Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan — Form 5500 plan (Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. 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, Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan is a benefit plan reported by Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan under EIN 51-6117726 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,605 participants and $2,088,708,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan
- EIN
- 51-6117726
- Plan number
- 001
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 12,605
- End-of-year plan assets
- $2,088,708,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,605 | H, C | 20241015144123NAL0048453824003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,088,708,525
- Total liabilities (EOY)
- $16,527,549
- Net assets (EOY)
- $2,072,180,976
- Net assets (BOY)
- $1,811,384,691
Income & contributions
- Employer contributions
- $141,733,709
- Total contributions
- $141,733,709
- Total income / additions
- $411,832,764
Expenses & distributions
- Benefits paid
- $146,093,299
- Administrative expenses
- $4,943,180
- Total expenses
- $151,036,479
- Net increase / (decrease)
- $260,796,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Institutional Inv Mgmt | not reported in the loaded dataset | $966,045 | $0 | 2023 |
| Jp Morgan Investment Management Inc | not reported in the loaded dataset | $735,195 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management | not reported in the loaded dataset | $590,921 | $0 | 2023 |
| Metropolitan West Asset Management | not reported in the loaded dataset | $477,265 | $0 | 2023 |
| Western Asset Management Company | not reported in the loaded dataset | $367,997 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | not reported in the loaded dataset | $269,367 | $0 | 2023 |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $214,234 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | not reported in the loaded dataset | $189,347 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss And Simon Llp | not reported in the loaded dataset | $130,975 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | not reported in the loaded dataset | $117,383 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | not reported in the loaded dataset | $88,912 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | not reported in the loaded dataset | $72,264 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | not reported in the loaded dataset | $42,541 | $0 | 2023 |
| Conduent Human Resource Services | not reported in the loaded dataset | $39,882 | not reported in the loaded dataset | 2023 |
| Rr Donnelley | not reported in the loaded dataset | $16,245 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $7,940 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Mesirow Institutional Inv Mgmt — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Eagle Capital Management — Schedule C compensation
- Metropolitan West Asset Management — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Cohen, Weiss And Simon Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Conduent Human Resource Services — Schedule C compensation
- Rr Donnelley — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation