Unified Trust Company, N.A. — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Unified Trust Company, N.A. is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $429,635 and reported indirect compensation totals $5,956.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$435.6KDirect + indirect, across loaded filings$435,591
Plans served9
Plan sponsors9
Filings9
Direct vs. indirect compensation
Direct compensation$429.6K
Indirect compensation$6K

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation37%St. Paul'S School
Top state share of plans33%NH
Plan sponsors served9
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Unified Trust Company, N.A.. Bars show relative scale.

  1. 1
    NH · 1 plan(s)
  2. 2
    NC · 1 plan(s)
  3. 3
    VA · 1 plan(s)
  4. 4
    NH · 1 plan(s)
  5. 5
    KY · 1 plan(s)
  6. 6
    KY · 1 plan(s)
  7. 7
    NH · 1 plan(s)
  8. 8
  9. 9
    NY · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Unified Trust Company, N.A. are sponsored, by plan count.

  1. 1
    NH3 plan(s)
  2. 2
    KY2 plan(s)
  3. 3
    NY2 plan(s)
  4. 4
    NC1 plan(s)
  5. 5
    VA1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
St. Paul'S SchoolSt. Paul'S School Defined Contribution Retirement Plan2023$159,992$0
Uwharrie Capital CorpUwharrie Capital Corp Employees 401k Retirement Plan2023$71,072$0
Alliance Industrial CorporationAlliance Industrial Corporation Retirement Savings Plan2023$50,749$0
The Derryfield SchoolThe Derryfield School Defined Contribution Retirement Plan2023$45,966$0
Sitex CorporationSitex Corporation Team Members Retirement Plan2023$27,011$1,828
Controlscan Holdings, Inc.Controlscan Holdings, Inc. 401(K) Plan2023$28,035$0
Silverstone By HuntTax Sheltered Annuity Plan For Employees Of Silverstone By Hunt2023$24,211$0
Steuben Churchpeople Against Poverty Inc Dba Arbor Housing DevelopmentArbor Housing & Development 401(K) Retirement Plan2023$20,881$3,066
Glove House, Inc.Glove House, Inc. 401(K) Retirement Plan2023$1,718$1,062

Related Form 5500 pages