401k Plan data: UPS HEALTH AND WELFARE PLAN plan

UPS HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	UPS HEALTH AND WELFARE PLAN
Plan identification number	502

UPS HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

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 UPS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01 BARBARA J. DORFMAN 2023-10-12 DONALD LANCASTER 2023-10-12
502 2021-01-01 BARBARA J. DORFMAN 2022-10-10
502 2020-01-01 KENNETH BROWN 2021-10-15 DON LANCASTER 2021-10-15
502 2019-01-01 BARBARA J DORFMAN 2020-10-13 DON LANCASTER 2020-10-13
502 2018-01-01 BARBARA J DORFMAN 2019-10-15 DON LANCASTER 2019-10-15
502 2017-01-01 B.J. DORFMAN
502 2016-01-01 JOSEPH DOOLE
502 2015-01-01 DAN DISMUKES
502 2014-01-01 DAN DISMUKES
502 2013-01-01 DAN DISMUKES
502 2012-01-01 DAN DISMUKES
502 2011-01-01 DAN DISMUKES
502 2010-01-01 DAN DISMUKES
502 2009-01-01 AL RAPP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2022-01-01	BARBARA J. DORFMAN	2023-10-12	DONALD LANCASTER	2023-10-12
502	2021-01-01	BARBARA J. DORFMAN	2022-10-10
502	2020-01-01	KENNETH BROWN	2021-10-15	DON LANCASTER	2021-10-15
502	2019-01-01	BARBARA J DORFMAN	2020-10-13	DON LANCASTER	2020-10-13
502	2018-01-01	BARBARA J DORFMAN	2019-10-15	DON LANCASTER	2019-10-15
502	2017-01-01	B.J. DORFMAN
502	2016-01-01	JOSEPH DOOLE
502	2015-01-01	DAN DISMUKES
502	2014-01-01	DAN DISMUKES
502	2013-01-01	DAN DISMUKES
502	2012-01-01	DAN DISMUKES
502	2011-01-01	DAN DISMUKES
502	2010-01-01	DAN DISMUKES
502	2009-01-01	AL RAPP

Plan Statistics for UPS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for UPS HEALTH AND WELFARE PLAN

Measure Date Value
2022: UPS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
2021: UPS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
2020: UPS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
2019: UPS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
2018: UPS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
2017: UPS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
2016: UPS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
2015: UPS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,263
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 20
2014: UPS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6,498
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,263
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1,263
2013: UPS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7,684
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6,948
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6,948
2012: UPS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8,486
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7,684
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7,684
2011: UPS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9,961
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8,486
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 8,486
2010: UPS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13,373
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9,961
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9,961
2009: UPS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13,873
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13,373
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 13,373

Measure	Date	Value
2022: UPS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
2021: UPS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
2020: UPS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
2019: UPS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
2018: UPS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
2017: UPS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
2016: UPS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
2015: UPS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,263
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	20
2014: UPS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6,498
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,263
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1,263
2013: UPS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7,684
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6,948
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6,948
2012: UPS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8,486
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7,684
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7,684
2011: UPS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9,961
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8,486
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	8,486
2010: UPS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13,373
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9,961
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9,961
2009: UPS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13,873
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13,373
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	13,373

Financial Data on UPS HEALTH AND WELFARE PLAN

Measure	Date	Value
2022 : UPS HEALTH AND WELFARE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$652,461
Expenses. Total of all expenses incurred	2022-12-31	$613,998
Total plan assets at end of year	2022-12-31	$2,414,602
Total plan assets at beginning of year	2022-12-31	$2,376,139
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$613,998
Other income received	2022-12-31	$37,109
Net income (gross income less expenses)	2022-12-31	$38,463
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,414,602
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,376,139
Total contributions received or receivable from employer(s)	2022-12-31	$615,352
2021 : UPS HEALTH AND WELFARE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$41,974
Expenses. Total of all expenses incurred	2021-12-31	$556,621
Total plan assets at end of year	2021-12-31	$2,376,139
Total plan assets at beginning of year	2021-12-31	$2,890,786
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$556,621
Other income received	2021-12-31	$692
Net income (gross income less expenses)	2021-12-31	$-514,647
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,376,139
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,890,786
Total contributions received or receivable from employer(s)	2021-12-31	$41,282
2020 : UPS HEALTH AND WELFARE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,440,337
Expenses. Total of all expenses incurred	2020-12-31	$76,629
Total plan assets at end of year	2020-12-31	$2,890,786
Total plan assets at beginning of year	2020-12-31	$527,078
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$76,629
Other income received	2020-12-31	$-222,031
Net income (gross income less expenses)	2020-12-31	$2,363,708
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,890,786
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$527,078
Total contributions received or receivable from employer(s)	2020-12-31	$2,662,368
2019 : UPS HEALTH AND WELFARE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,144,451
Expenses. Total of all expenses incurred	2019-12-31	$3,105,856
Total plan assets at end of year	2019-12-31	$527,078
Total plan assets at beginning of year	2019-12-31	$488,483
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,105,856
Other income received	2019-12-31	$-193,902
Net income (gross income less expenses)	2019-12-31	$38,595
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$527,078
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$488,483
Total contributions received or receivable from employer(s)	2019-12-31	$3,338,353
2018 : UPS HEALTH AND WELFARE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$3,383,441
Expenses. Total of all expenses incurred	2018-12-31	$3,405,119
Total plan assets at end of year	2018-12-31	$488,483
Total plan assets at beginning of year	2018-12-31	$510,161
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,405,119
Other income received	2018-12-31	$-36,099
Net income (gross income less expenses)	2018-12-31	$-21,678
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$488,483
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$510,161
Total contributions received or receivable from employer(s)	2018-12-31	$3,419,540
2017 : UPS HEALTH AND WELFARE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,552,583
Expenses. Total of all expenses incurred	2017-12-31	$3,585,229
Total plan assets at end of year	2017-12-31	$510,161
Total plan assets at beginning of year	2017-12-31	$542,807
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$517,444
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,570,365
Other income received	2017-12-31	$613
Net income (gross income less expenses)	2017-12-31	$-32,646
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$510,161
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$542,807
Total contributions received or receivable from employer(s)	2017-12-31	$3,034,526
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,864
2016 : UPS HEALTH AND WELFARE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,377,302
Expenses. Total of all expenses incurred	2016-12-31	$2,387,667
Total plan assets at end of year	2016-12-31	$542,807
Total plan assets at beginning of year	2016-12-31	$553,172
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$487,665
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,287,295
Other income received	2016-12-31	$139
Net income (gross income less expenses)	2016-12-31	$-10,365
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$542,807
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$553,172
Total contributions received or receivable from employer(s)	2016-12-31	$1,889,498
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$100,372
2015 : UPS HEALTH AND WELFARE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$11,742,569
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$11,670,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$10,780,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$11,742,468
Value of total assets at end of year	2015-12-31	$553,172
Value of total assets at beginning of year	2015-12-31	$481,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$890,235
Total interest from all sources	2015-12-31	$0
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 year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$199,819
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
Contributions received from participants	2015-12-31	$1,601,849
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$31,091
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$51,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$63,016
Administrative expenses (other) incurred	2015-12-31	$428,854
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	$71,645
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$553,172
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$481,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in master investment trust accounts at end of year	2015-12-31	$502,095
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$418,511
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$10,749,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$10,140,619
Contract administrator fees	2015-12-31	$261,562
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2015-12-31	133891517
2014 : UPS HEALTH AND WELFARE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$82,155,516
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$82,164,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$79,373,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$82,155,487
Value of total assets at end of year	2014-12-31	$481,527
Value of total assets at beginning of year	2014-12-31	$490,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,790,593
Total interest from all sources	2014-12-31	$0
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 year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$515,968
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$50,000
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
Contributions received from participants	2014-12-31	$2,058,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$349,205
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$63,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$62,395
Administrative expenses (other) incurred	2014-12-31	$36,332
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	$-9,053
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$481,527
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$490,580
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
Investment advisory and management fees	2014-12-31	$2,516
Value of interest in master investment trust accounts at end of year	2014-12-31	$418,511
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$428,185
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$79,024,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$80,096,813
Contract administrator fees	2014-12-31	$2,235,777
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2014-12-31	133891517
2013 : UPS HEALTH AND WELFARE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$126,702,929
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$126,677,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$121,588,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$126,702,797
Value of total assets at end of year	2013-12-31	$490,580
Value of total assets at beginning of year	2013-12-31	$465,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,089,868
Total interest from all sources	2013-12-31	$0
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$963,267
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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
Contributions received from participants	2013-12-31	$2,352,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$515,823
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$62,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$64,113
Administrative expenses (other) incurred	2013-12-31	$14,569
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	$25,013
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$490,580
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$465,567
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
Investment advisory and management fees	2013-12-31	$3,767
Value of interest in master investment trust accounts at end of year	2013-12-31	$428,185
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$401,454
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$121,072,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$124,350,239
Contract administrator fees	2013-12-31	$4,108,265
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	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
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	DELOITTE AND TOUCHE
Accountancy firm EIN	2013-12-31	133891517
2012 : UPS HEALTH AND WELFARE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$129,940,686
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$129,936,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$124,820,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$129,940,260
Value of total assets at end of year	2012-12-31	$465,567
Value of total assets at beginning of year	2012-12-31	$461,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,116,273
Total interest from all sources	2012-12-31	$0
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$565,165
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
Contributions received from participants	2012-12-31	$2,526,268
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$64,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$64,345
Administrative expenses (other) incurred	2012-12-31	$32,981
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	$4,044
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$465,567
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$461,523
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
Investment advisory and management fees	2012-12-31	$74,915
Value of interest in master investment trust accounts at end of year	2012-12-31	$401,454
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$397,178
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$627,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$127,413,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$124,193,057
Contract administrator fees	2012-12-31	$4,443,212
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	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
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	DELOITTE & TOUCHE
Accountancy firm EIN	2012-12-31	133891517
2011 : UPS HEALTH AND WELFARE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$139,027,321
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$139,043,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$131,754,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$139,027,157
Value of total assets at end of year	2011-12-31	$461,523
Value of total assets at beginning of year	2011-12-31	$477,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,288,726
Total interest from all sources	2011-12-31	$0
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$2,216,607
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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
Contributions received from participants	2011-12-31	$2,804,913
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$64,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$63,743
Administrative expenses (other) incurred	2011-12-31	$37,364
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	$-16,164
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$461,523
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$477,687
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
Investment advisory and management fees	2011-12-31	$56,083
Value of interest in master investment trust accounts at end of year	2011-12-31	$397,178
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$413,944
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$673,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$136,222,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$131,080,911
Contract administrator fees	2011-12-31	$4,978,672
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
Did the plan have assets held for investment	2011-12-31	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	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
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	DELOITTE & TOUCHE
Accountancy firm EIN	2011-12-31	133891517
2010 : UPS HEALTH AND WELFARE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$156,646,282
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$156,568,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$145,726,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$156,645,835
Value of total assets at end of year	2010-12-31	$477,687
Value of total assets at beginning of year	2010-12-31	$399,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,842,470
Total interest from all sources	2010-12-31	$0
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$4,993,986
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
Contributions received from participants	2010-12-31	$3,500,288
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$63,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$64,805
Administrative expenses (other) incurred	2010-12-31	$36,103
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	$77,729
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$477,687
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$399,958
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
Investment advisory and management fees	2010-12-31	$15,475
Value of interest in master investment trust accounts at end of year	2010-12-31	$413,944
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$335,153
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$704,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$153,145,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$145,021,874
Contract administrator fees	2010-12-31	$5,796,906
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
Did the plan have assets held for investment	2010-12-31	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	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
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2010-12-31	133891517

Form 5500 Responses for UPS HEALTH AND WELFARE PLAN

2022: UPS HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UPS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UPS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UPS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UPS HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UPS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UPS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UPS HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UPS HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UPS HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UPS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UPS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UPS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UPS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

76536-1

Policy instance

Insurance contract or identification number	76536-1
Number of Individuals Covered	32
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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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