United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan — Form 5500 plan (Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan)
Plain-English plan 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, United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan is a benefit plan reported by Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan under EIN 13-1426500 and plan number 419. The latest loaded filing year is 2023. The filing reports 9,357 participants and $1,802,075,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan
- EIN
- 13-1426500
- Plan number
- 419
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 9,357
- End-of-year plan assets
- $1,802,075,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,357 | H, C | 20241015165956NAL0015127219002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,802,075,896
- Total liabilities (EOY)
- $945,455
- Net assets (EOY)
- $1,801,130,441
- Net assets (BOY)
- $1,595,625,273
Income & contributions
- Employer contributions
- $119,400,192
- Total contributions
- $119,400,192
- Total income / additions
- $321,995,918
Expenses & distributions
- Benefits paid
- $110,971,233
- Administrative expenses
- $5,519,517
- Total expenses
- $116,490,750
- Net increase / (decrease)
- $205,505,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alan Biller & Associates | not reported in the loaded dataset | $1,183,988 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital, Lp | not reported in the loaded dataset | $667,373 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | not reported in the loaded dataset | $618,925 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | not reported in the loaded dataset | $579,490 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $173,566 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | not reported in the loaded dataset | $139,301 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | not reported in the loaded dataset | $120,670 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | not reported in the loaded dataset | $99,077 | $0 | 2023 |
| Panagora Asset Management | not reported in the loaded dataset | $85,400 | $0 | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $75,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | not reported in the loaded dataset | $67,727 | not reported in the loaded dataset | 2023 |
| Conduent Human Resource Services | not reported in the loaded dataset | $32,726 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $31,982 | 2023 |
| Rr Donnelley | not reported in the loaded dataset | $23,467 | not reported in the loaded dataset | 2023 |
| Zazzali P.C. | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset | 2023 |
| Bny Mellon | not reported in the loaded dataset | $17,935 | $0 | 2023 |
| Qdro Benefits Firm, Susan L Dubrof | not reported in the loaded dataset | $17,746 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Alan Biller & Associates — Schedule C compensation
- Arrowstreet Capital, Lp — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Conduent Human Resource Services — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Rr Donnelley — Schedule C compensation
- Zazzali P.C. — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Qdro Benefits Firm, Susan L Dubrof — Schedule C compensation