Employers › Unilever United States › plan 001
Recordkeeping fees per participant · Unicare Savings Plan · plan year 2024
$42.82
Higher than 70% of the 790 plans over $1B that report it.
= $474,727 / 11,087
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015102810NAL0008741090001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102810NAL0008741090001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$51.59
Higher than 61% of the 1,045 plans over $1B that report it.
= $571,982 / 11,087
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015102810NAL0008741090001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102810NAL0008741090001, received 2025-10-15
Administrative expenses per participant
$55.38
Higher than 36% of the 1,076 plans over $1B that report it.
= $613,962 / 11,087
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015102810NAL0008741090001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102810NAL0008741090001, received 2025-10-15
Administrative expenses as a share of assets
0.029%
Higher than 29% of the 1,076 plans over $1B that report it.
= $613,962 / $2,114,832,631
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015102810NAL0008741090001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015102810NAL0008741090001, received 2025-10-15
Employer contributions per participant
$4,684
Higher than 64% of the 1,135 plans over $1B that report it.
= $51,926,737 / 11,087
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015102810NAL0008741090001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102810NAL0008741090001, received 2025-10-15
Employer share of total contributions
42.1%
Higher than 79% of the 1,135 plans over $1B that report it.
= $51,926,737 / $123,243,221
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015102810NAL0008741090001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015102810NAL0008741090001, received 2025-10-15
98.8% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($55.38 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3H controlled-group sponsor · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015102810NAL0008741090001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNILEVER UNITED STATES, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Plan name | UNICARE SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Sponsor EIN / plan number | 13-2915928 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Sponsor location | ENGLEWOOD CLIFFS, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Industry (business code) | 325600, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Participants, beginning of year | 12,199 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Active participants | 6,410 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Participants, end of year | 11,516 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Participants with an account balance | 11,087 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Total assets, beginning of year | $1,946,467,879 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Total assets, end of year | $2,114,832,631 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Net assets, end of year | $2,114,832,631 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Total income | $364,664,581 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Net income | $177,711,974 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Employer contributions | $51,926,737 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Participant contributions | $63,653,163 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $7,663,321 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Total contributions | $123,243,221 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Benefit payments | $185,970,589 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $186,952,607 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Total administrative expenses | $613,962 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Recordkeeping fees | $474,727 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Investment advisory and management fees | $41,980 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Administrative expenses excluding investment management | $571,982 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Held in master trusts | $2,089,119,688 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015102810NAL0008741090001, received 2025-10-15 |
| Independent auditor | KPMG | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015102810NAL0008741090001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015102810NAL0008741090001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONSrecordkeeper | NONE | 37 Participant loan processing; 71 Securities brokerage commissions and fees; 64 Recordkeeping fees; 65 Account maintenance fees | $474,727 | yes |
| WALLACH & ASSOCIATES | NONE | 49 Other services | $50,740 | no |
| AON - STROZ FRIEDBERG | NONE | 16 Consulting (general) | $46,515 | no |
| RUSSELL INVESTMENTS | NONE | 28 Investment management | $41,980 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015102810NAL0008741090001, received 2025-10-15.
UNILEVER US MASTER SAVINGS TRUST (EIN 043458687, PN 014): plan interest $1,977,849,009, 89.1% of the trust. The trust's own filing (20251015103434NAL0002252099001, received 2025-10-15) reports net assets $2,220,223,661, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
UNILEVER US MASTER SAVINGS TRUST (EIN 043458687, PN 002): plan interest $111,270,679, 97.8% of the trust. The trust's own filing (20251015103636NAL0002154707001, received 2025-10-15) reports net assets $113,715,871, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,946,467,879 | $2,114,832,631 | 8.6% |
| Participants with a balance | 11,781 | 11,087 | -5.9% |
| Administrative expenses | $717,454 | $613,962 | -14.4% |
| Recordkeeping fees per participant | $45.94 | $42.82 | -6.8% |
| Employer contributions | $52,268,814 | $51,926,737 | -0.7% |
Prior filing 20241008140839NAL0009760339001, received 2024-10-08; the plan years are contiguous.