Plan5500

Ups/Ipa Defined Contribution Money Purchase Pension Plan — Form 5500 plan (United Parcel Service Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ups/Ipa Defined Contribution Money Purchase Pension Plan is a benefit plan reported by United Parcel Service Company under EIN 13-1686691 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,592 participants and $2,177,270,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Parcel Service Company
EIN
13-1686691
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
2,592
End-of-year plan assets
$2,177,270,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,592H, C20241002131738NAL0008307393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,177,270,606
Total liabilities (EOY)
$6
Net assets (EOY)
$2,177,270,600
Net assets (BOY)
$1,922,502,125

Income & contributions

Employer contributions
$107,162,309
Participant contributions
$5,691,071
Total contributions
$113,016,200
Total income / additions
$469,127,804

Expenses & distributions

Benefits paid
$213,316,336
Administrative expenses
$366,140
Total expenses
$214,359,329
Net increase / (decrease)
$254,768,475

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$431,989not reported in the loaded dataset2023
Fidelity Inv. Ins. Ops. Co. Inc.RECORDKEEPER$0$02023

Related Form 5500 pages