Unity Health System Retirement Plan — Form 5500 plan (Unity Health System)
Plain-English plan 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, Unity Health System Retirement Plan is a benefit plan reported by Unity Health System under EIN 22-2572873 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,957 participants and $321,477,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unity Health System
- EIN
- 22-2572873
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 9,957
- End-of-year plan assets
- $321,477,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,957 | H, C | 20241015112127NAL0028184033003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $321,477,497
- Net assets (EOY)
- $321,477,497
- Net assets (BOY)
- $299,702,521
Income & contributions
- Employer contributions
- $11,770,000
- Total contributions
- $11,770,000
- Total income / additions
- $44,639,944
Expenses & distributions
- Benefits paid
- $14,817,427
- Administrative expenses
- $8,047,541
- Total expenses
- $22,864,968
- Net increase / (decrease)
- $21,774,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $250,072 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | ADMIN/CUSTODIAL FEES | $249,700 | not reported in the loaded dataset | 2023 |
| Nepc | INVESTMENT CONSULTANT | $154,098 | not reported in the loaded dataset | 2023 |
| Parametric | INVESTMENT MANAGER | $108,319 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTUARY | $75,073 | not reported in the loaded dataset | 2023 |
| Johnston International | INVESTMENT MANAGER | $56,518 | not reported in the loaded dataset | 2023 |
| Hotchkis & Wiley Cap Mgmt | INVESTMENT MANAGER | $47,630 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MANAGER | $21,336 | not reported in the loaded dataset | 2023 |
| Invesco Capital Management | INVESTMENT MANAGER | $17,464 | not reported in the loaded dataset | 2023 |
| Unity Health System-Salary Expenses | EMPLOYEES | $9,084 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unity Health System
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Mercer — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nepc — Schedule C compensation
- Parametric — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Johnston International — Schedule C compensation
- Hotchkis & Wiley Cap Mgmt — Schedule C compensation
- Blackrock — Schedule C compensation
- Invesco Capital Management — Schedule C compensation
- Unity Health System-Salary Expenses — Schedule C compensation