2023 Form 5500 filing — Ups Voluntary Employee Beneficiary Association Health & Welfare Trust For Collectively Bargained Employees
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 20241015184023NAL0029399249001) for Ups Voluntary Employee Beneficiary Association Health & Welfare Trust For Collectively Bargained Employees, reported by United Parcel Service Of America, Inc. under EIN 58-2046334 and plan number 007. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184023NAL0029399249001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- United Parcel Service Of America, Inc.
- EIN
- 58-2046334
- Plan number
- 007
- Location
- Atlanta, GA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,158,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,158,157
- Total income / additions
- $159,649
- Benefits paid
- $0
- Administrative expenses
- $16,710,970
- Total expenses
- $16,710,970
- Net increase / (decrease)
- -$16,551,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight | NONE | $7,896,364 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Illinois | NONE | $3,058,646 | not reported in the loaded dataset |
| Hartford Life And Accident Insuranc | NONE | $1,586,372 | not reported in the loaded dataset |
| Aetna Insurance | NONE | $1,519,670 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $990,337 | not reported in the loaded dataset |
| Rr Donnelley & Sons | NONE | $728,526 | not reported in the loaded dataset |
| Beacon Health Admin | NONE | $352,313 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $280,441 | not reported in the loaded dataset |
| Crowe Llp | NONE | $169,122 | not reported in the loaded dataset |
| Cigna Health Insurance | NONE | $61,929 | not reported in the loaded dataset |
| United Healthcare Services Inc | NONE | $33,642 | not reported in the loaded dataset |
| Aon Consulting Inc | NONE | $19,609 | not reported in the loaded dataset |
| Alere Wellbeing | NONE | $8,212 | not reported in the loaded dataset |
| Cohen Howard | NONE | $5,610 | not reported in the loaded dataset |