Plan Snapshot
- Plan Sponsor: Unity Health System
- Sponsor EIN: 222572873
- Sponsor Address: 100 KINGS HIGHWAY SOUTH, ROCHESTER, NY, 146175504
- Plan Type: DB
- Total Participants: 3,874
- Total Assets: $343.0M
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 | 3,874 | $343.0M | $22.4M | $0 |
| 2023 | 3,774 | $321.5M | $11.8M | $0 |
| 2022 | 3,508 | $301.0M | $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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | 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 | $6,893,947 | $191,498 | $248,440 | — | — |
| 2023 | $8,047,541 | $251,267 | $249,700 | — | — |
| 2022 | $4,315,010 | $324,790 | $211,580 | — | $472,287 |