United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund — Form 5500 plan (Bd. Of Trustees,Ups Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund)
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. - Machinists Lodge 447 (Iamaw) Annuity Fund is a benefit plan reported by Bd. Of Trustees,Ups Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund under EIN 13-3031882 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,561 participants and $58,982,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd. Of Trustees,Ups Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund
- EIN
- 13-3031882
- Plan number
- 001
- Plan type
- 2
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,561
- End-of-year plan assets
- $58,982,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,561 | H, C | 20250217122633NAL0003230000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,982,808
- Total liabilities (EOY)
- $116,787
- Net assets (EOY)
- $58,866,021
- Net assets (BOY)
- $53,682,168
Income & contributions
- Employer contributions
- $5,391,573
- Total contributions
- $5,391,573
- Total income / additions
- $9,569,114
Expenses & distributions
- Benefits paid
- $4,031,881
- Administrative expenses
- $353,380
- Total expenses
- $4,385,261
- Net increase / (decrease)
- $5,183,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $123,696 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co. LLC | NONE | $88,272 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | PROVIDES SVCS TO EMPLOYER | $59,422 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | PERF. SERV. FOR EMP. ORG. | $26,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | PROVIDES SVCS TO EMPLOYER | $22,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $15,904 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd. Of Trustees,Ups Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E. Shaffer & Co. — Schedule C compensation
- Western Asset Management Co. LLC — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation