Plan Snapshot
- Plan Sponsor: Unitypoint Rural Health Alliance Benefits Plan
- Sponsor EIN: 852370921
- Sponsor Address: 1776 WEST LAKES PKWY STE 400, WEST DES MOINES, IA, 50266
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,985
- Total Assets: $19.0M
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. |
|---|---|---|---|---|
| 2025 | 1,985 | $19.0M | $0 | $0 |
| 2024 | 1,416 | $12.7M | $26.0M | $0 |
| 2023 | 1,371 | $8.2M | $25.1M | $0 |
| 2022 | 1,309 | $3.1M | $21.4M | $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 |
|---|---|---|---|---|
| WELLMARK BLUE CROSS & BLUE SHIELD | Other Service Provider | $1,243,803 | — | $1,243,803 |
| RXBENEFITS, INC | Other Service Provider | $35,043 | — | $35,043 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,278,846
- Estimated Expense Ratio: 6.725% 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 |
|---|---|---|---|---|---|
| 2025 | $44,031,576 | $37,292 | $1,924,046 | $84,768 | — |
| 2024 | $4,080,946 | $24,627 | $1,307,894 | — | — |
| 2023 | $3,745,745 | $19,951 | $1,173,254 | — | — |
| 2022 | $3,448,801 | $11,876 | $1,096,172 | — | $271,260 |