United Parcel Service Company's EIN is 13-1686691.
Download the official 2024 Form 5500 (PDF) for United Parcel Service Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Parcel Service Company's plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INS. OPS. CO. INC. | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $208K | — |
| ALAN BILLER & ASSOCIATES |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account Brokerage link accounts Brokerage Account | Self-Directed Brokerage | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $5.8M | 0.9% | |
| Vanguard Inflation Protected Institutional Fund | Mutual Funds | — | — | $4.6M | 0.8% | |
| maturities through 2054 | Other securities | — | — | $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 | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-2854958 |
| — |
| CONSULTANT |
| $17K |
| — |
