2023 Form 5500 filing — Unity Care Northwest 401(K) Plan And Trust
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 20240926184755NAL0001086305001) for Unity Care Northwest 401(K) Plan And Trust, reported by Unity Care Northwest under EIN 91-2168190 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926184755NAL0001086305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unity Care Northwest
- EIN
- 91-2168190
- Plan number
- 001
- Location
- Bellingham, WA
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,424,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,424,687
- Employer contributions
- $739,808
- Participant contributions
- $1,678,776
- Total income / additions
- $5,975,474
- Benefits paid
- $804,900
- Administrative expenses
- $74,521
- Total expenses
- $879,421
- Net increase / (decrease)
- $5,096,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bensler, LLC | ADVISOR | $0 | $41,393 |
| Flex-Plan Retirement Services | TPA | $0 | $9,930 |