Plan Snapshot
- Plan Sponsor: Unity Healthcare, LLC
- Sponsor EIN: 351948578
- Sponsor Address: 1250 SOUTH CREASY LANE, LAFAYETTE, IN, 479054960
- Plan Type: DC
- Total Participants: 347
- Total Assets: $96.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 347 | $96.8M | $1.5M | $1.8M |
| 2023 | 367 | $105.5M | $3.3M | $2.2M |
| 2022 | 406 | $103.2M | $3.2M | $2.5M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $85,930 | — | $85,930 |
| WALLINGTON ASSET MANAGEMENT | ADVISOR | $54,491 | — | $54,491 |
| RUBIN BROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- RUBIN BROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,421
- Estimated Expense Ratio: 0.145% 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 | $432,752 | $54,491 | — | — | — |
| 2023 | $427,450 | $53,652 | — | — | — |
| 2022 | $458,876 | — | — | — | $458,876 |