Retirement plan
UPS PENSION PLAN
UNITED PARCEL SERVICE OF AMERICA, INC.EIN 95-1732075Plan #022PY 2017
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
B.J. DORFMAN
Signed 10/10/2018
Summary metrics
Total assets (EOY)
$8660.4M
-6.9% from 2016
Total participants
196,921
+2.5% from 2016
Average account balance
$0
No prior year
Annual return
14.68%
-5.87 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort240 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $34
42
Employer contribution / active EE
$8,356
median $8,645
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $14,491,905
0
Admin fee / account holder
$0
median $81,210
66
Annual return
14.68%
median 13.24%
Overall peer rank
54of 100
54th 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 CORPORATION3+ years Service code 36 · EIN 16-0468020 | Copying and duplicating | $930,211 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $389,564 |
CONDUENT INCORPORATED1 year Service code 36 · EIN 81-2983623 | Copying and duplicating | $302,808 |
UNITED PARCEL SERVICE3+ years Service code 36 · EIN 95-1732075 | Copying and duplicating; Other insura... | $271,230 |
TOWERS WATSON2 years Service code 16 · EIN 53-0181291 | Consulting | $93,753 |
RR DONNELLEY3+ years Service code 36 · EIN 36-1004130 | Copying and duplicating | $66,737 |
Service code 36 · EIN 94-2856521 | Copying and duplicating | $7,056 |
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.
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
$30.1M
$210 / participant
- Other / not subdivided$30M100.0%
% of EOY assets
0.348%
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