Healthcare Employees Retirement Savings Plan — Form 5500 plan (Unified Care Services LLC)

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, Healthcare Employees Retirement Savings Plan is a benefit plan reported by Unified Care Services LLC under EIN 95-4626030 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,636 participants and $12,374,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unified Care Services LLC
EIN
95-4626030
Plan number
001
Plan type
2
Location
Torrance, CA
Latest filing year
2023
Participants
1,636
End-of-year plan assets
$12,374,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,636H, C20241015130211NAL0014678627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,374,763
Total liabilities (EOY)
$0
Net assets (EOY)
$12,374,763
Net assets (BOY)
$11,441,523

Income & contributions

Employer contributions
$124,714
Participant contributions
$1,184,161
Total contributions
$1,714,162
Total income / additions
$3,188,624

Expenses & distributions

Benefits paid
$2,200,045
Administrative expenses
$43,141
Total expenses
$2,255,384
Net increase / (decrease)
$933,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$37,297$02023
Envestnet Retirement SolutionsINVESTMENT ADVISORY$5,844not reported in the loaded dataset2023

Related Form 5500 pages