Ups Health Program — 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 Program is a benefit plan reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 503. The latest loaded filing year is 2023. The filing reports 314 participants and $51,467 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$51.5KPlan net assets, end of year$51,467
Participants314Covered participants reported
Assets / participant$164Computed: assets ÷ participants$164 (computed)
Provider compensationNone reported
Plan sponsor
United Parcel Service Of America, Inc.
EIN
95-1732075
Plan number
503
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H20241015193937NAL0051101920001
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)$51.5K total assets
Net assets$51.5KLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$4.1M
Participant$65.8K
Full reported line items

Net assets

Total assets (EOY)
$51,467
Total liabilities (EOY)
$0
Net assets (EOY)
$51,467
Net assets (BOY)
$4,079

Income & contributions

Employer contributions
$4,133,451
Participant contributions
$65,757
Total contributions
$4,199,208
Total income / additions
$4,152,061

Expenses & distributions

Benefits paid
$4,104,673
Administrative expenses
$0
Total expenses
$4,104,673
Net increase / (decrease)
$47,388
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 98%Participant 2%
Total expenses ÷ net assets7975%Computed ratio
Benefits paid ÷ total income99%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages