Mutual Aid Plan For Ups Pilots — Form 5500 plan (Ups Pilots Mutual Aid 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, Mutual Aid Plan For Ups Pilots is a benefit plan reported by Ups Pilots Mutual Aid Plan under EIN 61-1165849 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,169 participants and $10,612,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ups Pilots Mutual Aid Plan
- EIN
- 61-1165849
- Plan number
- 501
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 3,169
- End-of-year plan assets
- $10,612,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,169 | H, C | 20250815071559NAL0029652754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,612,890
- Total liabilities (EOY)
- $4,292,663
- Net assets (EOY)
- $6,320,227
- Net assets (BOY)
- $6,023,986
Income & contributions
- Participant contributions
- $6,457,630
- Total contributions
- $6,457,630
- Total income / additions
- $7,317,059
Expenses & distributions
- Benefits paid
- $6,863,629
- Administrative expenses
- $157,189
- Total expenses
- $7,020,818
- Net increase / (decrease)
- $296,241
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deming, Malone, Livesay, & Ostroff | ACCOUNTING | $25,925 | not reported in the loaded dataset | 2023 |
| Independent Pilots Association | ADMINISTRATOR | $24,772 | not reported in the loaded dataset | 2023 |
| Aeromedical Advisors, Pllc | MEDICAL | $18,419 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $12,795 | not reported in the loaded dataset | 2023 |
| Weinzapfel & Co, LLC | AUDITOR | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ups Pilots Mutual Aid Plan
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Deming, Malone, Livesay, & Ostroff — Schedule C compensation
- Independent Pilots Association — Schedule C compensation
- Aeromedical Advisors, Pllc — Schedule C compensation
- Mercer — Schedule C compensation
- Weinzapfel & Co, LLC — Schedule C compensation