Original filing (PDF)20241104121228NAL0006713777001

UNITED PARCEL SERVICE COMPANY

Name: UNITED PARCEL SERVICE COMPANY — UPS CREWMEMBERS BENEFIT PACKAGE FOR RETIRED EMPLOYEES, Form 5500 (2023)
Creator: UNITED PARCEL SERVICE COMPANY

Form 5500

FILING_RECEIVED

UPS CREWMEMBERS BENEFIT PACKAGE FOR RETIRED EMPLOYEES

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

521

Accounts w/ balance

—

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

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

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

527

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-04

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $133K(20% 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.