401k Plan data: UPS HEALTH PROGRAM FOR RETIREES plan

UPS HEALTH PROGRAM FOR RETIREES 401k Plan overview

Plan Name	UPS HEALTH PROGRAM FOR RETIREES
Plan identification number	543

UPS HEALTH PROGRAM FOR RETIREES Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision 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 PROGRAM FOR RETIREES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
543 2021-01-01 BARBARA J. DORFMAN 2022-10-10
543 2020-01-01 KENNETH BROWN 2021-10-15 DON LANCASTER 2021-10-15
543 2019-01-01 BARBARA J DORFMAN 2020-10-13 DON LANCASTER 2020-10-13
543 2018-01-01 BARBARA J DORFMAN 2019-10-15 DON LANCASTER 2019-10-15
543 2017-01-01 B.J. DORFMAN
543 2016-01-01 JOSEPH DOOLE
543 2015-01-01 DAN DISMUKES
543 2014-01-01 DAN DISMUKES
543 2013-01-01 DAN DISMUKES
543 2012-01-01 DAN DISMUKES
543 2011-01-01 DAN DISMUKES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
543	2021-01-01	BARBARA J. DORFMAN	2022-10-10
543	2020-01-01	KENNETH BROWN	2021-10-15	DON LANCASTER	2021-10-15
543	2019-01-01	BARBARA J DORFMAN	2020-10-13	DON LANCASTER	2020-10-13
543	2018-01-01	BARBARA J DORFMAN	2019-10-15	DON LANCASTER	2019-10-15
543	2017-01-01	B.J. DORFMAN
543	2016-01-01	JOSEPH DOOLE
543	2015-01-01	DAN DISMUKES
543	2014-01-01	DAN DISMUKES
543	2013-01-01	DAN DISMUKES
543	2012-01-01	DAN DISMUKES
543	2011-01-01	DAN DISMUKES

Plan Statistics for UPS HEALTH PROGRAM FOR RETIREES

401k plan membership statisitcs for UPS HEALTH PROGRAM FOR RETIREES

Measure Date Value
2021: UPS HEALTH PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
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 PROGRAM FOR RETIREES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
2015: UPS HEALTH PROGRAM FOR RETIREES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 1
2014: UPS HEALTH PROGRAM FOR RETIREES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,570
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 482
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 2014-01-01 482
2013: UPS HEALTH PROGRAM FOR RETIREES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,772
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,570
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 1,570
2012: UPS HEALTH PROGRAM FOR RETIREES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,836
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,722
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 1,722
2011: UPS HEALTH PROGRAM FOR RETIREES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,836
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 1,836

Measure	Date	Value
2021: UPS HEALTH PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
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 PROGRAM FOR RETIREES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
2015: UPS HEALTH PROGRAM FOR RETIREES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	1
2014: UPS HEALTH PROGRAM FOR RETIREES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,570
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	482
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	482
2013: UPS HEALTH PROGRAM FOR RETIREES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,772
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,570
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	1,570
2012: UPS HEALTH PROGRAM FOR RETIREES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,836
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,722
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	1,722
2011: UPS HEALTH PROGRAM FOR RETIREES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,836
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	1,836

Financial Data on UPS HEALTH PROGRAM FOR RETIREES

Measure	Date	Value
2021 : UPS HEALTH PROGRAM FOR RETIREES 2021 401k financial data
Total income from all sources	2021-12-31	$0
Expenses. Total of all expenses incurred	2021-12-31	$92
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$92
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$92
Net income (gross income less expenses)	2021-12-31	$-92
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$92
2020 : UPS HEALTH PROGRAM FOR RETIREES 2020 401k financial data
Total income from all sources	2020-12-31	$-5,169
Expenses. Total of all expenses incurred	2020-12-31	$11,937
Total plan assets at end of year	2020-12-31	$92
Total plan assets at beginning of year	2020-12-31	$17,198
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$338
Expenses. Other expenses not covered elsewhere	2020-12-31	$11,937
Other income received	2020-12-31	$-133,184
Net income (gross income less expenses)	2020-12-31	$-17,106
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$92
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$17,198
Total contributions received or receivable from employer(s)	2020-12-31	$127,677
2019 : UPS HEALTH PROGRAM FOR RETIREES 2019 401k financial data
Total income from all sources	2019-12-31	$4,501
Expenses. Total of all expenses incurred	2019-12-31	$171
Total plan assets at end of year	2019-12-31	$17,198
Total plan assets at beginning of year	2019-12-31	$12,868
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$4,079
Expenses. Other expenses not covered elsewhere	2019-12-31	$171
Other income received	2019-12-31	$201
Net income (gross income less expenses)	2019-12-31	$4,330
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$17,198
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$12,868
Total contributions received or receivable from employer(s)	2019-12-31	$221
2018 : UPS HEALTH PROGRAM FOR RETIREES 2018 401k financial data
Total income from all sources	2018-12-31	$-3,337
Expenses. Total of all expenses incurred	2018-12-31	$-817
Total plan assets at end of year	2018-12-31	$12,868
Total plan assets at beginning of year	2018-12-31	$15,388
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$2,337
Expenses. Other expenses not covered elsewhere	2018-12-31	$-817
Other income received	2018-12-31	$-166,077
Net income (gross income less expenses)	2018-12-31	$-2,520
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$12,868
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$15,388
Total contributions received or receivable from employer(s)	2018-12-31	$160,403
2017 : UPS HEALTH PROGRAM FOR RETIREES 2017 401k financial data
Total income from all sources	2017-12-31	$-8,959
Expenses. Total of all expenses incurred	2017-12-31	$-9,041
Total plan assets at end of year	2017-12-31	$15,388
Total plan assets at beginning of year	2017-12-31	$15,306
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$-1,305
Expenses. Other expenses not covered elsewhere	2017-12-31	$-9,228
Other income received	2017-12-31	$-2
Net income (gross income less expenses)	2017-12-31	$82
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$15,388
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$15,306
Total contributions received or receivable from employer(s)	2017-12-31	$-7,652
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$187
2016 : UPS HEALTH PROGRAM FOR RETIREES 2016 401k financial data
Total income from all sources	2016-12-31	$128,051
Expenses. Total of all expenses incurred	2016-12-31	$128,609
Total plan assets at end of year	2016-12-31	$15,306
Total plan assets at beginning of year	2016-12-31	$15,864
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$26,268
Expenses. Other expenses not covered elsewhere	2016-12-31	$113,435
Other income received	2016-12-31	$7
Net income (gross income less expenses)	2016-12-31	$-558
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$15,306
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$15,864
Total contributions received or receivable from employer(s)	2016-12-31	$101,776
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,174
2015 : UPS HEALTH PROGRAM FOR RETIREES 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	$2,300,527
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,286,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,139,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,300,507
Value of total assets at end of year	2015-12-31	$15,864
Value of total assets at beginning of year	2015-12-31	$1,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$147,357
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	$22,422
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	$313,824
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$2,139,134
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$239
Administrative expenses (other) incurred	2015-12-31	$94,902
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	$14,036
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,864
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,828
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	$14,399
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$1,589
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	$1,986,683
Contract administrator fees	2015-12-31	$30,033
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 PROGRAM FOR RETIREES 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	$12,051,306
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$12,052,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,698,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$12,051,302
Value of total assets at end of year	2014-12-31	$1,828
Value of total assets at beginning of year	2014-12-31	$3,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$354,472
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	$115,011
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	$301,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$11,698,162
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$401
Administrative expenses (other) incurred	2014-12-31	$11,688
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	$-1,328
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,828
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in master investment trust accounts at end of year	2014-12-31	$1,589
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$2,755
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	$11,749,317
Contract administrator fees	2014-12-31	$227,773
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 PROGRAM FOR RETIREES 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	$16,390,738
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$18,789,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$18,071,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$16,390,721
Value of total assets at end of year	2013-12-31	$3,156
Value of total assets at beginning of year	2013-12-31	$2,401,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$717,632
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	$272,462
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	$304,335
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$18,071,841
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$288
Administrative expenses (other) incurred	2013-12-31	$10,693
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	$-2,398,735
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,156
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,401,891
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
Value of interest in master investment trust accounts at end of year	2013-12-31	$2,755
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$2,401,603
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	$16,086,386
Contract administrator fees	2013-12-31	$434,477
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 PROGRAM FOR RETIREES 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	$21,894,347
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$22,480,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$21,848,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$21,894,279
Value of total assets at end of year	2012-12-31	$2,401,891
Value of total assets at beginning of year	2012-12-31	$2,988,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$631,861
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
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	$404,103
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,108,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$1,627,626
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$288
Administrative expenses (other) incurred	2012-12-31	$17,420
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	$-586,262
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,401,891
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,988,153
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	$151,480
Value of interest in master investment trust accounts at end of year	2012-12-31	$2,401,603
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$2,988,153
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$20,221,122
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	$20,381,191
Contract administrator fees	2012-12-31	$462,961
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 AND TOUCHE
Accountancy firm EIN	2012-12-31	133891517
2011 : UPS HEALTH PROGRAM FOR RETIREES 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	$23,571,305
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$20,583,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$20,361,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$23,571,281
Value of total assets at end of year	2011-12-31	$2,988,153
Value of total assets at beginning of year	2011-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$222,107
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	$138,085
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	$415,222
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,990,545
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$20,361,045
Administrative expenses (other) incurred	2011-12-31	$27,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,988,153
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,988,153
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$0
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
Value of interest in master investment trust accounts at end of year	2011-12-31	$2,988,153
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	$20,165,514
Contract administrator fees	2011-12-31	$56,747
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

Form 5500 Responses for UPS HEALTH PROGRAM FOR RETIREES

2021: UPS HEALTH PROGRAM FOR RETIREES 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	Yes
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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UPS HEALTH PROGRAM FOR RETIREES 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 PROGRAM FOR RETIREES 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UPS HEALTH PROGRAM FOR RETIREES 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UPS HEALTH PROGRAM FOR RETIREES 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UPS HEALTH PROGRAM FOR RETIREES 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UPS HEALTH PROGRAM FOR RETIREES 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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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