Find an old Trustees of the Univ. of Penn 401(k)
Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System
Trustees of the Univ. of Penn · Plan 039 · EIN 23-1352685 · Philadelphia, PA
| Plan administrator | Trustees of the Univ. of Penn 3600 Civic Center Boulevard, 4th Floor, Philadelphia, PA 19104 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv Instl Ops | Schedule C ↗ |
| Former employees with balances | 5,303 separated participants still had money in the plan | Form 5500 ↗ |
The University of Pennsylvania Health System 403(b) Retirement Savings Plan
Trustees of the Univ. of Penn · Plan 018 · EIN 23-1352685 · Philadelphia, PA
| Plan administrator | Trustees of the Univ. of Penn 3600 Civic Center Boulevard, 4th Floor, Philadelphia, PA 19104 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fid Inv Instl Ops Cp | Schedule C ↗ |
| Former employees with balances | 10,998 separated participants still had money in the plan | Form 5500 ↗ |
The University of Pennsylvania Matching Plan
Trustees of the University of PA · Plan 001 · EIN 23-1352685 · Philadelphia, PA
| Plan administrator | Trustees of the University of PA 3451 Walnut Street, 6th Floor, Philadelphia, PA 19104-6205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | TIAA | Schedule C ↗ |
| Former employees with balances | 12,788 separated participants still had money in the plan | Form 5500 ↗ |
Supplemental Retirement Annuity Plan of the University of Pennsylvania
Trustees of the University of PA · Plan 002 · EIN 23-1352685 · Philadelphia, PA
| Plan administrator | Trustees of the University of PA 3451 Walnut Street, 6th Floor, Philadelphia, PA 19104-6205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | TIAA | Schedule C ↗ |
| Former employees with balances | 6,447 separated participants still had money in the plan | Form 5500 ↗ |
University of Pennsylvania Basic Plan
Trustees of the University of PA · Plan 028 · EIN 23-1352685 · Philadelphia, PA
| Plan administrator | Trustees of the University of PA 3451 Walnut Street, 6th Floor, Philadelphia, PA 19104-6205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | TIAA | Schedule C ↗ |
| Former employees with balances | 15,751 separated participants still had money in the plan | Form 5500 ↗ |
University of Pennsylvania Health Sysytem Pension Plan
Trustees of the University of Pennsylvania · Plan 006 · EIN 23-1352685 · Bala Cynwyd, PA
| Plan administrator | Trustees of the University of Pennsylvania 150 Monument Road, 4th Floor, Bala Cynwyd, PA 19004 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 8,085 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Allowance Plan of the University of Pennsylvania
Trustees of the University of PA · Plan 003 · EIN 23-1352685 · Philadelphia, PA
| Plan administrator | Trustees of the University of PA 3451 Walnut Street, 600 Franklin Bldg, Philadelphia, PA 19104-6205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 948 separated participants still had money in the plan | Form 5500 ↗ |
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan
Trustees of the University of Pennsylvania · Plan 016 · EIN 23-1352685 · Philadelphia, PA
| Plan administrator | Vice President for Public Safety 4040 Chestnut Street, Philadelphia, PA 19104 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 45 separated participants still had money in the plan | Form 5500 ↗ |
Trustees of the Univ. of Penn 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Trustees of the Univ. of Penn 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Trustees of the Univ. of Penn, (215) 615-2623. The accounts are held by the recordkeeper, Fidelity Inv Instl Ops. Have your Social Security number and dates of employment ready.
What is the Trustees of the Univ. of Penn 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (215) 615-2623.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees of the Univ. of Penn and does not hold accounts. Not financial advice. Report a correction