PlanOptica
Retirement plan

UPS PENSION PLAN

UNITED PARCEL SERVICE OF AMERICA, INC.EIN 95-1732075Plan #022PY 2020
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55 GLENLAKE PARKWAY NE - ATLANTA, GA 30328404-828-8517
Other plans on this EIN
4 filings
#001Retirement-$29.33B assets#003Retirement-$14.85B assets#004Retirement-$12.27B assets#002Retirement-$615K assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 828-8517
How to read this page

Summary metrics

Total assets (EOY)
$11148.4M
-6.9% from 2016
Total participants
216,644
+2.5% from 2016
Average account balance
$0
No prior year
Annual return
10.29%
-5.87 pp from 2016

Benchmarks

See 212 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort212 peers
Snapshot2020
Participant deferral / active EE
$0
median $23
Employer contribution / active EE
$3,361
median $5,975
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
10.29%
median 12.84%
Overall peer rank
26th 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 6 by compensation
ProviderService typeCompensation
CONDUENT INCORPORATED4 years
Service code 36 · EIN 81-2983623
Copying and duplicating; Direct payme...
$1,178,294
THE BANK OF NEW YORK MELLON6+ years
Service code 18 · EIN 13-5160382
Direct payment from the plan; Custodi...
$611,094
RR DONNELLEY6+ years
Service code 36 · EIN 36-1004130
Direct payment from the plan; Copying...
$230,625
TOWERS WATSON DELAWARE INC2 years
Service code 16 · EIN 53-0181291
Consulting
$182,302
DELOITTE & TOUCHE, LLP2 years
Service code 16 · EIN 13-3891517
Consulting
$60,975
PENSION BENEFIT INFORMATION4 years
Service code 16 · EIN 94-2856521
Consulting
$28,931

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 2021-10-14

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 codes1A1B1D
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).
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 1D
    Floor-offset plan
    Defined 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
$24.4M
$155 / participant
  • Other / not subdivided$24M100.0%
% of EOY assets
0.219%
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