Plan Snapshot
- Plan Sponsor: Unite Here Health
- Sponsor EIN: 237385560
- Sponsor Address: 2715 JORIE BOULEVARD, SUITE 200, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 475
- Total Assets: -$1,324,715
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 475 | -$1,324,715 | $10.1M | $572,214 |
| 2023 | 444 | $0 | $7.7M | $501,554 |
| 2022 | 391 | -$1,194,506 | $7.9M | $450,017 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEALTH SERVICES COALITION | Other Service Provider | $6,950,264 | — | $6,950,264 |
| SISCO | Other Service Provider | $774,390 | — | $774,390 |
| DAVIS VISION INC. | Other Service Provider | $94,640 | — | $94,640 |
| GROUP ADMINISTRATORS, LTD. | Other Service Provider | $87,216 | — | $87,216 |
| COMPSYCH CORPORATION | Other Service Provider | $37,803 | — | $37,803 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,944,313
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $110,075 | — | $110,075 | — | — |
| 2023 | $98,939 | — | $98,939 | — | — |
| 2022 | $65,392 | — | $65,392 | — | — |