# United Parcel Service Of America, INC. DB Plan
Source: https://planprovider.pro/companies/united-parcel-service-of-america-inc-plan-001-2075

> United Parcel Service Of America, INC.'s DB plan: 39,297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$2,598,461|—|$2,598,461|

| THE BANK OF NEW YORK MELLON|NONE|$1,396,423|—|$1,396,423|

| CVS PHARMACY, INC|NONE|$1,336,534|—|$1,336,534|

| ALSTON & BIRD LLP|NONE|$568,510|—|$568,510|

| NISA INVESTMENT ADVISORS|NONE|$545,651|—|$545,651|

| CONDUENT INCORPORATED|NONE|$384,333|—|$384,333|

| BLOOMBERG FINANCE LP|NONE|$252,321|—|$252,321|

| BLACKROCK FINANCIAL|NONE|$217,415|—|$217,415|

| PWC US TAX LLP|NONE|$187,526|—|$187,526|

| RR DONNELLEY|NONE|$174,054|—|$174,054|

| MERCER (US), INC.|NONE|$140,000|—|$140,000|

| DELOITTE TAX LLP|NONE|$128,248|—|$128,248|

| QDRO BENEFITS FIRM|NONE|$120,005|—|$120,005|

| SECURIAN LIFE INSURANCE|NONE|$109,201|—|$109,201|

| STATE STREET GLOBAL ADVISORS|NONE|$100,000|—|$100,000|

| AON CONSULTING INC.|NONE|$79,967|—|$79,967|

| PENSION BENEFIT INFORMATION|NONE|$61,000|—|$61,000|

| FACTSET RESEARCH SYSTEMS, INC.|NONE|$50,398|—|$50,398|

| EVIVE HEALTH LLC|NONE|$48,949|—|$48,949|

| RIDGEWORTH CAPITAL MANAGEMENT|NONE|$44,230|—|$44,230|

| K & L GATES, LLP|NONE|$42,766|—|$42,766|

| PROSKAUER ROSE, LLP|NONE|$36,639|—|$36,639|

| EVESTMENT INC AND SUBSIDIARIES|NONE|$30,205|—|$30,205|

| 4C HEALTH SOLUTIONS INC|NONE|$23,734|—|$23,734|

| DILIGEND, INC.|NONE|$16,456|—|$16,456|

| MSCI, INC.|NONE|$8,253|—|$8,253|

| WEST PUBLISHING CORPORATION|NONE|$5,403|—|$5,403|

| FX TRANSPARENCY, LLC|NONE|$5,007|—|$5,007|

| DELOITTE & TOUCHE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [ALSTON & BIRD LLP](https://planprovider.pro/provider/alston-and-bird) — NONE

- [AON CONSULTING INC.](https://planprovider.pro/provider/alight-solutions) — NONE

- [MSCI, INC.](https://planprovider.pro/provider/morgan-stanley) — NONE

- [DELOITTE & TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## 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|—|—|—|—|

## Similar Plans

- [Servicemaster Opco Holdings LLC](https://planprovider.pro/companies/servicemaster-opco-holdings-llc-401k-plan) — 380 participants

- [United Parcel Service Of America, INC.](https://planprovider.pro/companies/united-parcel-service-of-america-inc-plan-022) — 159,780 participants

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