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Original filing (PDF)20251015191430NAL0011172194004
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
Form 5500
FILING_RECEIVED
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
401(k) retirement plan
Signals · 3
40% in single holdingNo recordkeeper disclosed10 service providers
Active participants
451,512
Accounts w/ balance
219,009
Plan assets (EOY)
$19.3B
Net assets (EOY)
$19.3B
How this plan invests
This plan
37 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "BlackRock Institutional Trust Company Equity Index Fund F" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
EIN
95-1732075
Address
55 GLENLAKE PARKWAY NE · ATLANTA, GA · 303283474
Phone
(404) 828-8661
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELLON INVESTMENTS | 25-1442864 | — | — | $3.3M | — |
| PRIAC | 06-1050034 | — | — | $898K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | — | $748K | — |
| EMPOWER ANNUITY INS AND ANNUITY CO | — | GREEDWOOD VILLAGE, CO | — | $588K | — |
| ADVISED ASSETS GROUP LLC | — | GREEDWOOD VILLAGE, CO | — | $368K | — |
| QDRO BENEFITS FIRM, SUSAN L. DUBROF | 84-2015520 | — | — | $252K | — |
| ALAN D. BILLER & ASSOCIATES | 94-2854958 | — | — | $115K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-3297908 | — | — | $77K | — |
| BUCHBINDER TUNICK & COMPANY LLP | 13-1578842 | — | — | $25K | — |
| FEINBERG, DUMONT AND BRENNAN | 85-4344180 | — | — | $6K | — |
Investments
7 direct securities · 37 pooled funds· $19.3B(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.
Common Collective Trust
$16.8B
17 holdings
Uncategorized
$2.5B
7 holdings
Pooled Separate Account
$0
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $7.7B | 39.6% | |
| MID CAPITALIZATION EQUITY INDEX FUN BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3272818 / PN 001 | Common Collective Trust | — | — | $1.8B | 9.3% | |
| RUSSELL 2000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $1.2B | 6.3% | |
| U.S. DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $899.1M | 4.7% | |
| LIFEPATH INDEX RETIREMENT FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $824.3M | 4.3% | |
| LIFEPATH INDEX 2035 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $733.6M | 3.8% | |
| Various Self-managed accounts | — | — | — | $690.2M | 3.6% | |
| LIFEPATH INDEX 2045 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $610.8M | 3.2% | |
| LIFEPATH INDEX 2050 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $556.0M | 2.9% | |
| EAFE EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3358162 / PN 001 | Common Collective Trust | — | — | $493.0M | 2.6% | |
| LIFEPATH INDEX 2040 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $426.9M | 2.2% | |
| LIFEPATH INDEX 2055 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $401.7M | 2.1% | |
| The Bank of New York Mellon Transamerica Premier Life Insurance Company GIC | — | — | — | $394.5M | 2.0% | |
| The Bank of New York Mellon Royal Bank of Canada GIC | — | — | — | $392.9M | 2.0% | |
| The Bank of New York Mellon American General Life Insurance Company GIC | — | — | — | $391.8M | 2.0% | |
| GOVERNMENT SHORT TERM INVESTMENT FU BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 90-0815478 / PN 001 | Common Collective Trust | — | — | $388.0M | 2.0% | |
| The Bank of New York Mellon Voya Retirement Insurance & Annuity Company GIC | — | — | — | $386.2M | 2.0% | |
| LIFEPATH INDEX 2030 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $330.3M | 1.7% | |
| FTSE NAREIT ALL EQUITY REITS INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 99-3288435 / PN 001 | Common Collective Trust | — | — | $214.1M | 1.1% | |
| LIFEPATH INDEX 2060 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $188.9M | 1.0% | |
| The Bank of New York Mellon American United Life Insurance Company GIC | — | — | — | $110.2M | 0.6% | |
| Notes receivable from participants 4.25% - 10.50% | — | — | — | $102.4M | 0.5% | |
| GOVERNMENT SHORT TERM INVESTMENT FD THE BANK OF NEW YORK MELLON · EIN 81-6243181 / PN 001 | Common Collective Trust | — | — | $66.0M | 0.3% | |
| LIFEPATH INDEX 2065 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $18.7M | <0.1% | |
| BRIGHT HORIZON 2065 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BOND MARKET INDEX FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RUSSELL 2000 INDEX FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BALANCED FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTERNATIONAL INDEX FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| S&P 400 MID-CAP INDEX FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| REIT INDEX FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON INCOME FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2015 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2030 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2040 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2045 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2050 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| S&P 500 EQUITY INDEX FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2060 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2025 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2035 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2055 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRIGHT HORIZON 2020 FUND PRUDENTIAL RETIREMENT INSURANCE ANNUITY COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |