# Unitypoint Rural Health Alliance Benefits Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/unitypoint-rural-health-alliance-benefits-plan-852370921-501

> Unitypoint Rural Health Alliance Benefits Plan's Health & Welfare plan: 1,985 participants, plan year 2025 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2025.

## 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:** Health & Welfare

- **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|

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