Plain-English plan 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, Unio Health Partners, LLC Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Unio Health Partners, LLC under EIN 27-4201304 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $49,652,610 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,652,610
- Net assets (EOY)
- $49,652,610
- Net assets (BOY)
- $31,121,206
Income & contributions
- Employer contributions
- $2,489,814
- Participant contributions
- $3,920,902
- Total contributions
- $14,470,074
- Total income / additions
- $20,372,892
Expenses & distributions
- Benefits paid
- $1,775,448
- Administrative expenses
- $66,040
- Total expenses
- $1,841,488
- Net increase / (decrease)
- $18,531,404