Retirement plan

UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN

Name: UNITED PARCEL SERVICE COMPANY - UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: UNITED PARCEL SERVICE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN, UNITED PARCEL SERVICE COMPANY

UNITED PARCEL SERVICE COMPANYEIN 13-1686691Plan #001PY 2024

1400 NORTH HURSTBOURNE PARKWAY - LOUISVILLE, KY 40223502-329-6626

Other plans on this EIN

4 filings

#002Retirement-$2.46B assets #003Retirement-$1.50B assets #004Retirement-$508.1M assets #005Retirement-$39.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$617.7M

+12.3% from 2023

Total participants

2,053

+4.2% from 2023

Average account balance

$320,724

+10.4% from 2023

Annual return

19.06%

-1.83 pp from 2023

Benchmarks

See 265 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort265 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$617.71M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$321K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,926

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$107

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$207,875
ALAN BILLER & ASSOCIATES9 years Service code 16 · EIN 94-2854958	Consulting	$17,078
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786	Loan Processing	$0

Plan features & details

Pension benefit codes2C2F2G2R2T3J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3J
U.S.-based Puerto Rico dual-qualified plan
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$206K

$108 / participant

Investment mgmt$206K100.0%

% of EOY assets

0.033%

all-in expense ratio

Categories reported

1 / 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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$320,724

$81,301+294.5%

$76,119+321.3%

$199,960+60.4%

Participation rate

93.4%

70.1%+23.3pp

69.1%+24.3pp

72.0%+21.4pp

Annual return

19.06%

16.31%+2.8pp

361.25%-342.2pp

34.28%-15.2pp

Employer contribution / active EE

$13,144

$3,352+292.1%

$2,693+388.1%

$3,036+333.0%

Participant deferral / active EE

$4,721-100.0%

$4,259-100.0%

$5,087-100.0%

Admin fee / account holder

$107

$145-26.2%

$6,421-98.3%

$269-60.3%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$207,875

ALAN BILLER & ASSOCIATES9 years

Service code 16 · EIN 94-2854958

Consulting

$17,078

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDELITY INV. INS. OPS. CO. INC.

Service code 37 · EIN 04-2647786

Loan Processing

UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion