2023 Form 5500 filing — Ups Group Trust
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 20241015185131NAL0049419984001) for Ups Group Trust, reported by United Parcel Service Of America, Inc. under EIN 35-2371556 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185131NAL0049419984001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- United Parcel Service Of America, Inc.
- EIN
- 35-2371556
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,385,396,220
- Total liabilities (EOY)
- $7,877,930,322
- Net assets (EOY)
- $43,507,465,898
- Total income / additions
- $2,956,867,618
- Benefits paid
- $0
- Administrative expenses
- $273,776,404
- Total expenses
- $273,776,404
- Net increase / (decrease)
- $2,683,091,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors | NONE | $17,693,036 | not reported in the loaded dataset |
| Ares Management Holdings L.P. | NONE | $8,243,574 | not reported in the loaded dataset |
| Pacific Investment Management | NONE | $3,939,260 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $3,041,737 | not reported in the loaded dataset |
| Prologis Targeted U.S. | NONE | $2,463,235 | not reported in the loaded dataset |
| Blackrock Financial | NONE | $2,438,283 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | NONE | $2,214,386 | not reported in the loaded dataset |
| Wellington Management Company | NONE | $2,154,905 | not reported in the loaded dataset |
| Doubleline Capital Lp | NONE | $1,999,688 | not reported in the loaded dataset |
| Security Capital Research | NONE | $1,947,067 | not reported in the loaded dataset |
| Dci, LLC | NONE | $1,921,107 | not reported in the loaded dataset |
| Ups Group Trust | NONE | $1,904,786 | not reported in the loaded dataset |
| Iii Offshore Advisors | NONE | $1,897,135 | not reported in the loaded dataset |
| Pgim, Inc | NONE | $1,607,854 | not reported in the loaded dataset |
| Commingled Pension Tr Fund Sp | NONE | $1,604,973 | not reported in the loaded dataset |
| Gso European Senior Debt | NONE | $1,582,363 | not reported in the loaded dataset |
| Fmr LLC | NONE | $1,383,287 | not reported in the loaded dataset |
| Morgan Stanley Investment | NONE | $1,293,164 | not reported in the loaded dataset |
| Post Advisory Group LLC | NONE | $1,083,469 | not reported in the loaded dataset |
| Deprince, Race & Zollo, Inc. | NONE | $956,372 | not reported in the loaded dataset |
| Shenkman Capital Management | NONE | $908,139 | not reported in the loaded dataset |
| Cbre Global Investors LLC | NONE | $813,829 | not reported in the loaded dataset |
| Capital International Inc. | NONE | $528,548 | not reported in the loaded dataset |
| Blackstone Capital Partners | NONE | $526,844 | not reported in the loaded dataset |
| Factset Research Systems, Inc. | NONE | $459,488 | not reported in the loaded dataset |
| Seaport European Property | NONE | $421,341 | not reported in the loaded dataset |
| Blackstone Capital Partners | NONE | $388,896 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $343,478 | not reported in the loaded dataset |
| Alpine Investors Vii A Lp | NONE | $305,843 | not reported in the loaded dataset |
| Proofpoint Co Invest Fund Lp | NONE | $300,000 | not reported in the loaded dataset |
| Arnold & Porter Kaye Scholer | NONE | $272,503 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $243,599 | not reported in the loaded dataset |
| Aew Capital Management L.P. | NONE | $239,387 | not reported in the loaded dataset |
| Brandywine Global Investment | NONE | $229,335 | not reported in the loaded dataset |
| King & Spalding Llp | NONE | $207,597 | not reported in the loaded dataset |
| Lockwood Advisors Inc | NONE | $202,894 | not reported in the loaded dataset |
| Psg Fidelity Co-Invest L.P. | NONE | $161,097 | not reported in the loaded dataset |
| Deloitte & Touche, Llp | NONE | $144,747 | not reported in the loaded dataset |
| Artisan Partners | NONE | $143,257 | not reported in the loaded dataset |
| Ridgemont Equity Partners I Lp | NONE | $142,858 | not reported in the loaded dataset |
| Ubs Trumbell Fund Lp | NONE | $134,831 | not reported in the loaded dataset |
| Berkshire Bridge Loan | NONE | $109,979 | not reported in the loaded dataset |
| Alpine Investors Ix-A Lp | NONE | $70,660 | not reported in the loaded dataset |
| Blackstone Holdings I L.P | NONE | $68,415 | not reported in the loaded dataset |
| Eric M. P. Tang Inc. | NONE | $55,000 | not reported in the loaded dataset |
| Silver Lake Partners Iii, L.P. | NONE | $48,548 | not reported in the loaded dataset |
| Financial Risk Mitigation | NONE | $31,200 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | NONE | $28,637 | not reported in the loaded dataset |
| Psg Ps Co-Investors Lp | NONE | $20,471 | not reported in the loaded dataset |
| Msci, Inc. | NONE | $16,700 | not reported in the loaded dataset |
| Crossplane Capital Rentalco | NONE | $13,833 | not reported in the loaded dataset |
| Blackstone Real Estate Part | NONE | $11,469 | not reported in the loaded dataset |
| Friedman Fleischer & Lowe | NONE | $10,709 | not reported in the loaded dataset |
| Eig Rockies Co-Investment Lp | NONE | $9,996 | not reported in the loaded dataset |