BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN
401k plan membership statisitcs for LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 2,020,604,215 |
| Acturial value of assets for funding standard account | 2022-12-31 | 1,872,113,893 |
| Accrued liability for plan using immediate gains methods | 2022-12-31 | 2,213,589,765 |
| Accrued liability under unit credit cost method | 2022-12-31 | 2,213,589,765 |
| RPA 94 current liability | 2022-12-31 | 4,088,187,241 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 114,110,072 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 130,788,107 |
| Expected plan disbursements for the plan year | 2022-12-31 | 132,088,107 |
| Current value of assets | 2022-12-31 | 2,020,604,215 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 4,887 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 1,888,140,048 |
| Number of terminated vested participants | 2022-12-31 | 1,919 |
| Current liability for terminated vested participants | 2022-12-31 | 426,382,651 |
| Current liability for active participants non vested benefits | 2022-12-31 | 208,819,318 |
| Current liability for active participants vested benefits | 2022-12-31 | 1,564,845,224 |
| Total number of active articipats | 2022-12-31 | 5,384 |
| Current liability for active participants | 2022-12-31 | 1,773,664,542 |
| Total participant count with liabilities | 2022-12-31 | 12,190 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 4,088,187,241 |
| Total employer contributions in plan year | 2022-12-31 | 144,919,708 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 37,760,536 |
| Prior year credit balance | 2022-12-31 | 86,791,548 |
| Total participants, beginning-of-year | 2022-01-01 | 12,499 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5,997 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 4,599 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,412 |
| Total of all active and inactive participants | 2022-01-01 | 12,008 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 568 |
| Total participants | 2022-01-01 | 12,576 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 165 |
| Number of employers contributing to the scheme | 2022-01-01 | 6 |
| 2021: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 1,761,856,052 |
| Acturial value of assets for funding standard account | 2021-12-31 | 1,708,412,783 |
| Accrued liabiliy under entry age normal method | 2021-12-31 | 2,230,031,451 |
| Normal cost under entry age normal method | 2021-12-31 | 34,674,172 |
| Accrued liability under unit credit cost method | 2021-12-31 | 2,181,256,092 |
| RPA 94 current liability | 2021-12-31 | 3,923,876,136 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 101,140,763 |
| Expected release from RPA 94 current liability for plan year | 2021-12-31 | 140,361,083 |
| Expected plan disbursements for the plan year | 2021-12-31 | 141,461,083 |
| Current value of assets | 2021-12-31 | 1,761,856,052 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 4,685 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,824,207,367 |
| Number of terminated vested participants | 2021-12-31 | 2,024 |
| Current liability for terminated vested participants | 2021-12-31 | 429,114,573 |
| Current liability for active participants non vested benefits | 2021-12-31 | 190,218,848 |
| Current liability for active participants vested benefits | 2021-12-31 | 1,480,335,348 |
| Total number of active articipats | 2021-12-31 | 5,074 |
| Current liability for active participants | 2021-12-31 | 1,670,554,196 |
| Total participant count with liabilities | 2021-12-31 | 11,783 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 3,923,876,136 |
| Total employer contributions in plan year | 2021-12-31 | 135,697,510 |
| Total employee contributions in plan year | 2021-12-31 | 0 |
| Prior year funding deficiency | 2021-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 108,901,708 |
| Prior year credit balance | 2021-12-31 | 59,155,475 |
| Total participants, beginning-of-year | 2021-01-01 | 12,065 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6,018 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 4,443 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,470 |
| Total of all active and inactive participants | 2021-01-01 | 11,931 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 526 |
| Total participants | 2021-01-01 | 12,457 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 151 |
| Number of employers contributing to the scheme | 2021-01-01 | 6 |
| 2020: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 1,619,101,367 |
| Acturial value of assets for funding standard account | 2020-12-31 | 1,570,890,904 |
| Accrued liabiliy under entry age normal method | 2020-12-31 | 2,124,279,870 |
| Normal cost under entry age normal method | 2020-12-31 | 26,525,748 |
| Accrued liability under unit credit cost method | 2020-12-31 | 2,057,937,613 |
| RPA 94 current liability | 2020-12-31 | 3,536,813,108 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 80,630,064 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 137,933,152 |
| Expected plan disbursements for the plan year | 2020-12-31 | 139,033,152 |
| Current value of assets | 2020-12-31 | 1,619,101,367 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 4,421 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,642,420,516 |
| Number of terminated vested participants | 2020-12-31 | 2,217 |
| Current liability for terminated vested participants | 2020-12-31 | 426,025,635 |
| Current liability for active participants non vested benefits | 2020-12-31 | 165,378,099 |
| Current liability for active participants vested benefits | 2020-12-31 | 1,302,988,858 |
| Total number of active articipats | 2020-12-31 | 4,696 |
| Current liability for active participants | 2020-12-31 | 1,468,366,957 |
| Total participant count with liabilities | 2020-12-31 | 11,334 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 3,536,813,108 |
| Total employer contributions in plan year | 2020-12-31 | 125,857,229 |
| Total employee contributions in plan year | 2020-12-31 | 0 |
| Prior year funding deficiency | 2020-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 106,959,402 |
| Prior year credit balance | 2020-12-31 | 40,867,202 |
| Amortization credits as of valuation date | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 11,627 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5,696 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 4,267 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,556 |
| Total of all active and inactive participants | 2020-01-01 | 11,519 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 484 |
| Total participants | 2020-01-01 | 12,003 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 72 |
| Number of employers contributing to the scheme | 2020-01-01 | 4 |
| 2019: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 1,384,659,554 |
| Acturial value of assets for funding standard account | 2019-12-31 | 1,471,959,703 |
| Accrued liabiliy under entry age normal method | 2019-12-31 | 2,001,668,005 |
| Normal cost under entry age normal method | 2019-12-31 | 24,026,418 |
| Accrued liability under unit credit cost method | 2019-12-31 | 1,941,772,790 |
| RPA 94 current liability | 2019-12-31 | 3,300,082,917 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 73,383,250 |
| Expected release from RPA 94 current liability for plan year | 2019-12-31 | 128,243,480 |
| Expected plan disbursements for the plan year | 2019-12-31 | 129,343,480 |
| Current value of assets | 2019-12-31 | 1,384,659,554 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 4,215 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,535,923,349 |
| Number of terminated vested participants | 2019-12-31 | 2,278 |
| Current liability for terminated vested participants | 2019-12-31 | 421,630,344 |
| Current liability for active participants non vested benefits | 2019-12-31 | 99,298,654 |
| Current liability for active participants vested benefits | 2019-12-31 | 1,243,230,570 |
| Total number of active articipats | 2019-12-31 | 4,518 |
| Current liability for active participants | 2019-12-31 | 1,342,529,224 |
| Total participant count with liabilities | 2019-12-31 | 11,011 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 3,300,082,917 |
| Total employer contributions in plan year | 2019-12-31 | 114,296,812 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 99,777,555 |
| Prior year credit balance | 2019-12-31 | 27,770,471 |
| Total participants, beginning-of-year | 2019-01-01 | 11,218 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5,327 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 4,004 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,723 |
| Total of all active and inactive participants | 2019-01-01 | 11,054 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 450 |
| Total participants | 2019-01-01 | 11,504 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 84 |
| Number of employers contributing to the scheme | 2019-01-01 | 3 |
| 2018: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 1,430,042,961 |
| Acturial value of assets for funding standard account | 2018-12-31 | 1,389,937,483 |
| Accrued liabiliy under entry age normal method | 2018-12-31 | 1,974,977,730 |
| Normal cost under entry age normal method | 2018-12-31 | 22,612,270 |
| Accrued liability under unit credit cost method | 2018-12-31 | 1,888,361,198 |
| RPA 94 current liability | 2018-12-31 | 3,295,511,503 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 73,120,803 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 125,001,210 |
| Expected plan disbursements for the plan year | 2018-12-31 | 126,101,210 |
| Current value of assets | 2018-12-31 | 1,430,042,961 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 4,022 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,493,195,902 |
| Number of terminated vested participants | 2018-12-31 | 2,352 |
| Current liability for terminated vested participants | 2018-12-31 | 451,041,801 |
| Current liability for active participants non vested benefits | 2018-12-31 | 99,679,753 |
| Current liability for active participants vested benefits | 2018-12-31 | 1,251,594,047 |
| Total number of active articipats | 2018-12-31 | 4,321 |
| Current liability for active participants | 2018-12-31 | 1,351,273,800 |
| Total participant count with liabilities | 2018-12-31 | 10,695 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 3,295,511,503 |
| Total employer contributions in plan year | 2018-12-31 | 114,592,612 |
| Total employee contributions in plan year | 2018-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 100,320,540 |
| Prior year credit balance | 2018-12-31 | 16,275,569 |
| Total participants, beginning-of-year | 2018-01-01 | 10,901 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5,130 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3,812 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,782 |
| Total of all active and inactive participants | 2018-01-01 | 10,724 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 438 |
| Total participants | 2018-01-01 | 11,162 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 81 |
| Number of employers contributing to the scheme | 2018-01-01 | 3 |
| 2017: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 1,240,173,279 |
| Acturial value of assets for funding standard account | 2017-12-31 | 1,294,671,546 |
| Accrued liabiliy under entry age normal method | 2017-12-31 | 1,887,324,553 |
| Normal cost under entry age normal method | 2017-12-31 | 22,044,359 |
| Accrued liability under unit credit cost method | 2017-12-31 | 1,815,550,292 |
| RPA 94 current liability | 2017-12-31 | 3,036,731,069 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 65,981,516 |
| Expected release from RPA 94 current liability for plan year | 2017-12-31 | 119,023,266 |
| Expected plan disbursements for the plan year | 2017-12-31 | 119,948,266 |
| Current value of assets | 2017-12-31 | 1,240,173,279 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 3,816 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,328,227,748 |
| Number of terminated vested participants | 2017-12-31 | 2,393 |
| Current liability for terminated vested participants | 2017-12-31 | 436,113,197 |
| Current liability for active participants non vested benefits | 2017-12-31 | 86,271,734 |
| Current liability for active participants vested benefits | 2017-12-31 | 1,186,118,390 |
| Total number of active articipats | 2017-12-31 | 4,258 |
| Current liability for active participants | 2017-12-31 | 1,272,390,124 |
| Total participant count with liabilities | 2017-12-31 | 10,467 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 3,036,731,069 |
| Total employer contributions in plan year | 2017-12-31 | 108,879,438 |
| Total employee contributions in plan year | 2017-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 103,540,685 |
| Prior year credit balance | 2017-12-31 | 14,269,665 |
| Total participants, beginning-of-year | 2017-01-01 | 11,714 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,950 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3,667 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,826 |
| Total of all active and inactive participants | 2017-01-01 | 10,443 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 409 |
| Total participants | 2017-01-01 | 10,852 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 77 |
| Number of employers contributing to the scheme | 2017-01-01 | 3 |
| 2016: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 1,154,522,258 |
| Acturial value of assets for funding standard account | 2016-12-31 | 1,218,530,248 |
| Accrued liabiliy under entry age normal method | 2016-12-31 | 1,808,022,380 |
| Normal cost under entry age normal method | 2016-12-31 | 21,769,588 |
| Accrued liability under unit credit cost method | 2016-12-31 | 1,749,703,215 |
| RPA 94 current liability | 2016-12-31 | 2,830,515,739 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 60,102,568 |
| Expected release from RPA 94 current liability for plan year | 2016-12-31 | 109,747,990 |
| Expected plan disbursements for the plan year | 2016-12-31 | 110,597,990 |
| Current value of assets | 2016-12-31 | 1,154,522,258 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 3,666 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,225,886,715 |
| Number of terminated vested participants | 2016-12-31 | 2,370 |
| Current liability for terminated vested participants | 2016-12-31 | 395,583,929 |
| Current liability for active participants non vested benefits | 2016-12-31 | 63,265,062 |
| Current liability for active participants vested benefits | 2016-12-31 | 1,145,780,033 |
| Total number of active articipats | 2016-12-31 | 4,283 |
| Current liability for active participants | 2016-12-31 | 1,209,045,095 |
| Total participant count with liabilities | 2016-12-31 | 10,319 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 2,830,515,739 |
| Total employer contributions in plan year | 2016-12-31 | 104,583,036 |
| Total employee contributions in plan year | 2016-12-31 | 0 |
| Prior year funding deficiency | 2016-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 103,728,449 |
| Prior year credit balance | 2016-12-31 | 16,719,793 |
| Amortization credits as of valuation date | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 10,496 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,935 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 3,494 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,840 |
| Total of all active and inactive participants | 2016-01-01 | 10,269 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 375 |
| Total participants | 2016-01-01 | 10,644 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 65 |
| Number of employers contributing to the scheme | 2016-01-01 | 4 |
| 2015: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 1,138,087,553 |
| Acturial value of assets for funding standard account | 2015-12-31 | 1,148,753,545 |
| Accrued liabiliy under entry age normal method | 2015-12-31 | 1,749,010,449 |
| Normal cost under entry age normal method | 2015-12-31 | 20,296,659 |
| Accrued liability under unit credit cost method | 2015-12-31 | 1,690,829,143 |
| RPA 94 current liability | 2015-12-31 | 2,664,130,273 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 55,142,558 |
| Expected release from RPA 94 current liability for plan year | 2015-12-31 | 103,220,897 |
| Expected plan disbursements for the plan year | 2015-12-31 | 104,070,897 |
| Current value of assets | 2015-12-31 | 1,030,814,391 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 3,512 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 1,125,649,415 |
| Number of terminated vested participants | 2015-12-31 | 2,381 |
| Current liability for terminated vested participants | 2015-12-31 | 374,954,939 |
| Current liability for active participants non vested benefits | 2015-12-31 | 61,424,320 |
| Current liability for active participants vested benefits | 2015-12-31 | 1,102,101,599 |
| Total number of active articipats | 2015-12-31 | 4,085 |
| Current liability for active participants | 2015-12-31 | 1,163,525,919 |
| Total participant count with liabilities | 2015-12-31 | 9,978 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 2,664,130,273 |
| Total employer contributions in plan year | 2015-12-31 | 99,196,659 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 104,545,834 |
| Prior year credit balance | 2015-12-31 | 25,001,414 |
| Total participants, beginning-of-year | 2015-01-01 | 9,880 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,939 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3,375 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,821 |
| Total of all active and inactive participants | 2015-01-01 | 10,135 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 344 |
| Total participants | 2015-01-01 | 10,479 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 40 |
| Number of employers contributing to the scheme | 2015-01-01 | 4 |
| 2014: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 1,050,265,139 |
| Acturial value of assets for funding standard account | 2014-12-31 | 1,066,117,262 |
| Accrued liability for plan using immediate gains methods | 2014-12-31 | 1,529,833,858 |
| Accrued liability under unit credit cost method | 2014-12-31 | 1,529,833,858 |
| RPA 94 current liability | 2014-12-31 | 2,502,326,492 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 53,079,061 |
| Expected release from RPA 94 current liability for plan year | 2014-12-31 | 95,163,257 |
| Expected plan disbursements for the plan year | 2014-12-31 | 95,863,257 |
| Current value of assets | 2014-12-31 | 1,043,527,535 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 3,342 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 1,035,230,748 |
| Number of terminated vested participants | 2014-12-31 | 2,371 |
| Current liability for terminated vested participants | 2014-12-31 | 356,623,586 |
| Current liability for active participants non vested benefits | 2014-12-31 | 27,413,748 |
| Current liability for active participants vested benefits | 2014-12-31 | 1,083,058,410 |
| Total number of active articipats | 2014-12-31 | 4,067 |
| Current liability for active participants | 2014-12-31 | 1,110,472,158 |
| Total participant count with liabilities | 2014-12-31 | 9,780 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 2,502,326,492 |
| Total employer contributions in plan year | 2014-12-31 | 91,387,532 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 25,244,564 |
| Prior year credit balance | 2014-12-31 | 70,479,297 |
| Amortization credits as of valuation date | 2014-12-31 | 18,493,374 |
| Total participants, beginning-of-year | 2014-01-01 | 9,915 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4,721 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 3,066 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,784 |
| Total of all active and inactive participants | 2014-01-01 | 9,571 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 309 |
| Total participants | 2014-01-01 | 9,880 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 33 |
| Number of employers contributing to the scheme | 2014-01-01 | 4 |
| 2013: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 889,630,165 |
| Acturial value of assets for funding standard account | 2013-12-31 | 989,151,557 |
| Accrued liability for plan using immediate gains methods | 2013-12-31 | 1,475,560,687 |
| Accrued liability under unit credit cost method | 2013-12-31 | 1,475,560,687 |
| RPA 94 current liability | 2013-12-31 | 2,379,159,344 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 53,195,357 |
| Expected release from RPA 94 current liability for plan year | 2013-12-31 | 89,712,615 |
| Expected plan disbursements for the plan year | 2013-12-31 | 90,412,615 |
| Current value of assets | 2013-12-31 | 883,104,213 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 3,229 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 993,083,404 |
| Number of terminated vested participants | 2013-12-31 | 2,348 |
| Current liability for terminated vested participants | 2013-12-31 | 336,007,093 |
| Current liability for active participants non vested benefits | 2013-12-31 | 28,337,634 |
| Current liability for active participants vested benefits | 2013-12-31 | 1,021,731,213 |
| Total number of active articipats | 2013-12-31 | 4,101 |
| Current liability for active participants | 2013-12-31 | 1,050,068,847 |
| Total participant count with liabilities | 2013-12-31 | 9,678 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 2,379,159,344 |
| Total employer contributions in plan year | 2013-12-31 | 87,696,291 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 26,025,347 |
| Prior year credit balance | 2013-12-31 | 73,878,597 |
| Amortization credits as of valuation date | 2013-12-31 | 19,407,808 |
| Total participants, beginning-of-year | 2013-01-01 | 9,798 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,730 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3,087 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,790 |
| Total of all active and inactive participants | 2013-01-01 | 9,607 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 308 |
| Total participants | 2013-01-01 | 9,915 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 25 |
| Number of employers contributing to the scheme | 2013-01-01 | 4 |
| 2012: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9,690 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4,715 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 3,017 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,757 |
| Total of all active and inactive participants | 2012-01-01 | 9,489 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 299 |
| Total participants | 2012-01-01 | 9,788 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 18 |
| Number of employers contributing to the scheme | 2012-01-01 | 4 |
| 2011: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9,719 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4,775 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2,900 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,720 |
| Total of all active and inactive participants | 2011-01-01 | 9,395 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 295 |
| Total participants | 2011-01-01 | 9,690 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 23 |
| Number of employers contributing to the scheme | 2011-01-01 | 4 |
| 2009: LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9,700 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5,106 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2,748 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,600 |
| Total of all active and inactive participants | 2009-01-01 | 9,454 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 263 |
| Total participants | 2009-01-01 | 9,717 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 36 |
| Number of employers contributing to the scheme | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-58,513,527 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-58,513,527 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $29,009,403 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,627,957 |
| Total income from all sources (including contributions) | 2022-12-31 | $-84,883,218 |
| Total loss/gain on sale of assets | 2022-12-31 | $-33,925,698 |
| Total of all expenses incurred | 2022-12-31 | $124,336,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $118,945,028 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $144,919,708 |
| Value of total assets at end of year | 2022-12-31 | $1,840,394,094 |
| Value of total assets at beginning of year | 2022-12-31 | $2,022,232,172 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,391,278 |
| Total interest from all sources | 2022-12-31 | $6,360,982 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,254,687 |
| 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 | $4,899,456 |
| Administrative expenses professional fees incurred | 2022-12-31 | $840,366 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| 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 | $609,345 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $612,755 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,514,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $869,201 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $28,026,913 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $793,712 |
| Other income not declared elsewhere | 2022-12-31 | $4,015,307 |
| Administrative expenses (other) incurred | 2022-12-31 | $588,479 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $982,490 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $834,245 |
| Total non interest bearing cash at end of year | 2022-12-31 | $12,209,644 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,144,753 |
| 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 | $-209,219,524 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,811,384,691 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,020,604,215 |
| 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 | $300,821,296 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $264,765,453 |
| Investment advisory and management fees | 2022-12-31 | $3,962,433 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $175,556,299 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $231,202,016 |
| Income. Interest from US Government securities | 2022-12-31 | $990,622 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $5,249,528 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $526,028,959 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $610,969,907 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $26,491,747 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $17,691,120 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $17,691,120 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $120,832 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $338,423,965 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $379,466,862 |
| Asset value of US Government securities at end of year | 2022-12-31 | $51,768,190 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $26,215,223 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-30,055,616 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-84,896,164 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $-41,042,897 |
| 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 | $144,919,708 |
| Employer contributions (assets) at end of year | 2022-12-31 | $17,771,588 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $16,343,112 |
| Income. Dividends from common stock | 2022-12-31 | $3,355,231 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $118,945,028 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $8,171,560 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $119,635,480 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $104,022,362 |
| 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 | 2022-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $277,004,742 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $353,316,290 |
| 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 | $510,795,759 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $544,721,457 |
| 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 |
| 2021 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $89,011,256 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $89,011,256 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,627,957 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,060,378 |
| Total income from all sources (including contributions) | 2021-12-31 | $397,724,728 |
| Total loss/gain on sale of assets | 2021-12-31 | $5,973,603 |
| Total of all expenses incurred | 2021-12-31 | $138,976,565 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $135,375,848 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $135,697,510 |
| Value of total assets at end of year | 2021-12-31 | $2,022,232,172 |
| Value of total assets at beginning of year | 2021-12-31 | $1,762,916,430 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,600,717 |
| Total interest from all sources | 2021-12-31 | $4,654,700 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $11,052,070 |
| 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 | $8,076,383 |
| Administrative expenses professional fees incurred | 2021-12-31 | $762,688 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| 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 | $612,755 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $10,857,128 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $869,201 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $879,556 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $793,712 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $85,000 |
| Other income not declared elsewhere | 2021-12-31 | $383,321 |
| Administrative expenses (other) incurred | 2021-12-31 | $527,835 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $834,245 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $975,378 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,144,753 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $11,205,810 |
| 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 | $258,748,163 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,020,604,215 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,761,856,052 |
| 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 | $264,765,453 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $219,423,476 |
| Investment advisory and management fees | 2021-12-31 | $2,310,194 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $231,202,016 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $302,546,310 |
| Income. Interest from US Government securities | 2021-12-31 | $1,185,638 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $3,422,690 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $610,969,907 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $499,133,206 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $17,691,120 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $23,644,794 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $23,644,794 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $46,372 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $379,466,862 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $341,174,934 |
| Asset value of US Government securities at end of year | 2021-12-31 | $26,215,223 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $12,281,786 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,070,754 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $106,879,831 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $31,001,683 |
| 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 | $135,697,510 |
| Employer contributions (assets) at end of year | 2021-12-31 | $16,343,112 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $15,285,171 |
| Income. Dividends from common stock | 2021-12-31 | $2,975,687 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $135,375,848 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $119,635,480 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $106,740,981 |
| 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 | 2021-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $353,316,290 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $219,743,278 |
| 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 | $698,870,667 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $692,897,064 |
| 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 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $56,793,744 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $56,793,744 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,060,378 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $318,717 |
| Total income from all sources (including contributions) | 2020-12-31 | $266,977,069 |
| Total loss/gain on sale of assets | 2020-12-31 | $-5,917,564 |
| Total of all expenses incurred | 2020-12-31 | $124,222,384 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $120,904,679 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $125,857,229 |
| Value of total assets at end of year | 2020-12-31 | $1,762,916,430 |
| Value of total assets at beginning of year | 2020-12-31 | $1,619,420,084 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,317,705 |
| Total interest from all sources | 2020-12-31 | $5,306,006 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $12,236,829 |
| 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 | $9,458,989 |
| Administrative expenses professional fees incurred | 2020-12-31 | $530,766 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| 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 | $10,857,128 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $32,490,484 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $879,556 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $960,266 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $85,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $22,901 |
| Other income not declared elsewhere | 2020-12-31 | $-1,363,202 |
| Administrative expenses (other) incurred | 2020-12-31 | $510,376 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $975,378 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $295,816 |
| Total non interest bearing cash at end of year | 2020-12-31 | $11,205,810 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $9,639,504 |
| 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 | $142,754,685 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,761,856,052 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,619,101,367 |
| 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 | $219,423,476 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $179,043,858 |
| Investment advisory and management fees | 2020-12-31 | $2,276,563 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $302,546,310 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $312,497,940 |
| Interest earned on other investments | 2020-12-31 | $73,712 |
| Income. Interest from US Government securities | 2020-12-31 | $1,267,035 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $3,860,716 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $499,133,206 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $442,444,814 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $23,644,794 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $24,656,407 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $24,656,407 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $104,543 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $341,174,934 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $320,490,763 |
| Asset value of US Government securities at end of year | 2020-12-31 | $12,281,786 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $16,820,498 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-5,124,462 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $58,504,319 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $20,684,170 |
| 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 | $125,857,229 |
| Employer contributions (assets) at end of year | 2020-12-31 | $15,285,171 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $12,442,813 |
| Income. Dividends from common stock | 2020-12-31 | $2,777,840 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $120,904,679 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $106,740,981 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $85,668,851 |
| 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 | 2020-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $219,743,278 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $182,263,886 |
| 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 | $468,283,507 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $474,201,071 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2020-12-31 | 131578842 |
| 2019 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $61,169,356 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $61,169,356 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $61,169,356 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $61,169,356 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $318,717 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $318,717 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,089,410 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,089,410 |
| Total income from all sources (including contributions) | 2019-12-31 | $351,969,474 |
| Total income from all sources (including contributions) | 2019-12-31 | $351,969,474 |
| Total of all expenses incurred | 2019-12-31 | $117,527,661 |
| Total of all expenses incurred | 2019-12-31 | $117,527,661 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $111,518,249 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $111,518,249 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $114,296,812 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $114,296,812 |
| Value of total assets at end of year | 2019-12-31 | $1,619,420,084 |
| Value of total assets at end of year | 2019-12-31 | $1,619,420,084 |
| Value of total assets at beginning of year | 2019-12-31 | $1,385,748,964 |
| Value of total assets at beginning of year | 2019-12-31 | $1,385,748,964 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,009,412 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,009,412 |
| Total interest from all sources | 2019-12-31 | $6,600,138 |
| Total interest from all sources | 2019-12-31 | $6,600,138 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $16,448,948 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $16,448,948 |
| 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 | $14,011,039 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $14,011,039 |
| Administrative expenses professional fees incurred | 2019-12-31 | $513,734 |
| Administrative expenses professional fees incurred | 2019-12-31 | $513,734 |
| 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 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 | $32,490,484 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $32,490,484 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $20,441,564 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $20,441,564 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $960,266 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $960,266 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,040,581 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,040,581 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $22,901 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $22,901 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $449,013 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $449,013 |
| Other income not declared elsewhere | 2019-12-31 | $28,856,651 |
| Other income not declared elsewhere | 2019-12-31 | $28,856,651 |
| Administrative expenses (other) incurred | 2019-12-31 | $457,303 |
| Administrative expenses (other) incurred | 2019-12-31 | $457,303 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $295,816 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $295,816 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $640,397 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $640,397 |
| Total non interest bearing cash at end of year | 2019-12-31 | $9,639,504 |
| Total non interest bearing cash at end of year | 2019-12-31 | $9,639,504 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $9,192,885 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $9,192,885 |
| 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 | $234,441,813 |
| Value of net income/loss | 2019-12-31 | $234,441,813 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,619,101,367 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,619,101,367 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,384,659,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,384,659,554 |
| 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 | $179,043,858 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $179,043,858 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $137,807,710 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $137,807,710 |
| Investment advisory and management fees | 2019-12-31 | $5,038,375 |
| Investment advisory and management fees | 2019-12-31 | $5,038,375 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $312,497,940 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $312,497,940 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $263,724,377 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $263,724,377 |
| Income. Interest from US Government securities | 2019-12-31 | $756,722 |
| Income. Interest from US Government securities | 2019-12-31 | $756,722 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $5,610,870 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $5,610,870 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $442,444,814 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $442,444,814 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $364,408,820 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $364,408,820 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $24,656,407 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $24,656,407 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $54,743,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $54,743,128 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $54,743,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $54,743,128 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $232,546 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $232,546 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $320,490,763 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $320,490,763 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $278,417,983 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $278,417,983 |
| Asset value of US Government securities at end of year | 2019-12-31 | $16,820,498 |
| Asset value of US Government securities at end of year | 2019-12-31 | $16,820,498 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $10,353,266 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $10,353,266 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $29,876,568 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $29,876,568 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $84,007,181 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $84,007,181 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $10,713,820 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $10,713,820 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| 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 | $114,296,812 |
| Contributions received in cash from employer | 2019-12-31 | $114,296,812 |
| Employer contributions (assets) at end of year | 2019-12-31 | $12,442,813 |
| Employer contributions (assets) at end of year | 2019-12-31 | $12,442,813 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $12,081,092 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $12,081,092 |
| Income. Dividends from common stock | 2019-12-31 | $2,437,909 |
| Income. Dividends from common stock | 2019-12-31 | $2,437,909 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $111,518,249 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $111,518,249 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $85,668,851 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $85,668,851 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $95,129,291 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $95,129,291 |
| 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 | 2019-12-31 | No |
| 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 | 2019-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $182,263,886 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $182,263,886 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $138,408,267 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $138,408,267 |
| 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 | BUCHBONDER TUNICK & COMPANY LLP |
| Accountancy firm name | 2019-12-31 | BUCHBONDER TUNICK & COMPANY LLP |
| Accountancy firm EIN | 2019-12-31 | 131578842 |
| Accountancy firm EIN | 2019-12-31 | 131578842 |
| 2018 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-18,003,731 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-18,003,731 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,089,410 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $907,176 |
| Total income from all sources (including contributions) | 2018-12-31 | $66,868,753 |
| Total loss/gain on sale of assets | 2018-12-31 | $-4,003,606 |
| Total of all expenses incurred | 2018-12-31 | $112,252,160 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $105,935,486 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $114,592,612 |
| Value of total assets at end of year | 2018-12-31 | $1,385,748,964 |
| Value of total assets at beginning of year | 2018-12-31 | $1,430,950,137 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,316,674 |
| Total interest from all sources | 2018-12-31 | $6,122,423 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $13,891,596 |
| 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 | $11,227,107 |
| Administrative expenses professional fees incurred | 2018-12-31 | $604,129 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| 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 | $20,441,564 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $25,281,727 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,040,581 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $979,154 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $449,013 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $270,517 |
| Other income not declared elsewhere | 2018-12-31 | $41,996 |
| Administrative expenses (other) incurred | 2018-12-31 | $456,882 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $640,397 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $636,659 |
| Total non interest bearing cash at end of year | 2018-12-31 | $9,192,885 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $9,076,275 |
| 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 | $-45,383,407 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,384,659,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,430,042,961 |
| 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 | $137,807,710 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $109,287,983 |
| Investment advisory and management fees | 2018-12-31 | $5,255,663 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $263,724,377 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $278,046,456 |
| Interest earned on other investments | 2018-12-31 | $76,378 |
| Income. Interest from US Government securities | 2018-12-31 | $526,380 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $5,249,315 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $364,408,820 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $549,804,599 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $54,743,128 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $68,793,592 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $68,793,592 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $270,350 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $278,417,983 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $86,252,296 |
| Asset value of US Government securities at end of year | 2018-12-31 | $10,353,266 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $26,846,433 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-30,749,612 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-14,139,482 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $-883,443 |
| 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 | $114,592,612 |
| Employer contributions (assets) at end of year | 2018-12-31 | $12,081,092 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $11,498,999 |
| Income. Dividends from common stock | 2018-12-31 | $2,664,489 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $105,935,486 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $95,129,291 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $70,734,903 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $138,408,267 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $194,347,720 |
| 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 |
| Aggregate proceeds on sale of assets | 2018-12-31 | $346,244,426 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $350,248,032 |
| 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 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-14,910,063 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-14,910,063 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $907,176 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,633,113 |
| Total income from all sources (including contributions) | 2017-12-31 | $296,273,150 |
| Total loss/gain on sale of assets | 2017-12-31 | $71,823,753 |
| Total of all expenses incurred | 2017-12-31 | $106,403,468 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $98,954,502 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $108,879,438 |
| Value of total assets at end of year | 2017-12-31 | $1,430,950,137 |
| Value of total assets at beginning of year | 2017-12-31 | $1,241,806,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,448,966 |
| Total interest from all sources | 2017-12-31 | $5,571,642 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $15,089,676 |
| 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 | $10,397,370 |
| Administrative expenses professional fees incurred | 2017-12-31 | $740,863 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| 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 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $25,281,727 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $979,154 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,276,282 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $270,517 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,005,113 |
| Other income not declared elsewhere | 2017-12-31 | $838,675 |
| Administrative expenses (other) incurred | 2017-12-31 | $399,110 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $636,659 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $628,000 |
| Total non interest bearing cash at end of year | 2017-12-31 | $9,076,275 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $8,529,994 |
| 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 | $189,869,682 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,430,042,961 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,240,173,279 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $109,287,983 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $66,820,886 |
| Investment advisory and management fees | 2017-12-31 | $6,308,993 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $278,046,456 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $203,711,951 |
| Interest earned on other investments | 2017-12-31 | $1,583,127 |
| Income. Interest from US Government securities | 2017-12-31 | $1,474,999 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $2,512,737 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $549,804,599 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $414,958,707 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $68,793,592 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $63,798,670 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $63,798,670 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $779 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $86,252,296 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $74,360,424 |
| Asset value of US Government securities at end of year | 2017-12-31 | $26,846,433 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $48,255,856 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $21,402,207 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $87,815,416 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $-237,594 |
| 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 | $108,879,438 |
| Employer contributions (assets) at end of year | 2017-12-31 | $11,498,999 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $12,668,321 |
| Income. Dividends from common stock | 2017-12-31 | $4,692,306 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $98,954,502 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $70,734,903 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $56,673,034 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $8,769,268 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $194,347,720 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $281,982,999 |
| 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 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $471,783,691 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $399,959,938 |
| 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 |
| Accountancy firm EIN | 2017-12-31 | 131578842 |
| 2016 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $20,770,808 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $20,770,808 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,633,113 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,032,522 |
| Total income from all sources (including contributions) | 2016-12-31 | $186,597,993 |
| Total loss/gain on sale of assets | 2016-12-31 | $-2,983,958 |
| Total of all expenses incurred | 2016-12-31 | $100,946,972 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $94,049,764 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $104,583,036 |
| Value of total assets at end of year | 2016-12-31 | $1,241,806,392 |
| Value of total assets at beginning of year | 2016-12-31 | $1,156,554,780 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,897,208 |
| Total interest from all sources | 2016-12-31 | $6,408,175 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $13,137,594 |
| 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 | $7,748,667 |
| Administrative expenses professional fees incurred | 2016-12-31 | $527,773 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| 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 | $1,276,282 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,303,560 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,005,113 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,423,344 |
| Other income not declared elsewhere | 2016-12-31 | $557,074 |
| Administrative expenses (other) incurred | 2016-12-31 | $370,520 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $628,000 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $609,178 |
| Total non interest bearing cash at end of year | 2016-12-31 | $8,529,994 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $7,788,388 |
| 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 | $85,651,021 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,240,173,279 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,154,522,258 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $66,820,886 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $67,835,075 |
| Investment advisory and management fees | 2016-12-31 | $5,998,915 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $203,711,951 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $210,044,282 |
| Interest earned on other investments | 2016-12-31 | $3,244,684 |
| Income. Interest from US Government securities | 2016-12-31 | $1,178,756 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $1,774,664 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $414,958,707 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $348,936,246 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $63,798,670 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $60,917,427 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $60,917,427 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $210,071 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $74,360,424 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $71,268,066 |
| Asset value of US Government securities at end of year | 2016-12-31 | $48,255,856 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $49,737,034 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,899,492 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $37,225,772 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| 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 | $104,583,036 |
| Employer contributions (assets) at end of year | 2016-12-31 | $12,668,321 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $11,447,457 |
| Income. Dividends from common stock | 2016-12-31 | $5,388,927 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $94,049,764 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $56,673,034 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $20,181,619 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $8,769,268 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $1,062,190 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $281,982,999 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $306,033,436 |
| 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 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $538,037,879 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $541,021,837 |
| 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 |
| Accountancy firm EIN | 2016-12-31 | 131578842 |
| 2015 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $10,428,728 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $10,428,728 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,032,522 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,606,117 |
| Total income from all sources (including contributions) | 2015-12-31 | $111,945,859 |
| Total loss/gain on sale of assets | 2015-12-31 | $-9,370,881 |
| Total of all expenses incurred | 2015-12-31 | $88,237,992 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $81,187,014 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $99,196,659 |
| Value of total assets at end of year | 2015-12-31 | $1,156,554,780 |
| Value of total assets at beginning of year | 2015-12-31 | $1,132,420,508 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,050,978 |
| Total interest from all sources | 2015-12-31 | $2,093,451 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $15,704,735 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $10,297,575 |
| Administrative expenses professional fees incurred | 2015-12-31 | $458,917 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| 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 end of year | 2015-12-31 | $1,303,560 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,222,090 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,423,344 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $835,126 |
| Other income not declared elsewhere | 2015-12-31 | $1,234,192 |
| Administrative expenses (other) incurred | 2015-12-31 | $363,597 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $609,178 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $770,991 |
| Total non interest bearing cash at end of year | 2015-12-31 | $7,788,388 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $305,780 |
| 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 | $23,707,867 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,154,522,258 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,130,814,391 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $67,835,075 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $58,410,502 |
| Investment advisory and management fees | 2015-12-31 | $6,228,464 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $210,044,282 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $223,306,572 |
| Income. Interest from US Government securities | 2015-12-31 | $1,022,612 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $990,594 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $348,936,246 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $431,657,400 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $60,917,427 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $14,196,546 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $14,196,546 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $80,245 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $71,268,066 |
| Asset value of US Government securities at end of year | 2015-12-31 | $49,737,034 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $42,588,256 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-14,498,361 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $7,157,336 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| 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 | $99,196,659 |
| Employer contributions (assets) at end of year | 2015-12-31 | $11,447,457 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $9,991,826 |
| Income. Dividends from common stock | 2015-12-31 | $5,407,160 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $81,187,014 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $20,181,619 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $22,175,438 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $1,062,190 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $1,197,173 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $306,033,436 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $327,368,925 |
| 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 |
| Aggregate proceeds on sale of assets | 2015-12-31 | $295,654,974 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $305,025,855 |
| 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 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $38,066,048 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $38,066,048 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,606,117 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,614,535 |
| Total income from all sources (including contributions) | 2014-12-31 | $176,484,659 |
| Total loss/gain on sale of assets | 2014-12-31 | $-3,281,822 |
| Total of all expenses incurred | 2014-12-31 | $89,197,803 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $83,000,258 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $91,387,532 |
| Value of total assets at end of year | 2014-12-31 | $1,132,420,508 |
| Value of total assets at beginning of year | 2014-12-31 | $1,045,142,070 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,197,545 |
| Total interest from all sources | 2014-12-31 | $2,044,608 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $15,175,124 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $10,277,189 |
| Administrative expenses professional fees incurred | 2014-12-31 | $596,428 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| 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 | $1,222,090 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,180,650 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $835,126 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $918,792 |
| Other income not declared elsewhere | 2014-12-31 | $44,050 |
| Administrative expenses (other) incurred | 2014-12-31 | $219,972 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $770,991 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $695,743 |
| Total non interest bearing cash at end of year | 2014-12-31 | $305,780 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $438,773 |
| 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 | $87,286,856 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,130,814,391 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,043,527,535 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $58,410,502 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $52,995,440 |
| Investment advisory and management fees | 2014-12-31 | $5,381,145 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $223,306,572 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $257,459,729 |
| Income. Interest from US Government securities | 2014-12-31 | $966,765 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $1,044,646 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $431,657,400 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $349,006,018 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $14,196,546 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $22,645,573 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $22,645,573 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $33,197 |
| Asset value of US Government securities at end of year | 2014-12-31 | $42,588,256 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $36,184,641 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-161,607 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $33,210,726 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| 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 | $91,387,532 |
| Employer contributions (assets) at end of year | 2014-12-31 | $9,991,826 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $10,734,886 |
| Income. Dividends from common stock | 2014-12-31 | $4,897,935 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $83,000,258 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $22,175,438 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $12,480,987 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,197,173 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $8,236,218 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $327,368,925 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $293,779,155 |
| 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 |
| Aggregate proceeds on sale of assets | 2014-12-31 | $471,230,611 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $474,512,433 |
| 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 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $66,608,087 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $66,608,087 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,614,535 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,140,041 |
| Total income from all sources (including contributions) | 2013-12-31 | $245,182,977 |
| Total loss/gain on sale of assets | 2013-12-31 | $10,405,225 |
| Total of all expenses incurred | 2013-12-31 | $84,759,655 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $79,067,138 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $87,696,291 |
| Value of total assets at end of year | 2013-12-31 | $1,045,142,070 |
| Value of total assets at beginning of year | 2013-12-31 | $884,244,254 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,692,517 |
| Total interest from all sources | 2013-12-31 | $2,102,921 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $13,238,843 |
| 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 | $8,965,069 |
| Administrative expenses professional fees incurred | 2013-12-31 | $456,806 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,180,650 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,048,789 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $918,792 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $397,284 |
| Other income not declared elsewhere | 2013-12-31 | $12,337 |
| Administrative expenses (other) incurred | 2013-12-31 | $220,155 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $695,743 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $742,757 |
| Total non interest bearing cash at end of year | 2013-12-31 | $438,773 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $469,842 |
| 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 | $160,423,322 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,043,527,535 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $883,104,213 |
| 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 | $52,995,440 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $59,546,275 |
| Investment advisory and management fees | 2013-12-31 | $5,015,556 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $257,459,729 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $214,021,160 |
| Income. Interest from US Government securities | 2013-12-31 | $1,040,550 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $1,005,193 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $349,006,018 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $267,862,277 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $22,645,573 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $16,543,307 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $16,543,307 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $57,178 |
| Asset value of US Government securities at end of year | 2013-12-31 | $36,184,641 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $46,416,603 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $16,973,570 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $48,145,703 |
| 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 | $87,696,291 |
| Employer contributions (assets) at end of year | 2013-12-31 | $10,734,886 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $8,346,043 |
| Income. Dividends from common stock | 2013-12-31 | $4,273,774 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $79,067,138 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $12,480,987 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $23,847,890 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $8,236,218 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $293,779,155 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $246,142,068 |
| 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 | $330,373,968 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $319,968,743 |
| 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 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $29,469,240 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $29,469,240 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,140,041 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,332,441 |
| Total income from all sources (including contributions) | 2012-12-31 | $169,727,249 |
| Total loss/gain on sale of assets | 2012-12-31 | $2,991,555 |
| Total of all expenses incurred | 2012-12-31 | $88,050,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $82,497,460 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $84,585,180 |
| Value of total assets at end of year | 2012-12-31 | $884,244,254 |
| Value of total assets at beginning of year | 2012-12-31 | $803,759,475 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,552,610 |
| Total interest from all sources | 2012-12-31 | $2,708,218 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $12,501,006 |
| 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 | $7,934,726 |
| Administrative expenses professional fees incurred | 2012-12-31 | $459,661 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,049,078 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $7,726,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $397,284 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,666,167 |
| Other income not declared elsewhere | 2012-12-31 | $3,103 |
| Administrative expenses (other) incurred | 2012-12-31 | $223,337 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $742,757 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $666,274 |
| Total non interest bearing cash at end of year | 2012-12-31 | $469,553 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $372,094 |
| 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 | $81,677,179 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $883,104,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $801,427,034 |
| 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 | $59,546,275 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $46,682,879 |
| Investment advisory and management fees | 2012-12-31 | $4,869,612 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $204,939,747 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $143,994,551 |
| Income. Interest from US Government securities | 2012-12-31 | $1,645,215 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $1,024,219 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $267,862,277 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $257,356,445 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $25,624,720 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $24,629,790 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $24,629,790 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $38,784 |
| Asset value of US Government securities at end of year | 2012-12-31 | $46,416,603 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $55,280,134 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $11,588,526 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $25,880,421 |
| 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 | $84,585,180 |
| Employer contributions (assets) at end of year | 2012-12-31 | $8,346,043 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $9,750,886 |
| Income. Dividends from common stock | 2012-12-31 | $4,566,280 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $82,497,460 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $23,847,890 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $16,881,226 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $246,142,068 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $241,084,582 |
| 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 | $235,469,440 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $232,477,885 |
| 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 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $14,614,424 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $14,614,424 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,332,441 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,706,233 |
| Total income from all sources (including contributions) | 2011-12-31 | $108,115,079 |
| Total loss/gain on sale of assets | 2011-12-31 | $-9,688,168 |
| Total of all expenses incurred | 2011-12-31 | $78,053,193 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $73,292,308 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $83,132,036 |
| Value of total assets at end of year | 2011-12-31 | $803,759,475 |
| Value of total assets at beginning of year | 2011-12-31 | $773,071,381 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,760,885 |
| Total interest from all sources | 2011-12-31 | $3,053,763 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $10,756,417 |
| 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 | $6,769,789 |
| Administrative expenses professional fees incurred | 2011-12-31 | $456,312 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $7,726,888 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $7,072,267 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,666,167 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,262,558 |
| Other income not declared elsewhere | 2011-12-31 | $273,684 |
| Administrative expenses (other) incurred | 2011-12-31 | $206,417 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $666,274 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $443,675 |
| Total non interest bearing cash at end of year | 2011-12-31 | $372,094 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $235,725 |
| 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 | $30,061,886 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $801,427,034 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $771,365,148 |
| 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 | $46,682,879 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $31,235,874 |
| Investment advisory and management fees | 2011-12-31 | $4,098,156 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $143,994,551 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $142,013,359 |
| Income. Interest from US Government securities | 2011-12-31 | $1,793,304 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $1,126,840 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $257,356,445 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $201,380,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $24,629,790 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $46,001,641 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $46,001,641 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $133,619 |
| Asset value of US Government securities at end of year | 2011-12-31 | $55,280,134 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $58,558,898 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,787,192 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $13,760,115 |
| 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 | $83,132,036 |
| Employer contributions (assets) at end of year | 2011-12-31 | $9,750,886 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $9,750,925 |
| Income. Dividends from common stock | 2011-12-31 | $3,986,628 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $73,292,308 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $16,881,226 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $28,310,088 |
| 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 | $241,084,582 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $248,512,074 |
| 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 | $232,828,468 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $242,516,636 |
| 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 : LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $42,896,238 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $42,896,238 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,706,233 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,177,106 |
| Total income from all sources (including contributions) | 2010-12-31 | $164,891,495 |
| Total loss/gain on sale of assets | 2010-12-31 | $-2,022,783 |
| Total of all expenses incurred | 2010-12-31 | $74,838,956 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $70,985,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $82,856,831 |
| Value of total assets at end of year | 2010-12-31 | $773,071,381 |
| Value of total assets at beginning of year | 2010-12-31 | $682,489,715 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,853,181 |
| Total interest from all sources | 2010-12-31 | $3,912,690 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $14,356,048 |
| 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 | $10,892,428 |
| Administrative expenses professional fees incurred | 2010-12-31 | $379,935 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $7,071,978 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,087,525 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,262,558 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $757,069 |
| Other income not declared elsewhere | 2010-12-31 | $108,253 |
| Administrative expenses (other) incurred | 2010-12-31 | $201,744 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $443,675 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $420,037 |
| Total non interest bearing cash at end of year | 2010-12-31 | $236,014 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $6,217,303 |
| 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 | $90,052,539 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $771,365,148 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $681,312,609 |
| 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 | $31,235,874 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $28,938,665 |
| Investment advisory and management fees | 2010-12-31 | $3,271,502 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $142,013,359 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $139,047,757 |
| Income. Interest from US Government securities | 2010-12-31 | $2,256,321 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $1,470,729 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $201,380,530 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $177,377,903 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $46,001,641 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $27,046,015 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $27,046,015 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $185,640 |
| Asset value of US Government securities at end of year | 2010-12-31 | $58,558,898 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $52,587,454 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $-1,921,334 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $24,705,552 |
| 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 | $82,856,831 |
| Employer contributions (assets) at end of year | 2010-12-31 | $9,750,925 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $9,316,533 |
| Income. Dividends from common stock | 2010-12-31 | $3,463,620 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $70,985,775 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $28,310,088 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $31,233,413 |
| 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 | $248,512,074 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $209,637,147 |
| 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 | $158,092,898 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $160,115,681 |
| 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 |
