Plan5500

Unity Health 403(B) Retirement Plan — Form 5500 plan (Unity Health)

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 403(B) Retirement Plan is a benefit plan reported by Unity Health under EIN 71-0772737 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,082 participants and $45,619,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unity Health
EIN
71-0772737
Plan number
002
Plan type
2
Location
Searcy, AR
Latest filing year
2023
Participants
2,082
End-of-year plan assets
$45,619,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,082H, C20241009154416NAL0018680897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,619,637
Net assets (EOY)
$45,619,637
Net assets (BOY)
$38,027,351

Income & contributions

Participant contributions
$3,174,458
Total contributions
$3,664,310
Total income / additions
$9,755,271

Expenses & distributions

Benefits paid
$2,020,787
Administrative expenses
$91,916
Total expenses
$2,162,985
Net increase / (decrease)
$7,592,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$68,141$02023
First Security BankADVISOR$22,946not reported in the loaded dataset2023
Larson Financial Group LLCSECURITIES BROKER$829not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023
Charles Schwab & Co., IncSECURITIES BROKER$0$02023

Related Form 5500 pages