Plan Snapshot
- Plan Sponsor: United Parcel Service Of America, INC.
- Sponsor EIN: 222899653
- Sponsor Address: 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 0
- Total Assets: $6.3M
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 | 0 | $6.3M | $0 | $0 |
| 2023 | 0 | $6.0M | $0 | $0 |
| 2022 | 0 | $4.3M | $0 | $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 |
|---|---|---|---|---|
| AETNA INSURANCE | Other Service Provider | $16,844,719 | — | $16,844,719 |
| ANTHEM BCBS | Other Service Provider | $14,769,763 | — | $14,769,763 |
| WILLIS TOWER WATSON | Recordkeeper | $12,284,945 | — | $12,284,945 |
| UNITED HEALTHCARE SERVICES INC | Other Service Provider | $11,206,769 | — | $11,206,769 |
| HARTFORD LIFE & ACCIDENT INSURANCE | Other Service Provider | $6,492,821 | — | $6,492,821 |
| TOWERS WATSON DELAWARE INC | Other Service Provider | $5,510,921 | — | $5,510,921 |
| CVS CAREMARK | Other Service Provider | $5,227,271 | — | $5,227,271 |
| EVIVE HEALTH, LLC | Other Service Provider | $2,745,991 | — | $2,745,991 |
| CIGNA HEALTH INSURANCE | Other Service Provider | $2,306,590 | — | $2,306,590 |
| TELADOC | Other Service Provider | $1,029,865 | — | $1,029,865 |
| RR DONNELLEY & SONS | Other Service Provider | $942,165 | — | $942,165 |
| AON CONSULTING INC | Other Service Provider | $661,136 | — | $661,136 |
| 4C HEALTH SOLUTIONS INC | Other Service Provider | $416,266 | — | $416,266 |
| DIRECT TECHNOLOGIES INC | Other Service Provider | $153,461 | — | $153,461 |
| DELOITTE & TOUCHE LLP | Auditor | $131,449 | — | $131,449 |
| ALIGHT | Recordkeeper | $98,070 | — | $98,070 |
| ALERE WELLBEING | Other Service Provider | $56,863 | — | $56,863 |
| CROWE LLP | Other Service Provider | $24,175 | — | $24,175 |
| VISION SERVICE PLAN | Other Service Provider | $8,480 | — | $8,480 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $6,750 | — | $6,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWER WATSON — Recordkeeper
- DELOITTE & TOUCHE LLP — Auditor
- ALIGHT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,918,470
- Estimated Expense Ratio: 1290.473% 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 | $80,921,448 | $12,284,945 | $49,624,674 | $155,624 | — |
| 2023 | $51,078,201 | $3,612,862 | $36,734,902 | $101,308 | — |
| 2022 | $56,802,265 | $7,322,325 | $48,048,585 | — | $157,585 |