401k Plan data: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES plan

UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 401k Plan overview

Plan Name	UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES
Plan identification number	538

UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
538 2021-01-01 BARBARA J. DORFMAN 2022-10-10
538 2020-01-01 KENNETH BROWN 2021-10-15 DON LANCASTER 2021-10-15
538 2019-01-01 BARBARA J DORFMAN 2020-10-13 DON LANCASTER 2020-10-13
538 2018-01-01 BARBARA J DORFMAN 2019-10-15 DON LANCASTER 2019-10-15
538 2017-01-01 B.J. DORFMAN
538 2016-01-01 JOSEPH DOOLE
538 2015-01-01 DAN DISMUKES
538 2014-01-01 DAN DISMUKES
538 2013-01-01 DAN DISMUKES
538 2012-01-01 DAN DISMUKES
538 2011-01-01 DAN DISMUKES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
538	2021-01-01	BARBARA J. DORFMAN	2022-10-10
538	2020-01-01	KENNETH BROWN	2021-10-15	DON LANCASTER	2021-10-15
538	2019-01-01	BARBARA J DORFMAN	2020-10-13	DON LANCASTER	2020-10-13
538	2018-01-01	BARBARA J DORFMAN	2019-10-15	DON LANCASTER	2019-10-15
538	2017-01-01	B.J. DORFMAN
538	2016-01-01	JOSEPH DOOLE
538	2015-01-01	DAN DISMUKES
538	2014-01-01	DAN DISMUKES
538	2013-01-01	DAN DISMUKES
538	2012-01-01	DAN DISMUKES
538	2011-01-01	DAN DISMUKES

Plan Statistics for UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES

401k plan membership statisitcs for UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES

Measure Date Value
2021: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
2014: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
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 30
2013: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 489
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 2013-01-01 489
2012: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 418
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 2012-01-01 418
2011: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 343
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 2011-01-01 343

Measure	Date	Value
2021: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
2014: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
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	30
2013: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	489
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	489
2012: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	418
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	418
2011: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	343
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	343

Financial Data on UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES

Measure	Date	Value
2021 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2021 401k financial data
Total income from all sources	2021-12-31	$0
Expenses. Total of all expenses incurred	2021-12-31	$4,364
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$4,364
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$4,364
Net income (gross income less expenses)	2021-12-31	$-4,364
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	$4,364
2020 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2020 401k financial data
Total income from all sources	2020-12-31	$177
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$4,364
Total plan assets at beginning of year	2020-12-31	$4,187
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$130
Other income received	2020-12-31	$-34
Net income (gross income less expenses)	2020-12-31	$177
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,364
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,187
Total contributions received or receivable from employer(s)	2020-12-31	$81
2019 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2019 401k financial data
Total income from all sources	2019-12-31	$-498
Expenses. Total of all expenses incurred	2019-12-31	$-671
Total plan assets at end of year	2019-12-31	$4,187
Total plan assets at beginning of year	2019-12-31	$4,014
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$-671
Other income received	2019-12-31	$2
Net income (gross income less expenses)	2019-12-31	$173
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,187
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,014
Total contributions received or receivable from employer(s)	2019-12-31	$-500
2018 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2018 401k financial data
Total income from all sources	2018-12-31	$2,566
Expenses. Total of all expenses incurred	2018-12-31	$2,497
Total plan assets at end of year	2018-12-31	$4,014
Total plan assets at beginning of year	2018-12-31	$3,945
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,497
Other income received	2018-12-31	$21
Net income (gross income less expenses)	2018-12-31	$69
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,014
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,945
Total contributions received or receivable from employer(s)	2018-12-31	$2,545
2017 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2017 401k financial data
Total income from all sources	2017-12-31	$3,072
Expenses. Total of all expenses incurred	2017-12-31	$3,101
Total plan assets at end of year	2017-12-31	$3,945
Total plan assets at beginning of year	2017-12-31	$3,974
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$447
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,097
Other income received	2017-12-31	$1
Net income (gross income less expenses)	2017-12-31	$-29
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,945
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,974
Total contributions received or receivable from employer(s)	2017-12-31	$2,624
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4
2016 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2016 401k financial data
Total income from all sources	2016-12-31	$16,370
Expenses. Total of all expenses incurred	2016-12-31	$16,441
Total plan assets at end of year	2016-12-31	$3,974
Total plan assets at beginning of year	2016-12-31	$4,045
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$3,340
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,756
Other income received	2016-12-31	$1
Net income (gross income less expenses)	2016-12-31	$-71
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,974
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,045
Total contributions received or receivable from employer(s)	2016-12-31	$13,029
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,685
2015 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 2015 401k financial data
Total income from all sources	2015-12-31	$198,179
Expenses. Total of all expenses incurred	2015-12-31	$196,970
Benefits paid (including direct rollovers)	2015-12-31	$191,353
Total plan assets at end of year	2015-12-31	$4,045
Total plan assets at beginning of year	2015-12-31	$2,836
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$27,034
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,383
Other income received	2015-12-31	$2
Net income (gross income less expenses)	2015-12-31	$1,209
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,045
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,836
Total contributions received or receivable from employer(s)	2015-12-31	$171,143
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$234
2014 : UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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	$2,534,651
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,534,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,470,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,534,650
Value of total assets at end of year	2014-12-31	$2,836
Value of total assets at beginning of year	2014-12-31	$3,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$64,527
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	$20,157
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	$63,514
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$2,470,403
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$396
Administrative expenses (other) incurred	2014-12-31	$4,186
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	$-279
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,836
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,115
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	$2,465
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$2,719
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	$2,471,136
Contract administrator fees	2014-12-31	$40,184
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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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	$7,563,176
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$8,579,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,307,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,563,168
Value of total assets at end of year	2013-12-31	$3,115
Value of total assets at beginning of year	2013-12-31	$1,019,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$272,072
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	$106,570
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	$140,429
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$8,307,533
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$223
Administrative expenses (other) incurred	2013-12-31	$4,365
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	$-1,016,429
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,115
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,019,544
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	$2,719
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$1,019,321
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	$7,422,739
Contract administrator fees	2013-12-31	$161,137
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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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	$5,931,337
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,543,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,372,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,931,319
Value of total assets at end of year	2012-12-31	$1,019,544
Value of total assets at beginning of year	2012-12-31	$631,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$170,426
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	$29,524
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	$106,211
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$468,287
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$5,372,888
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$148
Administrative expenses (other) incurred	2012-12-31	$7,080
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	$388,023
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,019,544
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$631,521
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
Value of interest in master investment trust accounts at end of year	2012-12-31	$1,019,321
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$631,373
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$5,372,888
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	$5,356,821
Contract administrator fees	2012-12-31	$133,822
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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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	$5,124,765
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,494,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,449,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,124,760
Value of total assets at end of year	2011-12-31	$631,521
Value of total assets at beginning of year	2011-12-31	$1,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$44,739
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	$18,074
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	$90,672
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$630,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$4,449,989
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$198
Administrative expenses (other) incurred	2011-12-31	$11,882
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	$630,037
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$631,521
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,484
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	$88
Value of interest in master investment trust accounts at end of year	2011-12-31	$631,373
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$1,286
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	$4,403,528
Contract administrator fees	2011-12-31	$14,695
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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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	$2,365,092
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,363,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,328,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,365,085
Value of total assets at end of year	2010-12-31	$1,484
Value of total assets at beginning of year	2010-12-31	$310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$35,754
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	$13,346
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	$52,848
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$2,328,164
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$50
Administrative expenses (other) incurred	2010-12-31	$3,442
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	$1,174
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,484
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$310
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	$69
Value of interest in master investment trust accounts at end of year	2010-12-31	$1,286
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$260
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	$2,312,237
Contract administrator fees	2010-12-31	$18,897
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 PACKAGE SELECT FOR RETIRED EMPLOYEES

2021: UPS HEALTH AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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 AND WELFARE PACKAGE SELECT FOR RETIRED EMPLOYEES 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