PlanOptica
Retirement plan

UPS RETIREMENT PLAN

UNITED PARCEL SERVICE OF AMERICA, INC.EIN 95-1732075Plan #001PY 2017
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55 GLENLAKE PARKWAY NE - ATLANTA, GA 30328404-828-6000
Other plans on this EIN
4 filings
#003Retirement-$11.47B assets#004Retirement-$8.95B assets#022Retirement-$8.66B assets#002Retirement-$588K assets
Prospect flagsLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 828-6000
Plan administrator signer
B.J. DORFMAN
Signed 10/10/2018
How to read this page

Summary metrics

Total assets (EOY)
$24494.5M
-4.1% from 2016
Total participants
169,456
+6.4% from 2016
Average account balance
$0
No prior year
Annual return
13.97%
-5.72 pp from 2016

Benchmarks

See 240 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort240 peers
Snapshot2017
Participant deferral / active EE
$100
median $34
Employer contribution / active EE
$48,872
median $8,645
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $14,491,905
Admin fee / account holder
$0
median $81,210
Annual return
13.97%
median 13.24%
Overall peer rank
50th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$21.24B
Average account balance
Total assets / participants with a balance (line 6g)
$147K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
105,273
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$228.91M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.44%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 17 by compensation
ProviderService typeCompensation
AON CONSULTING3+ years
Service code 16 · EIN 22-2232264
Consulting
$1,980,795
KAISER FOUNDATION HEALTH PLAN3+ years
Service code 53 · EIN 94-1340523
Insurance Commissions
$1,945,658
AETNA LIFE INSURANCE3+ years
Service code 53 · EIN 06-6033492
Insurance Commissions
$1,569,474
UNITED HEALTHCARE INSURANCE3+ years
Service code 65 · EIN 36-2739571
Account Maintenance
$1,274,670
THE PRUDENTIAL INSURANCE3+ years
Service code 53 · EIN 22-1211670
Insurance Commissions
$1,001,619
TOWERS WATSON DELAWARE3+ years
Service code 16 · EIN 13-5160382
Consulting
$853,698
THE BANK OF NEW YORK MELLON3+ years
Service code 18 · EIN 13-5160382
Custodial (other than securities)
$842,234
XEROX CORPORATION3+ years
Service code 36 · EIN 16-0468020
Copying and duplicating
$764,004
UNITED PARCEL SERVICE3+ years
Service code 36 · EIN 95-1732075
Other insurance fees and expenses; Co...
$473,395
CONDUENT INCORPORATED1 year
Service code 36 · EIN 81-2983623
Copying and duplicating
$451,576

Enrolled actuary

1 attachment
SB

TIMOTHY HOPPIN, F.S.A., E.A.

TOWERS WATSON DELAWARE INC.
Enrollment #1707404
FIVE CONCOURSE PARKWAY SUITE 1800
ATLANTA, GA 30328
(404) 224-5000
Signed 2018-10-02

Top hat statement on fileNQDC

Filed December 16, 2016 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1D1E
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1D
    Floor-offset plan
    Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.

Opportunity flags

1 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$72.6M
$931 / participant
  • Other / not subdivided$73M100.0%
% of EOY assets
0.297%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
DELOITTE & TOUCHE, LLC
Auditor EIN
133891517
Audit fees
(not subdivided)
Opinion code
Unqualified