BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : UPS HEALTH CARE PACKAGE 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $7,987 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $4,491 |
| Total plan assets at end of year | 2023-12-31 | $77,976 |
| Total plan assets at beginning of year | 2023-12-31 | $74,480 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $956 |
| Other income received | 2023-12-31 | $3,445 |
| Net income (gross income less expenses) | 2023-12-31 | $3,496 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $77,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $74,480 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $4,542 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,535 |
| 2022 : UPS HEALTH CARE PACKAGE 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $3,698 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,551 |
| Total plan assets at end of year | 2022-12-31 | $74,480 |
| Total plan assets at beginning of year | 2022-12-31 | $73,333 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,551 |
| Other income received | 2022-12-31 | $1,145 |
| Net income (gross income less expenses) | 2022-12-31 | $1,147 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $74,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $73,333 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $2,553 |
| 2021 : UPS HEALTH CARE PACKAGE 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $8,878 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $9,028 |
| Total plan assets at end of year | 2021-12-31 | $73,333 |
| Total plan assets at beginning of year | 2021-12-31 | $73,483 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $9,028 |
| Other income received | 2021-12-31 | $18 |
| Net income (gross income less expenses) | 2021-12-31 | $-150 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $73,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $73,483 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $8,860 |
| 2020 : UPS HEALTH CARE PACKAGE 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-1,105 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $73,483 |
| Total plan assets at beginning of year | 2020-12-31 | $74,588 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Other income received | 2020-12-31 | $-8,103 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,105 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $73,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $74,588 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $6,998 |
| 2019 : UPS HEALTH CARE PACKAGE 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,171 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $-4,647 |
| Total plan assets at end of year | 2019-12-31 | $74,588 |
| Total plan assets at beginning of year | 2019-12-31 | $68,770 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $-4,647 |
| Other income received | 2019-12-31 | $180,892 |
| Net income (gross income less expenses) | 2019-12-31 | $5,818 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $74,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $68,770 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $-179,721 |
| 2018 : UPS HEALTH CARE PACKAGE 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $30,778 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $30,778 |
| Total plan assets at end of year | 2018-12-31 | $68,770 |
| Total plan assets at beginning of year | 2018-12-31 | $68,770 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $30,778 |
| Other income received | 2018-12-31 | $-250,662 |
| Net income (gross income less expenses) | 2018-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $68,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $68,770 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $281,440 |
| 2017 : UPS HEALTH CARE PACKAGE 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $24,158 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $24,380 |
| Total plan assets at end of year | 2017-12-31 | $68,770 |
| Total plan assets at beginning of year | 2017-12-31 | $68,992 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $3,519 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $23,425 |
| Other income received | 2017-12-31 | $4 |
| Net income (gross income less expenses) | 2017-12-31 | $-222 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $68,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $68,992 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $20,635 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $955 |
| 2016 : UPS HEALTH CARE PACKAGE 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-104,922 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $-105,379 |
| Total plan assets at end of year | 2016-12-31 | $68,992 |
| Total plan assets at beginning of year | 2016-12-31 | $68,535 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $-21,523 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $-106,041 |
| Other income received | 2016-12-31 | $-6 |
| Net income (gross income less expenses) | 2016-12-31 | $457 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $68,992 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $68,535 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $-83,393 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $662 |
| 2015 : UPS HEALTH CARE PACKAGE 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $66,545 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $66,139 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $55,258 |
| Total plan assets at end of year | 2015-12-31 | $68,535 |
| Total plan assets at beginning of year | 2015-12-31 | $68,129 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $9,078 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $9,208 |
| Other income received | 2015-12-31 | $1 |
| Net income (gross income less expenses) | 2015-12-31 | $406 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $68,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $68,129 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $57,466 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,673 |
| 2014 : UPS HEALTH CARE PACKAGE 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 | $2,176,805 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,177,045 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,112,285 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,176,804 |
| Value of total assets at end of year | 2014-12-31 | $68,129 |
| Value of total assets at beginning of year | 2014-12-31 | $68,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $64,760 |
| 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 | $1,578 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| 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 | $54,547 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $4,449 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $8,916 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $8,696 |
| Administrative expenses (other) incurred | 2014-12-31 | $5,243 |
| 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 | $-240 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $68,129 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $68,369 |
| 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 | $5,286 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $59,213 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $59,673 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,107,836 |
| 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 | $2,122,257 |
| Contract administrator fees | 2014-12-31 | $52,653 |
| 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 CARE PACKAGE 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 | $5,363,602 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $5,362,543 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,133,760 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,363,596 |
| Value of total assets at end of year | 2013-12-31 | $68,369 |
| Value of total assets at beginning of year | 2013-12-31 | $67,310 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $228,783 |
| 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 | $94,395 |
| 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 | $99,589 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $6,435 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $8,696 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $9,269 |
| Administrative expenses (other) incurred | 2013-12-31 | $4,338 |
| 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 | $1,059 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $68,369 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $67,310 |
| 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 | $4,156 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $59,673 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $58,041 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $5,127,325 |
| 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 | $5,264,007 |
| Contract administrator fees | 2013-12-31 | $125,894 |
| 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 CARE PACKAGE 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 | $5,823,985 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $5,823,804 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,679,854 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,823,966 |
| Value of total assets at end of year | 2012-12-31 | $67,310 |
| Value of total assets at beginning of year | 2012-12-31 | $67,129 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $143,950 |
| 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 | $2,052 |
| 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 | $113,228 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $5,521 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $9,269 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $9,359 |
| Administrative expenses (other) incurred | 2012-12-31 | $8,734 |
| 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 | $181 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $67,310 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $67,129 |
| 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 | $5,358 |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $58,041 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $57,770 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $5,674,333 |
| 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 | $5,710,738 |
| Contract administrator fees | 2012-12-31 | $127,806 |
| 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 CARE PACKAGE 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 | $5,678,759 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $5,679,419 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,165,236 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,678,752 |
| Value of total assets at end of year | 2011-12-31 | $67,129 |
| Value of total assets at beginning of year | 2011-12-31 | $67,789 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $514,183 |
| 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 | $147,324 |
| 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 | $114,570 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $4,803 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $9,359 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $9,046 |
| Administrative expenses (other) incurred | 2011-12-31 | $18,008 |
| 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 | $-660 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $67,129 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $67,789 |
| 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 | $5,870 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $57,770 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $58,743 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $5,160,433 |
| 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 | $5,564,182 |
| Contract administrator fees | 2011-12-31 | $342,981 |
| 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 CARE PACKAGE 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 | $12,709,160 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $12,702,854 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,180,866 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $12,709,124 |
| Value of total assets at end of year | 2010-12-31 | $67,789 |
| Value of total assets at beginning of year | 2010-12-31 | $61,483 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $521,988 |
| 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 | $75,181 |
| 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 | $283,988 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $9,879 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $9,046 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $9,962 |
| Administrative expenses (other) incurred | 2010-12-31 | $13,398 |
| 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 | $6,306 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $67,789 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $61,483 |
| 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 | $4,945 |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $58,743 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $51,521 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $12,170,987 |
| 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 | $12,425,136 |
| Contract administrator fees | 2010-12-31 | $428,464 |
| 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 |
| 2023: UPS HEALTH CARE PACKAGE 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: UPS HEALTH CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UPS HEALTH CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 CARE PACKAGE 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 |
| 2009: UPS HEALTH CARE PACKAGE 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 |
