# Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-ups-ibt-full-time-pension-plan-plan

> Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan's DB plan: 68,290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan

- **Sponsor EIN:** 266150755

- **Sponsor Address:** 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 30328

- **Plan Type:** DB

- **Total Participants:** 68,290

- **Total Assets:** $12.2B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|68,290|$12.2B|$630.0M|$0|

| 2023|69,440|$12.3B|$150.0M|$0|

| 2022|69,748|$11.9B|$620.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NISA INVESTMENT ADVISORS|NONE|$988,895|—|$988,895|

| THE BANK OF NEW YORK MELLON|NONE|$656,701|—|$656,701|

| CONDUENT INCORPORATED|NONE|$232,724|—|$232,724|

| WILLIS TOWERS WATSON US LLC|NONE|$187,479|—|$187,479|

| BLOOMBERG FINANCE LP|NONE|$162,327|—|$162,327|

| PWC US TAX LLP|NONE|$160,017|—|$160,017|

| BLACKROCK FINANCIAL|NONE|$121,544|—|$121,544|

| RR DONNELLEY|NONE|$86,490|—|$86,490|

| PENSION BENEFIT INFORMATION|NONE|$34,509|—|$34,509|

| DELOITTE TAX LLP|NONE|$31,468|—|$31,468|

| FACTSET RESEARCH SYSTEMS, INC.|NONE|$28,279|—|$28,279|

| RIDGEWORTH CAPITAL MANAGEMENT|NONE|$24,960|—|$24,960|

| ALAN BILLER & ASSOCIATES, INC.|NONE|$21,250|—|$21,250|

| PROSKAUER ROSE, LLP|NONE|$20,672|—|$20,672|

| EVESTMENT INC AND SUBSIDIARIES|NONE|$16,916|—|$16,916|

| DILIGEND, INC.|NONE|$9,298|—|$9,298|

| DELOITTE AND TOUCHE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [ALAN BILLER & ASSOCIATES, INC.](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [DELOITTE AND TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,783,529

- **Estimated Expense Ratio:** 0.023% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$81,789,372|$273,075|—|—|—|

| 2023|$68,316,931|$131,706|—|—|—|

| 2022|$1,233,131|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-ups-ibt-full-time-pension-plan-plan)

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