2023 Form 5500 filing — Unio Health Partners, LLC Employees' 401(K) Profit Sharing 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 20241011012913NAL0010513155001) for Unio Health Partners, LLC Employees' 401(K) Profit Sharing Plan, reported by Unio Health Partners, LLC under EIN 27-4201304 and plan number 001. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011012913NAL0010513155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unio Health Partners, LLC
- EIN
- 27-4201304
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,652,610
- Net assets (EOY)
- $49,652,610
- Employer contributions
- $2,489,814
- Participant contributions
- $3,920,902
- Total income / additions
- $20,372,892
- Benefits paid
- $1,775,448
- Administrative expenses
- $66,040
- Total expenses
- $1,841,488
- Net increase / (decrease)
- $18,531,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $55,336 | not reported in the loaded dataset |
| Bfsg LLC | NONE | $7,717 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $1,461 | $0 |