BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI-EMPLOYER RET. PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $9,066,021 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $9,066,021 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $945,455 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $742,668 |
| Total income from all sources (including contributions) | 2023-12-31 | $321,995,918 |
| Total loss/gain on sale of assets | 2023-12-31 | $4,603,438 |
| Total of all expenses incurred | 2023-12-31 | $116,490,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $110,971,233 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $119,400,192 |
| Value of total assets at end of year | 2023-12-31 | $1,802,075,896 |
| Value of total assets at beginning of year | 2023-12-31 | $1,596,367,941 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $5,519,517 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $6,666,216 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $6,666,216 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $135,910,401 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $244,573,226 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $2,575,591 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $35,854 |
| Other income not declared elsewhere | 2023-12-31 | $8,075,633 |
| Administrative expenses (other) incurred | 2023-12-31 | $572,832 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $945,455 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $742,668 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $205,505,168 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,801,130,441 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,595,625,273 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $354,556,061 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $168,980,264 |
| Investment advisory and management fees | 2023-12-31 | $4,247,595 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $160,123,401 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $178,039,067 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $964,739,015 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $753,833,185 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $172,662,386 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $235,867,531 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $14,418,118 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $130,682,774 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $29,083,526 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $119,400,192 |
| Employer contributions (assets) at end of year | 2023-12-31 | $11,509,041 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $15,038,814 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $110,971,233 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $11,690,169 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $7,086,731 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WEAVER AND TIDWELL, LLP |
| Accountancy firm EIN | 2023-12-31 | 750786316 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $9,066,021 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $9,066,021 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $945,455 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $742,668 |
| Total income from all sources (including contributions) | 2023-01-01 | $321,995,918 |
| Total loss/gain on sale of assets | 2023-01-01 | $4,603,438 |
| Total of all expenses incurred | 2023-01-01 | $116,490,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $110,971,233 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $119,400,192 |
| Value of total assets at end of year | 2023-01-01 | $1,802,075,896 |
| Value of total assets at beginning of year | 2023-01-01 | $1,596,367,941 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $5,519,517 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $6,666,216 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $6,666,216 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $135,910,401 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $244,573,226 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $2,575,591 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $35,854 |
| Other income not declared elsewhere | 2023-01-01 | $8,075,633 |
| Administrative expenses (other) incurred | 2023-01-01 | $572,832 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $945,455 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $742,668 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $205,505,168 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,801,130,441 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,595,625,273 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $354,556,061 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $168,980,264 |
| Investment advisory and management fees | 2023-01-01 | $4,247,595 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $160,123,401 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $178,039,067 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $964,739,015 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $753,833,185 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-01-01 | $172,662,386 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-01-01 | $235,867,531 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $14,418,118 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $130,682,774 |
| Net gain/loss from 103.12 investment entities | 2023-01-01 | $29,083,526 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $119,400,192 |
| Employer contributions (assets) at end of year | 2023-01-01 | $11,509,041 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $15,038,814 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $110,971,233 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $11,690,169 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $7,086,731 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WEAVER AND TIDWELL, LLP |
| Accountancy firm EIN | 2023-01-01 | 750786316 |
| 2022 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,261,942 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,261,942 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $742,668 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $652,569 |
| Total income from all sources (including contributions) | 2022-12-31 | $-78,401,060 |
| Total loss/gain on sale of assets | 2022-12-31 | $12,919,008 |
| Total of all expenses incurred | 2022-12-31 | $108,824,871 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $103,893,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $124,950,081 |
| Value of total assets at end of year | 2022-12-31 | $1,596,367,941 |
| Value of total assets at beginning of year | 2022-12-31 | $1,783,503,773 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,931,095 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,467,380 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,467,380 |
| Administrative expenses professional fees incurred | 2022-12-31 | $419,660 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $244,573,226 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $239,660,397 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $35,854 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $108 |
| Other income not declared elsewhere | 2022-12-31 | $-91,906 |
| Administrative expenses (other) incurred | 2022-12-31 | $540,886 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $742,668 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $652,569 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $10,000,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-187,225,931 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,595,625,273 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,782,851,204 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $168,980,264 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $103,030,772 |
| Investment advisory and management fees | 2022-12-31 | $3,970,549 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $178,039,067 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $228,683,222 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $753,833,185 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $934,941,572 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $235,867,531 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $253,394,610 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-44,861,535 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-142,248,187 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $-33,273,959 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $124,950,081 |
| Employer contributions (assets) at end of year | 2022-12-31 | $15,038,814 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $13,793,092 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $103,893,776 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $19,690,182 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $6,771,174 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2022-12-31 | 131578842 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-2,261,942 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-2,261,942 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $742,668 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $652,569 |
| Total income from all sources (including contributions) | 2022-01-01 | $-78,401,060 |
| Total loss/gain on sale of assets | 2022-01-01 | $12,919,008 |
| Total of all expenses incurred | 2022-01-01 | $108,824,871 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $103,893,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $124,950,081 |
| Value of total assets at end of year | 2022-01-01 | $1,596,367,941 |
| Value of total assets at beginning of year | 2022-01-01 | $1,783,503,773 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $4,931,095 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $6,467,380 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $6,467,380 |
| Administrative expenses professional fees incurred | 2022-01-01 | $419,660 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $244,573,226 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $239,660,397 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $35,854 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $108 |
| Other income not declared elsewhere | 2022-01-01 | $-91,906 |
| Administrative expenses (other) incurred | 2022-01-01 | $540,886 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $742,668 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $652,569 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $10,000,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-187,225,931 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,595,625,273 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,782,851,204 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2022-01-01 | $168,980,264 |
| Assets. partnership/joint venture interests at beginning of year | 2022-01-01 | $103,030,772 |
| Investment advisory and management fees | 2022-01-01 | $3,970,549 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $178,039,067 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $228,683,222 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $753,833,185 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $934,941,572 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-01-01 | $235,867,531 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-01-01 | $253,394,610 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-44,861,535 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-142,248,187 |
| Net gain/loss from 103.12 investment entities | 2022-01-01 | $-33,273,959 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $124,950,081 |
| Employer contributions (assets) at end of year | 2022-01-01 | $15,038,814 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $13,793,092 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $103,893,776 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $19,690,182 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $6,771,174 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2022-01-01 | 131578842 |
| 2021 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $18,489,233 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $18,489,233 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $652,569 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,126,568 |
| Total income from all sources (including contributions) | 2021-12-31 | $344,402,542 |
| Total loss/gain on sale of assets | 2021-12-31 | $7,276,463 |
| Total of all expenses incurred | 2021-12-31 | $105,333,687 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $101,117,830 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $116,404,634 |
| Value of total assets at end of year | 2021-12-31 | $1,783,503,773 |
| Value of total assets at beginning of year | 2021-12-31 | $1,544,908,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,215,857 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,012,790 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,012,790 |
| Administrative expenses professional fees incurred | 2021-12-31 | $426,396 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $239,660,397 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $213,610,583 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $108 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,405,332 |
| Other income not declared elsewhere | 2021-12-31 | $21,610,862 |
| Administrative expenses (other) incurred | 2021-12-31 | $485,955 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $652,569 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,126,568 |
| Total non interest bearing cash at end of year | 2021-12-31 | $10,000,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $239,068,855 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,782,851,204 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,543,782,349 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $103,030,772 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $55,041,516 |
| Investment advisory and management fees | 2021-12-31 | $3,303,506 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $228,683,222 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $202,979,683 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $934,941,572 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $846,416,403 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $253,394,610 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $223,349,943 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $690,749 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $144,781,591 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $30,136,220 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $116,404,634 |
| Employer contributions (assets) at end of year | 2021-12-31 | $13,793,092 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $2,105,457 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $101,117,830 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $11,506,570 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $4,230,107 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2021-12-31 | 131578842 |
| 2020 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,601,444 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,601,444 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,126,568 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $935,372 |
| Total income from all sources (including contributions) | 2020-12-31 | $312,074,088 |
| Total loss/gain on sale of assets | 2020-12-31 | $8,701,160 |
| Total of all expenses incurred | 2020-12-31 | $96,087,440 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $92,843,553 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $108,201,217 |
| Value of total assets at end of year | 2020-12-31 | $1,544,908,917 |
| Value of total assets at beginning of year | 2020-12-31 | $1,328,731,073 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,243,887 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,988,993 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,988,993 |
| Administrative expenses professional fees incurred | 2020-12-31 | $418,793 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $213,610,583 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $157,227,771 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,405,332 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,093,718 |
| Other income not declared elsewhere | 2020-12-31 | $9,605,447 |
| Administrative expenses (other) incurred | 2020-12-31 | $401,215 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,126,568 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $935,372 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $215,986,648 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,543,782,349 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,327,795,701 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $55,041,516 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $27,640,413 |
| Investment advisory and management fees | 2020-12-31 | $2,423,879 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $202,979,683 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $231,566,304 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $846,416,403 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $726,233,718 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $223,349,943 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $174,058,760 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $25,209,386 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $119,621,706 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $33,144,735 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $108,201,217 |
| Employer contributions (assets) at end of year | 2020-12-31 | $2,105,457 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $10,910,389 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $92,843,553 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $268,018,133 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $259,316,973 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BUCHBINDER TUNICK & COMPANY |
| Accountancy firm EIN | 2020-12-31 | 131578842 |
| 2019 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $935,372 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $935,372 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,206,169 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,206,169 |
| Total income from all sources (including contributions) | 2019-12-31 | $319,989,130 |
| Total income from all sources (including contributions) | 2019-12-31 | $319,989,130 |
| Total of all expenses incurred | 2019-12-31 | $91,860,430 |
| Total of all expenses incurred | 2019-12-31 | $91,860,430 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $85,686,350 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $85,686,350 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $99,234,872 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $99,234,872 |
| Value of total assets at end of year | 2019-12-31 | $1,328,731,073 |
| Value of total assets at end of year | 2019-12-31 | $1,328,731,073 |
| Value of total assets at beginning of year | 2019-12-31 | $1,100,873,170 |
| Value of total assets at beginning of year | 2019-12-31 | $1,100,873,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,174,080 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,174,080 |
| Total interest from all sources | 2019-12-31 | $253,481 |
| Total interest from all sources | 2019-12-31 | $253,481 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,569,279 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,569,279 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $11,569,279 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $11,569,279 |
| Administrative expenses professional fees incurred | 2019-12-31 | $439,261 |
| Administrative expenses professional fees incurred | 2019-12-31 | $439,261 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $157,227,771 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $157,227,771 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $141,875,319 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $141,875,319 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,093,718 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,093,718 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $736,378 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $736,378 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $712,529 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $712,529 |
| Other income not declared elsewhere | 2019-12-31 | $14,322,246 |
| Other income not declared elsewhere | 2019-12-31 | $14,322,246 |
| Administrative expenses (other) incurred | 2019-12-31 | $561,553 |
| Administrative expenses (other) incurred | 2019-12-31 | $561,553 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $935,372 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $935,372 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $493,640 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $493,640 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $228,128,700 |
| Value of net income/loss | 2019-12-31 | $228,128,700 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,327,795,701 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,327,795,701 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,099,667,001 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,099,667,001 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $27,640,413 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $27,640,413 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $14,692,340 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $14,692,340 |
| Investment advisory and management fees | 2019-12-31 | $5,173,266 |
| Investment advisory and management fees | 2019-12-31 | $5,173,266 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $231,566,304 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $231,566,304 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $228,582,353 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $228,582,353 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $726,233,718 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $726,233,718 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $579,422,778 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $579,422,778 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $253,481 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $253,481 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $174,058,760 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $174,058,760 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $122,835,272 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $122,835,272 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $26,187,109 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $26,187,109 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $136,238,702 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $136,238,702 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $32,183,441 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $32,183,441 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $99,234,872 |
| Contributions received in cash from employer | 2019-12-31 | $99,234,872 |
| Employer contributions (assets) at end of year | 2019-12-31 | $10,910,389 |
| Employer contributions (assets) at end of year | 2019-12-31 | $10,910,389 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $12,728,730 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $12,728,730 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $85,686,350 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $85,686,350 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BUCHBINDER TUNICK & COMPANY |
| Accountancy firm name | 2019-12-31 | BUCHBINDER TUNICK & COMPANY |
| Accountancy firm EIN | 2019-12-31 | 131578842 |
| Accountancy firm EIN | 2019-12-31 | 131578842 |
| 2018 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $2,522,340 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $2,522,340 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,206,169 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $171,674 |
| Total income from all sources (including contributions) | 2018-12-31 | $39,797,520 |
| Total of all expenses incurred | 2018-12-31 | $80,691,308 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $78,488,595 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $97,002,671 |
| Value of total assets at end of year | 2018-12-31 | $1,100,873,170 |
| Value of total assets at beginning of year | 2018-12-31 | $1,140,732,463 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,202,713 |
| Total interest from all sources | 2018-12-31 | $323,375 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $11,034,731 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $11,034,731 |
| Administrative expenses professional fees incurred | 2018-12-31 | $311,156 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $122,835,272 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $736,378 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $27,662 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $712,529 |
| Administrative expenses (other) incurred | 2018-12-31 | $435,993 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $493,640 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $171,674 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-40,893,788 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,099,667,001 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,140,560,789 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $14,692,340 |
| Investment advisory and management fees | 2018-12-31 | $1,455,564 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $228,582,353 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $30,545,510 |
| Interest earned on other investments | 2018-12-31 | $21,095 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $1,101,002,206 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $579,422,778 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $302,280 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $141,875,319 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-23,598,496 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-27,512,420 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $-19,974,681 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $97,002,671 |
| Employer contributions (assets) at end of year | 2018-12-31 | $12,728,730 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $9,157,085 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $78,488,595 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2018-12-31 | 131578842 |
| 2017 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $171,674 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $24,218 |
| Total income from all sources (including contributions) | 2017-12-31 | $226,743,654 |
| Total of all expenses incurred | 2017-12-31 | $75,864,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $74,849,464 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $87,500,103 |
| Value of total assets at end of year | 2017-12-31 | $1,140,732,463 |
| Value of total assets at beginning of year | 2017-12-31 | $989,705,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,014,922 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $186,523 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $186,523 |
| Administrative expenses professional fees incurred | 2017-12-31 | $585,712 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $27,662 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,615 |
| Other income not declared elsewhere | 2017-12-31 | $54,413 |
| Administrative expenses (other) incurred | 2017-12-31 | $366,082 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $171,674 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $24,218 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $150,879,268 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,140,560,789 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $989,681,521 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $63,128 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $30,545,510 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,801,784 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $1,101,002,206 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $961,999,590 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $87,500,103 |
| Employer contributions (assets) at end of year | 2017-12-31 | $9,157,085 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $9,899,750 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $74,849,464 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2017-12-31 | 131578842 |
| 2016 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $24,218 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $16,026 |
| Total income from all sources (including contributions) | 2016-12-31 | $139,961,318 |
| Total of all expenses incurred | 2016-12-31 | $71,437,908 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $70,758,080 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $83,761,494 |
| Value of total assets at end of year | 2016-12-31 | $989,705,739 |
| Value of total assets at beginning of year | 2016-12-31 | $921,174,137 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $679,828 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $33,019 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $33,019 |
| Administrative expenses professional fees incurred | 2016-12-31 | $282,849 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4,615 |
| Other income not declared elsewhere | 2016-12-31 | $108,343 |
| Administrative expenses (other) incurred | 2016-12-31 | $341,634 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $24,218 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $16,026 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $68,523,410 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $989,681,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $921,158,111 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $55,345 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,801,784 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,812,870 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $961,999,590 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $889,942,318 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $83,761,494 |
| Employer contributions (assets) at end of year | 2016-12-31 | $9,899,750 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $9,418,949 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $70,758,080 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2016-12-31 | 131578842 |
| 2015 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $16,026 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $115,298 |
| Total income from all sources (including contributions) | 2015-12-31 | $83,415,873 |
| Total of all expenses incurred | 2015-12-31 | $66,260,672 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $65,676,774 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $83,391,665 |
| Value of total assets at end of year | 2015-12-31 | $921,174,137 |
| Value of total assets at beginning of year | 2015-12-31 | $904,118,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $583,898 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $246,234 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $158 |
| Administrative expenses (other) incurred | 2015-12-31 | $337,664 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $16,026 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $115,298 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $17,155,201 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $921,158,111 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $904,002,910 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,812,870 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,107,760 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $889,942,318 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $875,942,624 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $83,391,665 |
| Employer contributions (assets) at end of year | 2015-12-31 | $9,418,949 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $9,067,666 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $65,676,774 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2015-12-31 | 131578842 |
| 2014 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $115,298 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $83,112 |
| Total income from all sources (including contributions) | 2014-12-31 | $164,966,606 |
| Total of all expenses incurred | 2014-12-31 | $61,166,005 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $60,312,392 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $82,493,803 |
| Value of total assets at end of year | 2014-12-31 | $904,118,208 |
| Value of total assets at beginning of year | 2014-12-31 | $800,285,421 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $853,613 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $424,443 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $158 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $89 |
| Administrative expenses (other) incurred | 2014-12-31 | $429,170 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $115,298 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $83,112 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $103,800,601 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $904,002,910 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $800,202,309 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $19,107,760 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,595,073 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $875,942,624 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $778,317,223 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $82,493,803 |
| Employer contributions (assets) at end of year | 2014-12-31 | $9,067,666 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $11,373,036 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $60,312,392 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2014-12-31 | 131578842 |
| 2013 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-32,652,158 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-32,652,158 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $83,112 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $869,888 |
| Total income from all sources (including contributions) | 2013-12-31 | $128,275,124 |
| Total loss/gain on sale of assets | 2013-12-31 | $29,099,858 |
| Total of all expenses incurred | 2013-12-31 | $54,917,645 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $54,294,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $71,260,595 |
| Value of total assets at end of year | 2013-12-31 | $800,285,421 |
| Value of total assets at beginning of year | 2013-12-31 | $727,714,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $623,305 |
| Total interest from all sources | 2013-12-31 | $11,927 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,590 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $4,590 |
| Administrative expenses professional fees incurred | 2013-12-31 | $286,819 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $20,325,819 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $89 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5,874,954 |
| Administrative expenses (other) incurred | 2013-12-31 | $197,880 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $83,112 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $869,888 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $902,463 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $73,357,479 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $800,202,309 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $726,844,830 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $61,789,616 |
| Investment advisory and management fees | 2013-12-31 | $138,606 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,595,073 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,742,271 |
| Interest earned on other investments | 2013-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $778,317,223 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $377,939,495 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $377,939,495 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $11,927 |
| Asset value of US Government securities at end of year | 2013-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $43,175,643 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,492,071 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $71,260,595 |
| Employer contributions (assets) at end of year | 2013-12-31 | $11,373,036 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $6,814,988 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $54,294,340 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $12,792,650 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $6,318,713 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $189,038,106 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $252,739,511 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $223,639,653 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2013-12-31 | 131578842 |
| 2012 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $26,948,338 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $26,948,338 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $869,888 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,346,916 |
| Total income from all sources (including contributions) | 2012-12-31 | $141,287,463 |
| Total loss/gain on sale of assets | 2012-12-31 | $9,509,929 |
| Total of all expenses incurred | 2012-12-31 | $56,519,484 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $51,553,044 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $62,201,480 |
| Value of total assets at end of year | 2012-12-31 | $727,714,718 |
| Value of total assets at beginning of year | 2012-12-31 | $646,423,767 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,966,440 |
| Total interest from all sources | 2012-12-31 | $4,766,232 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $7,490,033 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $3,395,107 |
| Administrative expenses professional fees incurred | 2012-12-31 | $506,575 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $20,325,819 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $19,644,097 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5,874,954 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,079,236 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $3,366,361 |
| Other income not declared elsewhere | 2012-12-31 | $191,060 |
| Administrative expenses (other) incurred | 2012-12-31 | $177,253 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $869,888 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $980,555 |
| Total non interest bearing cash at end of year | 2012-12-31 | $902,463 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $4,319 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $84,767,979 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $726,844,830 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $642,076,851 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $61,789,616 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $69,462,822 |
| Investment advisory and management fees | 2012-12-31 | $4,282,612 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,742,271 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $133,849,949 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $7,403,341 |
| Interest earned on other investments | 2012-12-31 | $712,732 |
| Income. Interest from US Government securities | 2012-12-31 | $2,261,758 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $1,764,811 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $104,387,954 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $377,939,495 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $17,600,634 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $17,600,634 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $26,931 |
| Asset value of US Government securities at end of year | 2012-12-31 | $43,175,643 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $66,755,160 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $18,220,198 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $715,870 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $11,244,323 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $62,201,480 |
| Employer contributions (assets) at end of year | 2012-12-31 | $6,814,988 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $6,674,499 |
| Income. Dividends from common stock | 2012-12-31 | $4,094,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $51,553,044 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $12,792,650 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $41,052,036 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $6,318,713 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $189,038,106 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $178,509,720 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $309,239,449 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $299,729,520 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | BUCHBINDER TUNICK & COMPANY, LLP |
| Accountancy firm EIN | 2012-12-31 | 131578842 |
| 2011 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,749,164 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,749,164 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,346,916 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,642,896 |
| Total income from all sources (including contributions) | 2011-12-31 | $55,736,070 |
| Total loss/gain on sale of assets | 2011-12-31 | $190,731 |
| Total of all expenses incurred | 2011-12-31 | $53,542,839 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $48,905,368 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $57,071,729 |
| Value of total assets at end of year | 2011-12-31 | $646,423,767 |
| Value of total assets at beginning of year | 2011-12-31 | $644,526,516 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,637,471 |
| Total interest from all sources | 2011-12-31 | $4,247,720 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $11,579,055 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $8,217,321 |
| Administrative expenses professional fees incurred | 2011-12-31 | $387,030 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $19,644,097 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $19,862,095 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,079,236 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $5,316,478 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $3,366,361 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $4,002,246 |
| Other income not declared elsewhere | 2011-12-31 | $71,975 |
| Administrative expenses (other) incurred | 2011-12-31 | $160,248 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $980,555 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $640,650 |
| Total non interest bearing cash at end of year | 2011-12-31 | $4,319 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $2,193,231 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $642,076,851 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $639,883,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $69,462,822 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $65,227,113 |
| Investment advisory and management fees | 2011-12-31 | $4,090,193 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $133,849,949 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $92,562,804 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $7,403,341 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $6,217,197 |
| Interest earned on other investments | 2011-12-31 | $401,849 |
| Income. Interest from US Government securities | 2011-12-31 | $2,109,010 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $1,728,290 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $104,387,954 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $119,038,397 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $17,600,634 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $22,473,362 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $22,473,362 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $8,571 |
| Asset value of US Government securities at end of year | 2011-12-31 | $66,755,160 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $81,474,150 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-14,875,997 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $1,186,143 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-5,484,450 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $57,071,729 |
| Employer contributions (assets) at end of year | 2011-12-31 | $6,674,499 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $6,809,881 |
| Income. Dividends from common stock | 2011-12-31 | $3,361,734 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $48,905,368 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $41,052,036 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $38,386,583 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $178,509,720 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $187,158,456 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $518,197,473 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $518,006,742 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | BUCHBINDER TUNICK & COMPANY, LLP |
| Accountancy firm EIN | 2011-12-31 | 131578842 |
| 2010 : UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $23,547,935 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $23,547,935 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,642,896 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $650,867 |
| Total income from all sources (including contributions) | 2010-12-31 | $120,570,359 |
| Total loss/gain on sale of assets | 2010-12-31 | $6,049,765 |
| Total of all expenses incurred | 2010-12-31 | $50,342,348 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $46,610,452 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $58,773,287 |
| Value of total assets at end of year | 2010-12-31 | $644,526,516 |
| Value of total assets at beginning of year | 2010-12-31 | $570,306,476 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,731,896 |
| Total interest from all sources | 2010-12-31 | $5,905,805 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $4,165,070 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $879,598 |
| Administrative expenses professional fees incurred | 2010-12-31 | $422,102 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $19,862,095 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $10,393,793 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $5,316,478 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,491,164 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $4,002,246 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $22,938 |
| Other income not declared elsewhere | 2010-12-31 | $85,863 |
| Administrative expenses (other) incurred | 2010-12-31 | $135,941 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $640,650 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $627,929 |
| Total non interest bearing cash at end of year | 2010-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $3,835,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $70,228,011 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $639,883,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $569,655,609 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $65,227,113 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $52,887,994 |
| Investment advisory and management fees | 2010-12-31 | $3,173,853 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $92,562,804 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $38,761,404 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $6,217,197 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,249,959 |
| Interest earned on other investments | 2010-12-31 | $1,341,659 |
| Income. Interest from US Government securities | 2010-12-31 | $2,094,175 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $2,433,407 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $119,038,397 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $150,949,041 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $22,473,362 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $21,834,901 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $21,834,901 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $36,564 |
| Asset value of US Government securities at end of year | 2010-12-31 | $81,474,150 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $56,393,551 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,986,039 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $967,238 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $16,089,357 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $58,773,287 |
| Employer contributions (assets) at end of year | 2010-12-31 | $6,809,881 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $6,739,093 |
| Income. Dividends from common stock | 2010-12-31 | $3,285,472 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $46,610,452 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $38,386,583 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $59,921,799 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $187,158,456 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $161,848,332 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $1,088,943,608 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,082,893,843 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | BUCHBINDER TUNICK & COMPANY, LLP |
| Accountancy firm EIN | 2010-12-31 | 131578842 |
