2023 Form 5500 filing — Unity Health System Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015112127NAL0028184033003) for Unity Health System Retirement Plan, reported by Unity Health System under EIN 22-2572873 and plan number 001. It reports 9,957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112127NAL0028184033003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unity Health System
- EIN
- 22-2572873
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 9,957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $321,477,497
- Net assets (EOY)
- $321,477,497
- Employer contributions
- $11,770,000
- Total income / additions
- $44,639,944
- Benefits paid
- $14,817,427
- Administrative expenses
- $8,047,541
- Total expenses
- $22,864,968
- Net increase / (decrease)
- $21,774,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $250,072 | not reported in the loaded dataset |
| Northern Trust Company | ADMIN/CUSTODIAL FEES | $249,700 | not reported in the loaded dataset |
| Nepc | INVESTMENT CONSULTANT | $154,098 | not reported in the loaded dataset |
| Parametric | INVESTMENT MANAGER | $108,319 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARY | $75,073 | not reported in the loaded dataset |
| Johnston International | INVESTMENT MANAGER | $56,518 | not reported in the loaded dataset |
| Hotchkis & Wiley Cap Mgmt | INVESTMENT MANAGER | $47,630 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MANAGER | $21,336 | not reported in the loaded dataset |
| Invesco Capital Management | INVESTMENT MANAGER | $17,464 | not reported in the loaded dataset |
| Unity Health System-Salary Expenses | EMPLOYEES | $9,084 | not reported in the loaded dataset |