Unified Grocers, Inc., Minneapolis, MN. EIN 95-0615250. Annual reports 2009–2021.
Unified Grocers, Inc. has no active retirement plan on file. Its last annual report was for 2021. Its Unified Grocers, Inc. Cash Balance Plan was merged into Supervalu Inc. Retirement Plan in 2021.
Active plans
0
Plans on file
3
Industry
Wholesale trade
All 3 plans
Active plans first
Unified Grocers, Inc. Cash Balance Plan
Cash balance pension, frozenMerged
Merged. In 2021 its assets moved to the Supervalu Inc. Retirement Plan, sponsored by Supervalu Inc. (EIN 41-0617000, plan 002). Accounts moved with them, so that plan is the one to contact.
Plan number
002Employer EIN 95-0615250
Participants (2020)
2,541
Net assets (2020)
$244 million
Last listed administrator
BNY MellonEarlier: Rialto Capital Management (2014)
Plan administrator
Unified Grocers, Inc. Benefits Department - Po Box 990 Minneapolis, MN 55440 (952) 828-4000As filed for 2021
In effect since
March 1, 1957
Year by year, 2009 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
not listed
2020
2,541
$244 million
not listed
2019
2,578
$226 million
BNY Mellon
2018
2,599
$188 million
not listed
2017
2,624
$204 million
not listed
2016
2,684
$183 million
not listed
2015
2,812
$189 million
not listed
2014
3,170
$213 million
Rialto Capital Management
2013
3,479
$220 million
not listed
2012
3,469
$185 million
not listed
2011
3,452
$162 million
not listed
2010
3,445
$162 million
not listed
2009
3,453
$136 million
not listed
Unified Grocers, Inc. Employee Savings Plan
Profit-sharing planMerged
Merged. In 2018 its assets moved to the Supervalu Star 401(k) Plan, sponsored by Supervalu Inc. (EIN 41-0617000, plan 015). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 95-0615250
Participants (2017)
2,070
Net assets (2017)
$45.7 million
Last listed recordkeeper
Strategic AdvisorsEarlier: Fidelity (2009–2015)
Plan administrator
Unified Grocers, Inc. 11840 Valley View RD Eden Prairie, MN 55344 (952) 828-4000As filed for 2018
In effect since
November 30, 1944
Year by year, 2009 to 2018
Plan year
Participants
Net assets
Recordkeeper
2018
0
$0
not listed
2017
2,070
$45.7 million
not listed
2016
2,165
$41.4 million
Strategic Advisors
2015
2,400
$40.3 million
Fidelity
2014
2,238
$40.7 million
Fidelity
2013
2,242
$39.6 million
Fidelity
2012
2,225
$36.3 million
Fidelity
2011
2,361
$34.7 million
Fidelity
2010
2,648
$36.0 million
Fidelity
2009
2,766
$33.7 million
Fidelity
Unified Grocers, Inc. Sheltered Savings Plan
401(k)Merged
Merged. In 2017 its assets moved to the Supervalu Star 401(k) Plan, sponsored by Supervalu Inc. (EIN 41-0617000, plan 015). Accounts moved with them, so that plan is the one to contact.
Unified Grocers, Inc. 11840 Valley View RD Eden Prairie, MN 55344 (323) 264-5200As filed for 2017
In effect since
March 17, 1983
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
Fidelity
2016
1,500
$218 million
Fidelity
2015
1,531
$206 million
Fidelity
2014
1,489
$210 million
Fidelity
2013
1,516
$206 million
Fidelity
2012
1,543
$183 million
Fidelity
2011
1,608
$161 million
Fidelity
2010
1,676
$162 million
Fidelity
2009
1,724
$140 million
Fidelity
If you had money in one of these plans
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.