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  2. UNIFIRST CORPORATION
Sponsor portfolioTH

UNIFIRST CORPORATION

EIN 04-2103460-textiles-Latest filing 2025
Plans
3
Retirement
2
$556.7M assets
Welfare
1
$9.7M premiums
Participants
26,619
68 JONSPIN ROAD - WILMINGTON, MA 01887978-658-8888unifirst.comLinkedIn10001+ employeestextiles
Plans on this EIN
3 filings
#001401k-$554.2M - 13,504 part#002TraditionalDB-$2.5M - 184 part#555Mixed-$9.7M - 15,639 lives

Retirement portfolio analytics

2 plans aggregated / $556.7M assets / 13,688 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • UNIFIRST RETIREMENT Savings (#001)100%
  • CORPORATION RETIREMENT PLAN (#002)0%
Total $556.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
  • (Not disclosed)0%
Total $556.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNIFIRST RETIREMENT Savings (#001)13,504
  • CORPORATION RETIREMENT PLAN (#002)184
Total 13,688Click row to drill in

Benefits portfolio analytics

1 plan / $9.7M premiums / 15,639 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Other$2.0M
  • Life$1.5M
  • Long-term disability$1.2M
  • Vision$700K
Total $9.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA32%
  • RELIASTAR LIFE INSURANCE COMPANY13%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
  • COMPSYCH2%
  • +2 more
Total $9.7M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $575K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIFIRST RETIREMENT SAVINGS PLAN

401k

Assets$554.2M
Participants13,504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIFIRST CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$2.5M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555

UNIFIRST CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$9.7M
Covered lives15,639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIFIRST RETIREMENT SAVINGS PLAN401k$554.2M13,5042024
002UNIFIRST CORPORATION RETIREMENT PLANTraditionalDB$2.5M1842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
555UNIFIRST CORPORATION EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$9.7M15,6392025
Retirement plans
Welfare plans
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