?>
Logo

UNITY HEALTH SYSTEM RETIREMENT PLAN 401k Plan overview

Plan NameUNITY HEALTH SYSTEM RETIREMENT PLAN
Plan identification number 001

UNITY HEALTH SYSTEM RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNITY HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:UNITY HEALTH SYSTEM
Employer identification number (EIN):222572873
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UNITY HEALTH SYSTEM

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1984-03-26
Company Identification Number: 904756
Legal Registered Office Address: PRESIDENT
89 GENESEE STREET
ROCHESTER
United States of America (USA)
14611

More information about UNITY HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITY HEALTH SYSTEM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS CRILLY
0012016-01-01THOMAS CRILLY
0012015-01-01THOMAS CRILLY
0012015-01-01THOMAS CRILLY
0012014-01-01PAULA TINCH
0012013-01-01PAULA TINCH
0012012-01-01THOMAS CRILLY
0012011-01-01THOMAS CRILLY
0012009-01-01THOMAS CRILLY

Plan Statistics for UNITY HEALTH SYSTEM RETIREMENT PLAN

401k plan membership statisitcs for UNITY HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2022: UNITY HEALTH SYSTEM RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31416,765,363
Acturial value of plan assets2022-12-31385,302,496
Funding target for retired participants and beneficiaries receiving payment2022-12-31130,626,332
Number of terminated vested participants2022-12-313,519
Fundng target for terminated vested participants2022-12-3182,921,629
Active participant vested funding target2022-12-31113,542,532
Number of active participants2022-12-313,843
Total funding liabilities for active participants2022-12-31123,434,065
Total participant count2022-12-319,502
Total funding target for all participants2022-12-31336,982,026
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3131,763,744
Prefunding balanced used to offset prior years funding requirement2022-12-3110,914,056
Amount remaining of prefunding balance2022-12-3120,849,688
Present value of excess contributions2022-12-313,336,618
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-313,827,768
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-313,827,768
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3127,746,530
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3112,924,419
Unpaid minimum required contributions for current year2022-12-310
Total participants, beginning-of-year2022-01-019,492
Total number of active participants reported on line 7a of the Form 55002022-01-013,508
Number of retired or separated participants receiving benefits2022-01-012,187
Number of other retired or separated participants entitled to future benefits2022-01-013,563
Total of all active and inactive participants2022-01-019,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01175
Total participants2022-01-019,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01300
2021: UNITY HEALTH SYSTEM RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31374,846,914
Acturial value of plan assets2021-12-31341,534,847
Funding target for retired participants and beneficiaries receiving payment2021-12-31118,743,640
Number of terminated vested participants2021-12-313,253
Fundng target for terminated vested participants2021-12-3173,405,247
Active participant vested funding target2021-12-31110,604,565
Number of active participants2021-12-314,243
Total funding liabilities for active participants2021-12-31119,630,942
Total participant count2021-12-319,465
Total funding target for all participants2021-12-31311,779,829
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3126,972,156
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3117,150,012
Amount remaining of prefunding balance2021-12-319,822,144
Present value of excess contributions2021-12-3117,273,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3120,244,334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3120,244,334
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3131,763,744
Total employer contributions2021-12-315,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-314,549,290
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3111,939,431
Net shortfall amortization installment of oustanding balance2021-12-312,008,726
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3112,126,728
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3110,914,056
Additional cash requirement2021-12-311,212,672
Contributions allocatedtoward minimum required contributions for current year2021-12-314,549,290
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-019,456
Total number of active participants reported on line 7a of the Form 55002021-01-013,573
Number of retired or separated participants receiving benefits2021-01-011,995
Number of other retired or separated participants entitled to future benefits2021-01-013,498
Total of all active and inactive participants2021-01-019,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01157
Total participants2021-01-019,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01489
2020: UNITY HEALTH SYSTEM RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31318,727,554
Acturial value of plan assets2020-12-31307,603,043
Funding target for retired participants and beneficiaries receiving payment2020-12-31105,303,652
Number of terminated vested participants2020-12-313,225
Fundng target for terminated vested participants2020-12-3177,680,039
Active participant vested funding target2020-12-31112,103,685
Number of active participants2020-12-314,250
Total funding liabilities for active participants2020-12-31121,102,616
Total participant count2020-12-319,259
Total funding target for all participants2020-12-31304,086,307
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3123,268,224
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3116,839,010
Amount remaining of prefunding balance2020-12-316,429,214
Present value of excess contributions2020-12-3116,183,258
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3119,303,390
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3119,303,390
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3126,972,156
Total employer contributions2020-12-3121,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3119,179,525
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3113,563,338
Net shortfall amortization installment of oustanding balance2020-12-3123,455,420
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3119,055,567
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3117,150,012
Additional cash requirement2020-12-311,905,555
Contributions allocatedtoward minimum required contributions for current year2020-12-3119,179,525
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-018,884
Total number of active participants reported on line 7a of the Form 55002020-01-013,878
Number of retired or separated participants receiving benefits2020-01-011,834
Number of other retired or separated participants entitled to future benefits2020-01-013,236
Total of all active and inactive participants2020-01-018,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01143
Total participants2020-01-019,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01304
2019: UNITY HEALTH SYSTEM RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31264,739,800
Acturial value of plan assets2019-12-31277,702,145
Funding target for retired participants and beneficiaries receiving payment2019-12-3197,998,538
Number of terminated vested participants2019-12-313,147
Fundng target for terminated vested participants2019-12-3170,742,984
Active participant vested funding target2019-12-31107,689,801
Number of active participants2019-12-314,164
Total funding liabilities for active participants2019-12-31118,348,791
Total participant count2019-12-318,949
Total funding target for all participants2019-12-31287,090,313
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3116,533,950
Prefunding balanced used to offset prior years funding requirement2019-12-3115,154,216
Amount remaining of prefunding balance2019-12-311,379,734
Present value of excess contributions2019-12-3122,486,144
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3121,974,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3121,974,034
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3123,268,224
Total employer contributions2019-12-3121,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3119,183,470
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3113,655,581
Net shortfall amortization installment of oustanding balance2019-12-3132,656,392
Total funding amount beforereflecting carryover/prefunding balances2019-12-3119,839,222
Prefunding balance elected to use to offset funding requirement2019-12-3116,839,010
Additional cash requirement2019-12-313,000,212
Contributions allocatedtoward minimum required contributions for current year2019-12-3119,183,470
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-018,941
Total number of active participants reported on line 7a of the Form 55002019-01-013,882
Number of retired or separated participants receiving benefits2019-01-011,662
Number of other retired or separated participants entitled to future benefits2019-01-013,206
Total of all active and inactive participants2019-01-018,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01134
Total participants2019-01-018,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01303
2018: UNITY HEALTH SYSTEM RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31268,513,491
Acturial value of plan assets2018-12-31251,910,484
Funding target for retired participants and beneficiaries receiving payment2018-12-3177,485,618
Number of terminated vested participants2018-12-312,917
Fundng target for terminated vested participants2018-12-3161,512,197
Active participant vested funding target2018-12-31106,916,267
Number of active participants2018-12-314,268
Total funding liabilities for active participants2018-12-31117,309,853
Total participant count2018-12-318,635
Total funding target for all participants2018-12-31256,307,668
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3115,619,282
Prefunding balanced used to offset prior years funding requirement2018-12-311,629,985
Amount remaining of prefunding balance2018-12-3113,989,297
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3116,533,950
Total employer contributions2018-12-3126,198,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3124,169,947
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3113,020,835
Net shortfall amortization installment of oustanding balance2018-12-3120,931,134
Total funding amount beforereflecting carryover/prefunding balances2018-12-3116,838,019
Prefunding balance elected to use to offset funding requirement2018-12-3115,154,216
Additional cash requirement2018-12-311,683,803
Contributions allocatedtoward minimum required contributions for current year2018-12-3124,169,947
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-018,295
Total number of active participants reported on line 7a of the Form 55002018-01-013,826
Number of retired or separated participants receiving benefits2018-01-011,523
Number of other retired or separated participants entitled to future benefits2018-01-013,123
Total of all active and inactive participants2018-01-018,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01132
Total participants2018-01-018,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01387
2017: UNITY HEALTH SYSTEM RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31225,792,624
Acturial value of plan assets2017-12-31231,817,122
Funding target for retired participants and beneficiaries receiving payment2017-12-3165,000,153
Number of terminated vested participants2017-12-312,876
Fundng target for terminated vested participants2017-12-3159,744,210
Active participant vested funding target2017-12-31102,272,814
Number of active participants2017-12-314,284
Total funding liabilities for active participants2017-12-31112,060,121
Total participant count2017-12-318,462
Total funding target for all participants2017-12-31236,804,484
Present value of excess contributions2017-12-3114,704,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3115,619,282
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3115,619,282
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3115,619,282
Total employer contributions2017-12-3115,802,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3114,417,641
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3112,663,774
Net shortfall amortization installment of oustanding balance2017-12-3120,606,644
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3116,047,626
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,629,985
Additional cash requirement2017-12-3114,417,641
Contributions allocatedtoward minimum required contributions for current year2017-12-3114,417,641
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-018,189
Total number of active participants reported on line 7a of the Form 55002017-01-013,932
Number of retired or separated participants receiving benefits2017-01-011,343
Number of other retired or separated participants entitled to future benefits2017-01-012,916
Total of all active and inactive participants2017-01-018,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01104
Total participants2017-01-018,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01328
2016: UNITY HEALTH SYSTEM RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31197,750,302
Acturial value of plan assets2016-12-31214,190,174
Funding target for retired participants and beneficiaries receiving payment2016-12-3154,363,029
Number of terminated vested participants2016-12-312,709
Fundng target for terminated vested participants2016-12-3148,701,983
Active participant vested funding target2016-12-3197,846,409
Number of active participants2016-12-314,465
Total funding liabilities for active participants2016-12-31106,948,505
Total participant count2016-12-318,323
Total funding target for all participants2016-12-31210,013,517
Present value of excess contributions2016-12-3119,779,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3121,045,588
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3124,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3121,864,380
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3111,336,384
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,159,727
Additional cash requirement2016-12-317,159,727
Contributions allocatedtoward minimum required contributions for current year2016-12-3121,864,380
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-018,323
Total number of active participants reported on line 7a of the Form 55002016-01-014,014
Number of retired or separated participants receiving benefits2016-01-011,204
Number of other retired or separated participants entitled to future benefits2016-01-012,876
Total of all active and inactive participants2016-01-018,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0195
Total participants2016-01-018,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01358
2015: UNITY HEALTH SYSTEM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,085
Total number of active participants reported on line 7a of the Form 55002015-01-014,465
Number of retired or separated participants receiving benefits2015-01-011,058
Number of other retired or separated participants entitled to future benefits2015-01-012,709
Total of all active and inactive participants2015-01-018,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0191
Total participants2015-01-018,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01361
2014: UNITY HEALTH SYSTEM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,747
Total number of active participants reported on line 7a of the Form 55002014-01-014,423
Number of retired or separated participants receiving benefits2014-01-01955
Number of other retired or separated participants entitled to future benefits2014-01-012,621
Total of all active and inactive participants2014-01-017,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0186
Total participants2014-01-018,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01274
2013: UNITY HEALTH SYSTEM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,071
Total number of active participants reported on line 7a of the Form 55002013-01-014,269
Number of retired or separated participants receiving benefits2013-01-01816
Number of other retired or separated participants entitled to future benefits2013-01-012,626
Total of all active and inactive participants2013-01-017,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0136
Total participants2013-01-017,747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01311
2012: UNITY HEALTH SYSTEM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,256
Total number of active participants reported on line 7a of the Form 55002012-01-013,726
Number of retired or separated participants receiving benefits2012-01-01786
Number of other retired or separated participants entitled to future benefits2012-01-012,529
Total of all active and inactive participants2012-01-017,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0130
Total participants2012-01-017,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01234
2011: UNITY HEALTH SYSTEM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,093
Total number of active participants reported on line 7a of the Form 55002011-01-013,918
Number of retired or separated participants receiving benefits2011-01-01627
Number of other retired or separated participants entitled to future benefits2011-01-012,416
Total of all active and inactive participants2011-01-016,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0128
Total participants2011-01-016,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01248
2009: UNITY HEALTH SYSTEM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,480
Total number of active participants reported on line 7a of the Form 55002009-01-013,824
Number of retired or separated participants receiving benefits2009-01-01471
Number of other retired or separated participants entitled to future benefits2009-01-012,322
Total of all active and inactive participants2009-01-016,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0120
Total participants2009-01-016,637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01199

Financial Data on UNITY HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2022 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,279,894
Total income from all sources (including contributions)2022-12-31$-98,731,013
Total loss/gain on sale of assets2022-12-31$-48,122,233
Total of all expenses incurred2022-12-31$18,523,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,208,220
Value of total assets at end of year2022-12-31$300,982,415
Value of total assets at beginning of year2022-12-31$416,956,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,315,010
Total interest from all sources2022-12-31$1,613,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$472,287
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$182,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,247,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,279,894
Other income not declared elsewhere2022-12-31$37,873
Administrative expenses (other) incurred2022-12-31$3,306,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-117,254,243
Value of net assets at end of year (total assets less liabilities)2022-12-31$299,702,521
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$416,956,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$160,330,743
Assets. partnership/joint venture interests at beginning of year2022-12-31$220,926,069
Investment advisory and management fees2022-12-31$324,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,684,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,810,459
Value of interest in common/collective trusts at end of year2022-12-31$52,997,829
Value of interest in common/collective trusts at beginning of year2022-12-31$78,277,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$59,706,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$71,219,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$71,219,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,613,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-52,260,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at beginning of year2022-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,208,220
Contract administrator fees2022-12-31$211,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$6,081,467
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$11,475,928
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$44,762,257
Aggregate carrying amount (costs) on sale of assets2022-12-31$92,884,490
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FREED MAXICK CPAS, P.C
Accountancy firm EIN2022-12-31454051133
2021 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,002,490
Total income from all sources (including contributions)2021-12-31$57,587,265
Total loss/gain on sale of assets2021-12-31$27,908,760
Total of all expenses incurred2021-12-31$16,239,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,089,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,000,000
Value of total assets at end of year2021-12-31$416,956,764
Value of total assets at beginning of year2021-12-31$376,611,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,150,123
Total interest from all sources2021-12-31$2,317,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$424,059
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,247,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,002,490
Administrative expenses (other) incurred2021-12-31$2,248,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$41,348,085
Value of net assets at end of year (total assets less liabilities)2021-12-31$416,956,764
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$375,608,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$220,926,069
Assets. partnership/joint venture interests at beginning of year2021-12-31$205,969,957
Investment advisory and management fees2021-12-31$248,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,810,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,297,250
Value of interest in common/collective trusts at end of year2021-12-31$78,277,285
Value of interest in common/collective trusts at beginning of year2021-12-31$65,808,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$71,219,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$34,529,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$34,529,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,317,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,360,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,000,000
Employer contributions (assets) at end of year2021-12-31$5,000,000
Employer contributions (assets) at beginning of year2021-12-31$21,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,089,057
Contract administrator fees2021-12-31$228,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$11,475,928
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$8,995,350
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$92,390,178
Aggregate carrying amount (costs) on sale of assets2021-12-31$64,481,418
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FREED MAXICK CPAS, P.C
Accountancy firm EIN2021-12-31454051133
2020 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$31,245,040
Total unrealized appreciation/depreciation of assets2020-12-31$31,245,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,002,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$477,416
Total income from all sources (including contributions)2020-12-31$72,914,420
Total of all expenses incurred2020-12-31$16,762,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,208,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,000,000
Value of total assets at end of year2020-12-31$376,611,169
Value of total assets at beginning of year2020-12-31$319,933,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,553,826
Total interest from all sources2020-12-31$1,713,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$541,394
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$40,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,002,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$477,416
Administrative expenses (other) incurred2020-12-31$2,565,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$56,152,298
Value of net assets at end of year (total assets less liabilities)2020-12-31$375,608,679
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$319,456,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$205,969,957
Assets. partnership/joint venture interests at beginning of year2020-12-31$186,245,060
Investment advisory and management fees2020-12-31$244,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,297,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,399,225
Value of interest in common/collective trusts at end of year2020-12-31$65,808,575
Value of interest in common/collective trusts at beginning of year2020-12-31$32,500,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$34,529,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24,586,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24,586,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,713,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,956,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,000,000
Employer contributions (assets) at end of year2020-12-31$21,000,000
Employer contributions (assets) at beginning of year2020-12-31$21,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,208,296
Contract administrator fees2020-12-31$203,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,995,350
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,161,744
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FREED MAXICK CPAS, P.C
Accountancy firm EIN2020-12-31454051133
2019 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$27,258,911
Total unrealized appreciation/depreciation of assets2019-12-31$27,258,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$477,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$477,416
Total income from all sources (including contributions)2019-12-31$68,932,707
Total income from all sources (including contributions)2019-12-31$68,932,707
Total of all expenses incurred2019-12-31$14,835,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,477,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,477,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,000,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,000,000
Value of total assets at end of year2019-12-31$319,933,797
Value of total assets at end of year2019-12-31$319,933,797
Value of total assets at beginning of year2019-12-31$265,359,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,358,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,358,475
Total interest from all sources2019-12-31$2,552,696
Total interest from all sources2019-12-31$2,552,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$586,259
Administrative expenses professional fees incurred2019-12-31$586,259
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$40,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,736,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,736,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$477,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$477,416
Administrative expenses (other) incurred2019-12-31$3,364,744
Administrative expenses (other) incurred2019-12-31$3,364,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$54,096,829
Value of net income/loss2019-12-31$54,096,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$319,456,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$319,456,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$265,359,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$186,245,060
Assets. partnership/joint venture interests at beginning of year2019-12-31$136,907,860
Assets. partnership/joint venture interests at beginning of year2019-12-31$136,907,860
Investment advisory and management fees2019-12-31$181,770
Investment advisory and management fees2019-12-31$181,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,399,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,164,180
Value of interest in common/collective trusts at end of year2019-12-31$32,500,630
Value of interest in common/collective trusts at beginning of year2019-12-31$28,986,519
Value of interest in common/collective trusts at beginning of year2019-12-31$28,986,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,586,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,428,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,428,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,428,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,428,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,552,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,552,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,121,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$21,000,000
Contributions received in cash from employer2019-12-31$21,000,000
Employer contributions (assets) at end of year2019-12-31$21,000,000
Employer contributions (assets) at beginning of year2019-12-31$21,000,000
Employer contributions (assets) at beginning of year2019-12-31$21,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,477,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,477,403
Contract administrator fees2019-12-31$225,702
Contract administrator fees2019-12-31$225,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,161,744
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,136,129
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,136,129
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FREED MAXICK CPAS, P.C.
Accountancy firm name2019-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2019-12-31454051133
Accountancy firm EIN2019-12-31454051133
2018 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-17,668,108
Total unrealized appreciation/depreciation of assets2018-12-31$-17,668,108
Total income from all sources (including contributions)2018-12-31$10,913,736
Total of all expenses incurred2018-12-31$14,583,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,671,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,198,000
Value of total assets at end of year2018-12-31$265,359,552
Value of total assets at beginning of year2018-12-31$269,029,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,912,347
Total interest from all sources2018-12-31$2,281,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$638,533
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,736,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$416,724
Administrative expenses (other) incurred2018-12-31$2,831,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,670,256
Value of net assets at end of year (total assets less liabilities)2018-12-31$265,359,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$269,029,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$136,907,860
Assets. partnership/joint venture interests at beginning of year2018-12-31$153,249,367
Investment advisory and management fees2018-12-31$326,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,164,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,834,423
Value of interest in common/collective trusts at end of year2018-12-31$28,986,519
Value of interest in common/collective trusts at beginning of year2018-12-31$30,267,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$33,428,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$19,756,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$19,756,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,281,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$102,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$26,198,000
Employer contributions (assets) at end of year2018-12-31$21,000,000
Employer contributions (assets) at beginning of year2018-12-31$15,802,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,671,645
Contract administrator fees2018-12-31$115,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,136,129
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$6,703,153
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2018-12-31454051133
2017 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$36,359,161
Total unrealized appreciation/depreciation of assets2017-12-31$36,359,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$282,282
Total income from all sources (including contributions)2017-12-31$54,188,100
Total of all expenses incurred2017-12-31$11,721,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,137,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,802,000
Value of total assets at end of year2017-12-31$269,029,808
Value of total assets at beginning of year2017-12-31$226,845,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,584,790
Total interest from all sources2017-12-31$2,026,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$375,730
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$416,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$30,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$282,282
Administrative expenses (other) incurred2017-12-31$2,706,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$42,466,246
Value of net assets at end of year (total assets less liabilities)2017-12-31$269,029,808
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$226,563,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$153,249,367
Assets. partnership/joint venture interests at beginning of year2017-12-31$99,431,873
Investment advisory and management fees2017-12-31$354,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$42,834,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,822,800
Value of interest in common/collective trusts at end of year2017-12-31$30,267,227
Value of interest in common/collective trusts at beginning of year2017-12-31$18,342,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$19,756,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$15,451,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$15,451,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,026,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,802,000
Employer contributions (assets) at end of year2017-12-31$15,802,000
Employer contributions (assets) at beginning of year2017-12-31$24,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,137,064
Contract administrator fees2017-12-31$147,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$6,703,153
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$22,767,339
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2017-12-31454051133
2016 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$11,414,571
Total unrealized appreciation/depreciation of assets2016-12-31$11,414,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$282,282
Total income from all sources (including contributions)2016-12-31$37,375,435
Total of all expenses incurred2016-12-31$9,725,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,541,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,000,000
Value of total assets at end of year2016-12-31$226,845,844
Value of total assets at beginning of year2016-12-31$198,913,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,183,336
Total interest from all sources2016-12-31$1,960,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$319,873
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$30,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$44,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$282,282
Administrative expenses (other) incurred2016-12-31$2,321,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$27,650,230
Value of net assets at end of year (total assets less liabilities)2016-12-31$226,563,562
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$198,913,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$99,431,873
Assets. partnership/joint venture interests at beginning of year2016-12-31$75,465,180
Investment advisory and management fees2016-12-31$402,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,822,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,656,510
Value of interest in common/collective trusts at end of year2016-12-31$18,342,588
Value of interest in common/collective trusts at beginning of year2016-12-31$13,331,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$15,451,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,389,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,389,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,960,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,000,000
Employer contributions (assets) at end of year2016-12-31$24,000,000
Employer contributions (assets) at beginning of year2016-12-31$20,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,541,869
Contract administrator fees2016-12-31$139,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$22,767,339
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$16,527,149
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2016-12-31454051133
2015 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-37,964,054
Total unrealized appreciation/depreciation of assets2015-12-31$-37,964,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$15,388,216
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,786,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,689,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,500,000
Value of total assets at end of year2015-12-31$198,913,332
Value of total assets at beginning of year2015-12-31$192,311,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,096,527
Total interest from all sources2015-12-31$2,436,450
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$17,849,519
Administrative expenses professional fees incurred2015-12-31$135,237
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$82,489,113
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$31,858,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$44,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$55,608
Administrative expenses (other) incurred2015-12-31$1,444,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,601,966
Value of net assets at end of year (total assets less liabilities)2015-12-31$198,913,332
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$192,311,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$439,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,656,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$84,180,170
Value of interest in common/collective trusts at end of year2015-12-31$6,307,067
Value of interest in common/collective trusts at beginning of year2015-12-31$39,903,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,389,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,464,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,464,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,436,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,500,000
Employer contributions (assets) at end of year2015-12-31$20,500,000
Employer contributions (assets) at beginning of year2015-12-31$16,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,689,723
Contract administrator fees2015-12-31$77,292
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$16,527,149
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2015-12-31161608956
2014 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-1,254,501
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$766,320
Total unrealized appreciation/depreciation of assets2014-12-31$-488,181
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,530,906
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,847,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,178,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,000,000
Value of total assets at end of year2014-12-31$192,311,366
Value of total assets at beginning of year2014-12-31$179,628,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,669,514
Total interest from all sources2014-12-31$2,893,757
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$17,849,519
Assets. Real estate other than employer real property at beginning of year2014-12-31$16,425,039
Administrative expenses professional fees incurred2014-12-31$354,028
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$31,858,202
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$28,469,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$55,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$40,607
Administrative expenses (other) incurred2014-12-31$720,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,683,055
Value of net assets at end of year (total assets less liabilities)2014-12-31$192,311,366
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$179,628,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$524,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$84,180,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$80,157,771
Value of interest in common/collective trusts at end of year2014-12-31$39,903,414
Value of interest in common/collective trusts at beginning of year2014-12-31$39,475,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,464,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,559,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,559,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,893,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,210,049
Net investment gain or loss from common/collective trusts2014-12-31$2,335,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,000,000
Employer contributions (assets) at end of year2014-12-31$16,000,000
Employer contributions (assets) at beginning of year2014-12-31$10,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,178,337
Contract administrator fees2014-12-31$70,350
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$-713,100
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$791,029
Total unrealized appreciation/depreciation of assets2013-12-31$77,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$30,022,736
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,697,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,558,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,500,000
Value of total assets at end of year2013-12-31$179,628,311
Value of total assets at beginning of year2013-12-31$155,303,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,139,183
Total interest from all sources2013-12-31$2,127,558
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$16,425,039
Assets. Real estate other than employer real property at beginning of year2013-12-31$14,743,731
Administrative expenses professional fees incurred2013-12-31$136,594
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$28,469,696
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$26,216,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$40,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$130,307
Administrative expenses (other) incurred2013-12-31$580,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$24,325,045
Value of net assets at end of year (total assets less liabilities)2013-12-31$179,628,311
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$155,303,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$350,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$80,157,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$70,152,968
Value of interest in common/collective trusts at end of year2013-12-31$39,475,874
Value of interest in common/collective trusts at beginning of year2013-12-31$34,093,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,559,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,966,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,966,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,127,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,776,832
Net investment gain or loss from common/collective trusts2013-12-31$5,540,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,500,000
Employer contributions (assets) at end of year2013-12-31$10,500,000
Employer contributions (assets) at beginning of year2013-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,558,508
Contract administrator fees2013-12-31$72,223
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$958,263
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,256,795
Total unrealized appreciation/depreciation of assets2012-12-31$3,215,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$19,329,376
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,759,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,893,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,500,000
Value of total assets at end of year2012-12-31$149,303,266
Value of total assets at beginning of year2012-12-31$134,733,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$866,722
Total interest from all sources2012-12-31$2,386,836
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$14,743,731
Assets. Real estate other than employer real property at beginning of year2012-12-31$11,300,563
Administrative expenses professional fees incurred2012-12-31$866,722
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$26,216,211
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$22,753,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$130,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$46,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$14,569,580
Value of net assets at end of year (total assets less liabilities)2012-12-31$149,303,266
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$134,733,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$70,152,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$58,818,242
Value of interest in common/collective trusts at end of year2012-12-31$34,093,843
Value of interest in common/collective trusts at beginning of year2012-12-31$30,914,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,966,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,960,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,960,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,386,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,730,131
Net investment gain or loss from common/collective trusts2012-12-31$3,497,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,500,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$6,940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,893,074
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-951,255
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$230,700
Total unrealized appreciation/depreciation of assets2011-12-31$-720,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$21,978,649
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,066,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,259,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,365,000
Value of total assets at end of year2011-12-31$134,733,686
Value of total assets at beginning of year2011-12-31$116,821,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$806,467
Total interest from all sources2011-12-31$2,183,695
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$14,669,970
Assets. Real estate other than employer real property at beginning of year2011-12-31$11,192,689
Administrative expenses professional fees incurred2011-12-31$806,467
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$22,753,207
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$11,013,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$46,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$614,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$17,912,542
Value of net assets at end of year (total assets less liabilities)2011-12-31$134,733,686
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$116,821,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$55,448,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,505,395
Value of interest in common/collective trusts at end of year2011-12-31$30,914,369
Value of interest in common/collective trusts at beginning of year2011-12-31$38,057,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,960,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,436,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,436,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,183,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,923,889
Net investment gain or loss from common/collective trusts2011-12-31$1,074,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$21,365,000
Employer contributions (assets) at end of year2011-12-31$6,940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,259,640
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$21,463,901
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,074,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,190,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,200,000
Value of total assets at end of year2010-12-31$116,821,144
Value of total assets at beginning of year2010-12-31$99,431,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$883,750
Total interest from all sources2010-12-31$1,452,215
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$11,192,689
Administrative expenses professional fees incurred2010-12-31$883,750
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,013,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$614,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,389,476
Value of net assets at end of year (total assets less liabilities)2010-12-31$116,821,144
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$99,431,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,505,395
Value of interest in common/collective trusts at end of year2010-12-31$38,057,957
Value of interest in common/collective trusts at beginning of year2010-12-31$94,705,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,436,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,726,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,726,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,452,215
Net investment gain or loss from common/collective trusts2010-12-31$8,811,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,200,000
Employer contributions (assets) at beginning of year2010-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,190,675
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNITY HEALTH SYSTEM RETIREMENT PLAN

2022: UNITY HEALTH SYSTEM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITY HEALTH SYSTEM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITY HEALTH SYSTEM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITY HEALTH SYSTEM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITY HEALTH SYSTEM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITY HEALTH SYSTEM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITY HEALTH SYSTEM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITY HEALTH SYSTEM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITY HEALTH SYSTEM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITY HEALTH SYSTEM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITY HEALTH SYSTEM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITY HEALTH SYSTEM RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITY HEALTH SYSTEM RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3