Plan5500

Wheels Up Partners LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wheels Up Partners LLC (EIN 45-4068474) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-4068474
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wheels Up Partners LLC

  • 2 loaded plans hold $176.1M in reported assets.
  • The largest, Wheels Up Partners LLC Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 5,923 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$176.1MSummed across loaded plans$176,117,145
Total reported assets$176.1M$176,117,306
Total reported participants5.9K5,923
Total reported liabilities$161

Reported net position

Reported assets = net assets + liabilities (summed)$176.1M total assets
Net assets$176.1MLiabilities$161
Contributions & income
Employer contributions$16.2M
Participant contributions$26.5M
Total income / additions$73.3M
Expenses & distributions
Benefits paid / distributions$34.2M
Total expenses$34.5M
Net increase / (decrease)$38.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Wheels Up Partners LLC Retirement Savings Plan
Participants per plan2,962Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Wheels Up Partners LLC Retirement Savings Plan$176.1M
    Plan #001 · 3,389 participants · 2023
  2. 2
    Wheels Up Partners LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 2,534 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wheels Up Partners LLC. Open one for its full reported snapshot.

  1. 2023
    Wheels Up Partners LLC Welfare Benefit Plan2,534 participants · 2No schedules
    View filing →
  2. 2023
    Wheels Up Partners LLC Retirement Savings Plan3,389 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wheels Up Partners LLC report on Form 5500?
Wheels Up Partners LLC (EIN 45-4068474) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wheels Up Partners LLC?
The Employer Identification Number (EIN) reported for Wheels Up Partners LLC is 45-4068474.
What is the latest Form 5500 filing year for Wheels Up Partners LLC?
The latest loaded Form 5500 filing year for Wheels Up Partners LLC is 2023.

Related Form 5500 pages