Original filing (PDF)20251003164109NAL0003855026001

UNISEA, INC.

Name: UNISEA, INC. — RETIREMENT PLAN FOR EMPLOYEES OF UNISEA, INC., Form 5500 (2024)
Creator: UNISEA, INC.

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF UNISEA, INC.

Defined-benefit pension plan

Signals · 2

55% in single holdingNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

—

Plan assets (EOY)

$26.6M

Net assets (EOY)

$26.6M

How this plan invests

This plan

4 pooled trusts

Schedule D

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Principal Life Insurance Company LDI Long Duration" is 55% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (18 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNISEA, INC..

Plan sponsor

Name

UNISEA, INC.

EIN

91-0917126

Address

P. O. BOX 97019 · 15400 N.E. 90TH ST · REDMOND, WA · 980739719

Phone

(425) 881-8181

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLARK NUBER P.S.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$48K	—

Investments

2 direct securities · 4 pooled funds· $36.5M(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.

Pooled Separate Account

$26.6M

4 holdings

Uncategorized

$9.9M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104	Pooled Separate Account	—	$16.9M	$14.7M	55.3%
Principal Life Insurance Company LDI Intermediate Duration	—	—	$8.9M	$9.1M	34.1%
PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128	Pooled Separate Account	—	—	$9.1M	34.1%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	$962K	$2.1M	7.7%
Principal Life Insurance Company Diversified International	—	—	$661K	$791K	3.0%
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	—	—	$791K	3.0%