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Original filing (PDF)20251015034908NAL0007790930001
UNITED PARCEL SERVICE COMPANY
Form 5500
FILING_RECEIVED
UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
1,911
Accounts w/ balance
1,926
Plan assets (EOY)
$617.7M
Net assets (EOY)
$617.7M
How this plan invests
This plan
22 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED PARCEL SERVICE COMPANY.
Plan sponsor
Name
UNITED PARCEL SERVICE COMPANY
EIN
13-1686691
Address
1400 NORTH HURSTBOURNE PARKWAY · LOUISVILLE, KY · 40223
Phone
(502) 329-6626
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INS. OPS. CO. INC. | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $208K | — |
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | CONSULTANT | $17K | — |
Investments
9 direct securities · 22 pooled funds· $599.7M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$392.4M
22 holdings
Uncategorized
$192.0M
8 holdings
Mutual Funds
$15.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account Brokerage link accounts Brokerage Account | — | — | — | $106.5M | 17.2% | |
| CONTRAFUND COMMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $97.2M | 15.7% | |
| SPARTAN 500 INDEX POOL CLASS D FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $55.8M | 9.0% | |
| OTC COMMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $53.6M | 8.7% | |
| FREEDOM BLENDED COMMINGLED 2030 Q F FIDELITY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $39.9M | 6.5% | |
| Money Market Fund * Fidelity Investments Treasury Only Institutional Fund | — | — | — | $35.5M | 5.8% | |
| FREEDOM BLENDED COMMINGLED 2035 Q F FIDELITY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $26.0M | 4.2% | |
| Fidelity U.S. Bond Index Institutional Premium Class Fund | — | — | — | $18.5M | 3.0% | |
| FREEDOM BLENDED COMMINGLED 2040 Q F FIDELITY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $17.7M | 2.9% | |
| FREEDOM BLENDED COMMINGLED 2025 Q F FIDELITY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $16.3M | 2.6% | |
| Vanguard Value Index Institutional Fund | — | — | — | $16.0M | 2.6% | |
| s * Fidelity Balanced K Fund | Mutual Funds | — | — | $15.2M | 2.5% | |
| INTERNATIONAL LDRS COLLECTIVE INVES GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $13.4M | 2.2% | |
| CORE PLUS FIXED INCOME C FUND LOOMIS SAYLES · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $12.2M | 2.0% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $11.6M | 1.9% | |
| EMERGING MARKETS COLLECTIVE INV TR FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 022 | Common Collective Trust | — | — | $9.1M | 1.5% | |
| FREEDOM BLENDED COMMINGLED 2045 Q F FIDELITY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $8.7M | 1.4% | |
| FREEDOM BLENDED COMMINGLED 2020 Q F FIDELITY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $6.9M | 1.1% | |
| FREEDOM BLENDED COMMINGLED 2055 Q F FIDELITY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $6.6M | 1.1% | |
| FREEDOM BLENDED COMMINGLED 2050 Q F FIDELITY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $6.1M | 1.0% | |
| Vanguard Small Cap Index Institutional Plus Fund | — | — | — | $5.8M | 0.9% | |
| Vanguard Inflation Protected Institutional Fund | — | — | — | $4.6M | 0.8% | |
| maturities through 2054 | — | — | — | $4.2M | 0.7% | |
| FREEDOM BLENDED COMMINGLED 2060 Q F FIDELITY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $4.0M | 0.7% | |
| FREEDOM BLENDED COMMINGLED 2015 Q F FIDELITY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.6M | 0.4% | |
| NEUBERGER BERMAN STR MS FX INC V NEUBERGER BERMAN INVESTMENT ADVISERS LLC · EIN 84-4332954 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.4% | |
| Vanguard Real Estate Index Institutional Fund | — | — | — | $845K | 0.1% | |
| FREEDOM BLENDED INCOME Q FUND FIDELITY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $823K | 0.1% | |
| FREEDOM BLENDED COMMINGLED 2065 Q F FIDELITY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $718K | 0.1% | |
| FREEDOM BLENDED COMMINGLED 2010 Q F FIDELITY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $675K | 0.1% | |
| FREEDOM BLENDED COMMINGLED 2005 Q FIDELITY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |