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THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameTHE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
Plan identification number 003

THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
Employer identification number (EIN):951732075
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01B.J. DORFMAN2023-10-12 CHRIS LANGAN2023-10-06
0032021-01-01B.J. DORFMAN2022-10-10 CHRIS LANGAN2022-10-08
0032020-01-01B.J. DORFMAN2021-10-07 CHRIS LANGAN2021-10-14
0032019-01-01B.J. DORFMAN2020-10-12 CHRIS LANGAN2020-10-12
0032018-01-01B.J. DORFMAN2019-10-14 CHRIS LANGAN2019-10-14
0032017-01-01B.J. DORFMAN
0032016-01-01JOSEPH DOOLE
0032015-01-01DAN DISMUKES
0032014-01-01DAN DISMUKES
0032013-01-01DAN DISMUKES
0032012-01-01DAN DISMUKES
0032011-01-01DAN DISMUKES
0032010-01-01DAN DISMUKES
0032009-01-01MARY ANN TWEDDLE
0032009-01-01DAN DISMUKES

Plan Statistics for THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01580,391
Total number of active participants reported on line 7a of the Form 55002022-01-01510,511
Number of retired or separated participants receiving benefits2022-01-01532
Number of other retired or separated participants entitled to future benefits2022-01-0133,028
Total of all active and inactive participants2022-01-01544,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01544,072
Number of participants with account balances2022-01-01198,428
2021: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01601,477
Total number of active participants reported on line 7a of the Form 55002021-01-01549,610
Number of retired or separated participants receiving benefits2021-01-01456
Number of other retired or separated participants entitled to future benefits2021-01-0130,325
Total of all active and inactive participants2021-01-01580,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01580,391
Number of participants with account balances2021-01-01193,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01523,343
Total number of active participants reported on line 7a of the Form 55002020-01-01577,243
Number of retired or separated participants receiving benefits2020-01-01368
Number of other retired or separated participants entitled to future benefits2020-01-0123,866
Total of all active and inactive participants2020-01-01601,477
Total participants2020-01-01601,477
Number of participants with account balances2020-01-01183,327
2019: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01489,580
Total number of active participants reported on line 7a of the Form 55002019-01-01501,806
Number of retired or separated participants receiving benefits2019-01-01339
Number of other retired or separated participants entitled to future benefits2019-01-0121,198
Total of all active and inactive participants2019-01-01523,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01523,343
Number of participants with account balances2019-01-01165,197
2018: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01461,685
Total number of active participants reported on line 7a of the Form 55002018-01-01469,354
Number of retired or separated participants receiving benefits2018-01-01288
Number of other retired or separated participants entitled to future benefits2018-01-0119,938
Total of all active and inactive participants2018-01-01489,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01489,580
Number of participants with account balances2018-01-01154,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01433,037
Total number of active participants reported on line 7a of the Form 55002017-01-01443,135
Number of retired or separated participants receiving benefits2017-01-01231
Number of other retired or separated participants entitled to future benefits2017-01-0118,319
Total of all active and inactive participants2017-01-01461,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01461,685
Number of participants with account balances2017-01-01144,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01394,581
Total number of active participants reported on line 7a of the Form 55002016-01-01416,799
Number of retired or separated participants receiving benefits2016-01-01182
Number of other retired or separated participants entitled to future benefits2016-01-0116,056
Total of all active and inactive participants2016-01-01433,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01433,037
Number of participants with account balances2016-01-01135,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01389,312
Total number of active participants reported on line 7a of the Form 55002015-01-01379,314
Number of retired or separated participants receiving benefits2015-01-01130
Number of other retired or separated participants entitled to future benefits2015-01-0115,137
Total of all active and inactive participants2015-01-01394,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01394,581
Number of participants with account balances2015-01-01130,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01343,776
Total number of active participants reported on line 7a of the Form 55002014-01-01374,937
Number of retired or separated participants receiving benefits2014-01-01103
Number of other retired or separated participants entitled to future benefits2014-01-0114,272
Total of all active and inactive participants2014-01-01389,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01389,312
Number of participants with account balances2014-01-01125,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01328,263
Total number of active participants reported on line 7a of the Form 55002013-01-01330,496
Number of retired or separated participants receiving benefits2013-01-0178
Number of other retired or separated participants entitled to future benefits2013-01-0113,202
Total of all active and inactive participants2013-01-01343,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01343,776
Number of participants with account balances2013-01-01116,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01309,418
Total number of active participants reported on line 7a of the Form 55002012-01-01315,446
Number of retired or separated participants receiving benefits2012-01-0150
Number of other retired or separated participants entitled to future benefits2012-01-0112,767
Total of all active and inactive participants2012-01-01328,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01328,263
Number of participants with account balances2012-01-01114,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01110,897
Total number of active participants reported on line 7a of the Form 55002011-01-01100,250
Number of retired or separated participants receiving benefits2011-01-0123
Number of other retired or separated participants entitled to future benefits2011-01-0112,254
Total of all active and inactive participants2011-01-01112,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112,527
Number of participants with account balances2011-01-01112,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01318,968
Total number of active participants reported on line 7a of the Form 55002010-01-01316,814
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111,869
Total of all active and inactive participants2010-01-01328,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-01328,695
Number of participants with account balances2010-01-01110,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01349,957
Total number of active participants reported on line 7a of the Form 55002009-01-01404,558
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111,686
Total of all active and inactive participants2009-01-01416,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0139
Total participants2009-01-01416,283
Number of participants with account balances2009-01-01111,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,120,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,170,814
Total income from all sources (including contributions)2022-12-31$-1,751,347,362
Total of all expenses incurred2022-12-31$934,963,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$924,137,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$934,699,032
Value of total assets at end of year2022-12-31$14,668,727,371
Value of total assets at beginning of year2022-12-31$17,355,088,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,825,469
Total interest from all sources2022-12-31$10,251,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$386,026
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$918,965,104
Participant contributions at end of year2022-12-31$109,878,654
Participant contributions at beginning of year2022-12-31$110,200,592
Participant contributions at end of year2022-12-31$18,036,185
Participant contributions at beginning of year2022-12-31$17,912,087
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,787,666,410
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,951,172,773
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,733,928
Other income not declared elsewhere2022-12-31$-328,683,106
Administrative expenses (other) incurred2022-12-31$6,486,314
Liabilities. Value of operating payables at end of year2022-12-31$1,120,396
Liabilities. Value of operating payables at beginning of year2022-12-31$1,170,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,686,310,501
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,667,606,975
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,353,917,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$3,953,129
Interest on participant loans2022-12-31$4,884,316
Value of interest in common/collective trusts at end of year2022-12-31$11,753,146,122
Value of interest in common/collective trusts at beginning of year2022-12-31$14,275,802,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,366,856
Net investment gain or loss from common/collective trusts2022-12-31$-2,367,614,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$924,137,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2022-12-31131578842
2021 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,170,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$783,310
Total income from all sources (including contributions)2021-12-31$3,520,900,469
Total of all expenses incurred2021-12-31$1,018,090,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,007,828,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$899,059,985
Value of total assets at end of year2021-12-31$17,355,088,290
Value of total assets at beginning of year2021-12-31$14,851,890,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,261,758
Total interest from all sources2021-12-31$5,189,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$511,577
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$878,404,988
Participant contributions at end of year2021-12-31$110,200,592
Participant contributions at beginning of year2021-12-31$111,826,486
Participant contributions at end of year2021-12-31$17,912,087
Participant contributions at beginning of year2021-12-31$14,031,332
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,951,172,773
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,776,688,954
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,654,997
Other income not declared elsewhere2021-12-31$129,673,604
Administrative expenses (other) incurred2021-12-31$5,578,309
Liabilities. Value of operating payables at end of year2021-12-31$1,170,814
Liabilities. Value of operating payables at beginning of year2021-12-31$783,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,502,810,337
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,353,917,476
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,851,107,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,171,872
Interest on participant loans2021-12-31$5,095,667
Value of interest in common/collective trusts at end of year2021-12-31$14,275,802,838
Value of interest in common/collective trusts at beginning of year2021-12-31$11,949,343,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$93,941
Net investment gain or loss from common/collective trusts2021-12-31$2,486,977,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,007,828,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2021-12-31131578842
2020 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$783,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$664,019
Total income from all sources (including contributions)2020-12-31$2,541,850,191
Total of all expenses incurred2020-12-31$1,055,430,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,046,406,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$816,248,016
Value of total assets at end of year2020-12-31$14,851,890,449
Value of total assets at beginning of year2020-12-31$13,365,351,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,023,793
Total interest from all sources2020-12-31$7,769,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$357,214
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$801,824,347
Participant contributions at end of year2020-12-31$111,826,486
Participant contributions at beginning of year2020-12-31$120,141,261
Participant contributions at end of year2020-12-31$14,031,332
Participant contributions at beginning of year2020-12-31$4,510,475
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,776,688,954
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,347,457,344
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,423,669
Other income not declared elsewhere2020-12-31$180,729,304
Administrative expenses (other) incurred2020-12-31$5,224,531
Liabilities. Value of operating payables at end of year2020-12-31$783,310
Liabilities. Value of operating payables at beginning of year2020-12-31$664,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,486,419,854
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,851,107,139
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,364,687,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,442,048
Interest on participant loans2020-12-31$5,770,493
Value of interest in common/collective trusts at end of year2020-12-31$11,949,343,677
Value of interest in common/collective trusts at beginning of year2020-12-31$10,893,242,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,999,482
Net investment gain or loss from common/collective trusts2020-12-31$1,537,102,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,046,406,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2020-12-31131578442
2019 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$664,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$627,334
Total income from all sources (including contributions)2019-12-31$3,082,092,651
Total of all expenses incurred2019-12-31$622,904,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$613,647,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$707,227,495
Value of total assets at end of year2019-12-31$13,365,351,304
Value of total assets at beginning of year2019-12-31$10,906,126,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,256,620
Total interest from all sources2019-12-31$12,798,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$246,342
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$707,227,495
Participant contributions at end of year2019-12-31$120,141,261
Participant contributions at beginning of year2019-12-31$117,508,877
Participant contributions at end of year2019-12-31$4,510,475
Participant contributions at beginning of year2019-12-31$13,681,831
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,347,457,344
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,184,954,007
Other income not declared elsewhere2019-12-31$128,263,961
Administrative expenses (other) incurred2019-12-31$5,731,158
Liabilities. Value of operating payables at end of year2019-12-31$664,019
Liabilities. Value of operating payables at beginning of year2019-12-31$627,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,459,188,497
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,364,687,285
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,905,498,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,279,120
Interest on participant loans2019-12-31$5,855,197
Value of interest in common/collective trusts at end of year2019-12-31$10,893,242,224
Value of interest in common/collective trusts at beginning of year2019-12-31$8,589,981,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,943,555
Net investment gain or loss from common/collective trusts2019-12-31$2,233,802,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$613,647,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2019-12-31131578842
2018 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$627,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$785,004
Total income from all sources (including contributions)2018-12-31$50,935,125
Total of all expenses incurred2018-12-31$616,043,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$606,918,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$628,756,618
Value of total assets at end of year2018-12-31$10,906,126,122
Value of total assets at beginning of year2018-12-31$11,471,392,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,125,225
Total interest from all sources2018-12-31$10,727,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$273,514
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$628,756,618
Participant contributions at end of year2018-12-31$117,508,877
Participant contributions at beginning of year2018-12-31$114,316,436
Participant contributions at end of year2018-12-31$13,681,831
Participant contributions at beginning of year2018-12-31$13,451,181
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,184,954,007
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,116,054,679
Other income not declared elsewhere2018-12-31$-7,337,727
Administrative expenses (other) incurred2018-12-31$5,583,108
Liabilities. Value of operating payables at end of year2018-12-31$627,334
Liabilities. Value of operating payables at beginning of year2018-12-31$785,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-565,108,343
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,905,498,788
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,470,607,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,268,603
Interest on participant loans2018-12-31$5,199,288
Value of interest in common/collective trusts at end of year2018-12-31$8,589,981,407
Value of interest in common/collective trusts at beginning of year2018-12-31$9,227,569,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,528,253
Net investment gain or loss from common/collective trusts2018-12-31$-581,211,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$606,918,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2018-12-31131578842
2017 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$785,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$712,806
Total income from all sources (including contributions)2017-12-31$2,018,428,240
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$527,617,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$518,751,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$573,690,298
Value of total assets at end of year2017-12-31$11,471,392,135
Value of total assets at beginning of year2017-12-31$9,980,509,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,866,557
Total interest from all sources2017-12-31$35,571,987
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$202,556
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$573,690,298
Participant contributions at end of year2017-12-31$114,316,436
Participant contributions at beginning of year2017-12-31$108,481,500
Participant contributions at end of year2017-12-31$13,451,181
Participant contributions at beginning of year2017-12-31$11,488,735
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,116,054,679
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,851,587,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$785,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$712,806
Other income not declared elsewhere2017-12-31$56,538,510
Administrative expenses (other) incurred2017-12-31$140,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,490,810,612
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,470,607,131
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,979,796,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,535,094
Interest on participant loans2017-12-31$4,743,409
Interest earned on other investments2017-12-31$28,579,662
Value of interest in common/collective trusts at end of year2017-12-31$9,227,569,839
Value of interest in common/collective trusts at beginning of year2017-12-31$8,008,951,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,248,916
Net investment gain or loss from common/collective trusts2017-12-31$1,352,627,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$518,751,071
Contract administrator fees2017-12-31$4,988,208
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2017-12-31131578842
2016 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$712,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$559,266
Total income from all sources (including contributions)2016-12-31$1,401,223,553
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$428,991,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$418,357,944
Expenses. Certain deemed distributions of participant loans2016-12-31$2,706,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$515,028,426
Value of total assets at end of year2016-12-31$9,980,509,325
Value of total assets at beginning of year2016-12-31$9,008,123,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,927,165
Total interest from all sources2016-12-31$21,597,908
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$202,660
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$515,028,426
Participant contributions at end of year2016-12-31$108,481,500
Participant contributions at beginning of year2016-12-31$103,939,378
Participant contributions at end of year2016-12-31$11,488,735
Participant contributions at beginning of year2016-12-31$9,450,150
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,851,587,129
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,761,266,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$712,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$559,266
Other income not declared elsewhere2016-12-31$25,827,655
Administrative expenses (other) incurred2016-12-31$223,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$972,232,432
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,979,796,519
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,007,564,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,089,870
Interest on participant loans2016-12-31$4,521,939
Interest earned on other investments2016-12-31$16,179,252
Value of interest in common/collective trusts at end of year2016-12-31$8,008,951,961
Value of interest in common/collective trusts at beginning of year2016-12-31$7,133,467,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$896,717
Net investment gain or loss from common/collective trusts2016-12-31$838,769,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$418,357,944
Contract administrator fees2016-12-31$4,411,225
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2016-12-31131578842
2015 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$559,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$491,167
Total income from all sources (including contributions)2015-12-31$472,811,678
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$437,258,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$427,057,641
Expenses. Certain deemed distributions of participant loans2015-12-31$2,909,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$488,231,639
Value of total assets at end of year2015-12-31$9,008,123,353
Value of total assets at beginning of year2015-12-31$8,972,502,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,291,792
Total interest from all sources2015-12-31$27,255,622
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$201,828
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$488,229,623
Participant contributions at end of year2015-12-31$103,939,378
Participant contributions at beginning of year2015-12-31$97,141,054
Participant contributions at end of year2015-12-31$9,450,150
Participant contributions at beginning of year2015-12-31$9,246,466
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,761,266,675
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,749,447,881
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$559,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$491,167
Other income not declared elsewhere2015-12-31$-18,300,069
Administrative expenses (other) incurred2015-12-31$196,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$35,553,017
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,007,564,087
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,972,011,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,746,113
Interest on participant loans2015-12-31$4,362,757
Interest earned on other investments2015-12-31$22,740,337
Value of interest in common/collective trusts at end of year2015-12-31$7,133,467,150
Value of interest in common/collective trusts at beginning of year2015-12-31$7,116,666,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$152,528
Net investment gain or loss from common/collective trusts2015-12-31$-24,375,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$427,057,641
Contract administrator fees2015-12-31$4,147,450
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2015-12-31131578842
2014 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$491,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$678,595
Total income from all sources (including contributions)2014-12-31$1,136,202,933
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$414,552,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$404,202,084
Expenses. Certain deemed distributions of participant loans2014-12-31$3,068,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$465,400,198
Value of total assets at end of year2014-12-31$8,972,502,237
Value of total assets at beginning of year2014-12-31$8,251,039,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,281,808
Total interest from all sources2014-12-31$27,022,788
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$209,945
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$463,471,408
Participant contributions at end of year2014-12-31$97,141,054
Participant contributions at beginning of year2014-12-31$91,796,506
Participant contributions at end of year2014-12-31$9,246,466
Participant contributions at beginning of year2014-12-31$8,087,613
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,749,447,881
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,734,208,797
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,928,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$491,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$678,595
Other income not declared elsewhere2014-12-31$12,630,696
Administrative expenses (other) incurred2014-12-31$221,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$721,650,158
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,972,011,070
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,250,360,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,834,426
Interest on participant loans2014-12-31$4,347,018
Interest earned on other investments2014-12-31$22,494,963
Value of interest in common/collective trusts at end of year2014-12-31$7,116,666,836
Value of interest in common/collective trusts at beginning of year2014-12-31$6,416,946,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$180,807
Net investment gain or loss from common/collective trusts2014-12-31$631,149,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$404,202,084
Contract administrator fees2014-12-31$4,016,002
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2014-12-31131578842
2013 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$678,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$578,025
Total income from all sources (including contributions)2013-12-31$1,733,275,397
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$358,265,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$348,378,298
Expenses. Certain deemed distributions of participant loans2013-12-31$2,617,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$408,714,118
Value of total assets at end of year2013-12-31$8,251,039,507
Value of total assets at beginning of year2013-12-31$6,875,929,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,269,917
Total interest from all sources2013-12-31$28,254,857
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$209,132
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$408,714,118
Participant contributions at end of year2013-12-31$91,796,506
Participant contributions at beginning of year2013-12-31$86,124,374
Participant contributions at end of year2013-12-31$8,087,613
Participant contributions at beginning of year2013-12-31$8,663,902
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,734,208,797
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,714,196,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$678,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$578,025
Other income not declared elsewhere2013-12-31$52,524,940
Administrative expenses (other) incurred2013-12-31$128,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,375,009,430
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,250,360,912
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,875,351,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,102,831
Interest on participant loans2013-12-31$4,190,066
Interest earned on other investments2013-12-31$23,841,709
Value of interest in common/collective trusts at end of year2013-12-31$6,416,946,591
Value of interest in common/collective trusts at beginning of year2013-12-31$5,066,944,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$223,082
Net investment gain or loss from common/collective trusts2013-12-31$1,243,781,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$348,378,298
Contract administrator fees2013-12-31$3,829,836
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2013-12-31131578842
2012 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,315,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$578,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$500,229
Total income from all sources (including contributions)2012-12-31$1,054,374,023
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$288,855,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$279,851,270
Expenses. Certain deemed distributions of participant loans2012-12-31$2,458,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$388,569,466
Value of total assets at end of year2012-12-31$6,875,929,507
Value of total assets at beginning of year2012-12-31$6,109,017,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,545,640
Total interest from all sources2012-12-31$31,693,041
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$206,797
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$388,569,466
Participant contributions at end of year2012-12-31$86,124,374
Participant contributions at beginning of year2012-12-31$83,552,879
Participant contributions at end of year2012-12-31$8,663,902
Participant contributions at beginning of year2012-12-31$7,944,244
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,714,196,251
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,643,147,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$578,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$500,229
Administrative expenses (other) incurred2012-12-31$171,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$765,518,872
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,875,351,482
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,108,517,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,702,951
Interest on participant loans2012-12-31$4,285,700
Interest earned on other investments2012-12-31$27,108,456
Value of interest in common/collective trusts at end of year2012-12-31$5,066,944,980
Value of interest in common/collective trusts at beginning of year2012-12-31$4,374,372,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$298,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,999,062
Net investment gain or loss from common/collective trusts2012-12-31$617,112,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$279,851,270
Contract administrator fees2012-12-31$3,464,111
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2012-12-31131578842
2011 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$37,657,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$500,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$420,840
Total income from all sources (including contributions)2011-12-31$425,010,440
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$261,052,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$252,544,959
Expenses. Certain deemed distributions of participant loans2011-12-31$2,035,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$371,845,914
Value of total assets at end of year2011-12-31$6,109,017,559
Value of total assets at beginning of year2011-12-31$5,907,322,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,472,362
Total interest from all sources2011-12-31$35,115,526
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$339,224
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$371,845,914
Participant contributions at end of year2011-12-31$83,552,879
Participant contributions at beginning of year2011-12-31$82,249,155
Participant contributions at end of year2011-12-31$7,944,244
Participant contributions at beginning of year2011-12-31$7,922,372
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,643,147,511
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,545,688,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$500,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$420,840
Administrative expenses (other) incurred2011-12-31$285,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$163,957,672
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,108,517,330
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,906,901,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,440,341
Interest on participant loans2011-12-31$4,625,640
Interest earned on other investments2011-12-31$30,257,594
Value of interest in common/collective trusts at end of year2011-12-31$4,374,372,925
Value of interest in common/collective trusts at beginning of year2011-12-31$4,271,462,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$232,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,400,152
Net investment gain or loss from common/collective trusts2011-12-31$37,449,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$252,544,959
Contract administrator fees2011-12-31$3,406,977
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2011-12-31131578842
2010 : THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$340,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$420,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,544,958
Total income from all sources (including contributions)2010-12-31$1,014,065,840
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$282,117,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$273,776,696
Expenses. Certain deemed distributions of participant loans2010-12-31$2,319,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$353,316,658
Value of total assets at end of year2010-12-31$5,907,322,780
Value of total assets at beginning of year2010-12-31$5,176,839,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,021,620
Total interest from all sources2010-12-31$39,384,702
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$302,115
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$353,316,658
Participant contributions at end of year2010-12-31$82,249,155
Participant contributions at beginning of year2010-12-31$83,427,430
Participant contributions at end of year2010-12-31$7,922,372
Participant contributions at beginning of year2010-12-31$6,584,624
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,545,688,428
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,486,391,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$420,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,544,958
Other income not declared elsewhere2010-12-31$31,816,248
Administrative expenses (other) incurred2010-12-31$168,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$731,948,083
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,906,901,940
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,175,294,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,147,482
Interest on participant loans2010-12-31$5,088,973
Interest earned on other investments2010-12-31$33,791,042
Value of interest in common/collective trusts at end of year2010-12-31$4,271,462,825
Value of interest in common/collective trusts at beginning of year2010-12-31$3,600,435,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$504,687
Net investment gain or loss from common/collective trusts2010-12-31$589,548,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$273,776,696
Contract administrator fees2010-12-31$3,403,868
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2010-12-31131578842

Form 5500 Responses for THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN

2022: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE TEAMSTER-UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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