Public Charity

TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TRUST

TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TRUST is a nonprofit organization categorized as Public Charity based in PHILADELPHIA, PA. Its most recent IRS filing (2025) reports revenue of $71.8M, expenses of $51.6M, total assets of $910.2M.

EIN: 232769744 PHILADELPHIA, PA Teachers Retirement Fund Associations NTEE: Y33 Latest filing: 2025
Total Revenue$71.8M
Total Expenses$51.6M
Total Assets$910.2M
Grant Records0
Filing Years2021–2025

Mission

PAYMENT OF MEDICAL AND DEATH BENEFITS TO RETIREES

Where $100 goes at Trustees of the Univ of Penna Retiree Med & Death Benefits Trust

How Trustees of the Univ of Penna Retiree Med & Death Benefits Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$98 Programs the work itself
$2 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $98 for programs

$98
Statement of program service accomplishments the trustees of the university of pennsylvania retiree medical benefits trust (the "retiree medical benefits trust") is an organization formed to foster and…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

TRUSTEE University Of Pennsylvania

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $71.8M $51.6M $910.2M
2024 $82.7M $49.7M $812.2M
2023 $42.2M $25.1M $756.0M
2022 $68.8M $25.8M $712.8M
2021 $64.6M $32.6M $717.8M

Between 2021 and 2025, reported annual revenue grew from $64.6M to $71.8M (+11%), with total assets most recently reported at $910.2M.

Interactive year-over-year charts and full filing details available with membership.

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