Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan retirement plan: assets, participants and fees
What Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conduent Human Resource Services | Schedule C ↗ |
| Independent auditor | Weaver and Tidwell, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 22 pension plans in transportation and warehousing with 10,000 to 49,999 participants.
| Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan: employer contribution per participant | $11,261 | |
| Peer median | $4,276 |
| Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan: average balance | $188,179 | |
| Peer median | $103,902 |
| Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.53% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.1B at the end of plan year 2023 to $2.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,427 | $2.3B | $140M | $11,261 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 12,485 | $2.1B | $142M | $11,352 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan match 401(k) contributions?
The match terms for the Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $140M in employer contributions, about $11,261 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan 401(k) match vested?
The vesting schedule for the Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Conduent Human Resource Services. The plan administrator is Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan.
I left Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan, (404) 828-6047) or the recordkeeper, Conduent Human Resource Services. The Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan 401(k)
Data from the public Form 5500 annual reports Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan. Not financial advice. Report a correction · Methodology