Plan Snapshot
- Plan Sponsor: United Parcel Service Of America, INC.
- Sponsor EIN: 582046334
- Sponsor Address: 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Plan Number: 007
- Total Participants: 0
- Total Assets: $13.7M
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 | $13.7M | $0 | $0 |
| 2023 | 0 | $15.2M | $0 | $0 |
| 2022 | 0 | $3.7M | $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 |
|---|---|---|---|---|
| ALIGHT HOLDING COMPANY LLC | Recordkeeper | $4,482,451 | — | $4,482,451 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $3,299,491 | — | $3,299,491 |
| AETNA INSURANCE | Other Service Provider | $1,524,933 | — | $1,524,933 |
| HARTFORD LIFE AND ACCIDENT INSURANC | Other Service Provider | $1,394,426 | — | $1,394,426 |
| RR DONNELLEY & SONS | Other Service Provider | $764,748 | — | $764,748 |
| VISION SERVICE PLAN | Other Service Provider | $536,408 | — | $536,408 |
| BEACON HEALTH ADMIN | Other Service Provider | $314,459 | — | $314,459 |
| EXPRESS SCRIPTS INC | Other Service Provider | $293,209 | — | $293,209 |
| DELOITTE & TOUCHE LLP | Auditor | $209,172 | — | $209,172 |
| CROWE LLP | Other Service Provider | $67,255 | — | $67,255 |
| CIGNA HEALTH INSURANCE | Other Service Provider | $61,100 | — | $61,100 |
| UNITED HEALTHCARE SERVICES INC | Other Service Provider | $31,896 | — | $31,896 |
| AON CONSULTING INC | Other Service Provider | $27,763 | — | $27,763 |
| ALERE WELLBEING | Other Service Provider | $5,937 | — | $5,937 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT HOLDING COMPANY LLC — 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: $13,013,248
- Estimated Expense Ratio: 94.726% 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 | $13,016,016 | — | $4,951,120 | $276,427 | — |
| 2023 | $16,710,970 | — | $4,701,708 | $169,122 | — |
| 2022 | $16,436,012 | — | $7,090,902 | — | $8,506,755 |