Ups/ibt Full-Time Employee Pension Plan
Corporate pension, based in Atlanta, Georgia, reporting $12B in assets, for 101,532 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Alan Biller & Associates, Inc. appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
23 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.0%
- Master trust investment accounts 94.8%
Consultants and advisers
- Alan Biller and Associates Pension consultantGeneral consultantthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC General consultantActuarythrough Dec 31, 2022 Form 5500
- PWC US Tax LLP Accounting firmthrough Dec 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Nisa Investment Advisors, LLCplan years 2024
- Silvant Capital Managementplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceAlan Biller & Associates, Inc. appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Alan Biller and Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNisa Investment Advisors appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePWC US Tax LLP appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with PWC US Tax LLPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedThe Bank of New York Mellon appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of New York Mellonaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDeloitte & Touche, LLP no longer appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 101,532 | $12B | $13B | 80.0% | $12B | Not disclosed | $12B | Not disclosed |
| 2023 to Dec 31, 2023 | 101,448 | $12B | $11B | 80.0% | $12B | Not disclosed | $12B | Not disclosed |
| 2022 to Dec 31, 2022 | 97,911 | $15B | $10B | 106.0% | $12B | Not disclosed | $11B | Not disclosed |
- Nisa Investment Advisors codes 28 50 $988,895 PY2024
- The Bank of New York Mellon codes 18 28 50 $656,701 PY2024
- Conduent Incorporated codes 36 50 $232,724 PY2024
+43 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
+7 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+11 connections on the graph
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