Ups/Ibt Full-Time Employee Pension Plan — Form 5500 plan (Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan)
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 Full-Time Employee Pension Plan is a benefit plan reported by Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan under EIN 26-6150755 and plan number 001. The latest loaded filing year is 2023. The filing reports 101,448 participants and $12,285,105,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan
- EIN
- 26-6150755
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 101,448
- End-of-year plan assets
- $12,285,105,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 101,448 | H, C | 20241015185510NAL0030688769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,285,105,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,285,105,757
- Net assets (BOY)
- $11,867,504,693
Income & contributions
- Employer contributions
- $150,000,000
- Total contributions
- $150,000,000
- Total income / additions
- $923,676,279
Expenses & distributions
- Benefits paid
- $437,758,284
- Administrative expenses
- $68,316,931
- Total expenses
- $506,075,215
- Net increase / (decrease)
- $417,601,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | NONE | $1,608,980 | not reported in the loaded dataset | 2023 |
| Conduent Incorporated | NONE | $274,508 | not reported in the loaded dataset | 2023 |
| Blackrock Financial | NONE | $232,521 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance Lp | NONE | $164,129 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $129,578 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $93,175 | not reported in the loaded dataset | 2023 |
| Rr Donnelley | NONE | $76,520 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates, Inc. | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Factset Research Systems, Inc. | NONE | $32,271 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $24,030 | not reported in the loaded dataset | 2023 |
| Evestment Inc And Subsidiaries | NONE | $14,818 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $14,770 | not reported in the loaded dataset | 2023 |
| Diligend, Inc. | NONE | $9,086 | not reported in the loaded dataset | 2023 |
| Lseg Us Holdco Inc | NONE | $6,608 | not reported in the loaded dataset | 2023 |
| Fx Transparency, LLC | NONE | $5,428 | not reported in the loaded dataset | 2023 |
| Ridgeworth Capital Management | NONE | $5,371 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- The Bank Of New York Mellon — Schedule C compensation
- Conduent Incorporated — Schedule C compensation
- Blackrock Financial — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Rr Donnelley — Schedule C compensation
- Alan Biller & Associates, Inc. — Schedule C compensation
- Factset Research Systems, Inc. — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Evestment Inc And Subsidiaries — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Diligend, Inc. — Schedule C compensation
- Lseg Us Holdco Inc — Schedule C compensation
- Fx Transparency, LLC — Schedule C compensation
- Ridgeworth Capital Management — Schedule C compensation