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: 159,780
- Total Assets: $9.3B
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 | 159,780 | $9.3B | $310.0M | $0 |
| 2023 | 157,587 | $9.7B | $150.0M | $0 |
| 2022 | 153,217 | $9.6B | $370.0M | $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 |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | Other Service Provider | $758,550 | — | $758,550 |
| CONDUENT INCORPORATED | Other Service Provider | $627,819 | — | $627,819 |
| ALSTON & BIRD LLP | ERISA Attorney | $568,509 | — | $568,509 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $419,792 | — | $419,792 |
| RR DONNELLEY | Other Service Provider | $226,701 | — | $226,701 |
| PWC US TAX LLP | Other Service Provider | $152,458 | — | $152,458 |
| BLOOMBERG FINANCE LP | Other Service Provider | $137,428 | — | $137,428 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $127,368 | — | $127,368 |
| QDRO BENEFITS FIRM | Other Service Provider | $95,819 | — | $95,819 |
| BLACKROCK FINANCIAL | Other Service Provider | $95,459 | — | $95,459 |
| DELOITTE TAX LLP | Other Service Provider | $91,457 | — | $91,457 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $72,965 | — | $72,965 |
| FACTSET RESEARCH SYSTEMS, INC. | Other Service Provider | $22,151 | — | $22,151 |
| RIDGEWORTH CAPITAL MANAGEMENT | Other Service Provider | $19,471 | — | $19,471 |
| PROSKAUER ROSE, LLP | Other Service Provider | $16,129 | — | $16,129 |
| EVESTMENT INC AND SUBSIDIARIES | Other Service Provider | $13,265 | — | $13,265 |
| DILIGEND, INC. | Other Service Provider | $7,247 | — | $7,247 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALSTON & BIRD LLP — ERISA Attorney
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,452,588
- Estimated Expense Ratio: 0.037% 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 | $136,356,817 | $480,390 | — | — | — |
| 2023 | $177,814,460 | $106,707 | — | — | — |
| 2022 | $58,838,736 | — | — | — | — |