Original filing (PDF)20251015183236NAL0007049280012

UNITED PARCEL SERVICE OF AMERICA, INC.

Name: UNITED PARCEL SERVICE OF AMERICA, INC. — UPS RETIRED EMPLOYEES HEALTH CARE PLAN, Form 5500 (2024)
Creator: UNITED PARCEL SERVICE OF AMERICA, INC.

Form 5500

FILING_RECEIVED

UPS RETIRED EMPLOYEES HEALTH CARE PLAN

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

8,117

Accounts w/ balance

—

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

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

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 55% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

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) 828-3696

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

520

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

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· $496K(94% 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.