United Parcel Service Health And Welfare Plan Tr in Atlanta, Georgia (GA)

United Parcel Service Health And Welfare Plan Tr
Employer Identification Number (EIN)	582046334
Name of Organization	United Parcel Service Health And Welfare Plan Tr
Address	55 Glenlake Pkwy Ne, Atlanta, GA 30328-3474
Activities	Employee or member welfare association
Subsection	Voluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date	05/1993
Deductibility	Contributions are not deductible
Foundation	All organizations except 501(c)(3)
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$50,000,000 to greater
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$4,717,469
Amount of Income	$1,903,074,640
Form 990 Revenue Amount	$1,903,074,640
National Taxonomy of Exempt Entities (NTEE)	Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)

Non-representatives - add comments:

Amount of income in 2013: $1,903,074,640

United Parcel Service Health And Welfare Plan Tr:	$1,903,074,640
Other organizations performing similar types of work:	$15,763,180

Assets in 2013: $4,717,469

United Parcel Service Health And Welfare Plan Tr:	$4,717,469
Other organizations performing similar types of work:	$11,878,897

Expenses in 2012: $1,775,686,096

United Parcel Service Health And Welfare Plan Tr:	$1,775,686,096
Other organizations performing similar types of work:	$9,981,586

Income to expenses ratio in 2012: 1.1

This organization:	1.1
Other organizations performing similar types of work:	1.2

Grants share in income in 2012: 2.0%

United Parcel Service Health And Welfare Plan Tr:	2.0%
Other organizations performing similar types of work:	0.0%

Financial snapshot ($)

Revenue for 2012

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?	No
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
Gross income from members or shareholders	$0
Gross income from other sources	$0

Statement of Revenue (for 2012)
Total revenue	$1,776,330,616
Contributions, Gifts, Grants and Other Similar Amounts	$34,984,936
Program Service Revenue	$1,741,444,011
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$-98,331
Income from investment of tax-exempt bond proceeds	$0
Royalties	$0
Net rental income	$0
Net gain from sales of assets other than inventory	$0
Net income from fundraising events	$0
Net income from gaming activities	$0
Net income from sales of inventory	$0
Miscellaneous Revenue	$0

Statement of Functional Expenses (for 2012)
Total functional expenses	$1,775,686,096
Compensation of current officers, directors, trustees, and key employees	$0
Other salaries and wages	$0
Payroll taxes	$0
Professional fundraising services	$0
Other	$1,775,686,096

Balance Sheet (for 2012)
Total assets	$18,780,961
Total liabilities	$0
Total net assets or fund balances	$18,780,961
Retained earnings, endowment, accumulated income, or other funds	$18,780,961

Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:	Not provided

	2000	2001	2003	2005
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$628,186,174	$717,320,106	$867,027,478	$1,004,373,576
Contributions, gifts, grants, and similar amounts received	$0	$0	$0	$0
Contributions to donor advised funds
Direct public support	$0	$0	$0	$0
Indirect public support	$0	$0	$0	$0
Government contributions (grants)	$0	$0	$0	$0
Program service revenue including government fees and contracts	$608,910,400	$701,695,224	$856,167,693	$990,391,577
Membership dues and assessments	$4,110,644	$4,617,821	$10,848,151	$13,701,270
Interest on savings and temporary cash investments	$15,165,130	$11,007,061	$11,634	$280,729
Dividends and interest from securities	$0	$0	$0	$0
Net rental income or (loss)	$0	$0	$0	$0
Gross rents	$0	$0	$0	$0
Less: rental expenses	$0	$0	$0	$0
Other investment income	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$0	$0	$0	$0
Gross amount from sales of assets other than inventory	$0	$0	$0	$0
Less: cost or other basis and sales expenses	$0	$0	$0	$0
Net income or (loss) from special events and activities	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0
Total expenses	$614,885,491	$665,271,190	$863,477,455	$994,317,988
Program services	$0	$0	$0	$0
Management and general	$0	$0	$0	$0
Fundraising	$0	$0	$0	$0
Payments to affiliates	$0	$0	$0	$0
Net assets or fund balances at end of year	$509,526,969	$561,575,885	$8,361,307	$14,144,958
Excess or (deficit) for the year	$13,300,683	$52,048,916	$3,550,023	$10,055,588
Net assets or fund balances at beginning of year	$496,226,286	$509,526,969	$1,213,150	$4,089,370
Other changes in net assets or fund balances	$0	$0	$3,598,134	$0

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2005)
Total functional expenses	$994,317,988	$0	$0	$0
Grants paid from donor advised funds
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$903,929,640
Compensation of current officers, directors, key employees, etc.	$73,262,038	$0	$0	$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above	$0	$0	$0	$0
Pension plan contributions not included above	$0	$0	$0	$0
Employee benefits not included above	$0	$0	$0	$0
Payroll taxes	$0	$0	$0	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$0	$0	$0	$0
Legal fees	$53,349	$0	$0	$0
Supplies	$0	$0	$0	$0
Telephone	$0	$0	$0	$0
Postage and shipping	$1,242,863	$0	$0	$0
Occupancy	$0	$0	$0	$0
Equipment rental and maintenance	$0	$0	$0	$0
Printing and publications	$0	$0	$0	$0
Travel	$0	$0	$0	$0
Conferences, conventions, and meetings	$0	$0	$0	$0
Interest	$0	$0	$0	$0
Depreciation, depletion, etc.	$0	$0	$0	$0
Other expenses not covered above	$15,830,098	$0	$0	$0

	2000	2001	2003	2005
Balance Sheets
Total assets	$512,815,743	$564,864,604	$119,813,065	$14,488,184
Cash - non-interest-bearing	$507,341,003	$564,864,604	$6,993,743	$13,841,140
Savings and temporary cash investments	$0	$0	$0	$47,403
Accounts receivable less allowance for doubtful accounts	$0	$0	$0	$0
Pledges receivable less allowance for doubtful accounts	$0	$0	$0	$0
Grants receivable	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts	$0	$0	$0	$0
Inventories for sale or use	$0	$0	$0	$0
Prepaid expenses and deferred charges	$0	$0	$0	$0
Investments - publicly-traded securities
Investments - other securities	$0	$0	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0
Investments - other	$0	$0	$0	$0
Land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0
Other assets, including program-related investments	$5,474,740	$0	$112,819,322	$599,641
Total liabilities	$3,288,774	$3,288,719	$111,451,758	$343,227
Accounts payable and accrued expenses	$3,288,774	$32,640	$161,158	$343,227
Grants payable	$0	$0	$0	$0
Deferred revenue	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0
Mortgages and other notes payable	$0	$0	$0	$0
Other liabilities	$0	$3,256,079	$111,290,600	$0
Total liabilities and net assets/fund balances	$512,815,743	$564,864,604	$119,813,065	$14,488,184
Total net assets or fund balances	$509,526,969	$561,575,885	$8,361,307	$14,144,957

	2000	2001	2003	2005
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$0	$0	$0	$0
Total revenue, gains, and other support per audited financial statements	$0	$0	$0	$0
Other expenses	$0	$0	$0	$0
Net unrealized gains on investments	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0
Other	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0
Other	$0	$0	$0	$0

	2000	2001	2003	2005
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$0	$0	$0	$0
Total expenses and losses per audited financial statements	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0
Losses	$0	$0	$0	$0
Other	$0	$0	$0	$0
Other expenses	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0
Other	$0	$0	$0	$0

Current Officers, Directors, Trustees, and Key Employees

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	4
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	Yes
Does the organization have a written conflict of interest policy?	No

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 2006	0

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2005)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$0		$0	$1,004,373,576
Program service revenue
Program service revenue 1	000000	$0	00	$0	$990,391,577
Program service revenue 2	000000	$0	00	$0	$0
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$13,701,270
Interest on savings and temporary cash investments	000000	$0	00	$0	$280,729
Dividends and interest from securities	000000	$0	00	$0	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	00	$0	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2005)
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2005)
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Total number of other employees paid over $50,000	0

Total number of other employees paid over $50,000

Statements About Activities (for 2005)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is

	1999	2000	2002	2004
Support Schedule
Total	$0	$0	$0	$0
Gifts, grants, and contributions received	$0	$0	$0	$0
Membership fees received	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$0	$0	$0	$0
Net income from unrelated business activities not included above	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0
Other income	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2005)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	United Parcel Service Health And Welfare Plan Tr	55 Glenlake Pkwy Ne, Atlanta, GA 30328-3474	GA	1993-05	$1,903,074,640
2	Home Depot U S A Inc Employee Benefit Tr, Day Marshall L Ttee	2455 Paces Ferry Rd Nw Ste B11, Atlanta, GA 30339-1834	GA	1991-05	$889,392,992
3	Delta Pilots Disability	1030 Delta Blvd, Atlanta, GA 30354-1989	GA	1988-02	$862,573,840
4	United Parcel Service Veba Ups Health And Welfare Plan	55 Glenlake Pkwy Ne, Atlanta, GA 30328-3474	GA	1988-02	$799,673,085
5	Georgia-Pacific Corporation Master Tr For Health & Walfare Benefits	55 Park Pl 5th Fl, Atlanta, GA 30303-2529	GA	1996-04	$365,548,316
6	Suntrust Banks Employee Benefit Trust	PO BOX 4418 MSC 0633, Atlanta, GA 30302-4418	GA	1989-03	$262,007,762
7	Georgia Stevedore Association Intl Longshoremens Assoc Welfare Fund, Savannah Maritime Association	PO BOX 1280, Savannah, GA 31402-1280	GA	1963-02	$231,441,864
8	Itpeu Health & Welfare Fund	PO BOX 18317, Savannah, GA 31418	GA	1976-08	$157,517,518
9	Group Insurance Plan For Employees Of Genuine Parts Company	Atlanta, GA 30339	GA		$122,432,886
10	Georgia Bankers Association Insurance Trust Inc	50 Hurt Plz Se Ste 1050, Atlanta, GA 30303-2955	GA	1997-12	$115,855,331
11	Teamsters Managed Health Care Trust, Blasquez Ray Ttee	PO BOX 757, Pleasanton, CA 94566-0075	CA	1991-10	$58,641,034
12	United Food & Commercial Workers Local 1000 & Kroger Dallas Health	2010 Nw 150th Ave Ste 100, Pembroke Pnes, FL 33028-2888	FL	1998-06	$42,032,340
13	The Sealy Flexible Benefit Plan	1 Office Parkway Rd, Trinity, NC 27370-9449	NC	1979-09	$29,284,783
14	Teamsters Retiree Trust	PO BOX 2330, Stockton, CA 95201-2330	CA	1994-08	$27,152,357
15	Sheet Metal Workers 16 Health And Welfare Fund	PO BOX 4148, Portland, OR 97208-4148	OR	1955-12	$20,130,012
16	Ufcw & Employers Health & Welfare T Rust Fund	3100 Broadway, Kansas City, MO 64111-2658	MO	1960-12	$19,309,932
17	Usw District 10 Local 286 Welfare Trust Fund	410 N 8th St, Philadelphia, PA 19123-3903	PA	1968-02	$16,102,246
18	United Assn Of Journeymen & Apprntc, 198 Hlth & Welfr Fund	PO BOX 52749, Baton Rouge, LA 70892-2749	LA	1961-03	$8,415,921
19	The Nml Benefit Plans Trust	PO BOX 3171, Milwaukee, WI 53201-3171	WI	2007-09	$3,344,810
20	Teamsters Union No 142 Health & Welfare Trust Fund	1300 Clark Rd, Gary, IN 46404-1644	IN	1954-11	$2,391,317

Number of organizations performing similar types of work

Alaska	4
Alabama	13
Arkansas	6
Arizona	19
California	214
Colorado	19
Connecticut	44
District of Columbia	23
Delaware	6
Florida	40
Georgia	41
Hawaii	21
Iowa	25
Idaho	5
Illinois	226
Indiana	45
Kansas	18
Kentucky	22
Louisiana	10
Massachusetts	79
Maryland	58
Maine	4
Michigan	100
Minnesota	79
Missouri	75
Mississippi	6

Montana	7
North Carolina	46
North Dakota	6
Nebraska	12
New Hampshire	5
New Jersey	130
New Mexico	3
Nevada	17
New York	321
Ohio	133
Oklahoma	13
Oregon	39
Pennsylvania	198
Rhode Island	19
South Carolina	6
South Dakota	2
Tennessee	45
Texas	112
Utah	16
Virginia	31
Vermont	1
Washington	66
Wisconsin	62
West Virginia	13
Wyoming	1
International	1

Total

2,507

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