UNITY HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITY HEALTH 403(B) RETIREMENT PLAN
Measure | Date | Value |
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2022 : UNITY HEALTH 403(B) RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-3,968,794 |
Total of all expenses incurred | 2022-12-31 | $4,799,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,597,471 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $59,083 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,545,219 |
Value of total assets at end of year | 2022-12-31 | $38,027,351 |
Value of total assets at beginning of year | 2022-12-31 | $46,795,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $143,213 |
Total interest from all sources | 2022-12-31 | $19,078 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $810,325 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $810,325 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2022-12-31 | $3,155,829 |
Participant contributions at end of year | 2022-12-31 | $287,218 |
Participant contributions at beginning of year | 2022-12-31 | $390,690 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $1,062 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,596,780 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,115,237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $389,390 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,113 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $4,063 |
Other income not declared elsewhere | 2022-12-31 | $-534,750 |
Administrative expenses (other) incurred | 2022-12-31 | $81,064 |
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 | $-8,768,561 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $38,027,351 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $46,795,912 |
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 |
Investment advisory and management fees | 2022-12-31 | $62,149 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $34,927,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $43,385,907 |
Interest on participant loans | 2022-12-31 | $5,012 |
Interest earned on other investments | 2022-12-31 | $14,066 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,212,718 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $898,953 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,808,666 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,597,471 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HORNE, LLP |
Accountancy firm EIN | 2022-12-31 | 201941244 |
2021 : UNITY HEALTH 403(B) RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $9,043,921 |
Total of all expenses incurred | 2021-12-31 | $5,618,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,396,876 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $4,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,420,503 |
Value of total assets at end of year | 2021-12-31 | $46,795,912 |
Value of total assets at beginning of year | 2021-12-31 | $43,370,730 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $217,670 |
Total interest from all sources | 2021-12-31 | $18,017 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $886,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $886,787 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,094,635 |
Participant contributions at end of year | 2021-12-31 | $390,690 |
Participant contributions at beginning of year | 2021-12-31 | $313,270 |
Participant contributions at end of year | 2021-12-31 | $1,062 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,115,237 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,836,877 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $325,868 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $4,063 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,029 |
Other income not declared elsewhere | 2021-12-31 | $274,056 |
Administrative expenses (other) incurred | 2021-12-31 | $107,330 |
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 | $3,425,182 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $46,795,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $43,370,730 |
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 |
Investment advisory and management fees | 2021-12-31 | $110,340 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $43,385,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $40,204,161 |
Interest on participant loans | 2021-12-31 | $7,536 |
Interest earned on other investments | 2021-12-31 | $10,481 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $898,953 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,012,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,444,558 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,396,876 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HORNE LLP |
Accountancy firm EIN | 2021-12-31 | 201941244 |
2020 : UNITY HEALTH 403(B) RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $9,165,540 |
Total of all expenses incurred | 2020-12-31 | $2,362,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,128,867 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $31,779 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,167,329 |
Value of total assets at end of year | 2020-12-31 | $43,370,730 |
Value of total assets at beginning of year | 2020-12-31 | $36,568,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $202,197 |
Total interest from all sources | 2020-12-31 | $20,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $684,190 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $684,190 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,069,296 |
Participant contributions at end of year | 2020-12-31 | $313,270 |
Participant contributions at beginning of year | 2020-12-31 | $246,279 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,836,877 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,164,655 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,098,033 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,029 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $3,574 |
Other income not declared elsewhere | 2020-12-31 | $353,503 |
Administrative expenses (other) incurred | 2020-12-31 | $90,775 |
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 | $6,802,697 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $43,370,730 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $36,568,033 |
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 |
Investment advisory and management fees | 2020-12-31 | $111,422 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $40,204,161 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $34,121,499 |
Interest on participant loans | 2020-12-31 | $7,584 |
Interest earned on other investments | 2020-12-31 | $12,925 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,012,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,032,026 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,940,009 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,128,867 |
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 |
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 | HORNE LLP |
Accountancy firm EIN | 2020-12-31 | 201941244 |
2019 : UNITY HEALTH 403(B) RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $9,638,861 |
Total income from all sources (including contributions) | 2019-12-31 | $9,638,861 |
Total of all expenses incurred | 2019-12-31 | $3,265,980 |
Total of all expenses incurred | 2019-12-31 | $3,265,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,044,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,044,975 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $24,599 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $24,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,110,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,110,472 |
Value of total assets at end of year | 2019-12-31 | $36,568,033 |
Value of total assets at end of year | 2019-12-31 | $36,568,033 |
Value of total assets at beginning of year | 2019-12-31 | $30,195,152 |
Value of total assets at beginning of year | 2019-12-31 | $30,195,152 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $196,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $196,406 |
Total interest from all sources | 2019-12-31 | $17,703 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $770,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $770,802 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $770,802 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $770,802 |
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 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
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 |
Contributions received from participants | 2019-12-31 | $2,876,692 |
Contributions received from participants | 2019-12-31 | $2,876,692 |
Participant contributions at end of year | 2019-12-31 | $246,279 |
Participant contributions at end of year | 2019-12-31 | $246,279 |
Participant contributions at beginning of year | 2019-12-31 | $214,639 |
Participant contributions at beginning of year | 2019-12-31 | $214,639 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,164,655 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,164,655 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $886,367 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $886,367 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $233,780 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $233,780 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $3,574 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $3,574 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,241 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,241 |
Other income not declared elsewhere | 2019-12-31 | $203,288 |
Other income not declared elsewhere | 2019-12-31 | $203,288 |
Administrative expenses (other) incurred | 2019-12-31 | $80,843 |
Administrative expenses (other) incurred | 2019-12-31 | $80,843 |
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 | $6,372,881 |
Value of net income/loss | 2019-12-31 | $6,372,881 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $36,568,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,195,152 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,195,152 |
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 |
Investment advisory and management fees | 2019-12-31 | $115,563 |
Investment advisory and management fees | 2019-12-31 | $115,563 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $34,121,499 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $34,121,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,361,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,361,224 |
Interest on participant loans | 2019-12-31 | $6,607 |
Interest on participant loans | 2019-12-31 | $6,607 |
Interest earned on other investments | 2019-12-31 | $11,096 |
Interest earned on other investments | 2019-12-31 | $11,096 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,032,026 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,032,026 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $729,681 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $729,681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,536,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,536,596 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,044,975 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,044,975 |
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 |
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 | HORNE, LLP |
Accountancy firm name | 2019-12-31 | HORNE, LLP |
Accountancy firm EIN | 2019-12-31 | 201941244 |
Accountancy firm EIN | 2019-12-31 | 201941244 |
2018 : UNITY HEALTH 403(B) RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $1,614,195 |
Total of all expenses incurred | 2018-12-31 | $3,540,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,324,047 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $32,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,524,968 |
Value of total assets at end of year | 2018-12-31 | $30,195,152 |
Value of total assets at beginning of year | 2018-12-31 | $32,121,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $183,764 |
Total interest from all sources | 2018-12-31 | $18,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $682,980 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $682,980 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,674,701 |
Participant contributions at end of year | 2018-12-31 | $214,639 |
Participant contributions at beginning of year | 2018-12-31 | $255,728 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $101,376 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $886,367 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,321,719 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $850,267 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $3,241 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,645 |
Other income not declared elsewhere | 2018-12-31 | $-43,247 |
Administrative expenses (other) incurred | 2018-12-31 | $70,357 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
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 | $-1,925,884 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $30,195,152 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,121,036 |
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 |
Investment advisory and management fees | 2018-12-31 | $113,407 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $28,361,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $29,016,972 |
Interest on participant loans | 2018-12-31 | $5,122 |
Interest earned on other investments | 2018-12-31 | $13,688 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $729,681 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,422,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,569,316 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,324,047 |
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 |
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 | HORNE, LLP |
Accountancy firm EIN | 2018-12-31 | 201941244 |
2017 : UNITY HEALTH 403(B) RETIREMENT PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $6,852,104 |
Total of all expenses incurred | 2017-12-31 | $2,049,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,869,861 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $12,611 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,443,594 |
Value of total assets at end of year | 2017-12-31 | $32,121,036 |
Value of total assets at beginning of year | 2017-12-31 | $27,318,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $166,913 |
Total interest from all sources | 2017-12-31 | $19,923 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $557,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $557,926 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,404,840 |
Participant contributions at end of year | 2017-12-31 | $255,728 |
Participant contributions at beginning of year | 2017-12-31 | $178,946 |
Participant contributions at end of year | 2017-12-31 | $101,376 |
Participant contributions at beginning of year | 2017-12-31 | $98,558 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,321,719 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,059,295 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $38,754 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,645 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,331 |
Other income not declared elsewhere | 2017-12-31 | $175,705 |
Administrative expenses (other) incurred | 2017-12-31 | $66,760 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $33,901 |
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 | $4,802,719 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $32,121,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $27,318,317 |
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 |
Investment advisory and management fees | 2017-12-31 | $100,153 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $29,016,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $24,484,089 |
Interest on participant loans | 2017-12-31 | $4,757 |
Interest earned on other investments | 2017-12-31 | $15,166 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,422,596 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,462,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,654,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,869,861 |
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 |
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 | HORNE, LLP |
Accountancy firm EIN | 2017-12-31 | 201941244 |
2016 : UNITY HEALTH 403(B) RETIREMENT PLAN 2016 401k financial data |
---|
Total transfer of assets to this plan | 2016-12-31 | $4,742 |
Total income from all sources (including contributions) | 2016-12-31 | $4,960,761 |
Total of all expenses incurred | 2016-12-31 | $1,769,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,589,998 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $39,210 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,790,942 |
Value of total assets at end of year | 2016-12-31 | $27,318,317 |
Value of total assets at beginning of year | 2016-12-31 | $24,122,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $140,222 |
Total interest from all sources | 2016-12-31 | $20,824 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $494,130 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $494,130 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,265,339 |
Participant contributions at end of year | 2016-12-31 | $178,946 |
Participant contributions at beginning of year | 2016-12-31 | $278,977 |
Participant contributions at end of year | 2016-12-31 | $98,558 |
Participant contributions at beginning of year | 2016-12-31 | $91,071 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,059,295 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $982,237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $525,603 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,331 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,751 |
Other income not declared elsewhere | 2016-12-31 | $77,058 |
Administrative expenses (other) incurred | 2016-12-31 | $56,373 |
Total non interest bearing cash at end of year | 2016-12-31 | $33,901 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
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 | $3,191,331 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $27,318,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,122,244 |
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 |
Investment advisory and management fees | 2016-12-31 | $83,849 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $24,484,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,136,357 |
Interest on participant loans | 2016-12-31 | $4,680 |
Interest earned on other investments | 2016-12-31 | $16,144 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,462,197 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,631,851 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,577,807 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,589,998 |
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 |
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 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : UNITY HEALTH 403(B) RETIREMENT PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $3,058,538 |
Total of all expenses incurred | 2015-12-31 | $1,295,469 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,103,908 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $26,771 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,234,551 |
Value of total assets at end of year | 2015-12-31 | $24,122,244 |
Value of total assets at beginning of year | 2015-12-31 | $22,359,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $164,790 |
Total interest from all sources | 2015-12-31 | $21,728 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $463,944 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $463,944 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2015-12-31 | $2,159,246 |
Participant contributions at end of year | 2015-12-31 | $278,977 |
Participant contributions at beginning of year | 2015-12-31 | $258,727 |
Participant contributions at end of year | 2015-12-31 | $91,071 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $982,237 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $991,792 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,075,223 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,751 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,460 |
Other income not declared elsewhere | 2015-12-31 | $-9,556 |
Administrative expenses (other) incurred | 2015-12-31 | $80,181 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $30,521 |
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 | $1,763,069 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $24,122,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $22,359,175 |
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 | $84,609 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,136,357 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,806,139 |
Interest on participant loans | 2015-12-31 | $4,367 |
Interest earned on other investments | 2015-12-31 | $17,361 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,631,851 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,270,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-652,129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 | $82 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,103,908 |
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 | 2015-12-31 | No |
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 | BKD LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : UNITY HEALTH 403(B) RETIREMENT PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $3,376,948 |
Total of all expenses incurred | 2014-12-31 | $800,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $589,087 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $11,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,071,189 |
Value of total assets at end of year | 2014-12-31 | $22,359,175 |
Value of total assets at beginning of year | 2014-12-31 | $19,782,640 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $200,042 |
Total interest from all sources | 2014-12-31 | $22,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $476,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $476,133 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2014-12-31 | $1,699,951 |
Participant contributions at end of year | 2014-12-31 | $258,727 |
Participant contributions at beginning of year | 2014-12-31 | $164,983 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $991,792 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $924,712 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $371,238 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,460 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,070 |
Other income not declared elsewhere | 2014-12-31 | $60,426 |
Administrative expenses (other) incurred | 2014-12-31 | $125,677 |
Total non interest bearing cash at end of year | 2014-12-31 | $30,521 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $18,631 |
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 | $2,576,535 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $22,359,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,782,640 |
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 | $74,365 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $19,806,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $17,414,154 |
Interest on participant loans | 2014-12-31 | $7,724 |
Interest earned on other investments | 2014-12-31 | $14,383 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,270,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,259,090 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $747,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $589,087 |
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 | 2014-12-31 | No |
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 | BKD LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : UNITY HEALTH 403(B) RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $4,718,574 |
Total of all expenses incurred | 2013-12-31 | $1,525,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,452,560 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $1,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,665,390 |
Value of total assets at end of year | 2013-12-31 | $19,782,640 |
Value of total assets at beginning of year | 2013-12-31 | $16,589,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $71,775 |
Total interest from all sources | 2013-12-31 | $18,218 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $292,425 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $292,425 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2013-12-31 | $1,628,529 |
Participant contributions at end of year | 2013-12-31 | $164,983 |
Participant contributions at beginning of year | 2013-12-31 | $145,970 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $924,712 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,083,260 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $36,861 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,070 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $851 |
Other income not declared elsewhere | 2013-12-31 | $187,283 |
Administrative expenses (other) incurred | 2013-12-31 | $59,480 |
Total non interest bearing cash at end of year | 2013-12-31 | $18,631 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
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 | $3,192,737 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,782,640 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $16,589,903 |
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 | $12,295 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $17,414,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $13,739,385 |
Interest on participant loans | 2013-12-31 | $2,046 |
Interest earned on other investments | 2013-12-31 | $16,172 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,259,090 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,620,437 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,555,258 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,452,560 |
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 | 2013-12-31 | No |
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 | BKD LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : UNITY HEALTH 403(B) RETIREMENT PLAN 2012 401k financial data |
---|
Total transfer of assets to this plan | 2012-12-31 | $6,274,410 |
Total income from all sources (including contributions) | 2012-12-31 | $3,534,048 |
Total of all expenses incurred | 2012-12-31 | $620,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $542,227 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $3,228 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,515,550 |
Value of total assets at end of year | 2012-12-31 | $16,589,903 |
Value of total assets at beginning of year | 2012-12-31 | $7,401,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $74,553 |
Total interest from all sources | 2012-12-31 | $21,619 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $271,067 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $271,067 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2012-12-31 | $1,453,650 |
Participant contributions at end of year | 2012-12-31 | $145,970 |
Participant contributions at beginning of year | 2012-12-31 | $144,968 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,083,260 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $61,900 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $851 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,374 |
Other income not declared elsewhere | 2012-12-31 | $1,027,851 |
Administrative expenses (other) incurred | 2012-12-31 | $74,553 |
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 | $2,914,040 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $16,589,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,401,453 |
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 | $13,739,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,581,969 |
Interest on participant loans | 2012-12-31 | $1,734 |
Interest earned on other investments | 2012-12-31 | $19,885 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,620,437 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $673,142 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $697,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $542,227 |
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 | 2012-12-31 | No |
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 | BKD LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : UNITY HEALTH 403(B) RETIREMENT PLAN 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-12-31 | $2,388 |
Total income from all sources (including contributions) | 2011-12-31 | $829,168 |
Total of all expenses incurred | 2011-12-31 | $307,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $231,512 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $13,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $811,690 |
Value of total assets at end of year | 2011-12-31 | $7,401,453 |
Value of total assets at beginning of year | 2011-12-31 | $6,877,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $62,164 |
Total interest from all sources | 2011-12-31 | $15,300 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $128,895 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $128,895 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2011-12-31 | $764,521 |
Participant contributions at end of year | 2011-12-31 | $144,968 |
Participant contributions at beginning of year | 2011-12-31 | $125,305 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $47,169 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,374 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $663 |
Administrative expenses (other) incurred | 2011-12-31 | $62,164 |
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 | $521,530 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,401,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,877,535 |
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 | $6,581,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,109,178 |
Interest on participant loans | 2011-12-31 | $3,341 |
Interest earned on other investments | 2011-12-31 | $11,959 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $673,142 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $642,389 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-126,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $231,512 |
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 | 2011-12-31 | No |
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 | BKD LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : UNITY HEALTH 403(B) RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $1,466,315 |
Total of all expenses incurred | 2010-12-31 | $351,264 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $288,303 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $19,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $845,864 |
Value of total assets at end of year | 2010-12-31 | $6,877,535 |
Value of total assets at beginning of year | 2010-12-31 | $5,762,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $43,024 |
Total interest from all sources | 2010-12-31 | $20,842 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $122,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $122,934 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2010-12-31 | $789,231 |
Participant contributions at end of year | 2010-12-31 | $125,305 |
Participant contributions at beginning of year | 2010-12-31 | $162,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $56,633 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $663 |
Administrative expenses (other) incurred | 2010-12-31 | $43,024 |
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 | $1,115,051 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,877,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,762,484 |
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 | $6,109,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,019,582 |
Interest on participant loans | 2010-12-31 | $4,418 |
Interest earned on other investments | 2010-12-31 | $16,424 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $642,389 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $580,493 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $476,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $288,303 |
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 | 2010-12-31 | No |
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 | BKD LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : UNITY HEALTH 403(B) 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 |