Ups 401(K) Savings Plan — Form 5500 plan (United Parcel Service Of America, Inc.)

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 401(K) Savings Plan is a benefit plan reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 004. The latest loaded filing year is 2023. The filing reports 151,742 participants and $13,111,089,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Parcel Service Of America, Inc.
EIN
95-1732075
Plan number
004
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
151,742
End-of-year plan assets
$13,111,089,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151,742H, C20241002132437NAL0004036531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,111,089,897
Total liabilities (EOY)
$5,977,629
Net assets (EOY)
$13,105,112,268
Net assets (BOY)
$11,313,036,287

Income & contributions

Employer contributions
$674,136,000
Participant contributions
$494,527,106
Total contributions
$1,180,358,025
Total income / additions
$2,774,005,158

Expenses & distributions

Benefits paid
$970,858,293
Administrative expenses
$11,136,509
Total expenses
$981,929,177
Net increase / (decrease)
$1,792,075,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VoyaNONE$7,117,287not reported in the loaded dataset2023
The Bank Of New York MellonNONE$2,994,069not reported in the loaded dataset2023
BlackrockNONE$1,026,615$02023

Related Form 5500 pages