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Form 5500 · Retirement plan · PITTSBURGH, PA

UPMC

The filing calls this plan UPMC 403(B) RETIREMENT SAVINGS PLAN.

UPMC of PITTSBURGH, PA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TIAA-CREF
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1423657 · plan 334 · plan year 2024, filed Oct 12, 2025

Participants at the start of the year
78,872
Contracts on file
1
Contract value
$49,532,234
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $49,532,234 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC2,753December$49,532,234$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
UPMC
EIN 25-1423657
ALIGHT FINANCIAL ADVISORS, LLC
PARTICIPANT ADVISORY · EIN 82-1061233
$2,561,090
paid directly by the plan
ALIGHT FINANCIAL SOLUTIONS, LLC
Recordkeeping and information management · EIN 82-1061233
$1,714,880
paid directly by the plan
BANK OF NEW YORK MELLON, N.A.
TRUSTEE · EIN 13-5160382
$206,117
paid directly by the plan
D.B. ROOT COMPANY, LLC
CONSULTING · EIN 82-1414976
$112,747
paid directly by the plan
VANGUARD
Recordkeeping and information management · EIN 23-1945930
$30,585
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$4,728,641,608
Paid out in benefits
$440,169,269
Participants at the start of the year
78,872
Participants with account balances
72,888

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 82-1061233
ALIGHT FINANCIAL SOLUTIONS, LLC
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$73,056

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Welfare Benefits PlanInsured benefit plan · 14 Schedule A contractsRenews ~Jan 1401(A) Retirement Savings PlanRetirement plan · 1 Schedule A contractBasic Retirement PlanForm 5500 filing · no insured Schedule A contractsRetirement Savings Plan Master TrustForm 5500 filing · no insured Schedule A contractsMaster TrustForm 5500 filing · no insured Schedule A contracts

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