Assets by plan
Share of aggregate retirement assets
- UPS RETIREMENT PLAN (#001)$21.84B
- TAX DEFERRED Savings (#003)$21.47B
- UPS 401(K) Savings (#004)$15.71B
- UPS PENSION (#022)$9.79B
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 17 health and benefits plans.
5 plans aggregated / $68.81B assets / 972,910 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
17 plans / $159.9M premiums / 772,243 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
401(k)
Traditional DB
Profit-sharing
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Fully insured - HARTFORD LIFE AND ACCIDENT
Mixed - SECURIAN LIFE INSURANCE COMPANY
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Fully insured - SECURIAN LIFE INSURANCE COMPANY
Mixed - SECURIAN LIFE INSURANCE COMPANY
Mixed - TRIPLE S SALUD, INC.
Mixed - TRIPLE S SALUD, INC.
Mixed - VISION SERVICE PLAN
Fully insured - ACE AMERICAN INSURANCE COMPANY
Mixed - VISION SERVICE PLAN
Fully insured - SECURIAN LIFE INSURANCE COMPANY
Fully insured - SECURIAN LIFE INSURANCE COMPANY
Unknown
Unknown
Self-funded
Self-funded
5 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UPS RETIREMENT PLAN | Cash balance | $21.84B | 142,919 | 2025 |
| #003 | THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN | 401(k) | $21.47B | 451,730 | 2025 |
| #004 | UPS 401(K) SAVINGS PLAN | 401(k) | $15.71B | 125,164 | 2025 |
| #022 | UPS PENSION PLAN | Traditional DB | $9.79B | 253,097 | 2025 |
| #002 | UPS THRIFT PLAN | Profit-sharing | $676K | 0 | 2024 |
17 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UPS FLEXIBLE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $92.3M | 152,683 | 2025 |
| #505 | UPS NATIONAL LTD PLAN | Fully insured | HARTFORD LIFE AND ACCIDENT | $26.2M | 127,200 | 2025 |
| #524 | UPS HEALTH AND WELFARE PACKAGE | Mixed | SECURIAN LIFE INSURANCE COMPANY | $18.1M | 22,617 | 2025 |
| #520 | UPS RETIRED EMPLOYEES HEALTH CARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $9.4M | 8,972 | 2025 |
| #537 | UPS NATIONAL HEALTH PLAN FOR PART TIME EMPLOYEES | Fully insured | SECURIAN LIFE INSURANCE COMPANY | $4.1M | 15,209 | 2025 |
| #526 | UPS CREWMEMBERS BENEFIT PACKAGE | Mixed | SECURIAN LIFE INSURANCE COMPANY | $4.1M | 8,848 | 2025 |
| #503 | UPS HEALTH PROGRAM | Mixed | TRIPLE S SALUD, INC. | $3.8M | 686 | 2025 |
| #508 | UPS HEALTH CARE PLAN | Mixed | TRIPLE S SALUD, INC. | $1.5M | 173 | 2025 |
| #525 | UPS HEALTH AND WELFARE PACKAGE FOR RETIRED EMPLOYEES | Mixed | VISION SERVICE PLAN | $267K | 2,658 | 2025 |
| #504 | UPS BUSINESS TRAVEL ACCIDENT INSURANCE PLAN | Fully insured | ACE AMERICAN INSURANCE COMPANY | $172K | 432,696 | 2025 |
| #527 | UPS CREWMEMBERS BENEFIT PACKAGE FOR RETIRED EMPLOYEES | Mixed | VISION SERVICE PLAN | $37K | 460 | 2025 |
| #539 | UPS HEALTH AND WELFARE PACKAGE SELECT - HAWAII | Fully insured | SECURIAN LIFE INSURANCE COMPANY | $18K | 38 | 2025 |
| #536 | UPS HEALTH AND WELFARE PACKAGE SELECT | Fully insured | SECURIAN LIFE INSURANCE COMPANY | $1K | 3 | 2025 |
| #502 | UPS HEALTH AND WELFARE PLAN | Unknown | - | $0 | 0 | 2025 |
| #509 | UPS HEALTH CARE PACKAGE | Unknown | - | $0 | 0 | 2025 |
| #547 | UNITED PARCEL SERVICE OF AMERICA, INC. VOLUNTARY SEPARATION ALLOWANCE PLAN | Self-funded | - | $0 | 0 | 2024 |
| #548 | UNITED PARCEL SERVICE DRIVER VOLUNTARY SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |