Universal Leaf Tobacco 401(k) and pension plans

Universal Leaf Tobacco Company, Inc., Richmond, VA. EIN 54-0741848. Annual reports 2009–2024. Also filed as Universal Leaf Tobacco Company, Inc; Universal Leaf Tobacco Company Inc; Universal Leaf Tobacco., Inc.; Universal Leaf Tobacco Co., Inc.

Universal Leaf Tobacco Company, Inc. has 2 active retirement plans on file. The largest is the Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan, with 3,881 participants and $121 million in assets in 2024. Principal has been its recordkeeper since 2020.

Active plans: 2
Participants: 5,163
Plan assets: $328 million
401(k) recordkeeper: Principal
Plans on file: 5
Industry: Wholesale trade

All 5 plans

Active plans first

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan

401(k)Active

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

Plan number: 005Employer EIN 54-0741848
Participants (2024): 3,881
Net assets (2024): $121 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2012–2019)
Plan administrator: Universal Leaf Tobacco Company, Inc.
9201 Forest Hill Ave, Stoney Point II Building
Richmond, VA 23235
(804) 254-3725As filed for 2024
In effect since: July 1, 1994

Plans merged into this one: Universal Leaf Tobacco Co., Hourly Employees' 401(k) Savings Plan (2013); Employees' Stock Purchase Plan of Universal Leaf Tobacco Company, Inc. and Designated Affiliated Companies (2010).

Earlier plan names: Universal Leaf Tobacco Company Inc. 401(k) Savings Plan; Employees' 401(k) Savings Plan of Universal Leaf Tobacco Company, Inc. and Designated Affiliated Companies; EMPLOYEES'401(k) Savings Plan of Universal Leaf Tobacco Company, Inc.; Universal Leaf Tobacoo Company, Inc 401(k) Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,881	$121 million	Principal
2023	3,917	$109 million	Principal
2022	3,272	$77.9 million	Principal
2021	2,006	$90.7 million	Principal
2020	1,981	$85.5 million	Principal
2019	2,842	$81.2 million	Wells Fargo
2018	2,890	$70.5 million	Wells Fargo
2017	2,093	$76.2 million	Wells Fargo
2016	2,223	$64.7 million	Wells Fargo
2015	2,062	$59.0 million	Wells Fargo
2014	1,929	$59.3 million	Wells Fargo
2013	396	$49.9 million	Wells Fargo
2012	394	$41.3 million	Wells Fargo
2011	389	$37.6 million	not listed
2010	439	$41.2 million	not listed
2009	578	$37.4 million	not listed

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 54-0741848
Participants (2024): 1,282
Net assets (2024): $206 million
Plan administrator: Universal Leaf Tobacco Company Inc
9201 Forest Hill Ave
Richmond, VA 23235
(804) 359-9311As filed for 2024
In effect since: January 1, 1948

Earlier plan names: Employees' Retirement Plan of Universal Leaf Tobac Co , Inc. & Designated Affiliated Companies; Employees' Retirement Plan of Universal Leaf Tobacco Co. Inc. & Designated Affiliated Companies.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,282	$206 million	not listed
2023	1,296	$213 million	not listed
2022	1,318	$207 million	not listed
2021	1,341	$271 million	not listed
2020	1,388	$275 million	not listed
2019	1,403	$252 million	not listed
2018	1,403	$221 million	not listed
2017	1,410	$227 million	not listed
2016	1,541	$209 million	not listed
2015	1,542	$201 million	not listed
2014	1,587	$204 million	not listed
2013	1,599	$196 million	not listed
2012	1,589	$185 million	not listed
2011	1,622	$168 million	not listed
2010	1,736	$173 million	not listed
2009	1,804	$158 million	not listed

Universal Leaf Tobacco Co., Hourly Employees' 401(k) Savings Plan

401(k)Merged

Merged. In 2013 its assets moved to the Universal Leaf Tobacco Co., Inc. 401(k) Savings Plan, sponsored by Universal Leaf Tobacco Company, Inc. (EIN 54-0741848, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 008Employer EIN 54-0741848
Participants (2012): 1,035
Net assets (2012): $4.8 million
Recordkeeper: Wells Fargo2012
Plan administrator: Universal Leaf Tobacco Company Inc.
P. O. Box 25099
Richmond, VA 23260
(804) 359-9311As filed for 2013
In effect since: November 1, 2008

Earlier plan names: Universal Leaf Tobacco Co., Hourly Employees' 401( K) Savings Plan; Universal Leaf Tobacco Co.hourly EMPLOYEES'401( K) Savings Plan; Universal Leaf Tobacco Co.hourly EMPLOYEES'401(k) Savings Plan.

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	1,035	$4.8 million	Wells Fargo
2011	1,088	$3.5 million	not listed
2010	1,701	$2.8 million	not listed
2009	1,706	$1.6 million	not listed

Universal Leaf Tobacco Co Inc Hourly Money Purchase Pension Plan

Money purchase pensionClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 54-0741848
Participants (2012): 26
Net assets (2012): $10,777
Plan administrator: Universal Leaf Tobacco Company, Inc .
9201 Forest Hill Avenue, Stony Point II Building
Richmond, VA 23235
(804) 359-9311As filed for 2013
In effect since: January 1, 1999

Earlier plan names: Universal Leaf Tobacco Co, Inc. Hourly Money Purchase Pension Plan.

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	26	$10,777	not listed
2011	26	$9,402	not listed
2010	26	$9,178	not listed
2009	26	$8,012	not listed

Employees' Stock Purchase Plan of Universal Leaf Tobacco Company, Inc. and Designated Affiliated Companies

Stock bonus planMerged

Merged. In 2010 its assets moved to the Employees' 401(k) Savings Plan of Universal Leaf Tobacco Company, Inc., sponsored by Universal Leaf Tobacco Company, Inc. (EIN 54-0741848, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 54-0741848
Plan administrator: Universal Leaf Tobacco Co., Inc.
P. O. Box 25099
Richmond, VA 23260
(804) 359-9311As filed for 2010
In effect since: November 1, 1961

If you had money in one of these plans

Call Principal (principal.com), which runs the Universal Leaf Tobacco Company, Inc. 401(k) Savings 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 ((804) 254-3725). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.

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