Ups/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan — Form 5500 plan (United Parcel Service Company)
Plain-English plan 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, Ups/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan is a benefit plan reported by United Parcel Service Company under EIN 13-1686691 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,952 participants and $550,201,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Parcel Service Company
- EIN
- 13-1686691
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 1,952
- End-of-year plan assets
- $550,201,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,952 | H, C | 20241002131529NAL0008305137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $550,201,824
- Total liabilities (EOY)
- $338
- Net assets (EOY)
- $550,201,486
- Net assets (BOY)
- $477,910,167
Income & contributions
- Employer contributions
- $23,286,719
- Total contributions
- $23,413,361
- Total income / additions
- $123,351,474
Expenses & distributions
- Benefits paid
- $50,808,339
- Administrative expenses
- $207,399
- Total expenses
- $51,060,155
- Net increase / (decrease)
- $72,291,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $203,317 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | CONSULTANT | $8,375 | not reported in the loaded dataset | 2023 |
| Fidelity Inv. Ins. Ops. Co. Inc. | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Parcel Service Company
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Strategic Advisors, Inc. — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Fidelity Inv. Ins. Ops. Co. Inc. — Schedule C compensation