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Original filing (PDF)20251010160714NAL0004777891001
UNIVAR SOLUTIONS USA LLC.
Form 5500
FILING_RECEIVED
UNIVAR SOLUTIONS RETIREMENT PLAN
Defined-benefit pension plan
Active participants
420
Accounts w/ balance
—
Plan assets (EOY)
$353.0M
Net assets (EOY)
$352.8M
How this plan invests
This plan
11 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 139% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVAR SOLUTIONS USA LLC..
Plan sponsor
Name
UNIVAR SOLUTIONS USA LLC.
EIN
91-1347935
Address
3075 HIGHLAND PARKWAY, SUITE 200 · DOWNERS GROVE, IL · 60515
Phone
(331) 777-6000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLARK NUBER, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INST OPERATIONS | 04-2647786 | — | RECORDKEEPER | $235K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT LLC | 30-0282430 | — | INVESTMENT MANAGEMENT | $451K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMO HARRIS BANK N.A. | 36-2085229 | — | TRUSTEE/BANK | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER P.S. | 91-1194016 | — | AUDITOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | CONSULTING | $102K | — |
Investments
1 direct security · 11 pooled funds· $350.6M(99% 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.
Common Collective Trust
$349.6M
11 holdings
Uncategorized
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $49.9M | $78.3M | 22.2% | |
| MERCER ACTIVE LONG CORPORATE FIXED MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $86.9M | $77.1M | 21.9% | |
| MERCER LONG STRIPS FIXED INCOME MERCER TRUST COMPANY LLC · EIN 80-6243236 / PN 019 | Common Collective Trust | — | $65.5M | $41.8M | 11.8% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $24.7M | $34.9M | 9.9% | |
| MERCER ERISA HEDGE FUND MERCER TRUST COMPANY LLC · EIN 47-2199849 / PN 021 | Common Collective Trust | — | $18.6M | $27.2M | 7.7% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $20.4M | $22.0M | 6.2% | |
| MERCER US CORE REAL ESTATE PORTFOLI MERCER TRUST COMPANY LLC · EIN 87-1321612 / PN 000 | Common Collective Trust | — | $19.3M | $19.3M | 5.5% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $14.5M | $15.7M | 4.5% | |
| ULTA LONG DURATION PORTFOLIO MERCER TRUST COMPANY LLC · EIN 83-2461327 / PN 047 | Common Collective Trust | — | $21.7M | $14.1M | 4.0% | |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $7.9M | $12.9M | 3.7% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $4.3M | $6.3M | 1.8% | |
| Goldman Sachs Financial Square Government Fund Mutual Fund | — | — | $1.0M | $1.0M | 0.3% |