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UPS 401 (K) SAVINGS PLAN 401k Plan overview

Plan NameUPS 401 (K) SAVINGS PLAN
Plan identification number 004

UPS 401 (K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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 401 (K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01BARBARA J DORFMAN2023-09-05
0042021-01-01BARBARA J DORFMAN2022-09-28 DON LANCASTER2022-09-28
0042020-01-01BARBARA J DORFMAN2021-10-14 DON LANCASTER2021-10-14
0042020-01-01BARBARA J DORFMAN2021-12-10 DON LANCASTER2021-12-10
0042019-01-01BARBARA J DORFMAN2020-10-13 DON LANCASTER2020-10-13
0042019-01-01BARBARA J DORFMAN2021-12-10 DON LANCASTER2021-12-10
0042018-01-01BARBARA J DORFMAN2019-10-14 DON LANCASTER2019-10-14
0042018-01-01BARBARA J DORFMAN2021-12-10 DON LANCASTER2021-12-10
0042017-01-01B.J. DORFMAN
0042017-01-01B.J. DORFMAN
0042017-01-01BARBARA J DORFMAN2021-12-10 DON LANCASTER2021-12-10
0042016-01-01JOSEPH DOOLE
0042015-01-01DAN DISMUKES
0042014-01-01DAN DISMUKES
0042013-01-01DAN DISMUKES
0042012-01-01DAN DISMUKES
0042011-01-01DAN DISMUKES
0042010-01-01DAN DISMUKES
0042009-01-01MARY ANN TWEDDLE
0042009-01-01MARY ANN TWEDDLE

Plan Statistics for UPS 401 (K) SAVINGS PLAN

401k plan membership statisitcs for UPS 401 (K) SAVINGS PLAN

Measure Date Value
2022: UPS 401 (K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155,203
Total number of active participants reported on line 7a of the Form 55002022-01-01102,231
Number of retired or separated participants receiving benefits2022-01-01812
Number of other retired or separated participants entitled to future benefits2022-01-0148,095
Total of all active and inactive participants2022-01-01151,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01604
Total participants2022-01-01151,742
Number of participants with account balances2022-01-01136,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,647
2021: UPS 401 (K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01169,399
Total number of active participants reported on line 7a of the Form 55002021-01-01107,310
Number of retired or separated participants receiving benefits2021-01-01739
Number of other retired or separated participants entitled to future benefits2021-01-0146,602
Total of all active and inactive participants2021-01-01154,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01552
Total participants2021-01-01155,203
Number of participants with account balances2021-01-01135,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,052
2020: UPS 401 (K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01148,739
Total number of active participants reported on line 7a of the Form 55002020-01-01119,302
Number of retired or separated participants receiving benefits2020-01-01650
Number of other retired or separated participants entitled to future benefits2020-01-0148,961
Total of all active and inactive participants2020-01-01168,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01486
Total participants2020-01-01169,399
Number of participants with account balances2020-01-01145,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UPS 401 (K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01140,746
Total number of active participants reported on line 7a of the Form 55002019-01-01108,089
Number of retired or separated participants receiving benefits2019-01-01569
Number of other retired or separated participants entitled to future benefits2019-01-0139,678
Total of all active and inactive participants2019-01-01148,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01403
Total participants2019-01-01148,739
Number of participants with account balances2019-01-01131,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UPS 401 (K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01133,365
Total number of active participants reported on line 7a of the Form 55002018-01-01108,215
Number of retired or separated participants receiving benefits2018-01-01473
Number of other retired or separated participants entitled to future benefits2018-01-0131,695
Total of all active and inactive participants2018-01-01140,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01363
Total participants2018-01-01140,746
Number of participants with account balances2018-01-01122,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UPS 401 (K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01121,363
Total number of active participants reported on line 7a of the Form 55002017-01-01103,629
Number of retired or separated participants receiving benefits2017-01-01407
Number of other retired or separated participants entitled to future benefits2017-01-0129,004
Total of all active and inactive participants2017-01-01133,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01325
Total participants2017-01-01133,365
Number of participants with account balances2017-01-01114,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01557
2016: UPS 401 (K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104,499
Total number of active participants reported on line 7a of the Form 55002016-01-0192,875
Number of retired or separated participants receiving benefits2016-01-01333
Number of other retired or separated participants entitled to future benefits2016-01-0127,918
Total of all active and inactive participants2016-01-01121,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01237
Total participants2016-01-01121,363
Number of participants with account balances2016-01-01109,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UPS 401 (K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01104,803
Total number of active participants reported on line 7a of the Form 55002015-01-0188,542
Number of retired or separated participants receiving benefits2015-01-01307
Number of other retired or separated participants entitled to future benefits2015-01-0126,710
Total of all active and inactive participants2015-01-01115,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01237
Total participants2015-01-01115,796
Number of participants with account balances2015-01-01104,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UPS 401 (K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0199,681
Total number of active participants reported on line 7a of the Form 55002014-01-0187,682
Number of retired or separated participants receiving benefits2014-01-01269
Number of other retired or separated participants entitled to future benefits2014-01-0129,056
Total of all active and inactive participants2014-01-01117,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01190
Total participants2014-01-01117,197
Number of participants with account balances2014-01-01104,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UPS 401 (K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0198,171
Total number of active participants reported on line 7a of the Form 55002013-01-0184,175
Number of retired or separated participants receiving benefits2013-01-01226
Number of other retired or separated participants entitled to future benefits2013-01-0127,054
Total of all active and inactive participants2013-01-01111,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01171
Total participants2013-01-01111,626
Number of participants with account balances2013-01-0199,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UPS 401 (K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0197,518
Total number of active participants reported on line 7a of the Form 55002012-01-0185,957
Number of retired or separated participants receiving benefits2012-01-01211
Number of other retired or separated participants entitled to future benefits2012-01-0125,934
Total of all active and inactive participants2012-01-01112,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01178
Total participants2012-01-01112,280
Number of participants with account balances2012-01-0198,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UPS 401 (K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197,518
Total number of active participants reported on line 7a of the Form 55002011-01-0186,793
Number of retired or separated participants receiving benefits2011-01-01178
Number of other retired or separated participants entitled to future benefits2011-01-0125,139
Total of all active and inactive participants2011-01-01112,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01187
Total participants2011-01-01112,297
Number of participants with account balances2011-01-0197,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UPS 401 (K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0195,348
Total number of active participants reported on line 7a of the Form 55002010-01-0189,349
Number of retired or separated participants receiving benefits2010-01-01160
Number of other retired or separated participants entitled to future benefits2010-01-0123,871
Total of all active and inactive participants2010-01-01113,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01210
Total participants2010-01-01113,590
Number of participants with account balances2010-01-0195,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UPS 401 (K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01119,766
Total number of active participants reported on line 7a of the Form 55002009-01-0193,167
Number of retired or separated participants receiving benefits2009-01-01138
Number of other retired or separated participants entitled to future benefits2009-01-0127,781
Total of all active and inactive participants2009-01-01121,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01320
Total participants2009-01-01121,406
Number of participants with account balances2009-01-01102,315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UPS 401 (K) SAVINGS PLAN

Measure Date Value
2022 : UPS 401 (K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-467,532,432
Total unrealized appreciation/depreciation of assets2022-12-31$-467,532,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,183,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,568,128
Total income from all sources (including contributions)2022-12-31$-1,642,217,126
Total loss/gain on sale of assets2022-12-31$-31,344,858
Total of all expenses incurred2022-12-31$811,275,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$798,844,943
Expenses. Certain deemed distributions of participant loans2022-12-31$-4,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$740,949,570
Value of total assets at end of year2022-12-31$11,316,219,950
Value of total assets at beginning of year2022-12-31$13,770,097,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,435,228
Total interest from all sources2022-12-31$-181,112
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$82,357,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$8,174,499
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$465,524,214
Participant contributions at end of year2022-12-31$30,509,792
Participant contributions at beginning of year2022-12-31$33,565,210
Participant contributions at end of year2022-12-31$3,748,426
Participant contributions at beginning of year2022-12-31$3,315,397
Assets. Other investments not covered elsewhere at end of year2022-12-31$544,162,991
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$747,835,061
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,480,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,266,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,047
Other income not declared elsewhere2022-12-31$-212,706,227
Liabilities. Value of operating payables at end of year2022-12-31$3,183,663
Liabilities. Value of operating payables at beginning of year2022-12-31$3,568,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,453,493,116
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,313,036,287
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,766,529,403
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
Investment advisory and management fees2022-12-31$995,879
Interest on participant loans2022-12-31$1,582,495
Interest earned on other investments2022-12-31$-1,763,871
Value of interest in common/collective trusts at end of year2022-12-31$8,399,200,049
Value of interest in common/collective trusts at beginning of year2022-12-31$10,191,934,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$17,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$17,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$17,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$264
Net investment gain or loss from common/collective trusts2022-12-31$-1,753,759,220
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$2,190,514,729
Assets. Invements in employer securities at beginning of year2022-12-31$2,672,684,291
Contributions received in cash from employer2022-12-31$266,944,527
Employer contributions (assets) at end of year2022-12-31$146,799,941
Employer contributions (assets) at beginning of year2022-12-31$120,728,038
Income. Dividends from common stock2022-12-31$82,357,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$798,844,943
Contract administrator fees2022-12-31$3,264,850
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
Aggregate proceeds on sale of assets2022-12-31$329,114,467
Aggregate carrying amount (costs) on sale of assets2022-12-31$360,459,325
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 401 (K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$547,902,283
Total unrealized appreciation/depreciation of assets2021-12-31$547,902,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,568,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,155,235
Total income from all sources (including contributions)2021-12-31$2,809,462,048
Total loss/gain on sale of assets2021-12-31$42,297,238
Total of all expenses incurred2021-12-31$1,310,963,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,297,389,679
Expenses. Certain deemed distributions of participant loans2021-12-31$-99,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$708,924,758
Value of total assets at end of year2021-12-31$13,770,097,531
Value of total assets at beginning of year2021-12-31$12,271,186,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,673,462
Total interest from all sources2021-12-31$-2,359,824
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$52,008,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,964,807
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$452,280,490
Participant contributions at end of year2021-12-31$33,565,210
Participant contributions at beginning of year2021-12-31$38,418,116
Participant contributions at end of year2021-12-31$3,315,397
Participant contributions at beginning of year2021-12-31$3,206,318
Assets. Other investments not covered elsewhere at end of year2021-12-31$747,835,061
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$664,975,818
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,077,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$49,383
Other income not declared elsewhere2021-12-31$161,984,061
Liabilities. Value of operating payables at end of year2021-12-31$3,568,128
Liabilities. Value of operating payables at beginning of year2021-12-31$3,155,235
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$1,498,498,622
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,766,529,403
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,268,030,781
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
Investment advisory and management fees2021-12-31$1,736,726
Interest on participant loans2021-12-31$1,105,647
Interest earned on other investments2021-12-31$-3,465,471
Value of interest in common/collective trusts at end of year2021-12-31$10,191,934,045
Value of interest in common/collective trusts at beginning of year2021-12-31$9,261,120,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$17,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$17,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$17,442
Net investment gain or loss from common/collective trusts2021-12-31$1,298,705,309
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$2,672,684,291
Assets. Invements in employer securities at beginning of year2021-12-31$2,186,057,178
Contributions received in cash from employer2021-12-31$244,567,060
Employer contributions (assets) at end of year2021-12-31$120,728,038
Employer contributions (assets) at beginning of year2021-12-31$117,341,103
Income. Dividends from common stock2021-12-31$52,008,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,297,389,679
Contract administrator fees2021-12-31$2,971,929
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
Aggregate proceeds on sale of assets2021-12-31$407,564,215
Aggregate carrying amount (costs) on sale of assets2021-12-31$365,266,977
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 401 (K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$650,631,142
Total unrealized appreciation/depreciation of assets2020-12-31$650,631,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,155,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,126,166
Total income from all sources (including contributions)2020-12-31$2,889,571,176
Total loss/gain on sale of assets2020-12-31$34,988,317
Total of all expenses incurred2020-12-31$646,629,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$634,363,786
Expenses. Certain deemed distributions of participant loans2020-12-31$-13,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$673,992,086
Value of total assets at end of year2020-12-31$12,271,186,016
Value of total assets at beginning of year2020-12-31$10,028,215,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,279,063
Total interest from all sources2020-12-31$-7,894,559
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$54,103,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$2,332,513
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$429,800,642
Participant contributions at end of year2020-12-31$38,418,116
Participant contributions at beginning of year2020-12-31$42,877,604
Participant contributions at end of year2020-12-31$3,206,318
Participant contributions at beginning of year2020-12-31$448,800
Assets. Other investments not covered elsewhere at end of year2020-12-31$664,975,818
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$444,971,308
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,936,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$49,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,783,677
Other income not declared elsewhere2020-12-31$176,793,901
Liabilities. Value of operating payables at end of year2020-12-31$3,155,235
Liabilities. Value of operating payables at beginning of year2020-12-31$3,126,166
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$2,242,941,354
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,268,030,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,025,089,427
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
Investment advisory and management fees2020-12-31$7,122,447
Interest on participant loans2020-12-31$1,141,654
Interest earned on other investments2020-12-31$-10,088,931
Value of interest in common/collective trusts at end of year2020-12-31$9,261,120,658
Value of interest in common/collective trusts at beginning of year2020-12-31$7,882,498,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$17,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,258,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,258,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,052,718
Net investment gain or loss from common/collective trusts2020-12-31$1,306,956,301
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
Assets. Invements in employer securities at end of year2020-12-31$2,186,057,178
Assets. Invements in employer securities at beginning of year2020-12-31$1,562,521,923
Contributions received in cash from employer2020-12-31$226,254,533
Employer contributions (assets) at end of year2020-12-31$117,341,103
Employer contributions (assets) at beginning of year2020-12-31$90,854,904
Income. Dividends from common stock2020-12-31$54,103,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$634,363,786
Contract administrator fees2020-12-31$2,824,103
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
Aggregate proceeds on sale of assets2020-12-31$395,847,499
Aggregate carrying amount (costs) on sale of assets2020-12-31$360,859,182
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 401 (K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$232,903,647
Total unrealized appreciation/depreciation of assets2019-12-31$232,903,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,126,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,324,519
Total income from all sources (including contributions)2019-12-31$2,470,013,306
Total loss/gain on sale of assets2019-12-31$36,067,449
Total of all expenses incurred2019-12-31$673,359,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$662,644,883
Expenses. Certain deemed distributions of participant loans2019-12-31$-150,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$597,486,770
Value of total assets at end of year2019-12-31$10,028,215,593
Value of total assets at beginning of year2019-12-31$8,230,760,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,865,317
Total interest from all sources2019-12-31$-2,906,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$51,889,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,569,049
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$394,145,843
Participant contributions at end of year2019-12-31$42,877,604
Participant contributions at beginning of year2019-12-31$42,985,562
Participant contributions at end of year2019-12-31$448,800
Participant contributions at beginning of year2019-12-31$18,480,747
Assets. Other investments not covered elsewhere at end of year2019-12-31$444,971,308
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$354,767,729
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,572,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,783,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$789,257
Other income not declared elsewhere2019-12-31$98,832,786
Liabilities. Value of operating payables at end of year2019-12-31$3,126,166
Liabilities. Value of operating payables at beginning of year2019-12-31$2,324,519
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$1,796,653,924
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,025,089,427
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,228,435,503
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,089,230
Interest on participant loans2019-12-31$2,402,947
Interest earned on other investments2019-12-31$-10,083,236
Value of interest in common/collective trusts at end of year2019-12-31$7,882,498,597
Value of interest in common/collective trusts at beginning of year2019-12-31$6,411,108,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,258,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,728,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,728,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,774,207
Net investment gain or loss from common/collective trusts2019-12-31$1,455,739,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$1,562,521,923
Assets. Invements in employer securities at beginning of year2019-12-31$1,326,024,974
Contributions received in cash from employer2019-12-31$191,768,477
Employer contributions (assets) at end of year2019-12-31$90,854,904
Employer contributions (assets) at beginning of year2019-12-31$74,874,610
Income. Dividends from common stock2019-12-31$51,889,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$662,644,883
Contract administrator fees2019-12-31$3,207,038
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$312,788,531
Aggregate carrying amount (costs) on sale of assets2019-12-31$276,721,082
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
2018 : UPS 401 (K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-314,855,529
Total unrealized appreciation/depreciation of assets2018-12-31$-314,855,529
Total transfer of assets to this plan2018-12-31$645,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,324,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,087,537
Total income from all sources (including contributions)2018-12-31$-134,679,320
Total loss/gain on sale of assets2018-12-31$-11,403,080
Total of all expenses incurred2018-12-31$581,266,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$570,493,803
Expenses. Certain deemed distributions of participant loans2018-12-31$1,095,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$559,119,629
Value of total assets at end of year2018-12-31$8,230,760,022
Value of total assets at beginning of year2018-12-31$8,946,823,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,677,894
Total interest from all sources2018-12-31$5,505,715
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$50,452,601
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$381,590,367
Participant contributions at end of year2018-12-31$42,985,562
Participant contributions at beginning of year2018-12-31$40,881,630
Participant contributions at end of year2018-12-31$18,480,747
Participant contributions at beginning of year2018-12-31$18,137,330
Assets. Other investments not covered elsewhere at end of year2018-12-31$354,767,729
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$360,691,765
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,532,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$789,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$171,609
Other income not declared elsewhere2018-12-31$629,656
Administrative expenses (other) incurred2018-12-31$9,677,894
Liabilities. Value of operating payables at end of year2018-12-31$2,324,519
Liabilities. Value of operating payables at beginning of year2018-12-31$3,087,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-715,946,017
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,228,435,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,943,736,434
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
Interest on participant loans2018-12-31$2,019,344
Interest earned on other investments2018-12-31$19,935
Value of interest in common/collective trusts at end of year2018-12-31$6,411,108,297
Value of interest in common/collective trusts at beginning of year2018-12-31$6,850,253,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,728,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,084,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,084,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,466,436
Net investment gain or loss from common/collective trusts2018-12-31$-424,128,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Assets. Invements in employer securities at end of year2018-12-31$1,326,024,974
Assets. Invements in employer securities at beginning of year2018-12-31$1,627,235,672
Contributions received in cash from employer2018-12-31$166,996,384
Employer contributions (assets) at end of year2018-12-31$74,874,610
Employer contributions (assets) at beginning of year2018-12-31$47,368,612
Income. Dividends from common stock2018-12-31$50,452,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$570,493,803
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
Aggregate proceeds on sale of assets2018-12-31$297,976,993
Aggregate carrying amount (costs) on sale of assets2018-12-31$309,380,073
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
Accountancy firm EIN2018-12-31133891517
2017 : UPS 401 (K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$66,447,086
Total unrealized appreciation/depreciation of assets2017-12-31$66,447,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,087,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,098,312
Total income from all sources (including contributions)2017-12-31$1,610,768,077
Total loss/gain on sale of assets2017-12-31$-5,063,201
Total of all expenses incurred2017-12-31$436,251,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$427,086,707
Expenses. Certain deemed distributions of participant loans2017-12-31$-65,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$496,478,260
Value of total assets at end of year2017-12-31$8,946,823,971
Value of total assets at beginning of year2017-12-31$7,771,318,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,230,316
Total interest from all sources2017-12-31$3,020,520
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$46,410,922
Administrative expenses professional fees incurred2017-12-31$1,888,107
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$346,296,916
Participant contributions at end of year2017-12-31$40,881,630
Participant contributions at beginning of year2017-12-31$39,651,695
Participant contributions at end of year2017-12-31$18,137,330
Participant contributions at beginning of year2017-12-31$2,436,602
Assets. Other investments not covered elsewhere at end of year2017-12-31$360,691,765
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$294,757,486
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,705,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$171,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$266,492
Other income not declared elsewhere2017-12-31$51,748,876
Liabilities. Value of operating payables at end of year2017-12-31$3,087,537
Liabilities. Value of operating payables at beginning of year2017-12-31$2,098,312
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$1,174,516,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,943,736,434
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,769,220,202
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
Investment advisory and management fees2017-12-31$3,898,674
Interest on participant loans2017-12-31$1,727,829
Interest earned on other investments2017-12-31$-171,338
Value of interest in common/collective trusts at end of year2017-12-31$6,850,253,001
Value of interest in common/collective trusts at beginning of year2017-12-31$5,811,321,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,084,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$389,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$389,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,464,029
Net investment gain or loss from common/collective trusts2017-12-31$951,725,614
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
Assets. Invements in employer securities at end of year2017-12-31$1,627,235,672
Assets. Invements in employer securities at beginning of year2017-12-31$1,590,578,695
Contributions received in cash from employer2017-12-31$131,475,524
Employer contributions (assets) at end of year2017-12-31$47,368,612
Employer contributions (assets) at beginning of year2017-12-31$31,917,366
Income. Dividends from common stock2017-12-31$46,410,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$427,086,707
Contract administrator fees2017-12-31$3,443,535
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
Aggregate proceeds on sale of assets2017-12-31$279,195,282
Aggregate carrying amount (costs) on sale of assets2017-12-31$284,258,483
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
Accountancy firm EIN2017-12-31133891517
2016 : UPS 401 (K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$239,715,065
Total unrealized appreciation/depreciation of assets2016-12-31$239,715,065
Total transfer of assets to this plan2016-12-31$34,757,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,098,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,648,144
Total income from all sources (including contributions)2016-12-31$1,295,883,685
Total loss/gain on sale of assets2016-12-31$19,541,448
Total of all expenses incurred2016-12-31$391,547,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$383,205,145
Expenses. Certain deemed distributions of participant loans2016-12-31$-4,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$432,821,861
Value of total assets at end of year2016-12-31$7,771,318,514
Value of total assets at beginning of year2016-12-31$6,832,774,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,346,395
Total interest from all sources2016-12-31$4,739,779
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,640,869
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$314,490,805
Participant contributions at end of year2016-12-31$39,651,695
Participant contributions at beginning of year2016-12-31$38,519,239
Participant contributions at end of year2016-12-31$2,436,602
Participant contributions at beginning of year2016-12-31$1,782,999
Assets. Other investments not covered elsewhere at end of year2016-12-31$294,757,486
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$267,064,663
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,221,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$266,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$184,316
Other income not declared elsewhere2016-12-31$12,126,667
Administrative expenses (other) incurred2016-12-31$3,238,438
Liabilities. Value of operating payables at end of year2016-12-31$2,098,312
Liabilities. Value of operating payables at beginning of year2016-12-31$2,648,144
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$904,336,353
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,769,220,202
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,830,126,558
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
Investment advisory and management fees2016-12-31$3,576,425
Interest on participant loans2016-12-31$2,251,899
Interest earned on other investments2016-12-31$1,914,801
Value of interest in common/collective trusts at end of year2016-12-31$5,811,321,028
Value of interest in common/collective trusts at beginning of year2016-12-31$5,166,939,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$389,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,765,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,765,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$573,079
Net investment gain or loss from common/collective trusts2016-12-31$543,297,996
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
Assets. Invements in employer securities at end of year2016-12-31$1,590,578,695
Assets. Invements in employer securities at beginning of year2016-12-31$1,330,262,954
Contributions received in cash from employer2016-12-31$108,109,887
Employer contributions (assets) at end of year2016-12-31$31,917,366
Employer contributions (assets) at beginning of year2016-12-31$26,255,456
Income. Dividends from common stock2016-12-31$43,640,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$383,205,145
Contract administrator fees2016-12-31$1,531,532
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
Aggregate proceeds on sale of assets2016-12-31$219,239,406
Aggregate carrying amount (costs) on sale of assets2016-12-31$199,697,958
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE
Accountancy firm EIN2016-12-31133891517
2015 : UPS 401 (K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-183,285,025
Total unrealized appreciation/depreciation of assets2015-12-31$-183,285,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,648,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,093,499
Total income from all sources (including contributions)2015-12-31$171,223,754
Total loss/gain on sale of assets2015-12-31$-22,454,618
Total of all expenses incurred2015-12-31$405,580,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$397,984,070
Expenses. Certain deemed distributions of participant loans2015-12-31$86,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$404,356,122
Value of total assets at end of year2015-12-31$6,832,774,702
Value of total assets at beginning of year2015-12-31$7,065,576,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,510,013
Total interest from all sources2015-12-31$1,946,348
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$40,501,708
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$299,794,859
Participant contributions at end of year2015-12-31$38,519,239
Participant contributions at beginning of year2015-12-31$37,805,141
Participant contributions at end of year2015-12-31$1,782,999
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$267,064,663
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$263,967,098
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,640,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$184,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$206,135
Other income not declared elsewhere2015-12-31$-14,106,037
Administrative expenses (other) incurred2015-12-31$2,348,909
Liabilities. Value of operating payables at end of year2015-12-31$2,648,144
Liabilities. Value of operating payables at beginning of year2015-12-31$1,093,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-234,356,571
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,830,126,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,064,483,129
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
Investment advisory and management fees2015-12-31$1,497,760
Interest on participant loans2015-12-31$1,750,972
Interest earned on other investments2015-12-31$63,281
Value of interest in common/collective trusts at end of year2015-12-31$5,166,939,981
Value of interest in common/collective trusts at beginning of year2015-12-31$5,199,078,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,765,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,140,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,140,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$132,095
Net investment gain or loss from common/collective trusts2015-12-31$-55,734,744
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
Assets. Invements in employer securities at end of year2015-12-31$1,330,262,954
Assets. Invements in employer securities at beginning of year2015-12-31$1,539,412,407
Contributions received in cash from employer2015-12-31$98,921,147
Employer contributions (assets) at end of year2015-12-31$26,255,456
Employer contributions (assets) at beginning of year2015-12-31$23,966,138
Income. Dividends from common stock2015-12-31$40,501,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$397,984,070
Contract administrator fees2015-12-31$3,663,344
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
Aggregate proceeds on sale of assets2015-12-31$235,969,813
Aggregate carrying amount (costs) on sale of assets2015-12-31$258,424,431
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
Accountancy firm EIN2015-12-31133891517
2014 : UPS 401 (K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$94,665,989
Total unrealized appreciation/depreciation of assets2014-12-31$94,665,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,093,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,820,052
Total income from all sources (including contributions)2014-12-31$852,758,709
Total loss/gain on sale of assets2014-12-31$-11,232,226
Total of all expenses incurred2014-12-31$354,383,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$349,305,567
Expenses. Certain deemed distributions of participant loans2014-12-31$-19,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$373,372,144
Value of total assets at end of year2014-12-31$7,065,576,628
Value of total assets at beginning of year2014-12-31$6,567,927,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,096,877
Total interest from all sources2014-12-31$814,441
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$38,477,385
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$278,551,066
Participant contributions at end of year2014-12-31$37,805,141
Participant contributions at beginning of year2014-12-31$35,864,018
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$14,156,742
Assets. Other investments not covered elsewhere at end of year2014-12-31$263,967,098
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$234,684,136
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,745,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$206,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$9,950
Other income not declared elsewhere2014-12-31$16,506,916
Liabilities. Value of operating payables at end of year2014-12-31$1,093,499
Liabilities. Value of operating payables at beginning of year2014-12-31$1,820,052
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$498,375,285
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,064,483,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,566,107,844
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
Investment advisory and management fees2014-12-31$1,439,284
Interest on participant loans2014-12-31$1,802,499
Interest earned on other investments2014-12-31$-1,090,069
Value of interest in common/collective trusts at end of year2014-12-31$5,199,078,975
Value of interest in common/collective trusts at beginning of year2014-12-31$4,749,288,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,140,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,177,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,177,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$102,011
Net investment gain or loss from common/collective trusts2014-12-31$340,154,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$1,539,412,407
Assets. Invements in employer securities at beginning of year2014-12-31$1,510,725,752
Contributions received in cash from employer2014-12-31$91,075,177
Employer contributions (assets) at end of year2014-12-31$23,966,138
Employer contributions (assets) at beginning of year2014-12-31$22,021,650
Income. Dividends from common stock2014-12-31$38,477,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$349,305,567
Contract administrator fees2014-12-31$3,657,593
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
Aggregate proceeds on sale of assets2014-12-31$278,299,326
Aggregate carrying amount (costs) on sale of assets2014-12-31$289,531,552
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
Accountancy firm EIN2014-12-31133891517
2013 : UPS 401 (K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$418,177,976
Total unrealized appreciation/depreciation of assets2013-12-31$418,177,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,820,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,140,176
Total income from all sources (including contributions)2013-12-31$1,692,025,859
Total loss/gain on sale of assets2013-12-31$31,557,191
Total of all expenses incurred2013-12-31$304,034,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$299,970,315
Expenses. Certain deemed distributions of participant loans2013-12-31$71,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$350,647,521
Value of total assets at end of year2013-12-31$6,567,927,896
Value of total assets at beginning of year2013-12-31$5,179,256,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,992,708
Total interest from all sources2013-12-31$2,311,691
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$35,394,640
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$262,093,225
Participant contributions at end of year2013-12-31$35,864,018
Participant contributions at beginning of year2013-12-31$34,160,863
Participant contributions at end of year2013-12-31$14,156,742
Participant contributions at beginning of year2013-12-31$14,217,660
Assets. Other investments not covered elsewhere at end of year2013-12-31$234,684,136
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$178,073,360
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,121,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$9,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$19,784
Other income not declared elsewhere2013-12-31$35,686,457
Liabilities. Value of operating payables at end of year2013-12-31$1,820,052
Liabilities. Value of operating payables at beginning of year2013-12-31$1,140,176
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$1,387,991,033
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,566,107,844
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,178,116,811
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
Investment advisory and management fees2013-12-31$704,762
Interest on participant loans2013-12-31$1,637,824
Interest earned on other investments2013-12-31$543,242
Value of interest in common/collective trusts at end of year2013-12-31$4,749,288,314
Value of interest in common/collective trusts at beginning of year2013-12-31$3,883,601,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,177,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$612,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$612,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$130,625
Net investment gain or loss from common/collective trusts2013-12-31$818,250,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$1,510,725,752
Assets. Invements in employer securities at beginning of year2013-12-31$1,047,569,337
Contributions received in cash from employer2013-12-31$85,433,078
Employer contributions (assets) at end of year2013-12-31$22,021,650
Employer contributions (assets) at beginning of year2013-12-31$21,001,590
Income. Dividends from common stock2013-12-31$35,394,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$299,970,315
Contract administrator fees2013-12-31$3,287,946
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
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
Aggregate proceeds on sale of assets2013-12-31$210,658,158
Aggregate carrying amount (costs) on sale of assets2013-12-31$179,100,967
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
Accountancy firm EIN2013-12-31133891517
2012 : UPS 401 (K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,946,858
Total unrealized appreciation/depreciation of assets2012-12-31$1,946,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,140,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$877,061
Total income from all sources (including contributions)2012-12-31$841,035,993
Total loss/gain on sale of assets2012-12-31$4,149,564
Total of all expenses incurred2012-12-31$262,491,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$257,951,984
Expenses. Certain deemed distributions of participant loans2012-12-31$68,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$349,817,019
Value of total assets at end of year2012-12-31$5,179,256,987
Value of total assets at beginning of year2012-12-31$4,600,449,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,471,219
Total interest from all sources2012-12-31$-1,703,103
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$31,983,315
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$247,498,494
Participant contributions at end of year2012-12-31$34,160,863
Participant contributions at beginning of year2012-12-31$33,804,606
Participant contributions at end of year2012-12-31$14,217,660
Participant contributions at beginning of year2012-12-31$1,440
Assets. Other investments not covered elsewhere at end of year2012-12-31$178,073,360
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$148,903,028
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,477,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$19,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,255,565
Other income not declared elsewhere2012-12-31$14,835,763
Liabilities. Value of operating payables at end of year2012-12-31$1,140,176
Liabilities. Value of operating payables at beginning of year2012-12-31$877,061
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$578,544,629
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,178,116,811
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,599,572,182
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
Investment advisory and management fees2012-12-31$1,300,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,511,367
Interest earned on other investments2012-12-31$-3,386,502
Value of interest in common/collective trusts at end of year2012-12-31$3,883,601,707
Value of interest in common/collective trusts at beginning of year2012-12-31$3,412,622,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$612,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$517,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$517,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$172,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$440,006,577
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
Assets. Invements in employer securities at end of year2012-12-31$1,047,569,337
Assets. Invements in employer securities at beginning of year2012-12-31$1,003,344,742
Contributions received in cash from employer2012-12-31$100,840,916
Employer contributions (assets) at end of year2012-12-31$21,001,590
Income. Dividends from common stock2012-12-31$31,983,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$257,951,984
Contract administrator fees2012-12-31$3,170,752
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
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
Aggregate proceeds on sale of assets2012-12-31$159,016,447
Aggregate carrying amount (costs) on sale of assets2012-12-31$154,866,883
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
Accountancy firm EIN2012-12-31133891517
2011 : UPS 401 (K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$12,644,589
Total unrealized appreciation/depreciation of assets2011-12-31$12,644,589
Total transfer of assets from this plan2011-12-31$43,940,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$877,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,042,762
Total income from all sources (including contributions)2011-12-31$331,343,795
Total loss/gain on sale of assets2011-12-31$-3,459,170
Total of all expenses incurred2011-12-31$234,747,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$230,087,854
Expenses. Certain deemed distributions of participant loans2011-12-31$64,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$292,939,696
Value of total assets at end of year2011-12-31$4,600,449,243
Value of total assets at beginning of year2011-12-31$4,548,959,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,595,365
Total interest from all sources2011-12-31$6,191,977
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,148,236
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$234,421,074
Participant contributions at end of year2011-12-31$33,804,606
Participant contributions at beginning of year2011-12-31$35,481,528
Participant contributions at end of year2011-12-31$1,440
Participant contributions at beginning of year2011-12-31$58,165
Assets. Other investments not covered elsewhere at end of year2011-12-31$148,903,028
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$146,087,489
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,856,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,255,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$141,508
Other income not declared elsewhere2011-12-31$-15,194,714
Administrative expenses (other) incurred2011-12-31$3,107,381
Liabilities. Value of operating payables at end of year2011-12-31$877,061
Liabilities. Value of operating payables at beginning of year2011-12-31$2,042,762
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash 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$96,596,117
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,599,572,182
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,546,916,871
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
Investment advisory and management fees2011-12-31$1,487,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$382,667,197
Interest on participant loans2011-12-31$1,862,546
Interest earned on other investments2011-12-31$3,878,090
Value of interest in common/collective trusts at end of year2011-12-31$3,412,622,472
Value of interest in common/collective trusts at beginning of year2011-12-31$3,008,792,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$517,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$920,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$920,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$451,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,521,648
Net investment gain or loss from common/collective trusts2011-12-31$6,551,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$1,003,344,742
Assets. Invements in employer securities at beginning of year2011-12-31$974,810,273
Contributions received in cash from employer2011-12-31$55,661,728
Income. Dividends from common stock2011-12-31$30,148,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$230,087,854
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
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
Aggregate proceeds on sale of assets2011-12-31$151,785,174
Aggregate carrying amount (costs) on sale of assets2011-12-31$155,244,344
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
Accountancy firm EIN2011-12-31133891517
2010 : UPS 401 (K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$200,271,566
Total unrealized appreciation/depreciation of assets2010-12-31$200,271,566
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,042,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,329,280
Total income from all sources (including contributions)2010-12-31$864,183,133
Total loss/gain on sale of assets2010-12-31$24,703,463
Total of all expenses incurred2010-12-31$255,466,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$251,110,782
Expenses. Certain deemed distributions of participant loans2010-12-31$48,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$212,934,347
Value of total assets at end of year2010-12-31$4,548,959,633
Value of total assets at beginning of year2010-12-31$3,940,529,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,306,863
Total interest from all sources2010-12-31$5,735,552
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,598,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,399
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$211,158,632
Participant contributions at end of year2010-12-31$35,481,528
Participant contributions at beginning of year2010-12-31$36,125,002
Participant contributions at end of year2010-12-31$58,165
Participant contributions at beginning of year2010-12-31$825,748
Assets. Other investments not covered elsewhere at end of year2010-12-31$146,087,489
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$120,400,255
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,775,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$141,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$263,351
Liabilities. Value of operating payables at end of year2010-12-31$2,042,762
Liabilities. Value of operating payables at beginning of year2010-12-31$2,329,280
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$4,509,649
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$608,716,810
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,546,916,871
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,938,200,061
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
Investment advisory and management fees2010-12-31$1,344,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$382,667,197
Interest on participant loans2010-12-31$2,147,304
Interest earned on other investments2010-12-31$3,230,271
Value of interest in common/collective trusts at end of year2010-12-31$3,008,792,812
Value of interest in common/collective trusts at beginning of year2010-12-31$2,966,420,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$920,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,529,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,529,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$357,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,115,631
Net investment gain or loss from common/collective trusts2010-12-31$386,824,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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 end of year2010-12-31$974,810,273
Assets. Invements in employer securities at beginning of year2010-12-31$810,455,667
Income. Dividends from preferred stock2010-12-31$158
Income. Dividends from common stock2010-12-31$27,585,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$251,110,782
Contract administrator fees2010-12-31$2,962,136
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
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
Aggregate proceeds on sale of assets2010-12-31$271,426,227
Aggregate carrying amount (costs) on sale of assets2010-12-31$246,722,764
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 401 (K) SAVINGS PLAN

2022: UPS 401 (K) SAVINGS 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 - TrustYes
2021: UPS 401 (K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 - TrustYes
2020: UPS 401 (K) SAVINGS 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 - TrustYes
2019: UPS 401 (K) SAVINGS 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 - TrustYes
2018: UPS 401 (K) SAVINGS 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 - TrustYes
2017: UPS 401 (K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 - TrustYes
2016: UPS 401 (K) SAVINGS 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 401 (K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 - TrustYes
2014: UPS 401 (K) SAVINGS 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
2013: UPS 401 (K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UPS 401 (K) SAVINGS 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 401 (K) SAVINGS 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
2010: UPS 401 (K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UPS 401 (K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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