PlanOptica
Retirement plan

UPS RETIREMENT PLAN

UNITED PARCEL SERVICE OF AMERICA, INC.EIN 95-1732075Plan #001PY 2019
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55 GLENLAKE PARKWAY NE - ATLANTA, GA 30328404-828-6000
Other plans on this EIN
4 filings
#003Retirement-$13.37B assets#004Retirement-$10.03B assets#022Retirement-$9.81B assets#002Retirement-$613K assets
Prospect flagsHigh retiree %Low participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 828-6000
How to read this page

Summary metrics

Total assets (EOY)
$26150.2M
-4.1% from 2016
Total participants
155,767
+6.4% from 2016
Average account balance
$0
No prior year
Annual return
17.07%
-5.72 pp from 2016

Benchmarks

See 222 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort222 peers
Snapshot2019
Participant deferral / active EE
$203
median $57
Employer contribution / active EE
$2,757
median $5,966
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $894,319,009
Admin fee / account holder
$0
median $2,968,729
Annual return
17.07%
median 16.59%
Overall peer rank
27th 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 13 by compensation
ProviderService typeCompensation
THE BANK OF NEW YORK MELLON5+ years
Service code 18 · EIN 13-5160382
Direct payment from the plan; Custodi...
$1,867,918
UNITED PARCEL SERVICES OF AMERICA1 year
Service code 36 · EIN 95-1732075
Copying and duplicating; Direct payme...
$1,513,684
TOWERS WATSON DELAWARE5+ years
Service code 16 · EIN 53-0181291
Consulting
$710,404
CONDUENT INCORPORATED3 years
Service code 36 · EIN 81-2983623
Copying and duplicating; Direct payme...
$698,225
BLACKROCK FINANCIAL2 years
Service code 36 · EIN 13-3806691
Direct payment from the plan; Copying...
$197,465
BLOOMBERG FINANCE LP2 years
Service code 36 · EIN 06-1818168
Copying and duplicating; Direct payme...
$178,511
DIRECT TECHNOLOGIES, INC4 years
Service code 36 · EIN 58-2563032
Copying and duplicating; Direct payme...
$61,394
DELOITTE & TOUCHE, LLP1 year
Service code 36 · EIN 13-3891517
Copying and duplicating; Direct payme...
$58,000
CODE RED, INC.2 years
Service code 36 · EIN 20-1823524
Copying and duplicating; Direct payme...
$51,328
RR DONNELLEY5+ years
Service code 36 · EIN 36-1004130
Insurance brokerage commissions and f...
$29,598

Enrolled actuary

1 attachment
SB

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

WILLIS TOWERS WATSON US LLC
Enrollment #2007404
FIVE CONCOURSE PARKWAY SUITE 1800
ATLANTA, GA 30328
(404) 224-5000
Signed 2021-10-01

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

2 tripped
  • OpportunityLow participant contribution

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

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$27.4M
$419 / participant
  • Other / not subdivided$27M100.0%
% of EOY assets
0.105%
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, LLP
Auditor EIN
133891517
Audit fees
(not subdivided)
Opinion code
Unqualified