UPS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
42
Active participants
1,276,548
Total plan assets
$410.6B
Filings (rows)
50
Direct comp
$5.9M
Indirect comp
$0
Aggregating 10 name variants under "UPS"
SERVICES PROVIDED
Other32
Broker9
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| COMMON TRUST CASH INVESTMENT FUND | 2 |
Top plans served
Showing top 50 of 42 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $51.4B | $1.9M |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other PARTY-IN-INTEREST | — | $50.4B | $1.2M |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 36,799 | $49.7B | $52K |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 36,799 | $49.7B | $11K |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 38,102 | $48.2B | $39K |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 38,102 | $48.2B | $12K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $42.9B | $1.0M |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 48,538 | $42.6B | $53K |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 48,538 | $42.6B | $11K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 104,686 | $27.4B | $41K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 103,525 | $24.9B | $6K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 103,525 | $24.9B | $36K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 100,627 | $23.5B | $34K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 100,627 | $23.5B | $5K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 226,080 | $16.6B | $41K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 226,080 | $16.6B | $131K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 228,415 | $14.2B | $164K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 228,415 | $14.2B | $34K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 237,668 | $12.1B | $176K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 237,668 | $12.1B | $37K |
| PENSION COMMITTEE OF THE MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS, MD | Other NONE | 1,087 | $4.2B | $62K |
| BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND UPSTATE NEW YORK ENGINEERS PENSION FUND | SYRACUSE, NY | Other NONE | 2,462 | $454.6M | $25K |
| BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND UPSTATE NEW YORK ENGINEERS PENSION FUND | SYRACUSE, NY | Other NONE | 2,025 | $352.6M | $25K |
| BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND UPSTATE NEW YORK ENGINEERS PENSION FUND | SYRACUSE, NY | Other NONE | 1,942 | $323.2M | $19K |
| SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY UPSTATE NEW YORK | SYRACUSE, NY | Other NONE | 3,448 | $230.2M | $15K |
| SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY UPSTATE NEW YORK | SYRACUSE, NY | Other NONE | 3,247 | $215.6M | $15K |
| SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY UPSTATE NEW YORK | SYRACUSE, NY | Other NONE | 3,267 | $194.9M | $15K |
| BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND UPSTATE NEW YORK ENGINEERS HEALTH FUND | SYRACUSE, NY | Other NONE | 2,393 | $136.6M | $10K |
| PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS WELFARE PLAN | SPARKS, MD | Other NONE | 1,557 | $124.7M | $10K |
| BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND UPSTATE NEW YORK ENGINEERS HEALTH FUND | SYRACUSE, NY | Other NONE | 2,439 | $120.8M | $10K |
| BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND UPSTATE NEW YORK ENGINEERS HEALTH FUND | SYRACUSE, NY | Other NONE | 2,303 | $111.6M | $7K |
| CENTRAL NEW YORK LABORERS' PENSION FUND BOARD OF TRUSTEES CENTRAL NEW YORK LABORERS' PENSION FUND | EAST SYRACUSE, NY | Other NONE | 201 | $65.2M | $21K |
| SERVICE EMPLOYEES BENEFIT FUND SERVICE EMPLOYEES BENEFIT FUND | SYRACUSE, NY | Other NONE | 8,505 | $52.1M | $5K |
| CENTRAL NEW YORK LABORERS' PENSION FUND BOARD OF TRUSTEES CENTRAL NEW YORK LABORERS' PENSION FUND | EAST SYRACUSE, NY | Other NONE | 196 | $46.7M | $21K |
| IRON WORKERS LOCAL UNION 60 ANNUITY PENSION FUND BOARD OF TRUSTEES IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN | SYRACUSE, NY | Other RETAINED BY EMPLOYER | 395 | $38.5M | $18K |
| IRON WORKERS LOCAL UNION 60 ANNUITY PENSION FUND BOARD OF TRUSTEES IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN | SYRACUSE, NY | Other RETAINED BY EMPLOYER | 389 | $34.3M | $18K |
| BOARD OF TRUSTEES OF THE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND S THOMAS SHORTMAN TRAINING, SCHOLARSHIP AND SAFETY FUND | NEW YORK, NY | Other NONE | 107,012 | $23.4M | $17K |
| CENTRAL NEW YORK LABORERS' ANNUITY FUND BOARD OF TRUSTEES CENTRAL NEW YORK LABORERS' ANNUITY FUND | EAST SYRACUSE, NY | Other NONE | 254 | $16.8M | $7K |
| AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK HEALTH BENEFIT PLAN AND TRUST | AMARILLO, TX | Broker AGENT | 684 | $2.3M | $162K |
| AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK HEALTH BENEFIT PLAN AND TRUST | AMARILLO, TX | Broker AGENT | 700 | $2.3M | $166K |
| GREATER RALEIGH AREA CHRISTIAN E GRACE CHRISTIAN SCHOOL 401(K) PLAN | RALEIGH, NC | Advisor / Consultant ADVISOR | 156 | $1.8M | $0 |
| LYONS HR LLC LYONS & COMPANY, INC. HEALTH AND WELFARE PLAN | FLORENCE, AL | Other NONE | 5,999 | $1.5M | $8K |
| FMC SERVICES, LLC. FMC SERVICES, LLC. HEALTH BENEFIT PLAN | AMARILLO, TX | Broker INSURANCE AGENT | 259 | — | $9K |
| ATTEBURY GRAIN, LLC ATTEBURY GRAIN LLC HEALTH BENEFIT PLAN | AMARILLO, TX | Broker INSURANCE AGENT | 79 | — | $30K |
| CHAMPION FEEDERS, LLC CHAMPION FEEDERS, LLC | HEREFORD, TX | Broker INSURANCE AGENT | 165 | — | $59K |
| SCBMA SCBMA EMPLOYEE BENEFITS PLAN | COLUMBIA, SC | Other ADMIN | 298 | — | $9K |
| STREET AUTO GROUP STREET AUTO GROUP HEALTH BENEFIT PLAN | AMARILLO, TX | Broker INSURANCE AGENT | 85 | — | $29K |
| ATTEBURY GRAIN, LLC ATTEBURY GRAIN LLC HEALTH BENEFIT PLAN | AMARILLO, TX | Broker INSURANCE AGENT | 109 | — | $2K |
| BUDWEISER DISTRIBUTING COMPANY OF BORGER, LP BUDWEISER DISTRIBUTING COMPANY OF BORGER HEALTH BENEFIT PLAN | AMARILLO, TX | Broker INSURANCE AGENT | 100 | — | $31K |
| OPTIMUM HEALTHCARE MANAGEMENT OPTIMUM HEALTHCARE MANAGEMENT WELFARE BENEFITS PLAN | WILLOW PARK, TX | Broker BROKER | 352 | — | $111K |