Plan5500

Union Community Care — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Union Community Care (EIN 23-1909490) is a plan sponsor located in Lancaster, PA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1909490
Location
Lancaster, PA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Union Community Care

  • 3 loaded plans hold $15.1M in reported assets.
  • The largest, Safe-Harbor 403(B) Thrift Plan For Employees Of Union Community Care, holds 97% of this company's reported plan assets.
  • Plans cover 1,119 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.4MSummed across loaded plans$14,417,350
Total reported assets$15.1M$15,062,629
Total reported participants1.1K1,119
Total reported liabilities$645.3K$645,279

Reported net position

Reported assets = net assets + liabilities (summed)$15.1M total assets
Net assets$14.4MLiabilities$645.3K
Contributions & income
Employer contributions$1.3M
Participant contributions$1.3M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets97%Safe-Harbor 403(B) Thrift Plan For Employees Of Union Community Care
Participants per plan373Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Safe-Harbor 403(B) Thrift Plan For Employees Of Union Community Care$14.6M
    Plan #004 · 566 participants · 2023
  2. 2
    Union Community Care Group Medical Plan (503)$496.8K
    Plan #503 · 232 participants · 2023
  3. 3
    Union Community Care Group Insurance Plannot reported in the loaded dataset
    Plan #502 · 321 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Union Community Care. Open one for its full reported snapshot.

  1. 2023
    Union Community Care Group Insurance Plan321 participants · 2No schedules
    View filing →
  2. 2023
    Union Community Care Group Medical Plan (503)232 participants · 2Sch HSch C
    View filing →
  3. 2023
    Safe-Harbor 403(B) Thrift Plan For Employees Of Union Community Care566 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Union Community Care report on Form 5500?
Union Community Care (EIN 23-1909490) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Union Community Care?
The Employer Identification Number (EIN) reported for Union Community Care is 23-1909490.
What is the latest Form 5500 filing year for Union Community Care?
The latest loaded Form 5500 filing year for Union Community Care is 2023.

Related Form 5500 pages