Plan Snapshot
- Plan Sponsor: United Parcel Service Company
- Sponsor EIN: 131686691
- Sponsor Address: 1400 NORTH HURSTBOURNE PARKWAY, LOUISVILLE, KY, 40223
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2,585
- Total Assets: $2.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,585 | $2.8B | $0 | $0 |
| 2024 | 1,993 | $2.5B | $106.6M | $6.7M |
| 2023 | 1,984 | $2.2B | $107.2M | $5.7M |
| 2022 | 2,143 | $1.9B | $96.5M | $4.7M |
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 |
|---|---|---|---|---|
| FIDELITY INV. INS. OPS. CO. INC. | Recordkeeper | $305,886 | — | $305,886 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $295,300 | — | $295,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $601,186
- Estimated Expense Ratio: 0.022% 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 |
|---|---|---|---|---|---|
| 2025 | $190,707,954 | $295,300 | — | — | — |
| 2024 | $259,710 | $259,710 | — | — | — |
| 2023 | $366,140 | $366,140 | — | — | — |
| 2022 | $668,460 | $668,460 | — | — | — |