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Original filing (PDF)20251015102810NAL0008741090001
UNILEVER UNITED STATES, INC
Form 5500
FILING_RECEIVED
UNICARE SAVINGS PLAN
401(k) retirement plan
Signals · 2
98% in single holdingNo recordkeeper disclosed
Active participants
6,410
Accounts w/ balance
11,087
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
2 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Investment in Unilever United States, Inc. Master Trust Various investments" is 98% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNILEVER UNITED STATES, INC.
Plan sponsor
Name
UNILEVER UNITED STATES, INC
EIN
13-2915928
Address
700 SYLVAN AVE · ENGLEWOOD CLIFFS, NJ · 07632
Phone
(800) 298-5018
Industry
Manufacturingsee all
Plan administrator
Name
BENEFITS ADMINISTRATION COMMITTEE
EIN
01-0916810
City
ENGLEWOOD CLIFFS, NJ
Phone
(203) 816-3956
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KPMG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONS | 04-2647786 | — | NONE | $475K | — |
| WALLACH & ASSOCIATES | 22-3348744 | — | NONE | $51K | — |
| AON - STROZ FRIEDBERG | 13-4103664 | — | NONE | $47K | — |
| RUSSELL INVESTMENTS | 91-1116938 | — | NONE | $42K | — |
Investments
3 direct securities · 2 pooled funds· $4.2B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.1B
3 holdings
Master Trust
$2.1B
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment in Unilever United States, Inc. Master Trust Various investments | — | — | — | $2.1B | 99.2% | |
| UNILEVER US MASTER SAVINGS TRUST UNILEVER UNITED STATES, INC · EIN 04-3458687 / PN 014 | Master Trust | — | — | $2.0B | 93.5% | |
| UNILEVER US MASTER SAVINGS TRUST UNILEVER UNITED STATES, INC · EIN 04-3458687 / PN 002 | Master Trust | — | — | $111.3M | 5.3% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% and with | — | — | — | $23.0M | 1.1% | |
| Year * Not Corrected VFCP in VFCP PTE 2002-51 2023 12,199,434 - | — | — | — | $12.2M | 0.6% |