Retirement plan
UPS PENSION PLAN
UNITED PARCEL SERVICE OF AMERICA, INC.EIN 95-1732075Plan #022PY 2016
55 GLENLAKE PARKWAY NE - ATLANTA, GA 30328404-828-6000
Other plans on this EIN
4 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
JOSEPH DOOLE
Signed 10/16/2017
Summary metrics
Total assets (EOY)
$6627.6M
-6.9% from 2016
Total participants
191,229
+2.5% from 2016
Average account balance
$0
No prior year
Annual return
4.99%
-5.87 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort244 peers
Snapshot2016
0
Participant deferral / active EE
$0
median $34
27
Employer contribution / active EE
$3,728
median $6,216
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $40,289
0
Admin fee / account holder
$0
median $312
26
Annual return
4.99%
median 6.89%
Overall peer rank
27of 100
27th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$9.28B
Average account balance
Total assets / participants with a balance (line 6g)
$38K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
87,005
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
$310.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-4.13%
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 7 by compensation
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Service code 36 · EIN 16-0468020 | Copying and duplicating | $490,240 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $238,016 |
UNITED PARCEL SERVICE2+ years Service code 36 · EIN 95-1732075 | Copying and duplicating | $132,750 |
TOWERS WATSON1 year Service code 36 · EIN 53-0181291 | Copying and duplicating | $102,251 |
RR DONNELLEY2+ years Service code 36 · EIN 36-1004130 | Copying and duplicating | $91,564 |
DIRECT TECHNOLOGIES2+ years Service code 36 · EIN 58-2563032 | Copying and duplicating | $71,384 |
DELOITTE & TOUCHE1 year Service code 36 · EIN 13-3891517 | Copying and duplicating | $62,900 |
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 2017-10-11
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.
Plan features & details
Pension benefit codes1B1D
Plan features
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 1DFloor-offset planDefined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$43.1M
$301 / participant
- Other / not subdivided$43M100.0%
% of EOY assets
0.651%
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