Ups Group Trust — Form 5500 plan (United Parcel Service Of America, Inc.)
Plain-English plan 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, Ups Group Trust is a benefit plan reported by United Parcel Service Of America, Inc. under EIN 35-2371556 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $51,385,396,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Parcel Service Of America, Inc.
- EIN
- 35-2371556
- Plan number
- 001
- Plan type
- 4
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $51,385,396,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015185131NAL0049419984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,385,396,220
- Total liabilities (EOY)
- $7,877,930,322
- Net assets (EOY)
- $43,507,465,898
- Net assets (BOY)
- $42,038,678,428
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,956,867,618
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $273,776,404
- Total expenses
- $273,776,404
- Net increase / (decrease)
- $2,683,091,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors | NONE | $17,693,036 | not reported in the loaded dataset | 2023 |
| Ares Management Holdings L.P. | NONE | $8,243,574 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management | NONE | $3,939,260 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $3,041,737 | not reported in the loaded dataset | 2023 |
| Prologis Targeted U.S. | NONE | $2,463,235 | not reported in the loaded dataset | 2023 |
| Blackrock Financial | NONE | $2,438,283 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $2,214,386 | not reported in the loaded dataset | 2023 |
| Wellington Management Company | NONE | $2,154,905 | not reported in the loaded dataset | 2023 |
| Doubleline Capital Lp | NONE | $1,999,688 | not reported in the loaded dataset | 2023 |
| Security Capital Research | NONE | $1,947,067 | not reported in the loaded dataset | 2023 |
| Dci, LLC | NONE | $1,921,107 | not reported in the loaded dataset | 2023 |
| Ups Group Trust | NONE | $1,904,786 | not reported in the loaded dataset | 2023 |
| Iii Offshore Advisors | NONE | $1,897,135 | not reported in the loaded dataset | 2023 |
| Pgim, Inc | NONE | $1,607,854 | not reported in the loaded dataset | 2023 |
| Commingled Pension Tr Fund Sp | NONE | $1,604,973 | not reported in the loaded dataset | 2023 |
| Gso European Senior Debt | NONE | $1,582,363 | not reported in the loaded dataset | 2023 |
| Fmr LLC | NONE | $1,383,287 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment | NONE | $1,293,164 | not reported in the loaded dataset | 2023 |
| Post Advisory Group LLC | NONE | $1,083,469 | not reported in the loaded dataset | 2023 |
| Deprince, Race & Zollo, Inc. | NONE | $956,372 | not reported in the loaded dataset | 2023 |
| Shenkman Capital Management | NONE | $908,139 | not reported in the loaded dataset | 2023 |
| Cbre Global Investors LLC | NONE | $813,829 | not reported in the loaded dataset | 2023 |
| Capital International Inc. | NONE | $528,548 | not reported in the loaded dataset | 2023 |
| Blackstone Capital Partners | NONE | $526,844 | not reported in the loaded dataset | 2023 |
| Factset Research Systems, Inc. | NONE | $459,488 | not reported in the loaded dataset | 2023 |
| Seaport European Property | NONE | $421,341 | not reported in the loaded dataset | 2023 |
| Blackstone Capital Partners | NONE | $388,896 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $343,478 | not reported in the loaded dataset | 2023 |
| Alpine Investors Vii A Lp | NONE | $305,843 | not reported in the loaded dataset | 2023 |
| Proofpoint Co Invest Fund Lp | NONE | $300,000 | not reported in the loaded dataset | 2023 |
| Arnold & Porter Kaye Scholer | NONE | $272,503 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $243,599 | not reported in the loaded dataset | 2023 |
| Aew Capital Management L.P. | NONE | $239,387 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment | NONE | $229,335 | not reported in the loaded dataset | 2023 |
| King & Spalding Llp | NONE | $207,597 | not reported in the loaded dataset | 2023 |
| Lockwood Advisors Inc | NONE | $202,894 | not reported in the loaded dataset | 2023 |
| Psg Fidelity Co-Invest L.P. | NONE | $161,097 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche, Llp | NONE | $144,747 | not reported in the loaded dataset | 2023 |
| Artisan Partners | NONE | $143,257 | not reported in the loaded dataset | 2023 |
| Ridgemont Equity Partners I Lp | NONE | $142,858 | not reported in the loaded dataset | 2023 |
| Ubs Trumbell Fund Lp | NONE | $134,831 | not reported in the loaded dataset | 2023 |
| Berkshire Bridge Loan | NONE | $109,979 | not reported in the loaded dataset | 2023 |
| Alpine Investors Ix-A Lp | NONE | $70,660 | not reported in the loaded dataset | 2023 |
| Blackstone Holdings I L.P | NONE | $68,415 | not reported in the loaded dataset | 2023 |
| Eric M. P. Tang Inc. | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Silver Lake Partners Iii, L.P. | NONE | $48,548 | not reported in the loaded dataset | 2023 |
| Financial Risk Mitigation | NONE | $31,200 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | NONE | $28,637 | not reported in the loaded dataset | 2023 |
| Psg Ps Co-Investors Lp | NONE | $20,471 | not reported in the loaded dataset | 2023 |
| Msci, Inc. | NONE | $16,700 | not reported in the loaded dataset | 2023 |
| Crossplane Capital Rentalco | NONE | $13,833 | not reported in the loaded dataset | 2023 |
| Blackstone Real Estate Part | NONE | $11,469 | not reported in the loaded dataset | 2023 |
| Friedman Fleischer & Lowe | NONE | $10,709 | not reported in the loaded dataset | 2023 |
| Eig Rockies Co-Investment Lp | NONE | $9,996 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Parcel Service Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Nisa Investment Advisors — Schedule C compensation
- Ares Management Holdings L.P. — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Prologis Targeted U.S. — Schedule C compensation
- Blackrock Financial — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Doubleline Capital Lp — Schedule C compensation
- Security Capital Research — Schedule C compensation
- Dci, LLC — Schedule C compensation
- Ups Group Trust — Schedule C compensation
- Iii Offshore Advisors — Schedule C compensation
- Pgim, Inc — Schedule C compensation
- Commingled Pension Tr Fund Sp — Schedule C compensation
- Gso European Senior Debt — Schedule C compensation
- Fmr LLC — Schedule C compensation
- Morgan Stanley Investment — Schedule C compensation
- Post Advisory Group LLC — Schedule C compensation
- Deprince, Race & Zollo, Inc. — Schedule C compensation
- Shenkman Capital Management — Schedule C compensation
- Cbre Global Investors LLC — Schedule C compensation
- Capital International Inc. — Schedule C compensation
- Blackstone Capital Partners — Schedule C compensation
- Factset Research Systems, Inc. — Schedule C compensation
- Seaport European Property — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Alpine Investors Vii A Lp — Schedule C compensation
- Proofpoint Co Invest Fund Lp — Schedule C compensation
- Arnold & Porter Kaye Scholer — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Aew Capital Management L.P. — Schedule C compensation
- Brandywine Global Investment — Schedule C compensation
- King & Spalding Llp — Schedule C compensation
- Lockwood Advisors Inc — Schedule C compensation
- Psg Fidelity Co-Invest L.P. — Schedule C compensation
- Deloitte & Touche, Llp — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Ridgemont Equity Partners I Lp — Schedule C compensation
- Ubs Trumbell Fund Lp — Schedule C compensation
- Berkshire Bridge Loan — Schedule C compensation
- Alpine Investors Ix-A Lp — Schedule C compensation
- Blackstone Holdings I L.P — Schedule C compensation
- Eric M. P. Tang Inc. — Schedule C compensation
- Silver Lake Partners Iii, L.P. — Schedule C compensation
- Financial Risk Mitigation — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Psg Ps Co-Investors Lp — Schedule C compensation
- Msci, Inc. — Schedule C compensation
- Crossplane Capital Rentalco — Schedule C compensation
- Blackstone Real Estate Part — Schedule C compensation
- Friedman Fleischer & Lowe — Schedule C compensation
- Eig Rockies Co-Investment Lp — Schedule C compensation