Plan5500

Unity Health Retirement Plan — Form 5500 plan (Unity Health)

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, Unity Health Retirement Plan is a benefit plan reported by Unity Health under EIN 71-0772737 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,286 participants and $66,262,118 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unity Health
EIN
71-0772737
Plan number
001
Plan type
2
Location
Searcy, AR
Latest filing year
2023
Participants
3,286
End-of-year plan assets
$66,262,118

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,286H, C20241009154545NAL0010801267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,262,118
Net assets (EOY)
$66,262,118
Net assets (BOY)
$57,150,060

Income & contributions

Employer contributions
$3,770,359
Total contributions
$3,770,359
Total income / additions
$12,719,383

Expenses & distributions

Benefits paid
$3,487,518
Administrative expenses
$119,807
Total expenses
$3,607,325
Net increase / (decrease)
$9,112,058

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$85,726$02023
First Security BankADVISOR$33,516not reported in the loaded dataset2023
Larson Financial Group LLCSECURITIES BROKER$565not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023
Charles Schwab & Co., IncSECURITIES BROKER$0$02023

Related Form 5500 pages