Ups Health And Welfare 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 Health And Welfare Plan is a benefit plan reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 502. The latest loaded filing year is 2023. The filing reports 0 participants and $2,628,415 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,628,415
Participants0Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
United Parcel Service Of America, Inc.
EIN
95-1732075
Plan number
502
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230I20241015184605NAL0029414401001
Schedule I · 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)$2.6M total assets
Net assets$2.6MLiabilities
Full reported line items

Net assets

Total assets (EOY)
$2,628,415
Net assets (EOY)
$2,628,415
Net assets (BOY)
$2,414,602

Income & contributions

Employer contributions
-$1,251,163
Total income / additions
-$1,151,005

Expenses & distributions

Benefits paid
-$1,573,835
Administrative expenses
$47,044
Total expenses
-$1,364,418
Net increase / (decrease)
$213,413
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.

Total expenses ÷ net assets-52%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages