The Teamster - Ups National 401(K) Tax Deferred Savings Plan — Form 5500 plan (Board Of Trustees Of The Teamsters - Ups 401k National Savings 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, The Teamster - Ups National 401(K) Tax Deferred Savings Plan is a benefit plan reported by Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan under EIN 95-1732075 and plan number 003. The latest loaded filing year is 2023. The filing reports 544,072 participants and $17,183,099,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan
- EIN
- 95-1732075
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 544,072
- End-of-year plan assets
- $17,183,099,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 544,072 | H, C | 20250305083037NAL0004419491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,183,099,452
- Total liabilities (EOY)
- $2,296,051
- Net assets (EOY)
- $17,180,803,401
- Net assets (BOY)
- $14,667,606,975
Income & contributions
- Participant contributions
- $945,879,675
- Total contributions
- $962,111,314
- Total income / additions
- $3,553,159,750
Expenses & distributions
- Benefits paid
- $1,028,983,129
- Administrative expenses
- $10,058,653
- Total expenses
- $1,039,963,324
- Net increase / (decrease)
- $2,513,196,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Priac | not reported in the loaded dataset | $5,648,394 | $0 | 2023 |
| Mellon Investments | not reported in the loaded dataset | $2,138,070 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | not reported in the loaded dataset | $624,171 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | not reported in the loaded dataset | $287,287 | not reported in the loaded dataset | 2023 |
| Qdro Benefits Firm, Susan L. Dubrof | not reported in the loaded dataset | $202,981 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates | not reported in the loaded dataset | $115,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Priac — Schedule C compensation
- Mellon Investments — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Qdro Benefits Firm, Susan L. Dubrof — Schedule C compensation
- Alan D. Biller & Associates — Schedule C compensation