# Bd Of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-ups-local-177-ibt-multi-employer-ret-plan-plan

> Bd Of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan's DB plan: 4,753 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan

- **Sponsor EIN:** 131426500

- **Sponsor Address:** 55 GLENLAKE PARKWAY, NE, ATLANTA, GA, 303283474

- **Plan Type:** DB

- **Total Participants:** 4,753

- **Total Assets:** $2.0B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,753|$2.0B|$111.8M|$0|

| 2023|4,785|$1.8B|$119.4M|$0|

| 2022|4,915|$1.6B|$125.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALAN BILLER & ASSOCIATES|Other Service Provider|$1,353,578|—|$1,353,578|

| JPMORGAN CHASE BANK, N.A.|Other Service Provider|$634,520|—|$634,520|

| ARROWSTREET CAPITAL, LP|Other Service Provider|$558,127|—|$558,127|

| WILLIAM BLAIR INVESTMENT MANAGEMENT|Other Service Provider|$471,182|—|$471,182|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$226,851|—|$226,851|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$194,311|—|$194,311|

| PROSKAUER ROSE, LLP|Other Service Provider|$81,296|—|$81,296|

| SEGAL MARCO ADVISORS|Other Service Provider|$75,000|—|$75,000|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$73,376|—|$73,376|

| WEAVER AND TIDWELL, LLP|Other Service Provider|$69,080|—|$69,080|

| ZAZZALI P.C.|Other Service Provider|$62,000|—|$62,000|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$40,009|$40,009|

| CONDUENT HUMAN RESOURCE SERVICES|Other Service Provider|$31,529|—|$31,529|

| BNY MELLON|Other Service Provider|$29,726|—|$29,726|

| QDRO BENEFITS FIRM, SUSAN L DUBROF|Other Service Provider|$21,411|—|$21,411|

| RR DONNELLEY|Other Service Provider|$14,042|—|$14,042|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALAN BILLER & ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — Other Service Provider

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — Other Service Provider

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,936,038

- **Estimated Expense Ratio:** 0.197% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,835,827|$4,380,378|—|$69,080|—|

| 2023|$5,519,517|$4,247,595|—|$67,726|—|

| 2022|$4,931,095|$3,970,549|—|—|$419,660|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-ups-local-177-ibt-multi-employer-ret-plan-plan)

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