2023 Form 5500 filing — Ups Retired Employees Health Care 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 20241015194044NAL0015335475001) for Ups Retired Employees Health Care Plan, reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 520. It reports 8,621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$94.5KReported net assets$94,493
Participants8.6K8,621
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015194044NAL0015335475001
Plan sponsor
United Parcel Service Of America, Inc.
EIN
95-1732075
Plan number
520
Location
Atlanta, GA
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)$94.5K total assets
Net assets$94.5KLiabilities$0
Money in vs. money out
Total income / additions$10.7M
Total expenses$10.7M
Benefits paid / distributions$10.7M
Contributions
Employer$10.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$94,493
Total liabilities (EOY)
$0
Net assets (EOY)
$94,493
Employer contributions
$10,792,290
Total income / additions
$10,716,198
Benefits paid
$10,716,513
Administrative expenses
$0
Total expenses
$10,716,513
Net increase / (decrease)
-$315

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015194044NAL0015335475001 cover?
It is the 2023 Form 5500 filing for Ups Retired Employees Health Care Plan, reported by United Parcel Service Of America, Inc. (EIN 95-1732075).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages