AUMdb

Unicare Retirement Plan

Sponsored by Unilever United States, Inc · EIN 132915928 · Plan #002

Total assets
$836M
Net assets
$732M
Active participants
800
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Northern Trust Securities, Inc. CRD 7927 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Institutional Operations Contract administrator, Recordkeeping $561,007
Pacific Investment Management Compa Investment management fees (direct) $263,428
Univest Company B.V. Investment management fees (direct) $255,115
Legal & Genral Investment Mgmt(amer Investment management, Investment management fees (direct) $255,019
Health Plan Manager Recordkeeping $199,411
The Northern Trust Company Trustee (institutional), Investment management fees (direct), Investment management $189,377
Towers Watson Pennsylvania Inc Actuarial $172,603
Russell Investments Consulting (pension) $170,961
Western Asset Mgmt Investment management fees (direct) $143,973
State Street Global Advisors Trust Investment management fees (direct) $75,000
Wellington Management Co. Llp Investment management fees (direct) $25,110
Withum Smith Brown Accounting $15,025
Bloomberg Finance L.P. Other services $11,729
Morgan Stanley Capital Internationa Investment management $5,331