SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA

Plan Contact

  • Address: 3451 WALNUT STREET, 6TH FLOOR,PHILADELPHIA,PA
  • Contact person: MATTHEW PRIMUS
  • Phone: (215) 898-5831

Plan General Information

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA is $1,991,911,169.00.This plan was established in 1974.

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA is 31992

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA is $62,262.00

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA is $2,466.00.

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA is 17.71%.

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA is 14.97%. This measures the effectiveness of the plan participants' investments in the year.

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA Expense Ratio

In 2023, the investment and administrative expense ratio of SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA is 0.01%.

Enrollment Features

SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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