2023 Form 5500 filing — Ups/Ibt Full-Time Employee Pension 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 20241015185510NAL0030688769001) for Ups/Ibt Full-Time Employee Pension Plan, reported by Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan under EIN 26-6150755 and plan number 001. It reports 101,448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185510NAL0030688769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan
- EIN
- 26-6150755
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 101,448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,285,105,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,285,105,757
- Employer contributions
- $150,000,000
- Total income / additions
- $923,676,279
- Benefits paid
- $437,758,284
- Administrative expenses
- $68,316,931
- Total expenses
- $506,075,215
- Net increase / (decrease)
- $417,601,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | NONE | $1,608,980 | not reported in the loaded dataset |
| Conduent Incorporated | NONE | $274,508 | not reported in the loaded dataset |
| Blackrock Financial | NONE | $232,521 | not reported in the loaded dataset |
| Bloomberg Finance Lp | NONE | $164,129 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $129,578 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $93,175 | not reported in the loaded dataset |
| Rr Donnelley | NONE | $76,520 | not reported in the loaded dataset |
| Alan Biller & Associates, Inc. | NONE | $42,500 | not reported in the loaded dataset |
| Factset Research Systems, Inc. | NONE | $32,271 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $24,030 | not reported in the loaded dataset |
| Evestment Inc And Subsidiaries | NONE | $14,818 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $14,770 | not reported in the loaded dataset |
| Diligend, Inc. | NONE | $9,086 | not reported in the loaded dataset |
| Lseg Us Holdco Inc | NONE | $6,608 | not reported in the loaded dataset |
| Fx Transparency, LLC | NONE | $5,428 | not reported in the loaded dataset |
| Ridgeworth Capital Management | NONE | $5,371 | not reported in the loaded dataset |