Unity Health Care, Inc. 403 (B) Plan — Form 5500 plan (Unity Health Care, Inc.)
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 Care, Inc. 403 (B) Plan is a benefit plan reported by Unity Health Care, Inc. under EIN 52-1572431 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,099 participants and $39,994,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unity Health Care, Inc.
- EIN
- 52-1572431
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,099
- End-of-year plan assets
- $39,994,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,099 | H, C | 20240520170152NAL0000856755001 |
| 2023 | 2,166 | H, C | 20240718172802NAL0006021745001 |
| 2023 | 1,554 | H, C | 20241015160733NAL0015044803003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,760,429
- Net assets (EOY)
- $53,760,429
- Net assets (BOY)
- $47,248,540
Income & contributions
- Employer contributions
- $1,220,029
- Participant contributions
- $3,617,334
- Total contributions
- $5,060,762
- Total income / additions
- $11,573,772
Expenses & distributions
- Benefits paid
- $4,862,038
- Administrative expenses
- $153,044
- Total expenses
- $5,061,883
- Net increase / (decrease)
- $6,511,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Com | NONE | $151,676 | $0 | 2023 |
| Valic Retirement Services Company | NONE | $138,235 | $0 | 2023 |
| Valic Retirement Services Company | NONE | $136,688 | $0 | 2023 |
| Variable Annuity Life Insurance Com | NONE | $1,384 | $0 | 2023 |
| Variable Annuity Life Insurance Com | NONE | $1,343 | $0 | 2023 |
| Valic Retirement Services Company | NONE | $1,268 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unity Health Care, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Variable Annuity Life Insurance Com — Schedule C compensation
- Valic Retirement Services Company — Schedule C compensation