Plan Snapshot
- Plan Sponsor: United Parcel Service Of America, INC.
- Sponsor EIN: 951732075
- Sponsor Address: 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 30328
- Plan Type: DB
- Total Participants: 39,297
- Total Assets: $21.2B
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 | 39,297 | $21.2B | $190.0M | $38.9M |
| 2023 | 43,489 | $22.7B | $900.0M | $34.0M |
| 2022 | 48,419 | $22.0B | $426.9M | $31.5M |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $2,598,461 | — | $2,598,461 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $1,396,423 | — | $1,396,423 |
| CVS PHARMACY, INC | Other Service Provider | $1,336,534 | — | $1,336,534 |
| ALSTON & BIRD LLP | ERISA Attorney | $568,510 | — | $568,510 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $545,651 | — | $545,651 |
| CONDUENT INCORPORATED | Other Service Provider | $384,333 | — | $384,333 |
| BLOOMBERG FINANCE LP | Other Service Provider | $252,321 | — | $252,321 |
| BLACKROCK FINANCIAL | Other Service Provider | $217,415 | — | $217,415 |
| PWC US TAX LLP | Other Service Provider | $187,526 | — | $187,526 |
| RR DONNELLEY | Other Service Provider | $174,054 | — | $174,054 |
| MERCER (US), INC. | Other Service Provider | $140,000 | — | $140,000 |
| DELOITTE TAX LLP | Other Service Provider | $128,248 | — | $128,248 |
| QDRO BENEFITS FIRM | Other Service Provider | $120,005 | — | $120,005 |
| SECURIAN LIFE INSURANCE | Other Service Provider | $109,201 | — | $109,201 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $100,000 | — | $100,000 |
| AON CONSULTING INC. | Recordkeeper | $79,967 | — | $79,967 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $61,000 | — | $61,000 |
| FACTSET RESEARCH SYSTEMS, INC. | Other Service Provider | $50,398 | — | $50,398 |
| EVIVE HEALTH LLC | Other Service Provider | $48,949 | — | $48,949 |
| RIDGEWORTH CAPITAL MANAGEMENT | Other Service Provider | $44,230 | — | $44,230 |
| K & L GATES, LLP | Other Service Provider | $42,766 | — | $42,766 |
| PROSKAUER ROSE, LLP | Other Service Provider | $36,639 | — | $36,639 |
| EVESTMENT INC AND SUBSIDIARIES | Other Service Provider | $30,205 | — | $30,205 |
| 4C HEALTH SOLUTIONS INC | Other Service Provider | $23,734 | — | $23,734 |
| DILIGEND, INC. | Other Service Provider | $16,456 | — | $16,456 |
| MSCI, INC. | Recordkeeper | $8,253 | — | $8,253 |
| WEST PUBLISHING CORPORATION | Other Service Provider | $5,403 | — | $5,403 |
| FX TRANSPARENCY, LLC | Other Service Provider | $5,007 | — | $5,007 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- ALSTON & BIRD LLP — ERISA Attorney
- AON CONSULTING INC. — Recordkeeper
- MSCI, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,711,689
- Estimated Expense Ratio: 0.041% 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 | $122,874,267 | $683,552 | — | — | — |
| 2023 | $130,050,800 | $245,394 | — | — | — |
| 2022 | $114,673,850 | — | — | — | — |