Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED PARCEL SERVICE OF AMERICA, INC.
EIN 95-1732075Real Estate and Rental and LeasingLatest filing 2024
Plans
21
Retirement
5
$64.02B assets
Welfare
16
$171.3M premiums
Participants
1,596,662
55 GLENLAKE PARKWAY NE - ATLANTA, GA 30328404-828-8517
Plans on this EIN
21 filings#001CashBalance-$21.24B - 144,570 part#003401k-$19.31B - 478,185 part#004401k-$14.19B - 134,811 part#022TraditionalDB-$9.28B - 246,785 part#002ProfitSharing-$676K - 0 part#501Mixed-$102.6M - 165,213 lives#505Fully Insured-$27.2M - 132,405 lives#524Mixed-$17.7M - 9,233 lives#520Fully Insured-$10.6M - 9,571 lives#526Mixed-$3.8M - 8,706 lives#537Fully Insured-$3.8M - 15,337 lives#503Mixed-$3.7M - 687 lives#508Mixed-$1.4M - 162 lives#525Mixed-$287K - 2,929 lives#504Fully Insured-$202K - 377,680 lives#527Mixed-$42K - 475 lives#539Fully Insured-$14K - 34 lives#536Fully Insured-$952 - 3 lives#502Unknown-0 lives#509Unknown-0 lives#547Self Funded-0 lives
Retirement portfolio analytics
5 plans aggregated / $64.02B assets / 1,004,351 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
48%top
- (Not disclosed)48%
- GREAT-WEST LIFE & ANNUITY INSURANCE30%
- VOYA RETIREMENT INSURANCE & ANNUITY22%
Participants by plan
Active + retired + deferred vested
- TAX DEFERRED Savings (#003)478,185
- UPS PENSION (#022)246,785
- UPS RETIREMENT PLAN (#001)144,570
- UPS 401(K) Savings (#004)134,811
Benefits portfolio analytics
16 plans / $171.3M premiums / 722,435 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$65.4M
- Long-term disability$43.7M
- Life$41.1M
- Other$23.0M
- Dental$12.6M
- Vision$8.5M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
35%top
- KAISER FOUNDATION HEALTH PLAN INC35%
- HARTFORD LIFE AND ACCIDENT26%
- SECURIAN LIFE INSURANCE COMPANY24%
- AETNA LIFE INSURANCE COMPANY5%
- UNITED HEALTHCARE INSURANCE COMPANY4%
- +3 more
Broker market share
Schedule A broker compensation
97%top
- WILLIS TOWERS WATSON US LLC97%
- GALLAGHER BENEFIT SERVICES, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPS RETIREMENT PLAN
CashBalance
Assets$21.24B
Participants144,570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
401k
Assets$19.31B
Participants478,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
UPS 401(K) SAVINGS PLAN
401k
Assets$14.19B
Participants134,811
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022
UPS PENSION PLAN
TraditionalDB
Assets$9.28B
Participants246,785
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UPS THRIFT PLAN
ProfitSharing
Assets$676K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPS FLEXIBLE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$102.6M
Covered lives165,213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
UPS NATIONAL LTD PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$27.2M
Covered lives132,405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524
UPS HEALTH AND WELFARE PACKAGE
Mixed - SECURIAN LIFE INSURANCE COMPANY
Premiums$17.7M
Covered lives9,233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
UPS RETIRED EMPLOYEES HEALTH CARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$10.6M
Covered lives9,571
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526
UPS CREWMEMBERS BENEFIT PACKAGE
Mixed - SECURIAN LIFE INSURANCE COMPANY
Premiums$3.8M
Covered lives8,706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#537
UPS NATIONAL HEALTH PLAN FOR PART TIME EMPLOYEES
Fully Insured - SECURIAN LIFE INSURANCE COMPANY
Premiums$3.8M
Covered lives15,337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
UPS HEALTH PROGRAM
Mixed - TRIPLE S SALUD, INC.
Premiums$3.7M
Covered lives687
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
UPS HEALTH CARE PLAN
Mixed - TRIPLE S SALUD, INC.
Premiums$1.4M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
UPS HEALTH AND WELFARE PACKAGE FOR RETIRED EMPLOYEES
Mixed - VISION SERVICE PLAN
Premiums$287K
Covered lives2,929
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
UPS BUSINESS TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - ACE AMERICAN INSURANCE COMPANY
Premiums$202K
Covered lives377,680
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527
UPS CREWMEMBERS BENEFIT PACKAGE FOR RETIRED EMPLOYEES
Mixed - VISION SERVICE PLAN
Premiums$42K
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#539
UPS HEALTH AND WELFARE PACKAGE SELECT - HAWAII
Fully Insured - SECURIAN LIFE INSURANCE COMPANY
Premiums$14K
Covered lives34
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536
UPS HEALTH AND WELFARE PACKAGE SELECT
Fully Insured - SECURIAN LIFE INSURANCE COMPANY
Premiums$952
Covered lives3
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
UPS HEALTH AND WELFARE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
UPS HEALTH CARE PACKAGE
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#547
UNITED PARCEL SERVICE OF AMERICA, INC. VOLUNTARY SEPARATION ALLOWANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPS RETIREMENT PLAN | CashBalance | $21.24B | 144,570 | 2024 | |
| 003 | THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN | 401k | $19.31B | 478,185 | 2024 | |
| 004 | UPS 401(K) SAVINGS PLAN | 401k | $14.19B | 134,811 | 2024 | |
| 022 | UPS PENSION PLAN | TraditionalDB | $9.28B | 246,785 | 2024 | |
| 002 | UPS THRIFT PLAN | ProfitSharing | $676K | 0 | 2024 |
Welfare plans16
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPS FLEXIBLE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $102.6M | 165,213 | 2024 | |
| 505 | UPS NATIONAL LTD PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $27.2M | 132,405 | 2024 | |
| 524 | UPS HEALTH AND WELFARE PACKAGE | Mixed | SECURIAN LIFE INSURANCE COMPANY | $17.7M | 9,233 | 2024 | |
| 520 | UPS RETIRED EMPLOYEES HEALTH CARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $10.6M | 9,571 | 2024 | |
| 526 | UPS CREWMEMBERS BENEFIT PACKAGE | Mixed | SECURIAN LIFE INSURANCE COMPANY | $3.8M | 8,706 | 2024 | |
| 537 | UPS NATIONAL HEALTH PLAN FOR PART TIME EMPLOYEES | Fully Insured | SECURIAN LIFE INSURANCE COMPANY | $3.8M | 15,337 | 2024 | |
| 503 | UPS HEALTH PROGRAM | Mixed | TRIPLE S SALUD, INC. | $3.7M | 687 | 2024 | |
| 508 | UPS HEALTH CARE PLAN | Mixed | TRIPLE S SALUD, INC. | $1.4M | 162 | 2024 | |
| 525 | UPS HEALTH AND WELFARE PACKAGE FOR RETIRED EMPLOYEES | Mixed | VISION SERVICE PLAN | $287K | 2,929 | 2024 | |
| 504 | UPS BUSINESS TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | ACE AMERICAN INSURANCE COMPANY | $202K | 377,680 | 2024 | |
| 527 | UPS CREWMEMBERS BENEFIT PACKAGE FOR RETIRED EMPLOYEES | Mixed | VISION SERVICE PLAN | $42K | 475 | 2024 | |
| 539 | UPS HEALTH AND WELFARE PACKAGE SELECT - HAWAII | Fully Insured | SECURIAN LIFE INSURANCE COMPANY | $14K | 34 | 2024 | |
| 536 | UPS HEALTH AND WELFARE PACKAGE SELECT | Fully Insured | SECURIAN LIFE INSURANCE COMPANY | $952 | 3 | 2024 | |
| 502 | UPS HEALTH AND WELFARE PLAN | Unknown | - | $0 | 0 | 2024 | |
| 509 | UPS HEALTH CARE PACKAGE | Unknown | - | $0 | 0 | 2024 | |
| 547 | UNITED PARCEL SERVICE OF AMERICA, INC. VOLUNTARY SEPARATION ALLOWANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans