Ups Pension 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 Pension Plan is a benefit plan reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 022. The latest loaded filing year is 2023. The filing reports 240,703 participants and $9,733,665,646 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
- 022
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 240,703
- End-of-year plan assets
- $9,733,665,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240,703 | H, C | 20241015195157NAL0051146960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,733,665,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,733,665,646
- Net assets (BOY)
- $9,568,572,149
Income & contributions
- Employer contributions
- $150,000,000
- Total contributions
- $150,000,000
- Total income / additions
- $645,982,897
Expenses & distributions
- Benefits paid
- $303,074,940
- Administrative expenses
- $177,814,460
- Total expenses
- $480,889,400
- Net increase / (decrease)
- $165,093,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | NONE | $1,656,368 | not reported in the loaded dataset | 2023 |
| Conduent Incorporated | NONE | $560,114 | not reported in the loaded dataset | 2023 |
| Alston & Bird Llp | NONE | $414,380 | not reported in the loaded dataset | 2023 |
| Rr Donnelley | NONE | $238,680 | not reported in the loaded dataset | 2023 |
| Blackrock Financial | NONE | $192,007 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $147,020 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance Lp | NONE | $132,740 | not reported in the loaded dataset | 2023 |
| Qdro Benefits Firm | NONE | $107,587 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $89,092 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $61,396 | not reported in the loaded dataset | 2023 |
| Factset Research Systems, Inc. | NONE | $26,126 | not reported in the loaded dataset | 2023 |
| Evestment Inc And Subsidiaries | NONE | $12,085 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche, Llp | NONE | $11,327 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $9,602 | not reported in the loaded dataset | 2023 |
| Diligend, Inc. | NONE | $7,337 | not reported in the loaded dataset | 2023 |
| Lseg Us Holdco Inc | NONE | $5,336 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Parcel Service Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- The Bank Of New York Mellon — Schedule C compensation
- Conduent Incorporated — Schedule C compensation
- Alston & Bird Llp — Schedule C compensation
- Rr Donnelley — Schedule C compensation
- Blackrock Financial — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Qdro Benefits Firm — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Factset Research Systems, Inc. — Schedule C compensation
- Evestment Inc And Subsidiaries — Schedule C compensation
- Deloitte & Touche, Llp — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Diligend, Inc. — Schedule C compensation
- Lseg Us Holdco Inc — Schedule C compensation