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Original filing (PDF)20251017125353NAL0003743427002
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLAN
Form 5500
FILING_RECEIVED
UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
27% in single holdingNo recordkeeper disclosed16 service providers
Active participants
4,753
Accounts w/ balance
—
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
11 pooled trusts
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BNYM Mellon DB SL Stock Index Fund Common collective trust" is 27% of plan.
- 19 bps in Schedule C fees — 290% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLAN.
Plan sponsor
Name
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLAN
EIN
13-1426500
Address
55 GLENLAKE PARKWAY, NE · ATLANTA, GA · 303283474
Phone
(404) 828-6000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
419
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | — | $1.4M | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | — | $635K | — |
| ARROWSTREET CAPITAL, LP | 04-3472863 | — | — | $558K | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 47-2614791 | — | — | $471K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | — | $227K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | — | $194K | — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | — | $81K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $75K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | — | $73K | — |
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | — | $69K | — |
| ZAZZALI P.C. | 22-1973215 | — | — | $62K | — |
| CONDUENT HUMAN RESOURCE SERVICES | 20-2185976 | — | — | $32K | — |
| BNY MELLON | 25-6078093 | — | — | $30K | — |
| QDRO BENEFITS FIRM, SUSAN L DUBROF | 84-2015520 | — | — | $21K | — |
| RR DONNELLEY | — | CHICAGO, IL | — | $14K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | — | $0 | — |
Investments
35 direct securities · 11 pooled funds· $2.0B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.1B
8 holdings
Uncategorized
$761.3M
35 holdings
103-12 Investment Entity
$146.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM MELLON DB SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 010 | Common Collective Trust | — | $257.6M | $540.7M | 27.0% | |
| Camden Bonds Plus Fund LLC Other investment | — | — | $124.1M | $130.6M | 6.5% | |
| PIMCO Income Fund Registered investment company | — | — | $134.6M | $126.8M | 6.3% | |
| NHIT CORE DISCIPLINED ALPHA TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 029 | Common Collective Trust | — | $113.4M | $123.4M | 6.2% | |
| NB STRAT MULTI-SECTOR FIXED INC TR NEUBERGER BERMAN TRUST COMPANY, N.A. · EIN 20-4797982 / PN 006 | Common Collective Trust | — | $105.8M | $122.4M | 6.1% | |
| ARROWSTREET INTL EQUITY-ACWI EX US ARROWSTREET CAPITAL, LIMITED PARTNERSHIP · EIN 45-6500555 / PN 003 | 103-12 Investment Entity | — | $56.0M | $96.0M | 4.8% | |
| WTC-CIF II SMID CAP RE S4 WELLINGTON TRUST COMPANY, N.A · EIN 04-6913417 / PN 157 | Common Collective Trust | — | $36.2M | $67.3M | 3.4% | |
| RREEF America II LP Limited partnership | — | — | $65.9M | $66.6M | 3.3% | |
| WILLIAM BLAIR SMALL-MID CAP CORE CO GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 016 | Common Collective Trust | — | $48.9M | $65.3M | 3.3% | |
| JP MORGAN STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | $51.2M | $59.3M | 3.0% | |
| IIF ERISA Hedged LP Limited partnership | — | — | $40.0M | $58.6M | 2.9% | |
| LSV INTERNATIONAL (ACWI EX U.S.) VA RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 004 | Common Collective Trust | — | $46.0M | $55.7M | 2.8% | |
| American Funds EuroPacific Growth Registered investment company | — | — | $48.8M | $45.9M | 2.3% | |
| Grosvenor Opportunistic Multi-Credit Fund C Ltd. Other investment | — | — | $35.3M | $43.2M | 2.2% | |
| GoldPoint Partners Select Manager Fund IV LP Limited partnership | — | — | $30.7M | $39.8M | 2.0% | |
| ULLICO INFRASTRUC TAX-EXEMPT FD LP ULLICO INVESTMENT ADVISORS INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $26.5M | $30.3M | 1.5% | |
| Audax Senior Loan IDF Fund-E LP Limited partnership | — | — | $34.8M | $29.1M | 1.5% | |
| COREalpha Private Equity Partners Fund V LP Limited partnership | — | — | $14.6M | $27.9M | 1.4% | |
| OAKTREE MIDDLE-MARKET DIRECT LENDIN OAKTREE CAPITAL MANAGEMENT, L.P. · EIN 82-4931180 / PN 001 | 103-12 Investment Entity | — | $20.5M | $19.8M | 1.0% | |
| Dawson Portfolio Finance 5 LP Limited partnership | — | — | $17.3M | $17.2M | 0.9% | |
| Thoma Bravo Fund XV LP and Global LP Limited partnership | — | — | $11.8M | $16.2M | 0.8% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | $16.0M | $16.0M | 0.8% | |
| TA Debt Fund V LP Limited partnership | — | — | $13.4M | $13.8M | 0.7% | |
| Blackstone Capital Opportunities Fund IV LP Limited partnership | — | — | $10.8M | $12.6M | 0.6% | |
| Genstar Capital Partners X LP Limited partnership | — | — | $10.9M | $12.5M | 0.6% | |
| Blackstone Real Estate Partners X.TE.2 LP Limited partnership | — | — | $10.2M | $11.9M | 0.6% | |
| Dawson Portfolio Finance 6 LP Limited partnership | — | — | $11.7M | $11.8M | 0.6% | |
| PennantPark Senior Credit Fund II ERISA Levered Feeder LP Limited partnership | — | — | $11.2M | $11.7M | 0.6% | |
| Thoma Bravo Fund XIV LP and Global LP Limited partnership | — | — | $8.9M | $11.1M | 0.6% | |
| GI Partners Fund VI LP Limited partnership | — | — | $7.1M | $9.9M | 0.5% | |
| Audax Private Equity Fund VII-A LP Limited partnership | — | — | $7.9M | $9.3M | 0.5% | |
| Blackstone Senior Direct Lending Fund LP Limited partnership | — | — | $7.8M | $8.3M | 0.4% | |
| Greenbriar Equity Fund VI LP Limited partnership | — | — | $5.4M | $7.2M | 0.4% | |
| Audax Mezzanine Fund V-A LP Limited partnership | — | — | $5.8M | $6.2M | 0.3% | |
| Harvest Partners IX LP Limited partnership | — | — | $4.2M | $5.3M | 0.3% | |
| Innovatus Life Sciences Lending Fund I LP Limited partnership | — | — | $3.0M | $5.1M | 0.3% | |
| Summit Partners Growth Equity XI-A LP Limited partnership | — | — | $3.8M | $4.9M | 0.2% | |
| Innovatus Flagship Fund I LP Limited partnership | — | — | $7.5M | $4.7M | 0.2% | |
| WP COREalpha VI (Cayman) LP Limited partnership | — | — | $3.1M | $4.5M | 0.2% | |
| Thoma Bravo Credit Fund III Feeder LP Limited partnership | — | — | $2.9M | $3.1M | 0.2% | |
| Genstar Capital Partners XI LP Limited partnership | — | — | $1.1M | $1.3M | <0.1% | |
| Innovatus Structured Credit Real Estate Fund I LP Limited partnership | — | — | $598K | $1.3M | <0.1% | |
| New Mountain Partners VII LP Limited partnership | — | — | $1.3M | $1.2M | <0.1% | |
| Windjammer Capital Fund VI LP Limited partnership | — | — | $800K | $740K | <0.1% | |
| Innovatus Structured Credit Real Estate Value Fund LP Limited partnership | — | — | $770K | $548K | <0.1% | |
| New Mountain Partners VII Direct Aggregator LP Limited partnership | — | — | $416K | $386K | <0.1% |