Ups Health And Welfare Package Select — 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 Package Select is a benefit plan reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 536. The latest loaded filing year is 2023. The filing reports 0 participants and $842,536 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$842.5KPlan net assets, end of year$842,536
Participants0Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
United Parcel Service Of America, Inc.
EIN
95-1732075
Plan number
536
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230I20241015184455NAL0015272691001
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)$842.5K total assets
Net assets$842.5KLiabilities
Money in vs. money out
Total income / additions$91.2K
Total expenses$53.3K
Benefits paid / distributions$5K
Contributions
Employer$52.9K
Participant$1K
Full reported line items

Net assets

Total assets (EOY)
$842,536
Net assets (EOY)
$842,536
Net assets (BOY)
$804,716

Income & contributions

Employer contributions
$52,913
Participant contributions
$1,033
Total income / additions
$91,159

Expenses & distributions

Benefits paid
$4,979
Total expenses
$53,339
Net increase / (decrease)
$37,820
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 assets6%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages