Ul 401(k) and pension plans

Ul LLC, Northbrook, IL. EIN 94-3282454. Annual reports 2009–2024. Also filed as Underwriters Laboratories Inc.; Underwriters Laboratories Inc.

Ul LLC has 2 active retirement plans on file. The largest is the Ul Financial Security Plan, with 8,436 participants and $2.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 10,414
Plan assets: $2.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

Ul Financial Security Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 94-3282454
Participants (2024): 8,436
Net assets (2024): $2.0 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Ul LLC
333 Pfingsten RD
Northbrook, IL 60062
(847) 272-8800As filed for 2024
In effect since: November 1, 1972

Earlier sponsor: Underwriters Laboratories Inc. (2009–2011).

Earlier plan names: Underwriters Laboratories Inc. Financial Security Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,436	$2.0 billion	Fidelity
2023	8,209	$1.7 billion	Fidelity
2022	8,383	$1.4 billion	Fidelity
2021	8,065	$1.9 billion	Fidelity
2020	7,898	$1.6 billion	Fidelity
2019	7,856	$1.3 billion	Fidelity
2018	7,424	$1.1 billion	Fidelity
2017	7,114	$1.1 billion	Fidelity
2016	6,140	$876 million	Fidelity
2015	6,078	$801 million	Fidelity
2014	5,833	$787 million	not listed
2013	5,553	$729 million	not listed
2012	5,460	$608 million	Fidelity
2011	4,859	$497 million	Fidelity
2010	4,456	$487 million	Fidelity
2009	4,497	$405 million	Fidelity

The Retirement Income Plan for Employees of Ul LLC

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-3282454
Participants (2024): 1,978
Net assets (2024): $262 million
Administered by: Principal Custody SolutionsEarlier: Advance Resources (2019)
Plan administrator: Ul LLC
333 Pfingsten RD
Northbrook, IL 60062
(847) 272-8800As filed for 2024
In effect since: January 1, 1936

Earlier sponsor: Underwriters Laboratories Inc. (2009–2011).

Earlier plan names: Retirement Income Plan for Employees of Underwriters Laboratories Inc.; Retirement Income Plan for Employees of Ul.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,978	$262 million	Principal Custody Solutions
2023	1,994	$216 million	Principal Custody Solutions
2022	2,042	$211 million	Principal Custody Solutions
2021	2,166	$325 million	not listed
2020	2,255	$312 million	not listed
2019	2,472	$299 million	Advance Resources
2018	2,539	$262 million	not listed
2017	3,113	$294 million	not listed
2016	3,135	$229 million	not listed
2015	3,222	$212 million	not listed
2014	3,318	$245 million	not listed
2013	3,445	$253 million	not listed
2012	3,570	$257 million	not listed
2011	3,598	$225 million	not listed
2010	3,629	$219 million	not listed
2009	3,654	$194 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Ul Financial Security Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((847) 272-8800). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Ul Financial Security Plan

The Retirement Income Plan for Employees of Ul LLC

If you had money in one of these plans

What these numbers are

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