Ups Retirement Plan
Sponsored by United Parcel Service Of America, Inc. · EIN 951732075 · Plan #001
- Total assets
- $21.2B
- Net assets
- $21.2B
- Active participants
- 39,297
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Ridgebrooke Capital Management Llc CRD 311117 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $2,598,461 |
| The Bank Of New York Mellon | Custodial (other), Investment management, Direct payment from the plan | $1,396,423 |
| Cvs Pharmacy, Inc | Direct payment from the plan, Account maintenance fees | $1,336,534 |
| Alston & Bird Llp | Legal, Copying and duplicating, Direct payment from the plan | $568,510 |
| Nisa Investment Advisors | Investment management, Direct payment from the plan | $545,651 |
| Conduent Incorporated | Copying and duplicating, Direct payment from the plan | $384,333 |
| Bloomberg Finance Lp | Direct payment from the plan | $252,321 |
| Blackrock Financial | Direct payment from the plan | $217,415 |
| Pwc Us Tax Llp | Consulting (general), Direct payment from the plan | $187,526 |
| Rr Donnelley | Copying and duplicating, Direct payment from the plan | $174,054 |
| Mercer (Us), Inc. | Consulting (general), Direct payment from the plan | $140,000 |
| Deloitte Tax Llp | Consulting (general), Copying and duplicating, Direct payment from the plan | $128,248 |
| Qdro Benefits Firm | Legal, Direct payment from the plan | $120,005 |
| Securian Life Insurance | Direct payment from the plan, Insurance brokerage commissions | $109,201 |
| State Street Global Advisors | Copying and duplicating, Direct payment from the plan | $100,000 |
| Aon Consulting Inc. | Copying and duplicating, Direct payment from the plan | $79,967 |
| Pension Benefit Information | Other services, Direct payment from the plan | $61,000 |
| Factset Research Systems, Inc. | Copying and duplicating, Direct payment from the plan | $50,398 |
| Evive Health Llc | Copying and duplicating, Direct payment from the plan | $48,949 |
| Ridgeworth Capital Management | Investment management, Direct payment from the plan | $44,230 |
| K & L Gates, Llp | Legal, Direct payment from the plan | $42,766 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $36,639 |
| Evestment Inc And Subsidiaries | Copying and duplicating, Direct payment from the plan | $30,205 |
| 4 C Health Solutions Inc | Copying and duplicating, Direct payment from the plan | $23,734 |
| Diligend, Inc. | Other services, Direct payment from the plan | $16,456 |
| Msci, Inc. | Copying and duplicating, Direct payment from the plan | $8,253 |
| West Publishing Corporation | Copying and duplicating, Direct payment from the plan | $5,403 |
| Fx Transparency, Llc | Copying and duplicating, Direct payment from the plan | $5,007 |