Unitypoint Rural Health Alliance Benefits Trust — Form 5500 plan (Unitypoint Rural Health Alliance Benefits Plan)

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, Unitypoint Rural Health Alliance Benefits Trust is a benefit plan reported by Unitypoint Rural Health Alliance Benefits Plan under EIN 85-2370921 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,309 participants and $8,247,125 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.1MPlan net assets, end of year$6,083,848
Participants1.3KCovered participants reported1,309
Assets / participant$6.3KComputed: assets ÷ participants$6,300 (computed)
Provider compensation$788.7K2 Schedule C provider row(s)$788,736
Plan sponsor
Unitypoint Rural Health Alliance Benefits Plan
EIN
85-2370921
Plan number
501
Plan type
3
Location
West Des Moines, IA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,309 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.2M total assets
Net assets$6.1MLiabilities$2.2M
Money in vs. money out
Total income / additions$27.9M
Total expenses$24.4M
Benefits paid / distributions$20.7M
Contributions
Employer$25.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$8,247,125
Total liabilities (EOY)
$2,163,277
Net assets (EOY)
$6,083,848
Net assets (BOY)
$823,402

Income & contributions

Employer contributions
$25,076,343
Total contributions
$25,076,343
Total income / additions
$27,944,366

Expenses & distributions

Benefits paid
$20,693,528
Administrative expenses
$3,745,745
Total expenses
$24,439,273
Net increase / (decrease)
$3,505,093
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets402%Computed ratio
Benefits paid ÷ total income74%Computed ratio
Provider comp. ÷ net assets13%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    N/A · Direct $766.3K
  2. 2
    N/A · Direct $22.4K

What to inspect next

Frequently asked questions

Who sponsors the Unitypoint Rural Health Alliance Benefits Trust?
Unitypoint Rural Health Alliance Benefits Trust is reported as sponsored by Unitypoint Rural Health Alliance Benefits Plan (EIN 85-2370921, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Unitypoint Rural Health Alliance Benefits Trust?
The latest Form 5500 filing year loaded for Unitypoint Rural Health Alliance Benefits Trust is 2023.
How many participants does Unitypoint Rural Health Alliance Benefits Trust report?
Unitypoint Rural Health Alliance Benefits Trust reports 1,309 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Unitypoint Rural Health Alliance Benefits Trust?
Unitypoint Rural Health Alliance Benefits Trust reports $8,247,125 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages