Ups Health Care Package — 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 Care Package is a benefit plan reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 509. The latest loaded filing year is 2023. The filing reports 0 participants and $77,976 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$78KPlan net assets, end of year$77,976
Participants0Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
United Parcel Service Of America, Inc.
EIN
95-1732075
Plan number
509
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    0 participants · 2Sch I
    View filing →
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)$78K total assets
Net assets$78KLiabilities
Money in vs. money out
Total income / additions$8K
Total expenses$4.5K
Benefits paid / distributionsNot reported
Contributions
Employer$4.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$77,976
Net assets (EOY)
$77,976
Net assets (BOY)
$74,480

Income & contributions

Employer contributions
$4,542
Total income / additions
$7,987

Expenses & distributions

Administrative expenses
$3,535
Total expenses
$4,491
Net increase / (decrease)
$3,496
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 assets6%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

What to inspect next

Frequently asked questions

Who sponsors the Ups Health Care Package?
Ups Health Care Package is reported as sponsored by United Parcel Service Of America, Inc. (EIN 95-1732075, plan number 509) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ups Health Care Package?
The latest Form 5500 filing year loaded for Ups Health Care Package is 2023.
How many participants does Ups Health Care Package report?
Ups Health Care Package reports 0 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ups Health Care Package?
Ups Health Care Package reports $77,976 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages