Unity Care Northwest 401(K) Plan And Trust — Form 5500 plan (Unity Care Northwest)
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 Care Northwest 401(K) Plan And Trust is a benefit plan reported by Unity Care Northwest under EIN 91-2168190 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $23,424,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unity Care Northwest
- EIN
- 91-2168190
- Plan number
- 001
- Plan type
- 2
- Location
- Bellingham, WA
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $23,424,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20240926184755NAL0001086305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,424,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,424,687
- Net assets (BOY)
- $18,328,634
Income & contributions
- Employer contributions
- $739,808
- Participant contributions
- $1,678,776
- Total contributions
- $2,515,295
- Total income / additions
- $5,975,474
Expenses & distributions
- Benefits paid
- $804,900
- Administrative expenses
- $74,521
- Total expenses
- $879,421
- Net increase / (decrease)
- $5,096,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bensler, LLC | ADVISOR | $0 | $41,393 | 2023 |
| Flex-Plan Retirement Services | TPA | $0 | $9,930 | 2023 |