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Original filing (PDF)20251015035049NAL0003808625001
UNITED PARCEL SERVICE COMPANY
Form 5500
FILING_RECEIVED
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 1
26% in single holding
Active participants
1,993
Accounts w/ balance
2,510
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
21 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Brokerage link accounts Brokerage account" is 26% of plan.
Helping the score
- Below-peer total fees (1 bps vs 5 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
002
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)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INS. OPS. CO. INC. | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $239K | — |
Investments
17 direct securities · 21 pooled funds· $2.5B(100% 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.
Uncategorized
$1.3B
17 holdings
Common Collective Trust
$1.2B
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brokerage link accounts Brokerage account | — | — | — | $645.4M | 26.3% | |
| CONTRAFUND COMMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $338.3M | 13.8% | |
| SPARTAN 500 INDEX POOL CLASS D FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $269.2M | 11.0% | |
| SPARTAN INTERNATIONAL INDEX D FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $141.8M | 5.8% | |
| Fidelity investments Treasury Only Institutional Fund | — | — | — | $135.1M | 5.5% | |
| Fidelity U.S. Bond Index Institutional Premium Fund** | — | — | — | $112.6M | 4.6% | |
| OTC COMMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $95.5M | 3.9% | |
| Vanguard Value Index Institutional Fund | — | — | — | $93.2M | 3.8% | |
| T ROWE PRICE RET 2030 FUND T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $68.4M | 2.8% | |
| J.P. Morgan Core Bond Fund | — | — | — | $54.5M | 2.2% | |
| EMERGING MARKETS COLLECTIVE INV TR FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 022 | Common Collective Trust | — | — | $53.7M | 2.2% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $47.3M | 1.9% | |
| T ROWE PRICE RET 2035 FUND T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $46.1M | 1.9% | |
| T ROWE PRICE RET FUND 2040 T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $42.2M | 1.7% | |
| Fidelity Puritan K Fund | — | — | — | $36.6M | 1.5% | |
| T ROWE PRICE RET 2025 FUND T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $33.2M | 1.4% | |
| Vanguard Small Cap Index Institutional Plus Fund | — | — | — | $28.3M | 1.2% | |
| Segall Bryant & Hamill Small Cap Value Institutional Fund | — | — | — | $27.3M | 1.1% | |
| Janus Enterprise N Fund | — | — | — | $25.2M | 1.0% | |
| T ROWE PRICE RET FUND 2045 T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $24.3M | 1.0% | |
| T. Rowe Price International Discovery Fund | — | — | — | $23.4M | 1.0% | |
| Vanguard Inflation Protected Institutional Fund | — | — | — | $16.3M | 0.7% | |
| PIMCO Income Institutional Fund | — | — | — | $14.0M | 0.6% | |
| Vanguard Mid Cap Value Index l Admiral Shares Fund | — | — | — | $13.7M | 0.6% | |
| T ROWE PRICE RET 2020 FUND T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11.8M | 0.5% | |
| T ROWE PRICE RET FUND 2050 T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.2M | 0.5% | |
| Cohen & Steers Institutional Realty Shares Fund | — | — | — | $10.3M | 0.4% | |
| and maturities through 2053 | — | — | — | $8.5M | 0.3% | |
| Vanguard Small Cap Value Index Institutional Fund | — | — | — | $7.9M | 0.3% | |
| CB SMALL CAP GR R2 FUND WILMINGTON TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $7.2M | 0.3% | |
| T. Rowe Price New Asia Fund | — | — | — | $7.0M | 0.3% | |
| T ROWE PRICE RET FUND 2060 T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.2% | |
| T ROWE PRICE RET FUND 2055 T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| T ROWE PRICE RET 2015 FUND T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $960K | <0.1% | |
| T ROWE PRICE RET BALANCED FUND T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $808K | <0.1% | |
| T ROWE PRICE RET FUND 2065 T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $418K | <0.1% | |
| T ROWE PRICE RET 2005 FUND T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $54K | <0.1% | |
| T ROWE PRICE RET 2010 FUND T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% |