2023 Form 5500 filing — Unicare Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012093756NAL0013254531001) for Unicare Retirement Plan, reported by Unilever United States, Inc under EIN 13-2915928 and plan number 002. It reports 9,135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012093756NAL0013254531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unilever United States, Inc
- EIN
- 13-2915928
- Plan number
- 002
- Location
- Englewood Cliffs, NJ
- Participants
- 9,135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $892,617,106
- Total liabilities (EOY)
- $94,045,878
- Net assets (EOY)
- $798,571,228
- Total income / additions
- $70,783,607
- Benefits paid
- $68,482,950
- Administrative expenses
- $5,187,647
- Total expenses
- $73,670,597
- Net increase / (decrease)
- -$2,886,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Institutional Operations | NONE | $785,188 | not reported in the loaded dataset |
| Legal & Genral Investment Mgmt(Amer | NONE | $493,865 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $408,202 | $0 |
| Univest Company B.V. | MEMBER CONTROLLED GROUP | $314,390 | not reported in the loaded dataset |
| Pacific Investment Management Compa | NONE | $243,749 | not reported in the loaded dataset |
| Towers Watson Pennsylvania Inc | NONE | $211,272 | not reported in the loaded dataset |
| Health Plan Manager | NONE | $208,667 | not reported in the loaded dataset |
| Russell Investments | NONE | $176,678 | not reported in the loaded dataset |
| Unilever United States | PLAN SPONSOR | $167,282 | not reported in the loaded dataset |
| Stone Harbor Investment Partners | NONE | $152,198 | not reported in the loaded dataset |
| Western Asset Mgmt | NONE | $125,249 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $112,500 | not reported in the loaded dataset |
| Wellington Management Co. Llp | NONE | $85,207 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $19,782 | not reported in the loaded dataset |
| Withum Smith Brown | NONE | $12,750 | not reported in the loaded dataset |
| Bloomberg Finance L.P. | NONE | $10,389 | not reported in the loaded dataset |