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UNITY HEALTH 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameUNITY HEALTH 403(B) RETIREMENT PLAN
Plan identification number 002

UNITY HEALTH 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:UNITY HEALTH
Employer identification number (EIN):710772737
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITY HEALTH 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01RAYMOND MONTGOMERY
0022016-01-01RAYMOND MONTGOMERY
0022015-01-01RAYMOND MONTGOMERY
0022015-01-01RAYMOND MONTGOMERY
0022014-01-01RAYMOND MONTGOMERY
0022013-01-01STUART HILL
0022012-01-01STUART HILL
0022011-01-01STUART HILL
0022009-01-01STUART HILL

Plan Statistics for UNITY HEALTH 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNITY HEALTH 403(B) RETIREMENT PLAN

Measure Date Value
2022: UNITY HEALTH 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,109
Total number of active participants reported on line 7a of the Form 55002022-01-011,191
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01877
Total of all active and inactive participants2022-01-012,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-012,082
Number of participants with account balances2022-01-012,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITY HEALTH 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,781
Total number of active participants reported on line 7a of the Form 55002021-01-011,345
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01753
Total of all active and inactive participants2021-01-012,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-012,109
Number of participants with account balances2021-01-012,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITY HEALTH 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,601
Total number of active participants reported on line 7a of the Form 55002020-01-011,213
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01562
Total of all active and inactive participants2020-01-011,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,781
Number of participants with account balances2020-01-011,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITY HEALTH 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,323
Total number of active participants reported on line 7a of the Form 55002019-01-011,143
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01448
Total of all active and inactive participants2019-01-011,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,601
Number of participants with account balances2019-01-011,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITY HEALTH 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,209
Total number of active participants reported on line 7a of the Form 55002018-01-011,039
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01277
Total of all active and inactive participants2018-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,323
Number of participants with account balances2018-01-011,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITY HEALTH 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,138
Total number of active participants reported on line 7a of the Form 55002017-01-01970
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01229
Total of all active and inactive participants2017-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,209
Number of participants with account balances2017-01-011,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITY HEALTH 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,100
Total number of active participants reported on line 7a of the Form 55002016-01-01878
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01249
Total of all active and inactive participants2016-01-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,138
Number of participants with account balances2016-01-011,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITY HEALTH 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,043
Total number of active participants reported on line 7a of the Form 55002015-01-01845
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01248
Total of all active and inactive participants2015-01-011,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,100
Number of participants with account balances2015-01-011,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITY HEALTH 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,085
Total number of active participants reported on line 7a of the Form 55002014-01-01778
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01261
Total of all active and inactive participants2014-01-011,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,043
Number of participants with account balances2014-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITY HEALTH 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,843
Total number of active participants reported on line 7a of the Form 55002013-01-01899
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01183
Total of all active and inactive participants2013-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,085
Number of participants with account balances2013-01-011,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITY HEALTH 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,584
Total number of active participants reported on line 7a of the Form 55002012-01-011,693
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01149
Total of all active and inactive participants2012-01-011,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,843
Number of participants with account balances2012-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITY HEALTH 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01652
Total number of active participants reported on line 7a of the Form 55002011-01-011,426
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01157
Total of all active and inactive participants2011-01-011,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,584
Number of participants with account balances2011-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNITY HEALTH 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01696
Total number of active participants reported on line 7a of the Form 55002009-01-01595
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01669
Number of participants with account balances2009-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITY HEALTH 403(B) RETIREMENT PLAN

Measure Date Value
2022 : UNITY HEALTH 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,968,794
Total of all expenses incurred2022-12-31$4,799,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,597,471
Expenses. Certain deemed distributions of participant loans2022-12-31$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 year2022-12-31$38,027,351
Value of total assets at beginning of year2022-12-31$46,795,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$143,213
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$810,325
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,155,829
Participant contributions at end of year2022-12-31$287,218
Participant contributions at beginning of year2022-12-31$390,690
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,062
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,596,780
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$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 year2022-12-31$3,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,063
Other income not declared elsewhere2022-12-31$-534,750
Administrative expenses (other) incurred2022-12-31$81,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$62,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,927,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,385,907
Interest on participant loans2022-12-31$5,012
Interest earned on other investments2022-12-31$14,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,212,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$898,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,808,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$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 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HORNE, LLP
Accountancy firm EIN2022-12-31201941244
2021 : UNITY HEALTH 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,043,921
Total of all expenses incurred2021-12-31$5,618,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,396,876
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$46,795,912
Value of total assets at beginning of year2021-12-31$43,370,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$217,670
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$886,787
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,094,635
Participant contributions at end of year2021-12-31$390,690
Participant contributions at beginning of year2021-12-31$313,270
Participant contributions at end of year2021-12-31$1,062
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,115,237
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$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 year2021-12-31$4,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,029
Other income not declared elsewhere2021-12-31$274,056
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$110,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,385,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,204,161
Interest on participant loans2021-12-31$7,536
Interest earned on other investments2021-12-31$10,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$898,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$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 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HORNE LLP
Accountancy firm EIN2021-12-31201941244
2020 : UNITY HEALTH 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,165,540
Total of all expenses incurred2020-12-31$2,362,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,128,867
Expenses. Certain deemed distributions of participant loans2020-12-31$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 year2020-12-31$43,370,730
Value of total assets at beginning of year2020-12-31$36,568,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$202,197
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$684,190
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,069,296
Participant contributions at end of year2020-12-31$313,270
Participant contributions at beginning of year2020-12-31$246,279
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,836,877
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$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 year2020-12-31$4,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,574
Other income not declared elsewhere2020-12-31$353,503
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$111,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,204,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,121,499
Interest on participant loans2020-12-31$7,584
Interest earned on other investments2020-12-31$12,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,012,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HORNE LLP
Accountancy firm EIN2020-12-31201941244
2019 : UNITY HEALTH 403(B) RETIREMENT PLAN 2019 401k financial data
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 incurred2019-12-31$3,265,980
Total of all expenses incurred2019-12-31$3,265,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,044,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,044,975
Expenses. Certain deemed distributions of participant loans2019-12-31$24,599
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$36,568,033
Value of total assets at end of year2019-12-31$36,568,033
Value of total assets at beginning of year2019-12-31$30,195,152
Value of total assets at beginning of year2019-12-31$30,195,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$196,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$196,406
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,876,692
Contributions received from participants2019-12-31$2,876,692
Participant contributions at end of year2019-12-31$246,279
Participant contributions at end of year2019-12-31$246,279
Participant contributions at beginning of year2019-12-31$214,639
Participant contributions at beginning of year2019-12-31$214,639
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,164,655
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,164,655
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$886,367
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$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 year2019-12-31$3,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,574
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,241
Other income not declared elsewhere2019-12-31$203,288
Other income not declared elsewhere2019-12-31$203,288
Administrative expenses (other) incurred2019-12-31$80,843
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,372,881
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$115,563
Investment advisory and management fees2019-12-31$115,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,121,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,121,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,361,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,361,224
Interest on participant loans2019-12-31$6,607
Interest on participant loans2019-12-31$6,607
Interest earned on other investments2019-12-31$11,096
Interest earned on other investments2019-12-31$11,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,032,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,032,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$729,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,044,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HORNE, LLP
Accountancy firm name2019-12-31HORNE, LLP
Accountancy firm EIN2019-12-31201941244
Accountancy firm EIN2019-12-31201941244
2018 : UNITY HEALTH 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,614,195
Total of all expenses incurred2018-12-31$3,540,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,324,047
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$30,195,152
Value of total assets at beginning of year2018-12-31$32,121,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$183,764
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$682,980
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,674,701
Participant contributions at end of year2018-12-31$214,639
Participant contributions at beginning of year2018-12-31$255,728
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$101,376
Assets. Other investments not covered elsewhere at end of year2018-12-31$886,367
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$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 year2018-12-31$3,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,645
Other income not declared elsewhere2018-12-31$-43,247
Administrative expenses (other) incurred2018-12-31$70,357
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$113,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,361,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,016,972
Interest on participant loans2018-12-31$5,122
Interest earned on other investments2018-12-31$13,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$729,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,422,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,569,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HORNE, LLP
Accountancy firm EIN2018-12-31201941244
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 incurred2017-12-31$2,049,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,869,861
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$32,121,036
Value of total assets at beginning of year2017-12-31$27,318,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$166,913
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$557,926
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,404,840
Participant contributions at end of year2017-12-31$255,728
Participant contributions at beginning of year2017-12-31$178,946
Participant contributions at end of year2017-12-31$101,376
Participant contributions at beginning of year2017-12-31$98,558
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,321,719
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$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 year2017-12-31$2,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,331
Other income not declared elsewhere2017-12-31$175,705
Administrative expenses (other) incurred2017-12-31$66,760
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$100,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,016,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,484,089
Interest on participant loans2017-12-31$4,757
Interest earned on other investments2017-12-31$15,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,422,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$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 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HORNE, LLP
Accountancy firm EIN2017-12-31201941244
2016 : UNITY HEALTH 403(B) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$4,742
Total income from all sources (including contributions)2016-12-31$4,960,761
Total of all expenses incurred2016-12-31$1,769,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,589,998
Expenses. Certain deemed distributions of participant loans2016-12-31$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 year2016-12-31$27,318,317
Value of total assets at beginning of year2016-12-31$24,122,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$140,222
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$494,130
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,265,339
Participant contributions at end of year2016-12-31$178,946
Participant contributions at beginning of year2016-12-31$278,977
Participant contributions at end of year2016-12-31$98,558
Participant contributions at beginning of year2016-12-31$91,071
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,059,295
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$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 year2016-12-31$1,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,751
Other income not declared elsewhere2016-12-31$77,058
Administrative expenses (other) incurred2016-12-31$56,373
Total non interest bearing cash at end of year2016-12-31$33,901
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$83,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,484,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,136,357
Interest on participant loans2016-12-31$4,680
Interest earned on other investments2016-12-31$16,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,462,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$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 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
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 incurred2015-12-31$1,295,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,103,908
Expenses. Certain deemed distributions of participant loans2015-12-31$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 year2015-12-31$24,122,244
Value of total assets at beginning of year2015-12-31$22,359,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$164,790
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$463,944
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,159,246
Participant contributions at end of year2015-12-31$278,977
Participant contributions at beginning of year2015-12-31$258,727
Participant contributions at end of year2015-12-31$91,071
Assets. Other investments not covered elsewhere at end of year2015-12-31$982,237
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$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 year2015-12-31$1,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,460
Other income not declared elsewhere2015-12-31$-9,556
Administrative expenses (other) incurred2015-12-31$80,181
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$84,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,136,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,806,139
Interest on participant loans2015-12-31$4,367
Interest earned on other investments2015-12-31$17,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,631,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,270,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-652,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$82
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
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 incurred2014-12-31$800,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$589,087
Expenses. Certain deemed distributions of participant loans2014-12-31$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 year2014-12-31$22,359,175
Value of total assets at beginning of year2014-12-31$19,782,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$200,042
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$476,133
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,699,951
Participant contributions at end of year2014-12-31$258,727
Participant contributions at beginning of year2014-12-31$164,983
Assets. Other investments not covered elsewhere at end of year2014-12-31$991,792
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$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 year2014-12-31$1,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,070
Other income not declared elsewhere2014-12-31$60,426
Administrative expenses (other) incurred2014-12-31$125,677
Total non interest bearing cash at end of year2014-12-31$30,521
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$74,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,806,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,414,154
Interest on participant loans2014-12-31$7,724
Interest earned on other investments2014-12-31$14,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,270,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$589,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
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 incurred2013-12-31$1,525,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,452,560
Expenses. Certain deemed distributions of participant loans2013-12-31$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 year2013-12-31$19,782,640
Value of total assets at beginning of year2013-12-31$16,589,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71,775
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$292,425
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,628,529
Participant contributions at end of year2013-12-31$164,983
Participant contributions at beginning of year2013-12-31$145,970
Assets. Other investments not covered elsewhere at end of year2013-12-31$924,712
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$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 year2013-12-31$1,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$851
Other income not declared elsewhere2013-12-31$187,283
Administrative expenses (other) incurred2013-12-31$59,480
Total non interest bearing cash at end of year2013-12-31$18,631
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$12,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,414,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,739,385
Interest on participant loans2013-12-31$2,046
Interest earned on other investments2013-12-31$16,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,259,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : UNITY HEALTH 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$6,274,410
Total income from all sources (including contributions)2012-12-31$3,534,048
Total of all expenses incurred2012-12-31$620,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$542,227
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$16,589,903
Value of total assets at beginning of year2012-12-31$7,401,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,553
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$271,067
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,453,650
Participant contributions at end of year2012-12-31$145,970
Participant contributions at beginning of year2012-12-31$144,968
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,083,260
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$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 year2012-12-31$851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,374
Other income not declared elsewhere2012-12-31$1,027,851
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,739,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,581,969
Interest on participant loans2012-12-31$1,734
Interest earned on other investments2012-12-31$19,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,620,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$542,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : UNITY HEALTH 403(B) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$2,388
Total income from all sources (including contributions)2011-12-31$829,168
Total of all expenses incurred2011-12-31$307,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$231,512
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$7,401,453
Value of total assets at beginning of year2011-12-31$6,877,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,164
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$128,895
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$764,521
Participant contributions at end of year2011-12-31$144,968
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$1,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$663
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,581,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,109,178
Interest on participant loans2011-12-31$3,341
Interest earned on other investments2011-12-31$11,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$673,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$642,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-126,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$231,512
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD LLP
Accountancy firm EIN2011-12-31440160260
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 incurred2010-12-31$351,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$288,303
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$6,877,535
Value of total assets at beginning of year2010-12-31$5,762,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,024
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$122,934
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$789,231
Participant contributions at end of year2010-12-31$125,305
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$663
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,109,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,019,582
Interest on participant loans2010-12-31$4,418
Interest earned on other investments2010-12-31$16,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$642,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$288,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260
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 securities2009-12-31$0

Form 5500 Responses for UNITY HEALTH 403(B) RETIREMENT PLAN

2022: UNITY HEALTH 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITY HEALTH 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITY HEALTH 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITY HEALTH 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITY HEALTH 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITY HEALTH 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITY HEALTH 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITY HEALTH 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITY HEALTH 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITY HEALTH 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITY HEALTH 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITY HEALTH 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITY HEALTH 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068919
Policy instance 2
Insurance contract or identification numberTA068919
Number of Individuals Covered2082
Insurance policy start date2022-11-10
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-11-10
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered2109
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered1781
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered1601
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered1323
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered1209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered1100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered1043
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered1085
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,024
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,024
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered820
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,043
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,043
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered642
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,081
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068919
Policy instance 1
Insurance contract or identification numberTA068919
Number of Individuals Covered652
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,731
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $249
Insurance broker organization code?3
Insurance broker nameTRANSAMERICA FINANCIAL ADVISOR

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