Ups Pension Plan
Sponsored by United Parcel Service Of America, Inc. · EIN 951732075 · Plan #022
- Total assets
- $9.3B
- Net assets
- $9.3B
- Active participants
- 159,780
- 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 |
|---|---|---|
| The Bank Of New York Mellon | Custodial (other), Investment management, Direct payment from the plan | $758,550 |
| Conduent Incorporated | Copying and duplicating, Direct payment from the plan | $627,819 |
| Alston & Bird Llp | Legal, Copying and duplicating, Direct payment from the plan | $568,509 |
| Nisa Investment Advisors | Investment management, Direct payment from the plan | $419,792 |
| Rr Donnelley | Copying and duplicating, Direct payment from the plan | $226,701 |
| Pwc Us Tax Llp | Consulting (general), Direct payment from the plan | $152,458 |
| Bloomberg Finance Lp | Direct payment from the plan | $137,428 |
| Willis Towers Watson Us Llc | Consulting (general), Copying and duplicating, Direct payment from the plan | $127,368 |
| Qdro Benefits Firm | Legal, Copying and duplicating, Direct payment from the plan | $95,819 |
| Blackrock Financial | Direct payment from the plan | $95,459 |
| Deloitte Tax Llp | Accounting, Consulting (general), Copying and duplicating | $91,457 |
| Pension Benefit Information | Other services, Direct payment from the plan | $72,965 |
| Factset Research Systems, Inc. | Copying and duplicating, Direct payment from the plan | $22,151 |
| Ridgeworth Capital Management | Investment management, Direct payment from the plan | $19,471 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $16,129 |
| Evestment Inc And Subsidiaries | Copying and duplicating, Direct payment from the plan | $13,265 |
| Diligend, Inc. | Other services, Direct payment from the plan | $7,247 |