Ups/Ibt Full Time Employee Pension Plan
Sponsored by Board Of Trustees Of The Ups/Ibt Full Time Pension Plan · EIN 266150755 · Plan #001
- Total assets
- $12.2B
- Net assets
- $12.2B
- Active participants
- 68,290
- 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 |
|---|---|---|
| Ridgebrooke Capital Management Llc CRD 311117 | fuzzy_auto · 94% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nisa Investment Advisors | Investment management, Direct payment from the plan | $988,895 |
| The Bank Of New York Mellon | Custodial (other), Investment management, Direct payment from the plan | $656,701 |
| Conduent Incorporated | Copying and duplicating, Direct payment from the plan | $232,724 |
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $187,479 |
| Bloomberg Finance Lp | Direct payment from the plan | $162,327 |
| Pwc Us Tax Llp | Consulting (general), Direct payment from the plan | $160,017 |
| Blackrock Financial | Direct payment from the plan | $121,544 |
| Rr Donnelley | Copying and duplicating, Direct payment from the plan | $86,490 |
| Pension Benefit Information | Other services, Direct payment from the plan | $34,509 |
| Deloitte Tax Llp | Accounting, Consulting (general), Copying and duplicating | $31,468 |
| Factset Research Systems, Inc. | Copying and duplicating, Direct payment from the plan | $28,279 |
| Ridgeworth Capital Management | Investment management, Direct payment from the plan | $24,960 |
| Alan Biller & Associates, Inc. | Consulting (pension), Direct payment from the plan | $21,250 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $20,672 |
| Evestment Inc And Subsidiaries | Copying and duplicating, Direct payment from the plan | $16,916 |
| Diligend, Inc. | Other services, Direct payment from the plan | $9,298 |