# Unity Healthcare, LLC DC Plan
Source: https://planprovider.pro/companies/unity-healthcare-llc-plan-001

> Unity Healthcare, LLC's DC plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [RUBIN BROWN, LLP](https://planprovider.pro/provider/rubinbrown-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unity-healthcare-llc-plan-001)

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