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Plan Name | UNITY HEALTH SYSTEM RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | THOMAS CRILLY | |||
001 | 2016-01-01 | THOMAS CRILLY | |||
001 | 2015-01-01 | THOMAS CRILLY | |||
001 | 2015-01-01 | THOMAS CRILLY | |||
001 | 2014-01-01 | PAULA TINCH | |||
001 | 2013-01-01 | PAULA TINCH | |||
001 | 2012-01-01 | THOMAS CRILLY | |||
001 | 2011-01-01 | THOMAS CRILLY | |||
001 | 2009-01-01 | THOMAS CRILLY |
Measure | Date | Value |
---|---|---|
2022: UNITY HEALTH SYSTEM RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 416,765,363 |
Acturial value of plan assets | 2022-12-31 | 385,302,496 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 130,626,332 |
Number of terminated vested participants | 2022-12-31 | 3,519 |
Fundng target for terminated vested participants | 2022-12-31 | 82,921,629 |
Active participant vested funding target | 2022-12-31 | 113,542,532 |
Number of active participants | 2022-12-31 | 3,843 |
Total funding liabilities for active participants | 2022-12-31 | 123,434,065 |
Total participant count | 2022-12-31 | 9,502 |
Total funding target for all participants | 2022-12-31 | 336,982,026 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 31,763,744 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 10,914,056 |
Amount remaining of prefunding balance | 2022-12-31 | 20,849,688 |
Present value of excess contributions | 2022-12-31 | 3,336,618 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 3,827,768 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 3,827,768 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 27,746,530 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 12,924,419 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 9,492 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,508 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2,187 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3,563 |
Total of all active and inactive participants | 2022-01-01 | 9,258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 175 |
Total participants | 2022-01-01 | 9,433 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 300 |
2021: UNITY HEALTH SYSTEM RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 374,846,914 |
Acturial value of plan assets | 2021-12-31 | 341,534,847 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 118,743,640 |
Number of terminated vested participants | 2021-12-31 | 3,253 |
Fundng target for terminated vested participants | 2021-12-31 | 73,405,247 |
Active participant vested funding target | 2021-12-31 | 110,604,565 |
Number of active participants | 2021-12-31 | 4,243 |
Total funding liabilities for active participants | 2021-12-31 | 119,630,942 |
Total participant count | 2021-12-31 | 9,465 |
Total funding target for all participants | 2021-12-31 | 311,779,829 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 26,972,156 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 17,150,012 |
Amount remaining of prefunding balance | 2021-12-31 | 9,822,144 |
Present value of excess contributions | 2021-12-31 | 17,273,970 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 20,244,334 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 20,244,334 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 31,763,744 |
Total employer contributions | 2021-12-31 | 5,000,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 4,549,290 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 11,939,431 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 2,008,726 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 12,126,728 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 10,914,056 |
Additional cash requirement | 2021-12-31 | 1,212,672 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 4,549,290 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 9,456 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,573 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,995 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3,498 |
Total of all active and inactive participants | 2021-01-01 | 9,066 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 157 |
Total participants | 2021-01-01 | 9,223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 489 |
2020: UNITY HEALTH SYSTEM RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 318,727,554 |
Acturial value of plan assets | 2020-12-31 | 307,603,043 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 105,303,652 |
Number of terminated vested participants | 2020-12-31 | 3,225 |
Fundng target for terminated vested participants | 2020-12-31 | 77,680,039 |
Active participant vested funding target | 2020-12-31 | 112,103,685 |
Number of active participants | 2020-12-31 | 4,250 |
Total funding liabilities for active participants | 2020-12-31 | 121,102,616 |
Total participant count | 2020-12-31 | 9,259 |
Total funding target for all participants | 2020-12-31 | 304,086,307 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 23,268,224 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 16,839,010 |
Amount remaining of prefunding balance | 2020-12-31 | 6,429,214 |
Present value of excess contributions | 2020-12-31 | 16,183,258 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 19,303,390 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 19,303,390 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 26,972,156 |
Total employer contributions | 2020-12-31 | 21,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 19,179,525 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 13,563,338 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 23,455,420 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 19,055,567 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 17,150,012 |
Additional cash requirement | 2020-12-31 | 1,905,555 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 19,179,525 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 8,884 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,878 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,834 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3,236 |
Total of all active and inactive participants | 2020-01-01 | 8,948 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 143 |
Total participants | 2020-01-01 | 9,091 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 304 |
2019: UNITY HEALTH SYSTEM RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 264,739,800 |
Acturial value of plan assets | 2019-12-31 | 277,702,145 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 97,998,538 |
Number of terminated vested participants | 2019-12-31 | 3,147 |
Fundng target for terminated vested participants | 2019-12-31 | 70,742,984 |
Active participant vested funding target | 2019-12-31 | 107,689,801 |
Number of active participants | 2019-12-31 | 4,164 |
Total funding liabilities for active participants | 2019-12-31 | 118,348,791 |
Total participant count | 2019-12-31 | 8,949 |
Total funding target for all participants | 2019-12-31 | 287,090,313 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 16,533,950 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 15,154,216 |
Amount remaining of prefunding balance | 2019-12-31 | 1,379,734 |
Present value of excess contributions | 2019-12-31 | 22,486,144 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 21,974,034 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 21,974,034 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 23,268,224 |
Total employer contributions | 2019-12-31 | 21,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 19,183,470 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 13,655,581 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 32,656,392 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 19,839,222 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 16,839,010 |
Additional cash requirement | 2019-12-31 | 3,000,212 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 19,183,470 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 8,941 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,882 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,662 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3,206 |
Total of all active and inactive participants | 2019-01-01 | 8,750 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 134 |
Total participants | 2019-01-01 | 8,884 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 303 |
2018: UNITY HEALTH SYSTEM RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 268,513,491 |
Acturial value of plan assets | 2018-12-31 | 251,910,484 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 77,485,618 |
Number of terminated vested participants | 2018-12-31 | 2,917 |
Fundng target for terminated vested participants | 2018-12-31 | 61,512,197 |
Active participant vested funding target | 2018-12-31 | 106,916,267 |
Number of active participants | 2018-12-31 | 4,268 |
Total funding liabilities for active participants | 2018-12-31 | 117,309,853 |
Total participant count | 2018-12-31 | 8,635 |
Total funding target for all participants | 2018-12-31 | 256,307,668 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 15,619,282 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 1,629,985 |
Amount remaining of prefunding balance | 2018-12-31 | 13,989,297 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 16,533,950 |
Total employer contributions | 2018-12-31 | 26,198,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 24,169,947 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 13,020,835 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 20,931,134 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 16,838,019 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 15,154,216 |
Additional cash requirement | 2018-12-31 | 1,683,803 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 24,169,947 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 8,295 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,826 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,523 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3,123 |
Total of all active and inactive participants | 2018-01-01 | 8,472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 132 |
Total participants | 2018-01-01 | 8,604 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 387 |
2017: UNITY HEALTH SYSTEM RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 225,792,624 |
Acturial value of plan assets | 2017-12-31 | 231,817,122 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 65,000,153 |
Number of terminated vested participants | 2017-12-31 | 2,876 |
Fundng target for terminated vested participants | 2017-12-31 | 59,744,210 |
Active participant vested funding target | 2017-12-31 | 102,272,814 |
Number of active participants | 2017-12-31 | 4,284 |
Total funding liabilities for active participants | 2017-12-31 | 112,060,121 |
Total participant count | 2017-12-31 | 8,462 |
Total funding target for all participants | 2017-12-31 | 236,804,484 |
Present value of excess contributions | 2017-12-31 | 14,704,653 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 15,619,282 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 15,619,282 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 15,619,282 |
Total employer contributions | 2017-12-31 | 15,802,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 14,417,641 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 12,663,774 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 20,606,644 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 16,047,626 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 1,629,985 |
Additional cash requirement | 2017-12-31 | 14,417,641 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 14,417,641 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 8,189 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3,932 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,343 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,916 |
Total of all active and inactive participants | 2017-01-01 | 8,191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 104 |
Total participants | 2017-01-01 | 8,295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 328 |
2016: UNITY HEALTH SYSTEM RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 197,750,302 |
Acturial value of plan assets | 2016-12-31 | 214,190,174 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 54,363,029 |
Number of terminated vested participants | 2016-12-31 | 2,709 |
Fundng target for terminated vested participants | 2016-12-31 | 48,701,983 |
Active participant vested funding target | 2016-12-31 | 97,846,409 |
Number of active participants | 2016-12-31 | 4,465 |
Total funding liabilities for active participants | 2016-12-31 | 106,948,505 |
Total participant count | 2016-12-31 | 8,323 |
Total funding target for all participants | 2016-12-31 | 210,013,517 |
Present value of excess contributions | 2016-12-31 | 19,779,688 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 21,045,588 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 24,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 21,864,380 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 11,336,384 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 7,159,727 |
Additional cash requirement | 2016-12-31 | 7,159,727 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 21,864,380 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 8,323 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,014 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,204 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2,876 |
Total of all active and inactive participants | 2016-01-01 | 8,094 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 95 |
Total participants | 2016-01-01 | 8,189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 358 |
2015: UNITY HEALTH SYSTEM RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8,085 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,465 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,058 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,709 |
Total of all active and inactive participants | 2015-01-01 | 8,232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 91 |
Total participants | 2015-01-01 | 8,323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 361 |
2014: UNITY HEALTH SYSTEM RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7,747 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4,423 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 955 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,621 |
Total of all active and inactive participants | 2014-01-01 | 7,999 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 86 |
Total participants | 2014-01-01 | 8,085 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 274 |
2013: UNITY HEALTH SYSTEM RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7,071 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,269 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 816 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,626 |
Total of all active and inactive participants | 2013-01-01 | 7,711 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 36 |
Total participants | 2013-01-01 | 7,747 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 311 |
2012: UNITY HEALTH SYSTEM RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 7,256 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3,726 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 786 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,529 |
Total of all active and inactive participants | 2012-01-01 | 7,041 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 30 |
Total participants | 2012-01-01 | 7,071 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 234 |
2011: UNITY HEALTH SYSTEM RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 7,093 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3,918 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 627 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,416 |
Total of all active and inactive participants | 2011-01-01 | 6,961 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 28 |
Total participants | 2011-01-01 | 6,989 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 248 |
2009: UNITY HEALTH SYSTEM RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6,480 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3,824 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 471 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,322 |
Total of all active and inactive participants | 2009-01-01 | 6,617 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 20 |
Total participants | 2009-01-01 | 6,637 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 199 |
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 assets | 2022-12-31 | $-48,122,233 |
Total of all expenses incurred | 2022-12-31 | $18,523,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $14,208,220 |
Value of total assets at end of year | 2022-12-31 | $300,982,415 |
Value of total assets at beginning of year | 2022-12-31 | $416,956,764 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,315,010 |
Total interest from all sources | 2022-12-31 | $1,613,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $472,287 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $182,090 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $4,247,798 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,279,894 |
Other income not declared elsewhere | 2022-12-31 | $37,873 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $160,330,743 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $220,926,069 |
Investment advisory and management fees | 2022-12-31 | $324,790 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,684,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,810,459 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $52,997,829 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $78,277,285 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $59,706,074 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $71,219,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $14,208,220 |
Contract administrator fees | 2022-12-31 | $211,580 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $6,081,467 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $11,475,928 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $44,762,257 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $92,884,490 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FREED MAXICK CPAS, P.C |
Accountancy firm EIN | 2022-12-31 | 454051133 |
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 assets | 2021-12-31 | $27,908,760 |
Total of all expenses incurred | 2021-12-31 | $16,239,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $416,956,764 |
Value of total assets at beginning of year | 2021-12-31 | $376,611,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,150,123 |
Total interest from all sources | 2021-12-31 | $2,317,593 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $424,059 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $4,247,798 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $10,183 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,002,490 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $220,926,069 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $205,969,957 |
Investment advisory and management fees | 2021-12-31 | $248,602 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,810,459 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $40,297,250 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $78,277,285 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $65,808,575 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $71,219,225 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $34,529,854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $5,000,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $21,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $13,089,057 |
Contract administrator fees | 2021-12-31 | $228,871 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $11,475,928 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $8,995,350 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $92,390,178 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $64,481,418 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FREED MAXICK CPAS, P.C |
Accountancy firm EIN | 2021-12-31 | 454051133 |
2020 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $31,245,040 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 incurred | 2020-12-31 | $16,762,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $376,611,169 |
Value of total assets at beginning of year | 2020-12-31 | $319,933,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,553,826 |
Total interest from all sources | 2020-12-31 | $1,713,297 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $541,394 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $10,183 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $40,277 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,002,490 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $477,416 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $205,969,957 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $186,245,060 |
Investment advisory and management fees | 2020-12-31 | $244,174 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $40,297,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $48,399,225 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $65,808,575 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $32,500,630 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $34,529,854 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $24,586,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $21,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $21,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $21,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,208,296 |
Contract administrator fees | 2020-12-31 | $203,189 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $8,995,350 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $7,161,744 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | FREED MAXICK CPAS, P.C |
Accountancy firm EIN | 2020-12-31 | 454051133 |
2019 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $27,258,911 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 incurred | 2019-12-31 | $14,835,878 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,477,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $319,933,797 |
Value of total assets at end of year | 2019-12-31 | $319,933,797 |
Value of total assets at beginning of year | 2019-12-31 | $265,359,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,358,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,358,475 |
Total interest from all sources | 2019-12-31 | $2,552,696 |
Total interest from all sources | 2019-12-31 | $2,552,696 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $586,259 |
Administrative expenses professional fees incurred | 2019-12-31 | $586,259 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $40,277 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,736,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,736,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $477,416 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $477,416 |
Administrative expenses (other) incurred | 2019-12-31 | $3,364,744 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $54,096,829 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $186,245,060 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $136,907,860 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $136,907,860 |
Investment advisory and management fees | 2019-12-31 | $181,770 |
Investment advisory and management fees | 2019-12-31 | $181,770 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,399,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,164,180 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $32,500,630 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $28,986,519 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $28,986,519 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $24,586,861 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $33,428,864 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $33,428,864 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $33,428,864 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $21,000,000 |
Contributions received in cash from employer | 2019-12-31 | $21,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $21,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $21,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $21,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,477,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,477,403 |
Contract administrator fees | 2019-12-31 | $225,702 |
Contract administrator fees | 2019-12-31 | $225,702 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $7,161,744 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $4,136,129 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $4,136,129 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm name | 2019-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2019-12-31 | 454051133 |
Accountancy firm EIN | 2019-12-31 | 454051133 |
2018 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-17,668,108 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-17,668,108 |
Total income from all sources (including contributions) | 2018-12-31 | $10,913,736 |
Total of all expenses incurred | 2018-12-31 | $14,583,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $265,359,552 |
Value of total assets at beginning of year | 2018-12-31 | $269,029,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,912,347 |
Total interest from all sources | 2018-12-31 | $2,281,397 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $638,533 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,736,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $416,724 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $136,907,860 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $153,249,367 |
Investment advisory and management fees | 2018-12-31 | $326,782 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $39,164,180 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $42,834,423 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $28,986,519 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $30,267,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $33,428,864 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $19,756,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $26,198,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $21,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $15,802,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $10,671,645 |
Contract administrator fees | 2018-12-31 | $115,184 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $4,136,129 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $6,703,153 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2018-12-31 | 454051133 |
2017 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $36,359,161 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 incurred | 2017-12-31 | $11,721,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $269,029,808 |
Value of total assets at beginning of year | 2017-12-31 | $226,845,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,584,790 |
Total interest from all sources | 2017-12-31 | $2,026,939 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $375,730 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $416,724 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $30,110 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $282,282 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $153,249,367 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $99,431,873 |
Investment advisory and management fees | 2017-12-31 | $354,973 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $42,834,423 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $46,822,800 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $30,267,227 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $18,342,588 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $19,756,914 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $15,451,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $15,802,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $15,802,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $24,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,137,064 |
Contract administrator fees | 2017-12-31 | $147,773 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $6,703,153 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $22,767,339 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2017-12-31 | 454051133 |
2016 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $11,414,571 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 incurred | 2016-12-31 | $9,725,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $226,845,844 |
Value of total assets at beginning of year | 2016-12-31 | $198,913,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,183,336 |
Total interest from all sources | 2016-12-31 | $1,960,864 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $319,873 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $30,110 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $44,117 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $282,282 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $99,431,873 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $75,465,180 |
Investment advisory and management fees | 2016-12-31 | $402,370 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $46,822,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $59,656,510 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $18,342,588 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $13,331,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $15,451,134 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $13,389,376 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $24,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $24,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $20,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,541,869 |
Contract administrator fees | 2016-12-31 | $139,819 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $22,767,339 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $16,527,149 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2016-12-31 | 454051133 |
2015 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-37,964,054 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $8,786,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $198,913,332 |
Value of total assets at beginning of year | 2015-12-31 | $192,311,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,096,527 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $17,849,519 |
Administrative expenses professional fees incurred | 2015-12-31 | $135,237 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $82,489,113 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $31,858,202 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $44,117 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $55,608 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $439,688 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $59,656,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $84,180,170 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $6,307,067 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $39,903,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $13,389,376 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,464,453 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $22,500,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $20,500,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $16,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,689,723 |
Contract administrator fees | 2015-12-31 | $77,292 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $16,527,149 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2015-12-31 | 161608956 |
2014 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $-1,254,501 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $766,320 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,847,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $192,311,366 |
Value of total assets at beginning of year | 2014-12-31 | $179,628,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,669,514 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $17,849,519 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $16,425,039 |
Administrative expenses professional fees incurred | 2014-12-31 | $354,028 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $31,858,202 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $28,469,696 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $55,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $40,607 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $524,804 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $84,180,170 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $80,157,771 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $39,903,414 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $39,475,874 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,464,453 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,559,324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $2,335,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $16,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $16,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $10,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,178,337 |
Contract administrator fees | 2014-12-31 | $70,350 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2014-12-31 | 161131146 |
2013 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $-713,100 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $791,029 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,697,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $179,628,311 |
Value of total assets at beginning of year | 2013-12-31 | $155,303,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,139,183 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $16,425,039 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $14,743,731 |
Administrative expenses professional fees incurred | 2013-12-31 | $136,594 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $28,469,696 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $26,216,211 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $40,607 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $130,307 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $350,284 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $80,157,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $70,152,968 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $39,475,874 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $34,093,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,559,324 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,966,206 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $5,540,417 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $16,500,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $10,500,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,558,508 |
Contract administrator fees | 2013-12-31 | $72,223 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2013-12-31 | 161131146 |
2012 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $958,263 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,256,795 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,759,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $149,303,266 |
Value of total assets at beginning of year | 2012-12-31 | $134,733,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $866,722 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $14,743,731 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $11,300,563 |
Administrative expenses professional fees incurred | 2012-12-31 | $866,722 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $26,216,211 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $22,753,207 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $130,307 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $70,152,968 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $58,818,242 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $34,093,843 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $30,914,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,966,206 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,960,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $3,497,351 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,500,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $6,940,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,893,074 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2012-12-31 | 161131146 |
2011 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $-951,255 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $230,700 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,066,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $134,733,686 |
Value of total assets at beginning of year | 2011-12-31 | $116,821,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $806,467 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $14,669,970 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $11,192,689 |
Administrative expenses professional fees incurred | 2011-12-31 | $806,467 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $22,753,207 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $11,013,545 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $46,992 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $55,448,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $46,505,395 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $30,914,369 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $38,057,957 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,960,313 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $9,436,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $1,074,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $21,365,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $6,940,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,259,640 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2011-12-31 | 161131146 |
2010 : UNITY HEALTH SYSTEM RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $4,074,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $116,821,144 |
Value of total assets at beginning of year | 2010-12-31 | $99,431,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $883,750 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $11,192,689 |
Administrative expenses professional fees incurred | 2010-12-31 | $883,750 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $11,013,545 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $614,995 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $122 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $46,505,395 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $38,057,957 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $94,705,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $9,436,563 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,726,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $8,811,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $11,200,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,190,675 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 161131146 |
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 securities | 2009-12-31 | $0 |
2022: UNITY HEALTH SYSTEM RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNITY HEALTH SYSTEM RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UNITY HEALTH SYSTEM RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: UNITY HEALTH SYSTEM RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: UNITY HEALTH SYSTEM RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UNITY HEALTH SYSTEM RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UNITY HEALTH SYSTEM RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNITY HEALTH SYSTEM RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UNITY HEALTH SYSTEM RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNITY HEALTH SYSTEM RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNITY HEALTH SYSTEM RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNITY HEALTH SYSTEM RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITY HEALTH SYSTEM RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |