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Original filing (PDF)20251015204439NAL0007425040001
UNITED PARCEL SERVICE OF AMERICA, INC.
Form 5500
FILING_RECEIVED
UPS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed28 service providers
Active participants
39,297
Accounts w/ balance
0
Plan assets (EOY)
$21.2B
Net assets (EOY)
$21.2B
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED PARCEL SERVICE OF AMERICA, INC..
Plan sponsor
Name
UNITED PARCEL SERVICE OF AMERICA, INC.
EIN
95-1732075
Address
55 GLENLAKE PARKWAY NE · ATLANTA, GA · 30328
Phone
(404) 828-8517
Industry
Real Estatesee 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
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
28 rowsOther
28| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $2.6M | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $1.4M | — |
| CVS PHARMACY, INC | 05-0340626 | — | NONE | $1.3M | — |
| ALSTON & BIRD LLP | 58-0137615 | — | NONE | $569K | — |
| NISA INVESTMENT ADVISORS | 48-1140940 | — | NONE | $546K | — |
| CONDUENT INCORPORATED | 81-2983623 | — | NONE | $384K | — |
| BLOOMBERG FINANCE LP | 06-1818168 | — | NONE | $252K | — |
| BLACKROCK FINANCIAL | 13-3806691 | — | NONE | $217K | — |
| PWC US TAX LLP | 92-0460586 | — | NONE | $188K | — |
| RR DONNELLEY | 36-1004130 | — | NONE | $174K | — |
| MERCER (US), INC. | 13-2834414 | — | NONE | $140K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $128K | — |
| QDRO BENEFITS FIRM | 84-2015520 | — | NONE | $120K | — |
| SECURIAN LIFE INSURANCE | 41-1412669 | — | NONE | $109K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $100K | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $80K | — |
| PENSION BENEFIT INFORMATION | 94-2856521 | — | NONE | $61K | — |
| FACTSET RESEARCH SYSTEMS, INC. | 13-3362547 | — | NONE | $50K | — |
| EVIVE HEALTH LLC | 20-8578851 | — | NONE | $49K | — |
| RIDGEWORTH CAPITAL MANAGEMENT | 58-1604573 | — | NONE | $44K | — |
| K & L GATES, LLP | 25-0921018 | — | NONE | $43K | — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | NONE | $37K | — |
| EVESTMENT INC AND SUBSIDIARIES | 90-0905513 | — | NONE | $30K | — |
| 4C HEALTH SOLUTIONS INC | 46-3776816 | — | NONE | $24K | — |
| DILIGEND, INC. | 36-4917197 | — | NONE | $16K | — |
| MSCI, INC. | 13-4038723 | — | NONE | $8K | — |
| WEST PUBLISHING CORPORATION | 41-1426973 | — | NONE | $5K | — |
| FX TRANSPARENCY, LLC | 26-4678158 | — | NONE | $5K | — |
Investments
1 pooled fund· $21.0B(99% 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 PLAN UNITED PARCEL SERVICE OF AMERICA · EIN 35-2371556 / PN 001 | Common Collective Trust | — | — | $21.0B | 98.8% |