Plan Snapshot
- Plan Sponsor: Unity Health Care, INC.
- Sponsor EIN: 521572431
- Sponsor Address: 1100 NEW JERSEY AVENUE, SE, WASHINGTON, DC, 20003
- Plan Type: 403(b)
- Total Participants: 771
- Total Assets: $58.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 771 | $58.0M | $286,763 | $3.7M |
| 2023 | 875 | $53.8M | $1.2M | $3.6M |
| 2022 | 913 | $47.2M | $672,148 | $3.8M |
| 2020 | 921 | $45.0M | $0 | $0 |
| 2019 | 930 | $40.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| BDO USA LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $172,347 | — | $172,347 | — | — |
| 2023 | $153,044 | — | $153,044 | — | — |
| 2022 | $157,797 | — | $157,797 | — | — |
| 2020 | $141,158 | — | $141,158 | — | — |
| 2019 | $138,069 | — | $138,069 | — | — |