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Original filing (PDF)20251015204619NAL0005586049001
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN
Form 5500
FILING_RECEIVED
UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed16 service providers
Active participants
68,290
Accounts w/ balance
0
Plan assets (EOY)
$12.2B
Net assets (EOY)
$12.2B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: UPS GROUP TRUST (share>100%, pinned)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN
DBA
BD OF TRUSTEES OF UPS/IBT FT EE PEN
EIN
26-6150755
Address
55 GLENLAKE PARKWAY NE · ATLANTA, GA · 30328
Phone
(404) 828-8517
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
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1D · Floor-offset DB
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
DELOITTE AND TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS | 48-1140940 | — | NONE | $989K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $657K | — |
| CONDUENT INCORPORATED | 81-2983623 | — | NONE | $233K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $187K | — |
| BLOOMBERG FINANCE LP | 06-1818168 | — | NONE | $162K | — |
| PWC US TAX LLP | 92-0460586 | — | NONE | $160K | — |
| BLACKROCK FINANCIAL | 13-3806691 | — | NONE | $122K | — |
| RR DONNELLEY | 36-1004130 | — | NONE | $86K | — |
| PENSION BENEFIT INFORMATION | 94-2856521 | — | NONE | $35K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $31K | — |
| FACTSET RESEARCH SYSTEMS, INC. | 13-3362547 | — | NONE | $28K | — |
| RIDGEWORTH CAPITAL MANAGEMENT | 58-1604573 | — | NONE | $25K | — |
| ALAN BILLER & ASSOCIATES, INC. | 94-2854958 | — | NONE | $21K | — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | NONE | $21K | — |
| EVESTMENT INC AND SUBSIDIARIES | 90-0905513 | — | NONE | $17K | — |
| DILIGEND, INC. | 36-4917197 | — | NONE | $9K | — |
Investments
1 pooled fund· $11.6B(95% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UPS GROUP TRUST UNITED PARCEL SERVICE OF AMERICA · EIN 35-2371556 / PN 001 | Master Trust | — | — | $11.6B | 94.8% |