Ups Crewmembers Benefit Package — 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 Crewmembers Benefit Package is a benefit plan reported by United Parcel Service Company under EIN 13-1686691 and plan number 526. The latest loaded filing year is 2023. The filing reports 3,091 participants and $4,190,597 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.2MPlan net assets, end of year$4,190,597
Participants3.1KCovered participants reported3,091
Assets / participant$1.4KComputed: assets ÷ participants$1,356 (computed)
Provider compensationNone reported
Plan sponsor
United Parcel Service Company
EIN
13-1686691
Plan number
526
Plan type
2
Location
Louisville, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,091H20241015192830NAL0059376450001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$83.2M
Total expenses$79.1M
Benefits paid / distributions$79.1M
Contributions
Employer$68.8M
Participant$17.5M
Full reported line items

Net assets

Total assets (EOY)
$4,190,597
Total liabilities (EOY)
$0
Net assets (EOY)
$4,190,597
Net assets (BOY)
$100,786

Income & contributions

Employer contributions
$68,832,672
Participant contributions
$17,484,954
Total contributions
$86,317,626
Total income / additions
$83,161,114

Expenses & distributions

Benefits paid
$79,071,303
Administrative expenses
$0
Total expenses
$79,071,303
Net increase / (decrease)
$4,089,811
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 80%Participant 20%
Total expenses ÷ net assets1887%Computed ratio
Benefits paid ÷ total income95%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages