Form 5500 · Employee benefit plan · ATLANTA, GA
UNITED PARCEL SERVICE OF AMERICA, INC.
The filing calls this plan UPS RETIRED EMPLOYEES HEALTH CARE PLAN.
UNITED PARCEL SERVICE OF AMERICA, INC. of ATLANTA, GA is a 8,394-participant real estate employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is WILLIS TOWERS WATSON US LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1732075 · plan 520 · plan year 2024, filed Jun 16, 2026
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How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 8 insured health contracts, with KAISER FOUNDATION HEALTH PLAN, INC., covers 506 of 8,394 participants (6%) on Schedule A.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision and life.
Reported premium is $10,583,970; the filing discloses no broker commission on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
WILLIS TOWERS WATSON US LLC is the broker of record on 1 of the 11 contracts; the rest name a different broker or none.
10 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., AETNA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY and KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 506 | Jan 1, 2025 | $3,024,261 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 5,014 | Jan 1, 2025 | $2,208,803 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 261 | Jan 1, 2025 | $1,545,609 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 9,571 | Jan 1, 2025 | $981,920 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 143 | Jan 1, 2025 | $904,759 | $0 |
| SECURIAN LIFE INSURANCE COMPANY | Life | 932 | Jan 1, 2025 | $655,238 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 30 | Jan 1, 2025 | $323,594 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 42 | Jan 1, 2025 | $297,439 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 44 | Jan 1, 2025 | $297,229 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 35 | Jan 1, 2025 | $222,345 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII | Health | 22 | Jan 1, 2025 | $122,773 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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