UPS Pilots Mutual Aid Plan's EIN is 61-1165849.
Download the official 2023 Form 5500 (PDF) for UPS Pilots Mutual Aid Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEROMEDICAL ADVISORS, PLLC | 27-0570526 | MONUMENT, CO | MEDICAL | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEMING, MALONE, LIVESAY, & OSTROFF | 61-1064249 | — | ACCOUNTING | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Goldman Sachs Bond Fund Investor Class | Other securities | — | $5.2M | $5.4M | 50.5% | |
| Raymond James & Associates, Inc. Cash in investment account 67 Money Market Government Portfolio‐ Fidelity Institutional Class | Mutual Funds | — | $1.8M | $1.8M | 16.9% | |
| Goldman Sachs Emerging Markets CR Fund | Other securities | — | $894K | $897K | 8.5% | |
| Goldman Sachs BDC, Inc. | Common Stocks | — | $989K | $888K | 8.4% | |
| Vanguard High Dividend Yield | Mutual Funds | — | $500K | $577K | 5.4% | |
| Cambria Emerging Shareholder Yield | Other securities | — | $232K | $254K | 2.4% | |
| Cambria Foreign Shareholder Yield | Other securities | — | $219K | $227K | 2.1% | |
| ALPS Alerian Energy Infrastructure | Other securities | — | $129K | $159K | 1.5% | |
| Vanguard Extended Market | Mutual Funds | — | $105K | $126K | 1.2% | |
| JPMorgan Chase Bank, N.A. Cash in checking account | Cash / Money Market | — | $82K | $82K | 0.8% | |
| Dimensional Trust US Target Value | Mutual Funds | — | $64K | $63K | 0.6% | |
| iShares RUS 2000 Value | Other securities | — | $50K | $63K | 0.6% | |
| SPDR Engergy Select Sector Fund | Other securities | — | $40K | $52K | 0.5% | |
| Invesco S&P 500 Equal Weight | Common Collective Trusts | — | $50K | $51K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WEINZAPFEL & CO, LLC |
| 35-2152081 |
| — |
| AUDITOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | — | LOUISVILLE, KY | ACTUARY | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT PILOTS ASSOCIATION | 61-1165849 | — | ADMINISTRATOR | $25K | — |
