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UPS RETIREMENT PLAN 401k Plan overview

Plan NameUPS RETIREMENT PLAN
Plan identification number 001

UPS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
Employer identification number (EIN):951732075
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JESUS SANZ2023-10-05 DON LANCASTER2023-10-12
0012021-01-01MALIKA TERRY2022-10-19
0012020-01-01MALIKA TERRY2021-10-14 DON LANCASTER2021-10-14
0012019-01-01MALIKA TERRY2020-10-13 DON LANCASTER2020-10-13
0012019-01-01MALIKA TERRY2021-10-05 DON LANCASTER2021-10-05
0012018-01-01MALIKA TERRY2019-10-14 DON LANCASTER2019-10-14
0012017-01-01B.J. DORFMAN
0012016-01-01JOSEPH DOOLE
0012015-01-01DAN DISMUKES
0012015-01-01DAN DISMUKES
0012014-01-01DAN DISMUKES
0012012-01-01DAN DISMUKES
0012011-01-01DAN DISMUKES
0012009-01-01AL RAPP

Plan Statistics for UPS RETIREMENT PLAN

401k plan membership statisitcs for UPS RETIREMENT PLAN

Measure Date Value
2022: UPS RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3130,041,560,499
Acturial value of plan assets2022-12-3130,041,560,499
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,634,544,047
Number of terminated vested participants2022-12-3148,411
Fundng target for terminated vested participants2022-12-312,204,087,875
Active participant vested funding target2022-12-316,898,427,939
Number of active participants2022-12-3151,595
Total funding liabilities for active participants2022-12-317,985,321,606
Total participant count2022-12-31152,170
Total funding target for all participants2022-12-3123,823,953,528
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-317,403,647,515
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31569,831,004
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-316,833,816,511
Present value of excess contributions2022-12-31402,245,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31424,329,051
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31424,329,051
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-317,633,322,088
Total employer contributions2022-12-31190,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31178,164,319
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31810,291,698
Net shortfall amortization installment of oustanding balance2022-12-311,415,715,117
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31973,343,244
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31795,178,925
Additional cash requirement2022-12-31178,164,319
Contributions allocatedtoward minimum required contributions for current year2022-12-31178,164,319
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01152,178
Total number of active participants reported on line 7a of the Form 55002022-01-0148,419
Number of retired or separated participants receiving benefits2022-01-0147,565
Number of other retired or separated participants entitled to future benefits2022-01-0147,572
Total of all active and inactive participants2022-01-01143,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016,257
Total participants2022-01-01149,813
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01212
2021: UPS RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3129,075,643,120
Acturial value of plan assets2021-12-3129,075,643,120
Funding target for retired participants and beneficiaries receiving payment2021-12-3112,499,171,202
Number of terminated vested participants2021-12-3144,524
Fundng target for terminated vested participants2021-12-311,747,740,134
Active participant vested funding target2021-12-317,114,117,018
Number of active participants2021-12-3159,617
Total funding liabilities for active participants2021-12-318,281,699,641
Total participant count2021-12-31153,635
Total funding target for all participants2021-12-3122,528,610,977
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-317,162,907,329
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31699,662,008
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-316,463,245,321
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-317,403,647,515
Total employer contributions2021-12-31650,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31595,782,507
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31657,437,120
Net shortfall amortization installment of oustanding balance2021-12-31856,615,372
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31763,014,295
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31569,831,004
Additional cash requirement2021-12-31193,183,291
Contributions allocatedtoward minimum required contributions for current year2021-12-31595,782,507
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01153,610
Total number of active participants reported on line 7a of the Form 55002021-01-0152,821
Number of retired or separated participants receiving benefits2021-01-0145,661
Number of other retired or separated participants entitled to future benefits2021-01-0147,823
Total of all active and inactive participants2021-01-01146,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015,873
Total participants2021-01-01152,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01278
2020: UPS RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3126,547,077,045
Acturial value of plan assets2020-12-3126,547,077,045
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,384,703,706
Number of terminated vested participants2020-12-3145,410
Fundng target for terminated vested participants2020-12-311,706,730,671
Active participant vested funding target2020-12-316,774,182,943
Number of active participants2020-12-3164,695
Total funding liabilities for active participants2020-12-317,945,879,163
Total participant count2020-12-31156,530
Total funding target for all participants2020-12-3121,037,313,540
Balance at beginning of prior year after applicable adjustments2020-12-31210,997,698
Prefunding balance at beginning of prior year after applicable adjustments2020-12-316,254,989,428
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31210,997,698
Prefunding balanced used to offset prior years funding requirement2020-12-31771,339,971
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-315,483,649,457
Present value of excess contributions2020-12-31593,821,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31699,878,079
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31699,878,079
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-317,162,907,329
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31527,586,426
Net shortfall amortization installment of oustanding balance2020-12-311,653,143,824
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31699,662,008
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31699,662,008
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01155,767
Total number of active participants reported on line 7a of the Form 55002020-01-0160,506
Number of retired or separated participants receiving benefits2020-01-0142,704
Number of other retired or separated participants entitled to future benefits2020-01-0144,848
Total of all active and inactive participants2020-01-01148,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015,552
Total participants2020-01-01153,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01214
2019: UPS RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3123,413,298,881
Acturial value of plan assets2019-12-3123,413,298,881
Funding target for retired participants and beneficiaries receiving payment2019-12-3110,624,467,785
Number of terminated vested participants2019-12-3153,840
Fundng target for terminated vested participants2019-12-312,184,487,240
Active participant vested funding target2019-12-316,992,183,577
Number of active participants2019-12-3170,386
Total funding liabilities for active participants2019-12-318,250,184,668
Total participant count2019-12-31167,144
Total funding target for all participants2019-12-3121,059,139,693
Balance at beginning of prior year after applicable adjustments2019-12-312,026,221,674
Prefunding balance at beginning of prior year after applicable adjustments2019-12-316,378,736,924
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31530,000,000
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-311,496,221,674
Amount remaining of prefunding balance2019-12-316,378,736,924
Present value of excess contributions2019-12-31409,919,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31401,967,071
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-311,256,197,276
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31210,997,698
Balance of prefunding at beginning of current year2019-12-316,254,989,428
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31602,166,924
Net shortfall amortization installment of oustanding balance2019-12-314,111,827,938
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,270,288,604
Carryover balance elected to use to offset funding requirement2019-12-31210,997,698
Prefunding balance elected to use to offset funding requirement2019-12-311,075,539,682
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01166,660
Total number of active participants reported on line 7a of the Form 55002019-01-0165,279
Number of retired or separated participants receiving benefits2019-01-0140,677
Number of other retired or separated participants entitled to future benefits2019-01-0144,561
Total of all active and inactive participants2019-01-01150,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015,250
Total participants2019-01-01155,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01278
2018: UPS RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3124,269,318,444
Acturial value of plan assets2018-12-3124,269,318,444
Funding target for retired participants and beneficiaries receiving payment2018-12-318,985,732,852
Number of terminated vested participants2018-12-3152,662
Fundng target for terminated vested participants2018-12-312,007,283,658
Active participant vested funding target2018-12-316,850,574,188
Number of active participants2018-12-3177,618
Total funding liabilities for active participants2018-12-318,121,133,022
Total participant count2018-12-31169,812
Total funding target for all participants2018-12-3119,114,149,532
Balance at beginning of prior year after applicable adjustments2018-12-312,130,244,342
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,072,216,556
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31360,000,000
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-311,770,244,342
Amount remaining of prefunding balance2018-12-313,072,216,556
Present value of excess contributions2018-12-312,671,312,003
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,862,277,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,862,277,854
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-312,026,221,674
Balance of prefunding at beginning of current year2018-12-316,378,736,924
Total employer contributions2018-12-31490,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31456,655,818
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31576,736,309
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31576,736,309
Carryover balance elected to use to offset funding requirement2018-12-31530,000,000
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3146,736,309
Contributions allocatedtoward minimum required contributions for current year2018-12-31456,655,818
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01169,456
Total number of active participants reported on line 7a of the Form 55002018-01-0170,908
Number of retired or separated participants receiving benefits2018-01-0137,389
Number of other retired or separated participants entitled to future benefits2018-01-0153,264
Total of all active and inactive participants2018-01-01161,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015,099
Total participants2018-01-01166,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01562
2017: UPS RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3119,383,991,130
Acturial value of plan assets2017-12-3119,383,991,130
Funding target for retired participants and beneficiaries receiving payment2017-12-318,168,587,799
Number of terminated vested participants2017-12-3151,633
Fundng target for terminated vested participants2017-12-311,869,337,275
Active participant vested funding target2017-12-316,422,212,210
Number of active participants2017-12-3185,736
Total funding liabilities for active participants2017-12-317,688,987,715
Total participant count2017-12-31174,593
Total funding target for all participants2017-12-3117,726,912,789
Balance at beginning of prior year after applicable adjustments2017-12-312,341,635,590
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,139,773,729
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31335,000,000
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-312,006,635,590
Amount remaining of prefunding balance2017-12-312,139,773,729
Present value of excess contributions2017-12-311,247,820,362
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,325,051,224
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31800,632,765
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-312,130,244,342
Balance of prefunding at beginning of current year2017-12-313,072,216,556
Total employer contributions2017-12-313,000,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,835,432,511
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31524,120,508
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31524,120,508
Carryover balance elected to use to offset funding requirement2017-12-31360,000,000
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31164,120,508
Contributions allocatedtoward minimum required contributions for current year2017-12-312,835,432,511
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01174,265
Total number of active participants reported on line 7a of the Form 55002017-01-0178,040
Number of retired or separated participants receiving benefits2017-01-0134,486
Number of other retired or separated participants entitled to future benefits2017-01-0152,144
Total of all active and inactive participants2017-01-01164,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014,786
Total participants2017-01-01169,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,886
2016: UPS RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3118,043,311,969
Acturial value of plan assets2016-12-3118,043,311,969
Funding target for retired participants and beneficiaries receiving payment2016-12-317,468,951,642
Number of terminated vested participants2016-12-3160,258
Fundng target for terminated vested participants2016-12-312,055,964,562
Active participant vested funding target2016-12-315,732,121,435
Number of active participants2016-12-3191,050
Total funding liabilities for active participants2016-12-316,991,574,382
Total participant count2016-12-31185,811
Total funding target for all participants2016-12-3116,516,490,586
Balance at beginning of prior year after applicable adjustments2016-12-312,763,128,397
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,865,442,496
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31425,000,000
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-312,338,128,397
Amount remaining of prefunding balance2016-12-311,865,442,496
Present value of excess contributions2016-12-31279,593,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31280,012,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31271,533,069
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-312,341,635,590
Balance of prefunding at beginning of current year2016-12-312,139,773,729
Total employer contributions2016-12-311,475,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,384,215,327
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31471,394,965
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31471,394,965
Carryover balance elected to use to offset funding requirement2016-12-31335,000,000
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31136,394,965
Contributions allocatedtoward minimum required contributions for current year2016-12-311,384,215,327
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01185,065
Total number of active participants reported on line 7a of the Form 55002016-01-0185,975
Number of retired or separated participants receiving benefits2016-01-0132,526
Number of other retired or separated participants entitled to future benefits2016-01-0151,254
Total of all active and inactive participants2016-01-01169,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014,510
Total participants2016-01-01174,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015,258
2015: UPS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180,500
Total number of active participants reported on line 7a of the Form 55002015-01-0191,325
Number of retired or separated participants receiving benefits2015-01-0130,334
Number of other retired or separated participants entitled to future benefits2015-01-0159,460
Total of all active and inactive participants2015-01-01181,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014,318
Total participants2015-01-01185,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015,657
2014: UPS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173,866
Total number of active participants reported on line 7a of the Form 55002014-01-0190,229
Number of retired or separated participants receiving benefits2014-01-0128,453
Number of other retired or separated participants entitled to future benefits2014-01-0157,982
Total of all active and inactive participants2014-01-01176,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014,037
Total participants2014-01-01180,701
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014,425
2012: UPS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185,872
Total number of active participants reported on line 7a of the Form 55002012-01-0187,229
Number of retired or separated participants receiving benefits2012-01-0124,944
Number of other retired or separated participants entitled to future benefits2012-01-0154,825
Total of all active and inactive participants2012-01-01166,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013,579
Total participants2012-01-01170,577
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013,322
2011: UPS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01181,934
Total number of active participants reported on line 7a of the Form 55002011-01-0196,694
Number of retired or separated participants receiving benefits2011-01-0123,849
Number of other retired or separated participants entitled to future benefits2011-01-0162,569
Total of all active and inactive participants2011-01-01183,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013,385
Total participants2011-01-01186,497
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013,456
2009: UPS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01172,785
Total number of active participants reported on line 7a of the Form 55002009-01-01103,624
Number of retired or separated participants receiving benefits2009-01-0119,821
Number of other retired or separated participants entitled to future benefits2009-01-0153,581
Total of all active and inactive participants2009-01-01177,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012,744
Total participants2009-01-01179,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015,168

Financial Data on UPS RETIREMENT PLAN

Measure Date Value
2022 : UPS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,674,099,233
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,434,322,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,319,648,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$458,400,323
Value of total assets at end of year2022-12-31$22,022,408,253
Value of total assets at beginning of year2022-12-31$30,130,829,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$114,673,850
Total interest from all sources2022-12-31$1,109,794
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$31,478,589
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$666,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$69,625
Administrative expenses (other) incurred2022-12-31$114,673,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,108,421,271
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,022,408,253
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,130,829,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$171,117,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,353,739
Interest earned on other investments2022-12-31$1,109,380
Value of interest in master investment trust accounts at end of year2022-12-31$21,593,164,971
Value of interest in master investment trust accounts at beginning of year2022-12-31$29,545,405,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,458,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$414
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$309,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$426,921,734
Employer contributions (assets) at end of year2022-12-31$256,000,000
Employer contributions (assets) at beginning of year2022-12-31$517,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,319,338,210
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2022-12-31133891517
2021 : UPS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,225,634,877
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,427,905,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,338,102,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$736,614,769
Value of total assets at end of year2021-12-31$30,130,829,524
Value of total assets at beginning of year2021-12-31$29,333,100,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,803,097
Total interest from all sources2021-12-31$15,221
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$19,614,769
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$69,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$80,066
Administrative expenses (other) incurred2021-12-31$89,803,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$797,729,467
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,130,829,524
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,333,100,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,353,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,911,402
Value of interest in master investment trust accounts at end of year2021-12-31$29,545,405,796
Value of interest in master investment trust accounts at beginning of year2021-12-31$29,140,107,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$15,221
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$669,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$717,000,000
Employer contributions (assets) at end of year2021-12-31$517,000,000
Employer contributions (assets) at beginning of year2021-12-31$180,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,337,432,697
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$598
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2021-12-31133891517
2020 : UPS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,558,125,014
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,375,263,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,260,981,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$858,104,857
Value of total assets at end of year2020-12-31$29,333,100,057
Value of total assets at beginning of year2020-12-31$26,150,238,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,282,040
Total interest from all sources2020-12-31$442,206
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$17,104,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$80,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$149,204
Administrative expenses (other) incurred2020-12-31$114,282,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,182,861,156
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,333,100,057
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,150,238,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,911,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,106,565
Income. Interest from US Government securities2020-12-31$442,206
Value of interest in master investment trust accounts at end of year2020-12-31$29,140,107,960
Value of interest in master investment trust accounts at beginning of year2020-12-31$25,935,982,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$30
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$861,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$841,000,000
Employer contributions (assets) at end of year2020-12-31$180,000,000
Employer contributions (assets) at beginning of year2020-12-31$180,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,260,120,651
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$598
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$636
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2020-12-31133891517
2019 : UPS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,250,902,461
Total income from all sources (including contributions)2019-12-31$4,250,902,461
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,711,873,558
Total of all expenses incurred2019-12-31$1,711,873,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,684,489,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,684,489,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$193,241,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$193,241,739
Value of total assets at end of year2019-12-31$26,150,238,901
Value of total assets at end of year2019-12-31$26,150,238,901
Value of total assets at beginning of year2019-12-31$23,611,209,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,384,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,384,494
Total interest from all sources2019-12-31$68,957,495
Total interest from all sources2019-12-31$68,957,495
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,241,739
Contributions received from participants2019-12-31$13,241,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$149,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$149,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,090,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,090,033
Administrative expenses (other) incurred2019-12-31$27,384,494
Administrative expenses (other) incurred2019-12-31$27,384,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,539,028,903
Value of net income/loss2019-12-31$2,539,028,903
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,150,238,901
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,150,238,901
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,611,209,998
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,611,209,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,106,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,106,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$114,039,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$114,039,143
Income. Interest from US Government securities2019-12-31$68,957,495
Income. Interest from US Government securities2019-12-31$68,957,495
Value of interest in master investment trust accounts at end of year2019-12-31$25,935,982,466
Value of interest in master investment trust accounts at end of year2019-12-31$25,935,982,466
Value of interest in master investment trust accounts at beginning of year2019-12-31$16,338,687,440
Value of interest in master investment trust accounts at beginning of year2019-12-31$16,338,687,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,611,344
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,611,344
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$6,472,392,785
Asset value of US Government securities at beginning of year2019-12-31$6,472,392,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$180,000,000
Contributions received in cash from employer2019-12-31$180,000,000
Employer contributions (assets) at end of year2019-12-31$180,000,000
Employer contributions (assets) at end of year2019-12-31$180,000,000
Employer contributions (assets) at beginning of year2019-12-31$660,000,000
Employer contributions (assets) at beginning of year2019-12-31$660,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,682,877,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,682,877,720
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$636
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$636
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$597
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$597
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : UPS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$149,726,420
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,032,966,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,008,947,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$668,281,176
Value of total assets at end of year2018-12-31$23,611,209,998
Value of total assets at beginning of year2018-12-31$24,494,450,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,019,806
Total interest from all sources2018-12-31$179,908,062
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,281,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$26,090,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,117,479
Administrative expenses (other) incurred2018-12-31$24,019,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-883,240,442
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,611,209,998
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,494,450,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$114,039,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,183,953,817
Income. Interest from US Government securities2018-12-31$179,908,062
Value of interest in master investment trust accounts at end of year2018-12-31$16,338,687,440
Value of interest in master investment trust accounts at beginning of year2018-12-31$21,307,117,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,261,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,261,040
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$995,889
Asset value of US Government securities at end of year2018-12-31$6,472,392,785
Asset value of US Government securities at beginning of year2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$660,000,000
Employer contributions (assets) at end of year2018-12-31$660,000,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,007,951,167
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$597
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$508
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE, LLC
Accountancy firm EIN2018-12-31133891517
2017 : UPS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,720,110,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,823,625,503
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,009,825,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$937,176,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,821,789,764
Value of total assets at end of year2017-12-31$24,494,450,440
Value of total assets at beginning of year2017-12-31$18,960,540,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,649,626
Total interest from all sources2017-12-31$1,835,739
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,789,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,117,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,490,542
Administrative expenses (other) incurred2017-12-31$72,649,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,813,799,512
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,494,450,440
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,960,540,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,183,953,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$67,717,904
Value of interest in master investment trust accounts at end of year2017-12-31$21,307,117,596
Value of interest in master investment trust accounts at beginning of year2017-12-31$18,556,271,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,261,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$59,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$59,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,835,739
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$148,489,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,814,000,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$325,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$788,686,720
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$508
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$573
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE, LLC
Accountancy firm EIN2017-12-31133891517
2016 : UPS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,096,436,789
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,325,637,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,265,853,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,001,450,981
Value of total assets at end of year2016-12-31$18,960,540,159
Value of total assets at beginning of year2016-12-31$18,189,741,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,784,906
Total interest from all sources2016-12-31$78,088
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,450,981
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$140,173,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,490,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$131,289
Administrative expenses (other) incurred2016-12-31$59,784,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$770,798,794
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,960,540,159
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,189,741,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$67,717,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,451,400
Value of interest in master investment trust accounts at end of year2016-12-31$18,556,271,934
Value of interest in master investment trust accounts at beginning of year2016-12-31$17,877,158,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$59,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$78,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$995,000,000
Employer contributions (assets) at end of year2016-12-31$325,000,000
Employer contributions (assets) at beginning of year2016-12-31$310,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,125,679,224
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$573
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE, LLC
Accountancy firm EIN2016-12-31133891517
2015 : UPS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$330,493,164
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$807,587,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$787,310,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$315,966,542
Value of total assets at end of year2015-12-31$18,189,741,365
Value of total assets at beginning of year2015-12-31$18,666,835,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,276,171
Total interest from all sources2015-12-31$1,127
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,966,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$131,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$141,698
Administrative expenses (other) incurred2015-12-31$20,276,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-477,093,958
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,189,741,365
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,666,835,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,451,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,453,703
Value of interest in master investment trust accounts at end of year2015-12-31$17,877,158,482
Value of interest in master investment trust accounts at beginning of year2015-12-31$18,662,192,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$82
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$82
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,127
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$131,536,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$310,000,000
Employer contributions (assets) at end of year2015-12-31$310,000,000
Income. Dividends from preferred stock2015-12-31$476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$655,774,096
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$47,834
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLE
Accountancy firm EIN2015-12-31133891517
2014 : UPS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,996,930,344
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$751,920,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$730,769,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$205,794,160
Value of total assets at end of year2014-12-31$18,666,835,323
Value of total assets at beginning of year2014-12-31$17,421,825,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,151,196
Total interest from all sources2014-12-31$1,729
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,184
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,794,160
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$122,087,073
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$141,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$151,923
Administrative expenses (other) incurred2014-12-31$21,150,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,245,010,082
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,666,835,323
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,421,825,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,453,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,290,033
Value of interest in master investment trust accounts at end of year2014-12-31$18,662,192,006
Value of interest in master investment trust accounts at beginning of year2014-12-31$17,415,346,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$82
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$94
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$94
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$200,000,000
Income. Dividends from preferred stock2014-12-31$1,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$608,681,993
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$47,834
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$36,537
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLC
Accountancy firm EIN2014-12-31133891517
2013 : UPS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$930,539,537
Total income from all sources (including contributions)2013-12-31$1,253,798,959
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$695,516,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$678,971,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,760,042
Value of total assets at end of year2013-12-31$17,421,825,241
Value of total assets at beginning of year2013-12-31$17,794,082,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,545,143
Total interest from all sources2013-12-31$2,557
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,760,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$151,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$162,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$930,539,537
Administrative expenses (other) incurred2013-12-31$16,545,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$558,282,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,421,825,241
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,863,542,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,290,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,448,170
Value of interest in master investment trust accounts at end of year2013-12-31$17,415,346,654
Value of interest in master investment trust accounts at beginning of year2013-12-31$17,785,443,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$94
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,557
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$121,955,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from preferred stock2013-12-31$24,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$557,015,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$36,537
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$28,719
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLC
Accountancy firm EIN2013-12-31133891517
2012 : UPS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$930,539,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$930,539,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1
Total income from all sources (including contributions)2012-12-31$2,287,227,600
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$681,811,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$665,861,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$376,685,813
Value of total assets at end of year2012-12-31$17,794,082,261
Value of total assets at beginning of year2012-12-31$16,188,665,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,949,995
Total interest from all sources2012-12-31$14,646
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$-1,139
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,107,528
Participant contributions at beginning of year2012-12-31$172,611
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,578,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$162,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$930,539,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1
Administrative expenses (other) incurred2012-12-31$15,951,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,605,416,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,863,542,724
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,188,665,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,448,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,819,936
Value of interest in master investment trust accounts at end of year2012-12-31$17,785,443,086
Value of interest in master investment trust accounts at beginning of year2012-12-31$16,180,634,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$365,000,000
Income. Dividends from preferred stock2012-12-31$554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$665,861,062
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$28,719
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$38,451
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLC
Accountancy firm EIN2012-12-31133891517
2011 : UPS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$-473
Total income from all sources (including contributions)2011-12-31$1,352,105,003
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$601,741,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$585,739,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,425,861
Value of total assets at end of year2011-12-31$16,188,665,719
Value of total assets at beginning of year2011-12-31$15,438,301,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,002,155
Total interest from all sources2011-12-31$1,244
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,948,986
Participant contributions at end of year2011-12-31$172,611
Participant contributions at beginning of year2011-12-31$182,800
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,476,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$-473
Administrative expenses (other) incurred2011-12-31$16,002,155
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$750,363,687
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,188,665,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,438,302,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,819,936
Value of interest in master investment trust accounts at end of year2011-12-31$16,180,634,721
Value of interest in master investment trust accounts at beginning of year2011-12-31$15,431,388,604
Value of interest in common/collective trusts at beginning of year2011-12-31$6,690,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Income. Dividends from preferred stock2011-12-31$15,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$585,739,161
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$39,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$38,451
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE, LLC
Accountancy firm EIN2011-12-31133891517
2010 : UPS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$-473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$134,801,349
Total income from all sources (including contributions)2010-12-31$3,271,418,723
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$556,088,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$531,982,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,507,187,993
Value of total assets at end of year2010-12-31$15,438,301,558
Value of total assets at beginning of year2010-12-31$12,857,773,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,105,855
Total interest from all sources2010-12-31$238,302
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$101,275
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$36,536,973
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,187,993
Participant contributions at end of year2010-12-31$182,800
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$176,532,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$145,477,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$-473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$134,752,701
Administrative expenses (other) incurred2010-12-31$16,296,127
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$48,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,715,329,925
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,438,302,031
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,722,972,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$2,636,703,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$342,957,466
Value of interest in master investment trust accounts at end of year2010-12-31$15,431,388,604
Value of interest in common/collective trusts at end of year2010-12-31$6,690,125
Value of interest in common/collective trusts at beginning of year2010-12-31$3,813,754,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$57,078,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$57,078,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$238,302
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$239,003,217
Asset value of US Government securities at beginning of year2010-12-31$781,570,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$315,154,063
Contributions received in cash from employer2010-12-31$1,500,000,000
Income. Dividends from preferred stock2010-12-31$19,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$531,982,943
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$39,888
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$595,098,744
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$833,574,268
Contract administrator fees2010-12-31$7,708,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,884,330,868
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for UPS RETIREMENT PLAN

2022: UPS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UPS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UPS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UPS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UPS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UPS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UPS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UPS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UPS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: UPS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UPS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UPS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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