Plan Snapshot
- Plan Sponsor: Unilever United States, INC
- Sponsor EIN: 132915928
- Sponsor Address: 700 SYLVAN AVE, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: DB
- Total Participants: 800
- Total Assets: $836.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 800 | $836.2M | $0 | $0 |
| 2023 | 925 | $892.6M | $0 | $0 |
| 2022 | 1,006 | $901.0M | $110.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONS | NONE | $561,007 | — | $561,007 |
| PACIFIC INVESTMENT MANAGEMENT COMPA | NONE | $263,428 | — | $263,428 |
| UNIVEST COMPANY B.V. | MEMBER CONTROLLED GROUP | $255,115 | — | $255,115 |
| LEGAL & GENRAL INVESTMENT MGMT(AMER | NONE | $255,019 | — | $255,019 |
| HEALTH PLAN MANAGER | NONE | $199,411 | — | $199,411 |
| THE NORTHERN TRUST COMPANY | NONE | $189,377 | — | $189,377 |
| TOWERS WATSON PENNSYLVANIA INC | NONE | $172,603 | — | $172,603 |
| RUSSELL INVESTMENTS | NONE | $170,961 | — | $170,961 |
| WESTERN ASSET MGMT | NONE | $143,973 | — | $143,973 |
| STATE STREET GLOBAL ADVISORS TRUST | NONE | $75,000 | — | $75,000 |
| WELLINGTON MANAGEMENT CO. LLP | NONE | $25,110 | — | $25,110 |
| KPMG | Auditor | $15,025 | — | $15,025 |
| WITHUM SMITH BROWN | NONE | $15,025 | — | $15,025 |
| BLOOMBERG FINANCE L.P. | NONE | $11,729 | — | $11,729 |
| MORGAN STANLEY CAPITAL INTERNATIONA | NONE | $5,331 | — | $5,331 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS — NONE
- KPMG — Auditor
- WITHUM SMITH BROWN — NONE
- MORGAN STANLEY CAPITAL INTERNATIONA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,358,114
- Estimated Expense Ratio: 0.282% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,941,565 | $596,842 | — | $15,025 | — |
| 2023 | $5,187,647 | $1,995,126 | $778,931 | $14,325 | — |
| 2022 | $4,467,414 | $1,712,296 | $596,978 | — | $567,125 |