2023 Form 5500 filing — Unity Health Retirement 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 20241009154545NAL0010801267001) for Unity Health Retirement Plan, reported by Unity Health under EIN 71-0772737 and plan number 001. It reports 3,286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154545NAL0010801267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unity Health
- EIN
- 71-0772737
- Plan number
- 001
- Location
- Searcy, AR
- Participants
- 3,286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,262,118
- Net assets (EOY)
- $66,262,118
- Employer contributions
- $3,770,359
- Total income / additions
- $12,719,383
- Benefits paid
- $3,487,518
- Administrative expenses
- $119,807
- Total expenses
- $3,607,325
- Net increase / (decrease)
- $9,112,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $85,726 | $0 |
| First Security Bank | ADVISOR | $33,516 | not reported in the loaded dataset |
| Larson Financial Group LLC | SECURITIES BROKER | $565 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $0 | $0 |