# Unity Health System DB Plan
Source: https://planprovider.pro/companies/unity-health-system-plan

> Unity Health System's DB plan: 3,874 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERCER|ACTUARY|$253,303|—|$253,303|

| NORTHERN TRUST COMPANY|ADMIN/CUSTODIAL FEES|$248,440|—|$248,440|

| NEPC|INVESTMENT CONSULTANT|$128,329|—|$128,329|

| WILLIS TOWERS WATSON|ACTUARY|$70,926|—|$70,926|

| PARAMETRIC|INVESTMENT MANAGER|$68,549|—|$68,549|

| JOHNSTON INTERNATIONAL|INVESTMENT MANAGER|$61,287|—|$61,287|

| HOTCHKIS & WILEY CAP MGMT|INVESTMENT MANAGER|$36,177|—|$36,177|

| BLACKROCK|INVESTMENT MANAGER|$25,485|—|$25,485|

| EMERALD PRINT MANAGEMENT, INC.|OTHER|$9,281|—|$9,281|

| FREED MAXICK P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC](https://planprovider.pro/provider/milliman) — INVESTMENT CONSULTANT

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $901,777

- **Estimated Expense Ratio:** 0.263% of plan assets

### 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|

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