2023 Form 5500 filing — United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund
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 20250217122633NAL0003230000001) for United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund, reported by Bd. Of Trustees,Ups Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund under EIN 13-3031882 and plan number 001. It reports 1,561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217122633NAL0003230000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bd. Of Trustees,Ups Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund
- EIN
- 13-3031882
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,982,808
- Total liabilities (EOY)
- $116,787
- Net assets (EOY)
- $58,866,021
- Employer contributions
- $5,391,573
- Total income / additions
- $9,569,114
- Benefits paid
- $4,031,881
- Administrative expenses
- $353,380
- Total expenses
- $4,385,261
- Net increase / (decrease)
- $5,183,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $123,696 | not reported in the loaded dataset |
| Western Asset Management Co. LLC | NONE | $88,272 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | PROVIDES SVCS TO EMPLOYER | $59,422 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | PERF. SERV. FOR EMP. ORG. | $26,000 | not reported in the loaded dataset |
| Proskauer Rose Llp | PROVIDES SVCS TO EMPLOYER | $22,500 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $15,904 | $0 |