Fedex retirement plans--QDROs

[J Simmons]

I'm looking for contact info for the plan administrator(s) of Fedex portable pension, Fedex pension and Fedex 401k, specifically for QDRO purposes. Any info would be helpful.

[Peter Gulia]

The second page of a Form 5500 report shows the plan’s administrator’s name, address, and telephone number.

The reports are readily available at https://www.efast.dol.gov/5500Search/.

To avoid a list of 593 reports for which the “Plan Name” begins with FedEx, use the webpage’s search filters.

Further, you might ask whether FedEx or Vanguard outsources reviews of domestic-relations orders.

[david rigby]

3 hours ago, Peter Gulia said:

The second page of a Form 5500 report shows the plan’s administrator’s name, address, and telephone number.

I thought of that also. For the small sample I viewed, on page 2, for Item 3a, Plan Administrator's name and address, the form uses the checkbox, "Same as Plan Sponsor", which points back to the info in Box 2.

BTW, FedEx has a very large number of welfare plan filings.  Maybe someone could interest them in the concept of a "wrap plan".  😉

[fmsinc]

The first 37 lines of the attached Excel spreadsheet are FedEx ERISA qualified pension and retirement Plans that filed a Form 5500 with the DOL in 2023. 

The searchable DOL website is at https://www.efast.dol.gov/5500Search/ 

You need to FIRST find out the exact name of the Plan you are dealing with, then you can check the Form 5500s and get the name and address and telephone number of the Plan Sponsor and the name and contact information for the Plan Administrator.  Then you can call and ask for the "QDRO Package" that Plans are required to have available pursuant to ERISA Section 206(d)(3)(G)(ii), 29 U.S.C. § 1056(d)(G). 

If you would like to post the exact name we can get you the information instantly.  Most likely you are dealing with 

FEDEX CORPORATION EMPLOYEES' PENSION PLAN
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
FEDEX CORPORATION RETIREMENT SAVINGS PLAN FOR PUERTO RICO
FEDEX EMPLOYEES CREDIT ASSOCIATION, FCU 401(K) PROFIT SHARING PLAN AND TRUST
FEDEX FREIGHT, INC. PENSION PLAN
FEDEX OFFICE AND PRINT SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN
FEDEX SCA 401(K) RETIREMENT SAVINGS PLAN

OR, you will likely find what you want in the 9 links attached.  Most Fedex Plans use Alight/Qualified Order Center as its Third Party Administer ("TPA").  I retrieved them for you from their website.  Procedures and model QDROs are included.  

Having found what you are asking for, the odds are 100% that you will NOT be able to prepare an acceptable QDRO that conforms to your State law, the terms of your Marital Settlement Agreement, the language of he Judgment of Divorce, and Federal law.  In the meantime there a lots of problems that can occur if you delay having the QDRO prepared and approved in a timely way. See my "Consequences of Delay" Memo attached attached.  I have been preparing such ORDERS for 39 years and I run into problems on a regular basis.  You need to hire an attorney who knows what they are doing.   

FedEx 5500s.csv 0447103SPML001 (1).pdf 0447103SIML007 (2).pdf 0447103SIML006 (1).pdf 0447103SIML005.pdf 0447103SIML004 (1).pdf 0447103SIML003 (1).pdf 0447103SIML002.pdf 0447103SIML001 (1).pdf 04471GLPD001 (1).pdf CONSEQUENCES OF DELAY 02-14-2025.pdf