2023 Form 5500 filing — Ups/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002131529NAL0008305137001) for Ups/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan, reported by United Parcel Service Company under EIN 13-1686691 and plan number 001. It reports 1,952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131529NAL0008305137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Parcel Service Company
- EIN
- 13-1686691
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 1,952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $550,201,824
- Total liabilities (EOY)
- $338
- Net assets (EOY)
- $550,201,486
- Employer contributions
- $23,286,719
- Total income / additions
- $123,351,474
- Benefits paid
- $50,808,339
- Administrative expenses
- $207,399
- Total expenses
- $51,060,155
- Net increase / (decrease)
- $72,291,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $203,317 | not reported in the loaded dataset |
| Alan Biller & Associates | CONSULTANT | $8,375 | not reported in the loaded dataset |
| Fidelity Inv. Ins. Ops. Co. Inc. | RECORDKEEPER | $0 | $0 |