Ups/Ibt Local 2727 401(K) Plan — Form 5500 plan (United Parcel Service Company)
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, Ups/Ibt Local 2727 401(K) Plan is a benefit plan reported by United Parcel Service Company under EIN 13-1686691 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,920 participants and $445,881,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Parcel Service Company
- EIN
- 13-1686691
- Plan number
- 004
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 1,920
- End-of-year plan assets
- $445,881,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,920 | H, C | 20241002131940NAL0015056176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $445,881,819
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $445,881,737
- Net assets (BOY)
- $379,773,166
Income & contributions
- Employer contributions
- $6,389,030
- Participant contributions
- $21,156,404
- Total contributions
- $29,356,529
- Total income / additions
- $107,216,735
Expenses & distributions
- Benefits paid
- $40,868,197
- Administrative expenses
- $182,004
- Total expenses
- $41,108,164
- Net increase / (decrease)
- $66,108,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $178,019 | not reported in the loaded dataset | 2023 |
| Allan Biller And Ass | CONSULTANT | $16,883 | not reported in the loaded dataset | 2023 |
| Fidelity Inv. Ins. Ops. Co. Inc. | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Parcel Service Company
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Strategic Advisors, Inc. — Schedule C compensation
- Allan Biller And Ass — Schedule C compensation
- Fidelity Inv. Ins. Ops. Co. Inc. — Schedule C compensation