2023 Form 5500 filing — Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015144123NAL0048453824003) for Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan, reported by Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan under EIN 51-6117726 and plan number 001. It reports 12,605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144123NAL0048453824003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan
- EIN
- 51-6117726
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 12,605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,088,708,525
- Total liabilities (EOY)
- $16,527,549
- Net assets (EOY)
- $2,072,180,976
- Employer contributions
- $141,733,709
- Total income / additions
- $411,832,764
- Benefits paid
- $146,093,299
- Administrative expenses
- $4,943,180
- Total expenses
- $151,036,479
- Net increase / (decrease)
- $260,796,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Institutional Inv Mgmt | not reported in the loaded dataset | $966,045 | $0 |
| Jp Morgan Investment Management Inc | not reported in the loaded dataset | $735,195 | not reported in the loaded dataset |
| Eagle Capital Management | not reported in the loaded dataset | $590,921 | $0 |
| Metropolitan West Asset Management | not reported in the loaded dataset | $477,265 | $0 |
| Western Asset Management Company | not reported in the loaded dataset | $367,997 | not reported in the loaded dataset |
| Amalgamated Bank | not reported in the loaded dataset | $269,367 | $0 |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $214,234 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | not reported in the loaded dataset | $189,347 | not reported in the loaded dataset |
| Cohen, Weiss And Simon Llp | not reported in the loaded dataset | $130,975 | not reported in the loaded dataset |
| Proskauer Rose Llp | not reported in the loaded dataset | $117,383 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | not reported in the loaded dataset | $88,912 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | not reported in the loaded dataset | $72,264 | not reported in the loaded dataset |
| The Bank Of New York Mellon | not reported in the loaded dataset | $42,541 | $0 |
| Conduent Human Resource Services | not reported in the loaded dataset | $39,882 | not reported in the loaded dataset |
| Rr Donnelley | not reported in the loaded dataset | $16,245 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $7,940 |