# United Parcel Service Of America, INC. DB Plan
Source: https://planprovider.pro/companies/united-parcel-service-of-america-inc-plan-022

> United Parcel Service Of America, INC.'s DB plan: 159,780 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:** 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|NONE|$758,550|—|$758,550|

| CONDUENT INCORPORATED|NONE|$627,819|—|$627,819|

| ALSTON & BIRD LLP|NONE|$568,509|—|$568,509|

| NISA INVESTMENT ADVISORS|NONE|$419,792|—|$419,792|

| RR DONNELLEY|NONE|$226,701|—|$226,701|

| PWC US TAX LLP|NONE|$152,458|—|$152,458|

| BLOOMBERG FINANCE LP|NONE|$137,428|—|$137,428|

| WILLIS TOWERS WATSON US LLC|NONE|$127,368|—|$127,368|

| QDRO BENEFITS FIRM|NONE|$95,819|—|$95,819|

| BLACKROCK FINANCIAL|NONE|$95,459|—|$95,459|

| DELOITTE TAX LLP|NONE|$91,457|—|$91,457|

| PENSION BENEFIT INFORMATION|NONE|$72,965|—|$72,965|

| FACTSET RESEARCH SYSTEMS, INC.|NONE|$22,151|—|$22,151|

| RIDGEWORTH CAPITAL MANAGEMENT|NONE|$19,471|—|$19,471|

| PROSKAUER ROSE, LLP|NONE|$16,129|—|$16,129|

| EVESTMENT INC AND SUBSIDIARIES|NONE|$13,265|—|$13,265|

| DILIGEND, INC.|NONE|$7,247|—|$7,247|

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

### Verified Provider Profiles

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

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — 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:** $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|—|—|—|—|

## Similar Plans

- [United Parcel Service Of America, INC.](https://planprovider.pro/companies/united-parcel-service-of-america-inc-plan-001-2075) — 39,297 participants

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

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-parcel-service-of-america-inc-plan-022)

© 2026 PlanProvider.Pro