2023 Form 5500 filing — Ups 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002132437NAL0004036531001) for Ups 401(K) Savings Plan, reported by United Parcel Service Of America, Inc. under EIN 95-1732075 and plan number 004. It reports 151,742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132437NAL0004036531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Parcel Service Of America, Inc.
- EIN
- 95-1732075
- Plan number
- 004
- Location
- Atlanta, GA
- Participants
- 151,742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,111,089,897
- Total liabilities (EOY)
- $5,977,629
- Net assets (EOY)
- $13,105,112,268
- Employer contributions
- $674,136,000
- Participant contributions
- $494,527,106
- Total income / additions
- $2,774,005,158
- Benefits paid
- $970,858,293
- Administrative expenses
- $11,136,509
- Total expenses
- $981,929,177
- Net increase / (decrease)
- $1,792,075,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya | NONE | $7,117,287 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $2,994,069 | not reported in the loaded dataset |
| Blackrock | NONE | $1,026,615 | $0 |