2023 Form 5500 filing — United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement 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 20241015165956NAL0015127219002) for United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan, reported by Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan under EIN 13-1426500 and plan number 419. It reports 9,357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165956NAL0015127219002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan
- EIN
- 13-1426500
- Plan number
- 419
- Location
- Atlanta, GA
- Participants
- 9,357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,802,075,896
- Total liabilities (EOY)
- $945,455
- Net assets (EOY)
- $1,801,130,441
- Employer contributions
- $119,400,192
- Total income / additions
- $321,995,918
- Benefits paid
- $110,971,233
- Administrative expenses
- $5,519,517
- Total expenses
- $116,490,750
- Net increase / (decrease)
- $205,505,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan Biller & Associates | not reported in the loaded dataset | $1,183,988 | not reported in the loaded dataset |
| Arrowstreet Capital, Lp | not reported in the loaded dataset | $667,373 | not reported in the loaded dataset |
| William Blair Investment Management | not reported in the loaded dataset | $618,925 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | not reported in the loaded dataset | $579,490 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $173,566 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | not reported in the loaded dataset | $139,301 | not reported in the loaded dataset |
| Proskauer Rose, Llp | not reported in the loaded dataset | $120,670 | not reported in the loaded dataset |
| The Bank Of New York Mellon | not reported in the loaded dataset | $99,077 | $0 |
| Panagora Asset Management | not reported in the loaded dataset | $85,400 | $0 |
| Segal Marco Advisors | not reported in the loaded dataset | $75,000 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | not reported in the loaded dataset | $67,727 | not reported in the loaded dataset |
| Conduent Human Resource Services | not reported in the loaded dataset | $32,726 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $31,982 |
| Rr Donnelley | not reported in the loaded dataset | $23,467 | not reported in the loaded dataset |
| Zazzali P.C. | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset |
| Bny Mellon | not reported in the loaded dataset | $17,935 | $0 |
| Qdro Benefits Firm, Susan L Dubrof | not reported in the loaded dataset | $17,746 | not reported in the loaded dataset |