2023 Form 5500 filing — Unity Health Care, Inc. 403 (B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718172802NAL0006021745001) for Unity Health Care, Inc. 403 (B) Plan, reported by Unity Health Care, Inc. under EIN 52-1572431 and plan number 001. It reports 2,166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718172802NAL0006021745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unity Health Care, Inc.
- EIN
- 52-1572431
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 2,166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,760,429
- Net assets (EOY)
- $53,760,429
- Employer contributions
- $1,220,029
- Participant contributions
- $3,617,334
- Total income / additions
- $11,573,772
- Benefits paid
- $4,862,038
- Administrative expenses
- $153,044
- Total expenses
- $5,061,883
- Net increase / (decrease)
- $6,511,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Com | NONE | $151,676 | $0 |
| Valic Retirement Services Company | NONE | $138,235 | $0 |
| Valic Retirement Services Company | NONE | $136,688 | $0 |
| Variable Annuity Life Insurance Com | NONE | $1,384 | $0 |
| Variable Annuity Life Insurance Com | NONE | $1,343 | $0 |
| Valic Retirement Services Company | NONE | $1,268 | $0 |