Unified Trust Company, N.A. — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Unified Trust Company, N.A. is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $429,635 and reported indirect compensation totals $5,956.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$435.6KDirect + indirect, across loaded filings$435,591
Plans served9
Plan sponsors9
Filings9
Direct vs. indirect compensation
Direct compensation$429.6K
Indirect compensation$6K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation37%St. Paul'S School
Top state share of plans33%NH
Plan sponsors served9
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Unified Trust Company, N.A.. Bars show relative scale.

  1. 1
    NH · 1 plan(s)
  2. 2
    NC · 1 plan(s)
  3. 3
    VA · 1 plan(s)
  4. 4
    NH · 1 plan(s)
  5. 5
    KY · 1 plan(s)
  6. 6
    KY · 1 plan(s)
  7. 7
    NH · 1 plan(s)
  8. 8
  9. 9
    NY · 1 plan(s)
Geographic reach

State footprint

Where Unified Trust Company, N.A. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NH3 plan(s)
  2. 2
    KY2 plan(s)
  3. 3
    NY2 plan(s)
  4. 4
    NC1 plan(s)
  5. 5
    VA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Unified Trust Company, N.A. are sponsored, by plan count.

  1. 1
    Henderson, KY1 plan(s)
  2. 2
    Lexington, KY1 plan(s)
  3. 3
    Albemarle, NC1 plan(s)
  4. 4
    Concord, NH1 plan(s)
  5. 5
  6. 6
    Nashua, NH1 plan(s)
  7. 7
    Corning, NY1 plan(s)
  8. 8
    Elmira, NY1 plan(s)
  9. 9
    Lynchburg, VA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    St. Paul'S School, NH · Direct $160K · Indirect $0 · 2023
  2. 2
    Uwharrie Capital Corp, NC · Direct $71.1K · Indirect $0 · 2023
  3. 3
    Alliance Industrial Corporation, VA · Direct $50.7K · Indirect $0 · 2023
  4. 4
    The Derryfield School, NH · Direct $46K · Indirect $0 · 2023
  5. 5
    Sitex Corporation, KY · Direct $27K · Indirect $1.8K · 2023
  6. 6
    Controlscan Holdings, Inc., KY · Direct $28K · Indirect $0 · 2023
  7. 7
    Silverstone By Hunt, NH · Direct $24.2K · Indirect $0 · 2023
  8. 8
    Steuben Churchpeople Against Poverty Inc Dba Arbor Housing Development, NY · Direct $20.9K · Indirect $3.1K · 2023
  9. 9
    Glove House, Inc., NY · Direct $1.7K · Indirect $1.1K · 2023

Related Form 5500 pages