2023 Form 5500 filing — Mutual Aid Plan For Ups Pilots
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 20250815071559NAL0029652754001) for Mutual Aid Plan For Ups Pilots, reported by Ups Pilots Mutual Aid Plan under EIN 61-1165849 and plan number 501. It reports 3,169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815071559NAL0029652754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ups Pilots Mutual Aid Plan
- EIN
- 61-1165849
- Plan number
- 501
- Location
- Louisville, KY
- Participants
- 3,169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,612,890
- Total liabilities (EOY)
- $4,292,663
- Net assets (EOY)
- $6,320,227
- Participant contributions
- $6,457,630
- Total income / additions
- $7,317,059
- Benefits paid
- $6,863,629
- Administrative expenses
- $157,189
- Total expenses
- $7,020,818
- Net increase / (decrease)
- $296,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deming, Malone, Livesay, & Ostroff | ACCOUNTING | $25,925 | not reported in the loaded dataset |
| Independent Pilots Association | ADMINISTRATOR | $24,772 | not reported in the loaded dataset |
| Aeromedical Advisors, Pllc | MEDICAL | $18,419 | not reported in the loaded dataset |
| Mercer | ACTUARY | $12,795 | not reported in the loaded dataset |
| Weinzapfel & Co, LLC | AUDITOR | $6,600 | not reported in the loaded dataset |