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UPS subsidizing non ups pensions
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<blockquote data-quote="JonFrum" data-source="post: 161805"><p><a href="http://freeerisa.benefitspro.com/" target="_blank">Welcome to freeErisa.com!</a></p><p>Oh, joy! The Annual Reports (Form 5500) for 2005 are finally available on FreeErisa Dot Com. Well 70% of them, at least. The reports are free, but you do have to register first by giving your email address, so you may want to visit using an alternate email account that you feel comfortable giving out. (I haven't had any problems.)</p><p></p><p>Reports are available for pension funds, health & welfare funds, and other plan types as well. When you search the database, you first get a very short version of the annual report displayed on your computer screen. At the top, click on Show All and you will get the much longer version. Rather than read it online, click on File (in Windows XP) and select Save As from the drop-down menu. Give the report a descriptive name and save a copy to your desktop, or to a folder you create with a name such as FreeErisaAnnualReports. Note that even this fuller version of the report is not the complete version. The really full version is available from the fund itself or the Labor Department, but you have to pay for it. The really full versions sometimes have Actuary's Reports included, and those are invaluable because the actuaries explain the status of the fund in more understandable terms, without spin.</p><p></p><p>Locating specific fund reports in the 5500 database can be tricky, so use these methods:</p><p>Always click the radio button on the right that searches for Name Contains, not Name Begins With.</p><p>Limit the search to the fund's home State or Zip Code.</p><p>Since you can only search for a single word, not the entire name of the fund, search for the least common word in the name of the fund, otherwise you will get too many results to sift through.</p><p></p><p>Some funds, and how to locate them easily . . .</p><p></p><p>Western Conference of Teamsters fund</p><p>Name Contains: Conference</p><p>Limit Zip Code to: 98102</p><p></p><p>Central States fund</p><p>Name Contains: Central</p><p>Limit Zip Code to: 60018</p><p></p><p>New England fund</p><p>Name Contains: Industry</p><p>Limit Zip Code to: 01803</p><p>(Note that the New England Teamsters and Trucking Industry Pension Fund doesn't use the standard calendar year as their fiscal year so the "2004" Report, the latest one just posted, actually covers only three fourths of 2005. Go figure. Just one more way this messed up fund of mine keeps us in the dark as long as legally possible. We'll have to wait until 2008 to find out how the last three months of 2005 finished out!)</p><p></p><p>International Association of Machinists fund</p><p>Name Contains: IAM</p><p>Limit Zip Code to: 20036</p><p>(This is the National fund some of our Auto Mechanics are in.)</p><p></p><p>New York State fund</p><p>Name Contains: NYS</p><p>Limit Zip Code to: 13221</p><p></p><p>Local 710 fund</p><p>Name Contains: 710</p><p>Limit Zip Code to: 60609</p><p></p><p>Local 705 fund</p><p>name Contains: 705</p><p>Limit Zip Code to: 60612</p><p></p><p>Local 804IBT-IAM447 fund</p><p>Name Contains: 804</p><p>Limit Zip Code to: 30328</p><p></p><p>Western Pennsylvania fund</p><p>Name Contains: Teamsters</p><p>Limit Zip Code to: 15206</p><p></p><p>Central Pennsylvania fund</p><p>Name Contains: Teamsters</p><p>Limit Zip Code to: 19612</p><p>(There are three funds in one, in this wacky arrangement!)</p><p></p><p>UPS itself runs a lot of plans that can be located by several searches . . .</p><p>Name Contains: Parcel</p><p>Select State: Georgia</p><p></p><p>Name Contains: UPS</p><p>Select State: Georgia</p><p>(For Fritz, UPS Freight, Supply Chain Solutions, and Local 177)</p><p></p><p>Name Contains: Overnite</p><p>Limit Zip Code to: 23218</p><p></p><p>Name Contains: Motor Cargo</p><p>Limit Zip Code to: 84110</p><p></p><p>I could go on and on. Visit . . .</p><p><a href="http://freeerisa.benefitspro.com/" target="_blank">Welcome to freeErisa.com!</a></p></blockquote><p></p>
[QUOTE="JonFrum, post: 161805"] [URL='http://freeerisa.benefitspro.com/']Welcome to freeErisa.com![/URL] Oh, joy! The Annual Reports (Form 5500) for 2005 are finally available on FreeErisa Dot Com. Well 70% of them, at least. The reports are free, but you do have to register first by giving your email address, so you may want to visit using an alternate email account that you feel comfortable giving out. (I haven't had any problems.) Reports are available for pension funds, health & welfare funds, and other plan types as well. When you search the database, you first get a very short version of the annual report displayed on your computer screen. At the top, click on Show All and you will get the much longer version. Rather than read it online, click on File (in Windows XP) and select Save As from the drop-down menu. Give the report a descriptive name and save a copy to your desktop, or to a folder you create with a name such as FreeErisaAnnualReports. Note that even this fuller version of the report is not the complete version. The really full version is available from the fund itself or the Labor Department, but you have to pay for it. The really full versions sometimes have Actuary's Reports included, and those are invaluable because the actuaries explain the status of the fund in more understandable terms, without spin. Locating specific fund reports in the 5500 database can be tricky, so use these methods: Always click the radio button on the right that searches for Name Contains, not Name Begins With. Limit the search to the fund's home State or Zip Code. Since you can only search for a single word, not the entire name of the fund, search for the least common word in the name of the fund, otherwise you will get too many results to sift through. Some funds, and how to locate them easily . . . Western Conference of Teamsters fund Name Contains: Conference Limit Zip Code to: 98102 Central States fund Name Contains: Central Limit Zip Code to: 60018 New England fund Name Contains: Industry Limit Zip Code to: 01803 (Note that the New England Teamsters and Trucking Industry Pension Fund doesn't use the standard calendar year as their fiscal year so the "2004" Report, the latest one just posted, actually covers only three fourths of 2005. Go figure. Just one more way this messed up fund of mine keeps us in the dark as long as legally possible. We'll have to wait until 2008 to find out how the last three months of 2005 finished out!) International Association of Machinists fund Name Contains: IAM Limit Zip Code to: 20036 (This is the National fund some of our Auto Mechanics are in.) New York State fund Name Contains: NYS Limit Zip Code to: 13221 Local 710 fund Name Contains: 710 Limit Zip Code to: 60609 Local 705 fund name Contains: 705 Limit Zip Code to: 60612 Local 804IBT-IAM447 fund Name Contains: 804 Limit Zip Code to: 30328 Western Pennsylvania fund Name Contains: Teamsters Limit Zip Code to: 15206 Central Pennsylvania fund Name Contains: Teamsters Limit Zip Code to: 19612 (There are three funds in one, in this wacky arrangement!) UPS itself runs a lot of plans that can be located by several searches . . . Name Contains: Parcel Select State: Georgia Name Contains: UPS Select State: Georgia (For Fritz, UPS Freight, Supply Chain Solutions, and Local 177) Name Contains: Overnite Limit Zip Code to: 23218 Name Contains: Motor Cargo Limit Zip Code to: 84110 I could go on and on. Visit . . . [URL='http://freeerisa.benefitspro.com/']Welcome to freeErisa.com![/URL] [/QUOTE]
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