Unity Healthcare 401(K) Profit Sharing Plan — Form 5500 plan (Unity Healthcare, LLC)

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 Healthcare 401(K) Profit Sharing Plan is a benefit plan reported by Unity Healthcare, LLC under EIN 35-1948578 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $105,497,342 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unity Healthcare, LLC
EIN
35-1948578
Plan number
001
Plan type
2
Location
Lafayette, IN
Latest filing year
2023
Participants
592
End-of-year plan assets
$105,497,342

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023592H, C20241014111509NAL0026013105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,497,342
Total liabilities (EOY)
$0
Net assets (EOY)
$105,497,342
Net assets (BOY)
$103,162,480

Income & contributions

Employer contributions
$3,257,775
Participant contributions
$2,207,537
Total contributions
$5,506,212
Total income / additions
$19,400,253

Expenses & distributions

Benefits paid
$16,637,941
Administrative expenses
$427,450
Total expenses
$17,065,391
Net increase / (decrease)
$2,334,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$75,036not reported in the loaded dataset2023
Wallington Asset ManagementADVISOR$53,652not reported in the loaded dataset2023

Related Form 5500 pages