2023 Form 5500 filing — Unity Health 401(K) 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 20240827170908NAL0023747458001) for Unity Health 401(K) Plan, reported by Premiere Medical Resources, LLC under EIN 20-1499748 and plan number 001. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827170908NAL0023747458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premiere Medical Resources, LLC
- EIN
- 20-1499748
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,613,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,613,044
- Employer contributions
- $694,325
- Participant contributions
- $1,588,656
- Total income / additions
- $7,367,242
- Benefits paid
- $7,729,587
- Administrative expenses
- $25,026
- Total expenses
- $7,754,613
- Net increase / (decrease)
- -$387,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services, In | NONE | $25,026 | not reported in the loaded dataset |
| Auxin Group Wealth Management | NONE | $5,452 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $260 | $0 |