form5500lookup

Form 5500 · Retirement plan · ATLANTA, GA

BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN

The filing calls this plan THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN.

BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN of ATLANTA, GA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1732075 · plan 003 · plan year 2023, filed Mar 5, 2025

Participants at the start of the year
544,072
Contracts on file
1
Contract value
$14,584,861,092
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $14,584,861,092 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—December$14,584,861,092$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
EIN 95-1732075
PRIAC
Recordkeeping and information management · Plan administrator · EIN 06-1050034
$5,648,394
paid directly by the plan
MELLON INVESTMENTS
Named on Schedule C · EIN 25-1442864
$2,138,070
paid directly by the plan
BANK OF NEW YORK MELLON
Custodian · EIN 13-5160382
$624,171
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT
Named on Schedule C · EIN 36-3297908
$287,287
paid directly by the plan
QDRO BENEFITS FIRM, SUSAN L. DUBROF
Named on Schedule C · EIN 84-2015520
$202,981
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$17,183,099,452
Paid out in benefits
$1,028,983,129
Participants at the start of the year
544,072
Participants with account balances
190,143

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 06-1050034
PRIAC
Independent accountantEIN 75-0786316
WEAVER AND TIDWELL, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$24,624

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Ups Flexible Benefits PlanInsured benefit plan · 17 Schedule A contractsRenews ~Jan 1Ups National Ltd PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Ups Health And Welfare PackageInsured benefit plan · 7 Schedule A contractsRenews ~Jan 1Ups Retired Employees Health Care PlanInsured benefit plan · 11 Schedule A contractsRenews ~Jan 1Ups Crewmembers Benefit PackageInsured benefit plan · 4 Schedule A contractsRenews ~Jan 1plan 537Insured benefit plan · 2 Schedule A contractsRenews ~Jan 1Ups Health ProgramInsured benefit plan · 4 Schedule A contractsRenews ~Jan 1Ups Health Care PlanInsured benefit plan · 4 Schedule A contractsRenews ~Jan 1Ups Pension PlanForm 5500 filing · no insured Schedule A contractsUps Retirement PlanForm 5500 filing · no insured Schedule A contractsUps 401(K) Savings PlanForm 5500 filing · no insured Schedule A contractsplan 547Form 5500 filing · no insured Schedule A contractsUps Thrift PlanForm 5500 filing · no insured Schedule A contractsUps Health And Welfare PlanForm 5500 filing · no insured Schedule A contractsUps Health Care PackageForm 5500 filing · no insured Schedule A contracts

More employer plans in Georgia — largest plans, brokers, carriers and renewal months.