/EOY$231,024,709 / $257,789,676 2019 RETIREMENT ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #003 4,636 / 4,557 $231,024,709 / $257,789,676
2019 Plan NameTHE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN Plan #016 Participants BOY/EOY178 / 175 Assets BOY/EOY$27,304,870 / $28,606,968 2019 THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN - Plan #016 178 / 175 $27,304,870 / $28,606,968
2019 Plan NameUNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN Plan #528 Participants BOY/EOY11,596 / 0 Assets BOY/EOY$0 / $0 2019 UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN - Plan #528 11,596 / 0 $0 / $0
2019 Plan NameUNIVERSITY OF PA HEALTH & WELFARE PROGRAM Plan #503 Participants BOY/EOY17,541 / 0 Assets BOY/EOY$0 / $0 2019 UNIVERSITY OF PA HEALTH & WELFARE PROGRAM - Plan #503 17,541 / 0 $0 / $0
2019 Plan NamePAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA Plan #525 Participants BOY/EOY12,886 / 13,243 Assets BOY/EOY$0 / $0 2019 PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - Plan #525 12,886 / 13,243 $0 / $0
2019 Plan NameUNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN Plan #502 Participants BOY/EOY1,340 / 0 Assets BOY/EOY$0 / $0 2019 UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN - Plan #502 1,340 / 0 $0 / $0
2019 Plan NameFACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA Plan #505 Participants BOY/EOY19,534 / 0 Assets BOY/EOY$0 / $0 2019 FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA - Plan #505 19,534 / 0 $0 / $0
2019 Plan NameFACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA Plan #529 Participants BOY/EOY2,804 / 0 Assets BOY/EOY$0 / $0 2019 FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA - Plan #529 2,804 / 0 $0 / $0
2019 Plan NameUPHS RETIREE HEALTH PLAN Plan #527 Participants BOY/EOY766 / 766 Assets BOY/EOY$0 / $0 2019 UPHS RETIREE HEALTH PLAN - Plan #527 766 / 766 $0 / $0
2019 Plan NameUPHS FLEX PLAN Plan #522 Participants BOY/EOY18,951 / 19,971 Assets BOY/EOY$0 / $0 2019 UPHS FLEX PLAN - Plan #522 18,951 / 19,971 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 Walnut St, Philadelphia, Pa 19104-6205 EIN:23-1352685 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Universities
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps56699 Contributions$1,958,495,000 Revenue$11,078,595,000 Expenses$8,255,789,000 Assets EOY$32,016,287,000 Liabilities$7,356,455,000 2022 56699 $1,958,495,000 $11,078,595,000 $8,255,789,000 $32,016,287,000 $7,356,455,000
2021 # of Emps53574 Contributions$1,828,560,000 Revenue$9,337,742,000 Expenses$7,564,187,000 Assets EOY$31,220,689,000 Liabilities$8,432,225,000 2021 53574 $1,828,560,000 $9,337,742,000 $7,564,187,000 $31,220,689,000 $8,432,225,000
2020 # of Emps55450 Contributions$1,720,501,000 Revenue$7,624,539,000 Expenses$7,213,047,000 Assets EOY$24,607,104,000 Liabilities$8,280,756,000 2020 55450 $1,720,501,000 $7,624,539,000 $7,213,047,000 $24,607,104,000 $8,280,756,000
2019 # of Emps53313 Contributions$1,705,237,000 Revenue$7,942,744,000 Expenses$6,978,995,000 Assets EOY$22,754,777,000 Liabilities$6,635,778,000 2019 53313 $1,705,237,000 $7,942,744,000 $6,978,995,000 $22,754,777,000 $6,635,778,000
2018 # of Emps51848 Contributions$1,492,937,000 Revenue$7,238,854,000 Expenses$6,538,611,000 Assets EOY$21,301,691,000 Liabilities$5,892,514,000 2018 51848 $1,492,937,000 $7,238,854,000 $6,538,611,000 $21,301,691,000 $5,892,514,000
Form 990N

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3900 Walnut St, Philadelphia, PA 19104 EIN:23-1352685 Nkenge Blue (Officer) 3900 Walnut St, Philadelphia, PA 19104
Year Gross Receipts 50K or Less Terminated
2012 Yes No
Tax Returns based on Form 990 & 990N.
Address Match:3451 Walnut St Philadelphia, PA
Charleston, WV Hall Philadelphia, PA (1 more) View Report
Campus Associates Registered in Pennsylvania
Philadelphia, PA View Report
Hajoca 3025, Inc. Registered in Pennsylvania
Philadelphia, PA View Report
Oap,inc. Registered in Pennsylvania
Philadelphia, PA View Report
Philadelphia, PA View Report
Philadelphia, PA View Report
New York, NY Philadelphia, PA (1 more) View Report
University City Associates, Inc. Registered in Pennsylvania
Philadelphia, PA View Report
University City District Registered in Pennsylvania
Philadelphia, PA View Report
University of Pennsylvania Registered in North Dakota
Bismarck, ND Philadelphia, PA View Report
Upenn Hospitality, Inc. Registered in Pennsylvania
Philadelphia, PA View Report
Missoula, MT Phila, PA (1 more) View Report
University of Pennsylvania Inc Registered in Idaho
Boise, ID Philadelphia, PA View Report
Montgomery, AL Philadelphia, PA View Report
Gallatin, MO Philadelphia, PA View Report
Philadelphia, PA View Report
University of Pennsylvania Registered in Mississippi
Flowood, MS Philadelphia, PA View Report
Philadelphia, PA View Report
Penn Tower Hotel, Inc. Registered in Pennsylvania
Philadelphia, PA View Report

The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor Internal Revenue Service
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