2023 Form 5500 filing — Ups Health And Welfare Package For Retired Employees
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 20241015193159NAL0017116531001) for Ups Health And Welfare Package For Retired Employees, reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 525. It reports 3,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.8MReported net assets$3,774,162
Participants3.6K3,627
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015193159NAL0017116531001
- Plan sponsor
- United Parcel Service Of America, Inc.
- EIN
- 95-1732075
- Plan number
- 525
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,774,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,774,162
- Employer contributions
- $38,728,876
- Participant contributions
- $9,805,928
- Total income / additions
- $46,501,312
- Benefits paid
- $42,871,274
- Administrative expenses
- $0
- Total expenses
- $42,871,274
- Net increase / (decrease)
- $3,630,038