Plan Snapshot
- Plan Sponsor: United Parcel Service Of America, INC.
- Sponsor EIN: 352371556
- Sponsor Address: 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $42.9B
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 | $42.9B | $0 | $0 |
| 2023 | 0 | $51.4B | $0 | $0 |
| 2022 | 0 | $50.4B | $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 |
|---|---|---|---|---|
| NISA INVESTMENT ADVISORS | Other Service Provider | $17,124,205 | — | $17,124,205 |
| III OFFSHORE ADVISORS | Other Service Provider | $5,134,742 | — | $5,134,742 |
| PACIFIC INVESTMENT MANAGEMENT | Other Service Provider | $3,161,709 | — | $3,161,709 |
| DOUBLELINE MANAGEMENT LP | Other Service Provider | $2,369,507 | — | $2,369,507 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $2,351,667 | — | $2,351,667 |
| SECURITY CAPITAL RESEARCH | Other Service Provider | $2,238,916 | — | $2,238,916 |
| PROLOGIS TARGETED U.S. | Other Service Provider | $2,176,554 | — | $2,176,554 |
| GSO EUROPEAN SENIOR DEBT | Other Service Provider | $2,014,513 | — | $2,014,513 |
| BLACKSTONE CREDIT SYSTEMATIC | Other Service Provider | $1,475,833 | — | $1,475,833 |
| WELLINGTON MANAGEMENT COMPANY | Other Service Provider | $1,360,173 | — | $1,360,173 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $1,287,877 | — | $1,287,877 |
| ARES MANAGEMENT HOLDINGS L.P. | Other Service Provider | $1,203,099 | — | $1,203,099 |
| PGIM, INC | Recordkeeper | $1,145,203 | — | $1,145,203 |
| BLACKROCK FINANCIAL | Other Service Provider | $1,104,844 | — | $1,104,844 |
| COMMINGLED PENSION TR FUND SP | Recordkeeper | $1,006,828 | — | $1,006,828 |
| UPS GROUP TRUST | Other Service Provider | $1,001,073 | — | $1,001,073 |
| FMR LLC | Other Service Provider | $989,226 | — | $989,226 |
| POST ADVISORY GROUP LLC | Other Service Provider | $784,700 | — | $784,700 |
| SEAPORT EUROPEAN PROPERTY | Other Service Provider | $741,669 | — | $741,669 |
| UBS TRUMBELL FUND LP | Other Service Provider | $714,589 | — | $714,589 |
| CAPITAL INTERNATIONAL INC. | Other Service Provider | $681,997 | — | $681,997 |
| SHENKMAN CAPITAL MANAGEMENT | Other Service Provider | $630,949 | — | $630,949 |
| BLACKSTONE CAPITAL PARTNERS | Other Service Provider | $616,910 | — | $616,910 |
| MORGAN STANLEY INVESTMENT | Other Service Provider | $606,071 | — | $606,071 |
| RIDGEMONT EQUITY PARTNERS | Other Service Provider | $433,658 | — | $433,658 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $357,620 | — | $357,620 |
| KING & SPALDING LLP | Other Service Provider | $352,164 | — | $352,164 |
| PARAMETRIC PORTFOLIO ASSOCIATE | Other Service Provider | $302,822 | — | $302,822 |
| BLACKSTONE CAPITAL PARTNERS | Other Service Provider | $301,439 | — | $301,439 |
| CBRE GLOBAL INVESTORS LLC | Other Service Provider | $299,672 | — | $299,672 |
| MORGAN STANLEY CAPITAL | Other Service Provider | $290,846 | — | $290,846 |
| PROSKAUER ROSE, LLP | Other Service Provider | $267,734 | — | $267,734 |
| FACTSET RESEARCH SYSTEMS, INC. | Other Service Provider | $238,934 | — | $238,934 |
| LOCKWOOD ADVISORS INC | Other Service Provider | $211,507 | — | $211,507 |
| RIDGEMONT EQUITY PARTNERS I LP | Other Service Provider | $174,238 | — | $174,238 |
| BERKSHIRE BRIDGE LOAN | Other Service Provider | $109,176 | — | $109,176 |
| BLACKSTONE HOLDINGS I L.P | Other Service Provider | $76,004 | — | $76,004 |
| ARNOLD & PORTER KAYE SCHOLER | Other Service Provider | $54,933 | — | $54,933 |
| PSG FIDELITY CO-INVEST L.P. | Other Service Provider | $51,730 | — | $51,730 |
| BRANDYWINE GLOBAL INVESTMENT | Other Service Provider | $37,657 | — | $37,657 |
| ERIC M. P. TANG INC. | Other Service Provider | $33,750 | — | $33,750 |
| DELOITTE & TOUCHE, LLP | Auditor | $32,690 | — | $32,690 |
| AEW CAPITAL MANAGEMENT L.P. | Other Service Provider | $30,519 | — | $30,519 |
| SILVER LAKE PARTNERS III, L.P. | Other Service Provider | $19,575 | — | $19,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PGIM, INC — Recordkeeper
- COMMINGLED PENSION TR FUND SP — Recordkeeper
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,599,522
- Estimated Expense Ratio: 0.130% 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 | $280,487,571 | $51,377,367 | — | — | — |
| 2023 | $273,776,404 | $64,206,988 | — | — | — |
| 2022 | $180,398,208 | $92,452,878 | — | — | $859,076 |