Temple University Health System pension plans

Temple University Health System Inc, Philadelphia, PA. EIN 23-2825881. Annual reports 2009–2024. Also filed as Episcopal Hospital; Temple University Health System, in; Temple East, Inc.; Temple University Hospital, Inc.

Temple University Health System Inc has 2 active retirement plans on file. The largest is the Temple University Health System, Inc. 403(b) Plan, with 20,513 participants and $1.3 billion in assets in 2024. TIAA has been its recordkeeper since 2009.

Active plans
2
Participants
37,809
Plan assets
$2.2 billion
401(k) recordkeeper
TIAA
Plans on file
8
Industry
Health care

All 8 plans

Active plans first

Temple University Health System, Inc. 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 23-2825881
Participants (2024)
20,513
Net assets (2024)
$1.3 billion
Recordkeeper
TIAA2009–2024
Plan administrator
Temple University Health System Inc
3509 North Broad Street 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2024
In effect since
January 1, 2007

Plans merged into this one: Fox Chase Cancer Center Defined Contribution Retirement Plan (2015); Jeanes Hospital Defined Contribution Program (2011).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202420,513$1.3 billionTIAA
202319,753$1.2 billionTIAA
202218,450$975 millionTIAA
202117,536$1.1 billionTIAA
202016,294$984 millionTIAA
201916,275$853 millionTIAA
201815,337$717 millionTIAA
201715,365$733 millionTIAA
201614,642$632 millionTIAA
201514,008$593 millionTIAA
201412,435$304 millionTIAA
201312,088$271 millionTIAA
20129,884$217 millionTIAA
20119,756$190 millionTIAA
20108,964$176 millionTIAA
20097,432$49.9 millionTIAA

Temple University Health System, Inc. Defined Contribution Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 23-2825881
Participants (2024)
17,296
Net assets (2024)
$876 million
Recordkeeper
TIAA2009–2024
Plan administrator
Temple University Health System Inc
3509 North Broad Street 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2024
In effect since
January 1, 2007

Plans merged into this one: Fox Chase Cancer Center Retirement Income Plan (2015).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202417,296$876 millionTIAA
202316,217$763 millionTIAA
202215,692$640 millionTIAA
202114,660$729 millionTIAA
202013,307$627 millionTIAA
201912,982$536 millionTIAA
201812,250$435 millionTIAA
201712,612$442 millionTIAA
201612,124$369 millionTIAA
201511,384$334 millionTIAA
20149,292$257 millionTIAA
20139,719$228 millionTIAA
20128,342$185 millionTIAA
20118,092$163 millionTIAA
20107,160$158 millionTIAA
20095,619$41.1 millionTIAA

Temple University Health System, Inc. Consolidated Pension Plan

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number
007Employer EIN 23-2825881
Participants (2023)
2,707
Net assets (2023)
$85.6 million
Plan administrator
Temple University Health System Inc
3509 North Broad Street 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2024
In effect since
July 1, 1963

Plans merged into this one: Episcopal Hospital Pension Plan (2021); Northeastern Hospital of Philadelphia Defined Benefit Pension Plan (2021); Temple University Hospital - Episcopal Division (2021); Retirement Plan of Temple East Inc. and Affiliated Employers for Collectively Bargained Employees (2021); Retirement Plan of Temple East, Inc. (2021).

Earlier sponsors: Jeanes Hospital (2009–2017); Temple University Health System, in (2018–2021).

Earlier plan names: Jeanes Hospital Retirement Income Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20240$0not listed
20232,707$85.6 millionnot listed
20222,759$94.1 millionnot listed
20212,795$104 millionnot listed
20201,280$62.0 millionnot listed
20191,308$52.1 millionnot listed
20181,475$52.3 millionnot listed
20171,503$51.8 millionnot listed
20161,527$49.4 millionnot listed
20151,539$44.5 millionnot listed
20141,564$43.5 millionnot listed
20131,569$44.1 millionnot listed
20121,582$40.2 millionnot listed
20111,595$37.3 millionnot listed
20101,605$37.8 millionnot listed
20091,625$33.8 millionnot listed

Episcopal Hospital Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2021 its assets moved to the Temple University Health System, Inc. Consolidated Pension Plan, sponsored by Temple University Health System Inc (EIN 23-2825881, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number
008Employer EIN 23-2825881
Participants (2020)
1,221
Net assets (2020)
$56.5 million
Plan administrator
Temple University Health System, in
3509 N. Broad Street, 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2021
In effect since
July 1, 1949

Earlier sponsor: Episcopal Hospital (2009–2017).

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
20201,221$56.5 millionnot listed
20191,235$47.3 millionnot listed
20181,260$47.7 millionnot listed
20171,275$47.5 millionnot listed
20161,316$45.5 millionnot listed
20151,350$41.3 millionnot listed
20141,360$41.3 millionnot listed
20131,379$41.3 millionnot listed
20121,395$36.2 millionnot listed
20111,406$32.7 millionnot listed
20101,414$32.8 millionnot listed
20091,419$27.8 millionnot listed

Northeastern Hospital of Philadelphia Defined Benefit Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2021 its assets moved to the Temple University Health System, Inc. Consolidated Pension Plan, sponsored by Temple University Health System Inc (EIN 23-2825881, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 23-2825881
Participants (2020)
207
Net assets (2020)
$7.2 million
Plan administrator
Temple University Health System Inc
3509 N. Broad Street, 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2021
In effect since
July 1, 1969

Earlier sponsor: Temple East, Inc. (2009–2011).

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
2020207$7.2 millionnot listed
2019214$6.2 millionnot listed
2018244$6.6 millionnot listed
2017254$6.5 millionnot listed
2016274$6.2 millionnot listed
2015292$5.8 millionnot listed
2014319$6.1 millionnot listed
2013326$6.1 millionnot listed
2012341$5.5 millionnot listed
2011346$5.2 millionnot listed
2010364$5.5 millionnot listed
2009441$5.6 millionnot listed

Temple University Hospital - Episcopal Division

Pension (defined benefit), frozenMerged

Merged. In 2021 its assets moved to the Temple University Health System, Inc. Consolidated Pension Plan, sponsored by Temple University Health System Inc (EIN 23-2825881, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number
009Employer EIN 23-2825881
Participants (2020)
257
Net assets (2020)
$18.0 million
Plan administrator
Temple University Health System, in
3509 N. Broad Street, 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2021
In effect since
December 3, 2001

Earlier sponsor: Temple University Hospital, Inc. (2009–2017).

Earlier plan names: Temple University Hospital - Episcopal Division Pension Plan.

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
2020257$18.0 millionnot listed
2019258$15.2 millionnot listed
2018265$15.6 millionnot listed
2017268$15.7 millionnot listed
2016278$15.1 millionnot listed
2015281$13.7 millionnot listed
2014284$13.9 millionnot listed
2013288$14.0 millionnot listed
2012287$12.4 millionnot listed
2011287$11.4 millionnot listed
2010290$11.4 millionnot listed
2009289$9.9 millionnot listed

Retirement Plan of Temple East Inc. and Affiliated Employers for Collectively Bargained Employees

Pension (defined benefit), frozenMerged

Merged. In 2021 its assets moved to the Temple University Health System, Inc. Consolidated Pension Plan, sponsored by Temple University Health System Inc (EIN 23-2825881, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number
006Employer EIN 23-2825881
Participants (2020)
440
Net assets (2020)
$9.3 million
Plan administrator
Temple University Health System Inc
3509 N. Broad Street, 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2021
In effect since
January 1, 1997

Earlier sponsor: Temple East, Inc. (2009–2011).

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
2020440$9.3 millionnot listed
2019461$7.8 millionnot listed
2018525$7.7 millionnot listed
2017530$7.6 millionnot listed
2016545$7.2 millionnot listed
2015569$6.4 millionnot listed
2014576$6.2 millionnot listed
2013586$6.2 millionnot listed
2012597$5.6 millionnot listed
2011603$5.3 millionnot listed
2010607$5.4 millionnot listed
2009597$4.8 millionnot listed

Retirement Plan of Temple East, Inc.

Pension (defined benefit), frozenMerged

Merged. In 2021 its assets moved to the Temple University Health System, Inc. Consolidated Pension Plan, sponsored by Temple University Health System Inc (EIN 23-2825881, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 23-2825881
Participants (2020)
332
Net assets (2020)
$6.5 million
Plan administrator
Temple University Health System Inc
3509 N. Broad Street, 9TH Floor
Philadelphia, PA 19140
(215) 707-5977As filed for 2021
In effect since
October 1, 1997

Earlier sponsor: Temple East, Inc. (2009–2011).

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
2020332$6.5 millionnot listed
2019346$5.5 millionnot listed
2018400$5.4 millionnot listed
2017410$5.3 millionnot listed
2016421$5.0 millionnot listed
2015428$4.4 millionnot listed
2014439$4.2 millionnot listed
2013445$4.1 millionnot listed
2012451$3.6 millionnot listed
2011455$3.3 millionnot listed
2010473$3.3 millionnot listed
2009515$2.7 millionnot listed

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the Temple University Health System, Inc. 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((215) 707-5977). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other health care employers in PA