Ups/Ipa 401(K) Savings 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 401(K) Savings Plan is a benefit plan reported by United Parcel Service Company under EIN 13-1686691 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,539 participants and $1,324,958,147 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
003
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
3,539
End-of-year plan assets
$1,324,958,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,539H, C20241002132507NAL0004036915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,324,958,147
Total liabilities (EOY)
$19
Net assets (EOY)
$1,324,958,128
Net assets (BOY)
$1,163,672,221

Income & contributions

Participant contributions
$67,456,991
Total contributions
$74,705,832
Total income / additions
$300,926,486

Expenses & distributions

Benefits paid
$139,367,540
Administrative expenses
$227,207
Total expenses
$139,640,579
Net increase / (decrease)
$161,285,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$235,427not reported in the loaded dataset2023
Fidelity Inv. Ins. Ops. Co. Inc.RECORDKEEPER$0$02023

Related Form 5500 pages