Unicare Retirement Plan — Form 5500 plan (Unilever United States, Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Unicare Retirement Plan is a benefit plan reported by Unilever United States, Inc under EIN 13-2915928 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,135 participants and $892,617,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unilever United States, Inc
- EIN
- 13-2915928
- Plan number
- 002
- Plan type
- 2
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 9,135
- End-of-year plan assets
- $892,617,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,135 | H, C | 20241012093756NAL0013254531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $892,617,106
- Total liabilities (EOY)
- $94,045,878
- Net assets (EOY)
- $798,571,228
- Net assets (BOY)
- $801,458,218
Income & contributions
- Total contributions
- $0
- Total income / additions
- $70,783,607
Expenses & distributions
- Benefits paid
- $68,482,950
- Administrative expenses
- $5,187,647
- Total expenses
- $73,670,597
- Net increase / (decrease)
- -$2,886,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Operations | NONE | $785,188 | not reported in the loaded dataset | 2023 |
| Legal & Genral Investment Mgmt(Amer | NONE | $493,865 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $408,202 | $0 | 2023 |
| Univest Company B.V. | MEMBER CONTROLLED GROUP | $314,390 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Compa | NONE | $243,749 | not reported in the loaded dataset | 2023 |
| Towers Watson Pennsylvania Inc | NONE | $211,272 | not reported in the loaded dataset | 2023 |
| Health Plan Manager | NONE | $208,667 | not reported in the loaded dataset | 2023 |
| Russell Investments | NONE | $176,678 | not reported in the loaded dataset | 2023 |
| Unilever United States | PLAN SPONSOR | $167,282 | not reported in the loaded dataset | 2023 |
| Stone Harbor Investment Partners | NONE | $152,198 | not reported in the loaded dataset | 2023 |
| Western Asset Mgmt | NONE | $125,249 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $112,500 | not reported in the loaded dataset | 2023 |
| Wellington Management Co. Llp | NONE | $85,207 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $19,782 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown | NONE | $12,750 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance L.P. | NONE | $10,389 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unilever United States, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Fidelity Institutional Operations — Schedule C compensation
- Legal & Genral Investment Mgmt(Amer — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Univest Company B.V. — Schedule C compensation
- Pacific Investment Management Compa — Schedule C compensation
- Towers Watson Pennsylvania Inc — Schedule C compensation
- Health Plan Manager — Schedule C compensation
- Russell Investments — Schedule C compensation
- Unilever United States — Schedule C compensation
- Stone Harbor Investment Partners — Schedule C compensation
- Western Asset Mgmt — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Wellington Management Co. Llp — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Withum Smith Brown — Schedule C compensation
- Bloomberg Finance L.P. — Schedule C compensation