2023 Form 5500 filing — The Teamster - Ups National 401(K) Tax Deferred Savings 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 20250305083037NAL0004419491001) for The Teamster - Ups National 401(K) Tax Deferred Savings Plan, reported by Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan under EIN 95-1732075 and plan number 003. It reports 544,072 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305083037NAL0004419491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan
- EIN
- 95-1732075
- Plan number
- 003
- Location
- Atlanta, GA
- Participants
- 544,072
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,183,099,452
- Total liabilities (EOY)
- $2,296,051
- Net assets (EOY)
- $17,180,803,401
- Participant contributions
- $945,879,675
- Total income / additions
- $3,553,159,750
- Benefits paid
- $1,028,983,129
- Administrative expenses
- $10,058,653
- Total expenses
- $1,039,963,324
- Net increase / (decrease)
- $2,513,196,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Priac | not reported in the loaded dataset | $5,648,394 | $0 |
| Mellon Investments | not reported in the loaded dataset | $2,138,070 | not reported in the loaded dataset |
| Bank Of New York Mellon | not reported in the loaded dataset | $624,171 | not reported in the loaded dataset |
| Morningstar Investment Management | not reported in the loaded dataset | $287,287 | not reported in the loaded dataset |
| Qdro Benefits Firm, Susan L. Dubrof | not reported in the loaded dataset | $202,981 | not reported in the loaded dataset |
| Alan D. Biller & Associates | not reported in the loaded dataset | $115,000 | not reported in the loaded dataset |