PlanOptica
Retirement plan

UPS PENSION PLAN

UNITED PARCEL SERVICE OF AMERICA, INC.EIN 95-1732075Plan #022PY 2023
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55 GLENLAKE PARKWAY NE - ATLANTA, GA 30328404-828-8517
Other plans on this EIN
3 filings
#003Retirement-$17.18B assets#004Retirement-$13.11B assets#002Retirement-$643K assets
Prospect flagsLow returnsLow participationLow employer contribution

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)
$9733.7M
-6.9% from 2016
Total participants
243,932
+2.5% from 2016
Average account balance
$0
No prior year
Annual return
3.33%
-5.87 pp from 2016

Benchmarks

See 191 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort191 peers
Snapshot2023
Participant deferral / active EE
$0
median $12
Employer contribution / active EE
$952
median $5,926
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
3.33%
median 8.27%
Overall peer rank
8th 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 10 of 16 by compensation
ProviderService typeCompensation
THE BANK OF NEW YORK MELLON9+ years
Service code 18 · EIN 13-5160382
Investment management; Copying and du...
$1,656,368
CONDUENT INCORPORATED7 years
Service code 36 · EIN 81-2983623
Direct payment from the plan; Copying...
$560,114
ALSTON & BIRD LLP1 year
Service code 29 · EIN 58-0137615
Legal
$414,380
RR DONNELLEY9+ years
Service code 36 · EIN 36-1004130
Direct payment from the plan; Copying...
$238,680
BLACKROCK FINANCIAL1 year
Service code 36 · EIN 13-3806691
Direct payment from the plan; Copying...
$192,007
WILLIS TOWERS WATSON US LLC1 year
Service code 16 · EIN 53-0181291
Consulting
$147,020
BLOOMBERG FINANCE LP1 year
Service code 36 · EIN 06-1818168
Copying and duplicating; Direct payme...
$132,740
QDRO BENEFITS FIRM2 years
Service code 36 · EIN 84-2015520
Direct payment from the plan; Copying...
$107,587
DELOITTE TAX LLP1 year
Service code 10 · EIN 86-1065772
Accounting
$89,092
PENSION BENEFIT INFORMATION7 years
Service code 36 · EIN 94-2856521
Direct payment from the plan; Copying...
$61,396

Enrolled actuary

1 attachment
SB

CHELSEA RM SWIRSKY

WILLIS TOWERS WATSON US LLC
Enrollment #2308200
FIVE CONCOURSE PARKWAY
SUITE 1800
ATLANTA, GA 30328
(404) 224-5000
Signed 2024-10-09

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

3 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow employer contribution

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

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$177.8M
$1128 / participant
  • Trustee / custodial$1M0.7%
  • Investment mgmt$107K0.1%
  • Legal$315K0.2%
  • Other / not subdivided$176M99.0%
% of EOY assets
1.827%
all-in expense ratio
Categories reported
3 / 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