2023 Form 5500 filing — Wheels Up Partners LLC Retirement Savings 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 20241015144230NAL0030022225001) for Wheels Up Partners LLC Retirement Savings Plan, reported by Wheels Up Partners LLC under EIN 45-4068474 and plan number 001. It reports 3,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$176.1MReported net assets$176,117,145
Participants3.4K3,389
Provider compensation$170K1 Schedule C row(s)$169,997
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015144230NAL0030022225001
- Plan sponsor
- Wheels Up Partners LLC
- EIN
- 45-4068474
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$176.1M total assets
Net assets$176.1MLiabilities$161
Full reported line items
- Total assets (EOY)
- $176,117,306
- Total liabilities (EOY)
- $161
- Net assets (EOY)
- $176,117,145
- Employer contributions
- $16,235,292
- Participant contributions
- $26,533,092
- Total income / additions
- $73,325,002
- Benefits paid
- $34,161,346
- Administrative expenses
- $170,069
- Total expenses
- $34,478,884
- Net increase / (decrease)
- $38,846,118
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
Frequently asked questions
- What does EFAST2 acknowledgement 20241015144230NAL0030022225001 cover?
- It is the 2023 Form 5500 filing for Wheels Up Partners LLC Retirement Savings Plan, reported by Wheels Up Partners LLC (EIN 45-4068474).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).