UNITY HEALTH has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : UNITY HEALTH RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-7,230,219 |
Total of all expenses incurred | 2022-12-31 | $6,839,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,607,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,887,502 |
Value of total assets at end of year | 2022-12-31 | $57,150,060 |
Value of total assets at beginning of year | 2022-12-31 | $71,219,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $232,211 |
Total interest from all sources | 2022-12-31 | $15,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,227,807 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,227,807 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $2,816,984 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $3,813,540 |
Other income not declared elsewhere | 2022-12-31 | $-1,006,830 |
Administrative expenses (other) incurred | 2022-12-31 | $124,521 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-14,069,905 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $57,150,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $71,219,965 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $107,690 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $52,322,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $65,449,231 |
Interest earned on other investments | 2022-12-31 | $15,648 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,226,719 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,011,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,354,346 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,887,502 |
Employer contributions (assets) at end of year | 2022-12-31 | $784,074 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $946,142 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,607,475 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HORNE, LLP |
Accountancy firm EIN | 2022-12-31 | 201941244 |
2021 : UNITY HEALTH RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $12,785,885 |
Total of all expenses incurred | 2021-12-31 | $6,829,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,501,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,211,953 |
Value of total assets at end of year | 2021-12-31 | $71,219,965 |
Value of total assets at beginning of year | 2021-12-31 | $65,263,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $328,206 |
Total interest from all sources | 2021-12-31 | $10,784 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,258,991 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,258,991 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $4,450,884 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $4,450,884 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $3,813,540 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,373,090 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $7,254 |
Other income not declared elsewhere | 2021-12-31 | $422,529 |
Administrative expenses (other) incurred | 2021-12-31 | $154,833 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,956,291 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $71,219,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $65,263,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $173,373 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $65,449,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $59,568,892 |
Interest earned on other investments | 2021-12-31 | $10,784 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,011,052 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,272,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,881,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,204,699 |
Employer contributions (assets) at end of year | 2021-12-31 | $946,142 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,049,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,501,388 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HORNE LLP |
Accountancy firm EIN | 2021-12-31 | 201941244 |
2020 : UNITY HEALTH RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $11,709,449 |
Total of all expenses incurred | 2020-12-31 | $5,248,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,931,113 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,043,286 |
Value of total assets at end of year | 2020-12-31 | $65,263,674 |
Value of total assets at beginning of year | 2020-12-31 | $58,802,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $317,130 |
Total interest from all sources | 2020-12-31 | $14,685 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,055,493 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,055,493 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $4,181,625 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $4,181,625 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,373,090 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,513,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,216 |
Other income not declared elsewhere | 2020-12-31 | $783,446 |
Administrative expenses (other) incurred | 2020-12-31 | $140,501 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,461,206 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $65,263,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $58,802,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $176,629 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $59,568,892 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $53,858,297 |
Interest earned on other investments | 2020-12-31 | $14,685 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,272,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,484,443 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,812,539 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $4,039,070 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,049,299 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $945,819 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,931,113 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HORNE LLP |
Accountancy firm EIN | 2020-12-31 | 201941244 |
2019 : UNITY HEALTH RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $14,027,992 |
Total of all expenses incurred | 2019-12-31 | $3,122,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,800,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,937,902 |
Value of total assets at end of year | 2019-12-31 | $58,802,468 |
Value of total assets at beginning of year | 2019-12-31 | $47,896,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $321,838 |
Total interest from all sources | 2019-12-31 | $17,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,132,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,132,015 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $3,986,870 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $3,986,870 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,513,909 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,954,782 |
Other income not declared elsewhere | 2019-12-31 | $559,127 |
Administrative expenses (other) incurred | 2019-12-31 | $133,709 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $10,905,862 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $58,802,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $47,896,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $188,129 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $53,858,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $43,682,910 |
Interest earned on other investments | 2019-12-31 | $17,901 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,484,443 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,317,869 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,381,047 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,937,902 |
Employer contributions (assets) at end of year | 2019-12-31 | $945,819 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $941,045 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,800,292 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HORNE, LLP |
Accountancy firm EIN | 2019-12-31 | 201941244 |
2018 : UNITY HEALTH RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $798,407 |
Total of all expenses incurred | 2018-12-31 | $3,262,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,969,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,921,721 |
Value of total assets at end of year | 2018-12-31 | $47,896,606 |
Value of total assets at beginning of year | 2018-12-31 | $50,360,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $293,613 |
Total interest from all sources | 2018-12-31 | $17,160 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,037,935 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,037,935 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $3,986,242 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $3,986,242 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,954,782 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $2,483,968 |
Other income not declared elsewhere | 2018-12-31 | $-92,547 |
Administrative expenses (other) incurred | 2018-12-31 | $107,670 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,464,259 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $47,896,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $50,360,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $185,943 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $43,682,910 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $45,385,176 |
Interest earned on other investments | 2018-12-31 | $17,160 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,317,869 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,598,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,085,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,921,721 |
Employer contributions (assets) at end of year | 2018-12-31 | $941,045 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $892,938 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,969,053 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HORNE, LLP |
Accountancy firm EIN | 2018-12-31 | 201941244 |
2017 : UNITY HEALTH RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $10,261,151 |
Total of all expenses incurred | 2017-12-31 | $2,175,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,870,167 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,615,840 |
Value of total assets at end of year | 2017-12-31 | $50,360,865 |
Value of total assets at beginning of year | 2017-12-31 | $42,275,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $305,777 |
Total interest from all sources | 2017-12-31 | $16,876 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $840,902 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $840,902 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $3,615,840 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $3,615,840 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $2,483,968 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $2,072,349 |
Other income not declared elsewhere | 2017-12-31 | $361,440 |
Administrative expenses (other) incurred | 2017-12-31 | $142,739 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $62,516 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,085,207 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $50,360,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $42,275,658 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $163,038 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $45,385,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $37,701,901 |
Interest earned on other investments | 2017-12-31 | $16,876 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,598,783 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,606,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,426,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,615,840 |
Employer contributions (assets) at end of year | 2017-12-31 | $892,938 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $832,062 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,870,167 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HORNE, LLP |
Accountancy firm EIN | 2017-12-31 | 201941244 |
2016 : UNITY HEALTH RETIREMENT PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $7,055,756 |
Total of all expenses incurred | 2016-12-31 | $2,283,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,050,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,625,554 |
Value of total assets at end of year | 2016-12-31 | $42,275,658 |
Value of total assets at beginning of year | 2016-12-31 | $37,503,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $232,818 |
Total interest from all sources | 2016-12-31 | $16,744 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $766,653 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $766,653 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $3,515,350 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $3,515,350 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $2,072,349 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,931,346 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $110,204 |
Other income not declared elsewhere | 2016-12-31 | $134,255 |
Administrative expenses (other) incurred | 2016-12-31 | $86,776 |
Total non interest bearing cash at end of year | 2016-12-31 | $62,516 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,772,543 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $42,275,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $37,503,115 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $146,042 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $37,701,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $33,328,652 |
Interest earned on other investments | 2016-12-31 | $16,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,606,830 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,501,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,512,550 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,515,350 |
Employer contributions (assets) at end of year | 2016-12-31 | $832,062 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $741,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,050,395 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : UNITY HEALTH RETIREMENT PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $3,296,842 |
Total of all expenses incurred | 2015-12-31 | $1,814,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,528,610 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,726,625 |
Value of total assets at end of year | 2015-12-31 | $37,503,115 |
Value of total assets at beginning of year | 2015-12-31 | $36,020,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $285,843 |
Total interest from all sources | 2015-12-31 | $16,134 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $735,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $735,869 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $3,708,629 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $3,708,629 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,931,346 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,452,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $17,996 |
Other income not declared elsewhere | 2015-12-31 | $35,815 |
Administrative expenses (other) incurred | 2015-12-31 | $131,247 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $56,399 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,482,389 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $37,503,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $36,020,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $154,596 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $33,328,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,282,115 |
Interest earned on other investments | 2015-12-31 | $16,134 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,501,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,229,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,217,601 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,708,629 |
Employer contributions (assets) at end of year | 2015-12-31 | $741,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,528,610 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : UNITY HEALTH RETIREMENT PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $4,580,704 |
Total of all expenses incurred | 2014-12-31 | $1,465,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,207,546 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,489,637 |
Value of total assets at end of year | 2014-12-31 | $36,020,726 |
Value of total assets at beginning of year | 2014-12-31 | $32,905,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $257,482 |
Total interest from all sources | 2014-12-31 | $13,158 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $787,886 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $787,886 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $2,489,637 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,489,637 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,452,269 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,355,166 |
Other income not declared elsewhere | 2014-12-31 | $91,949 |
Administrative expenses (other) incurred | 2014-12-31 | $114,371 |
Total non interest bearing cash at end of year | 2014-12-31 | $56,399 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $36,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,115,676 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $36,020,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $32,905,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $143,111 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,282,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $30,211,850 |
Interest earned on other investments | 2014-12-31 | $13,158 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,229,943 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,301,362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,198,074 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,489,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,207,546 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : UNITY HEALTH RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $7,654,607 |
Total of all expenses incurred | 2013-12-31 | $2,222,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,096,523 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,563,077 |
Value of total assets at end of year | 2013-12-31 | $32,905,050 |
Value of total assets at beginning of year | 2013-12-31 | $27,473,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $126,462 |
Total interest from all sources | 2013-12-31 | $18,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $459,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $459,374 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $2,560,335 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,560,335 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,355,166 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,186,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,742 |
Other income not declared elsewhere | 2013-12-31 | $223,925 |
Administrative expenses (other) incurred | 2013-12-31 | $102,800 |
Total non interest bearing cash at end of year | 2013-12-31 | $36,672 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $768 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,431,622 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $32,905,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $27,473,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $23,662 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $30,211,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $24,326,565 |
Interest earned on other investments | 2013-12-31 | $18,126 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,301,362 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,959,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,390,105 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,560,335 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,096,523 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BKD LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : UNITY HEALTH RETIREMENT PLAN 2012 401k financial data |
---|
Total transfer of assets to this plan | 2012-12-31 | $8,599,291 |
Total income from all sources (including contributions) | 2012-12-31 | $6,770,350 |
Total of all expenses incurred | 2012-12-31 | $1,235,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,108,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,011,136 |
Value of total assets at end of year | 2012-12-31 | $27,473,428 |
Value of total assets at beginning of year | 2012-12-31 | $13,339,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $127,376 |
Total interest from all sources | 2012-12-31 | $22,239 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $437,014 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $437,014 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $4,006,309 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $4,006,309 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,186,342 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,827 |
Other income not declared elsewhere | 2012-12-31 | $1,164,349 |
Administrative expenses (other) incurred | 2012-12-31 | $127,376 |
Total non interest bearing cash at end of year | 2012-12-31 | $768 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,534,585 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $27,473,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,339,552 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $24,326,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,519,362 |
Interest earned on other investments | 2012-12-31 | $22,239 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,959,753 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $820,190 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,135,612 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,006,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,108,389 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : UNITY HEALTH RETIREMENT PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $1,812,173 |
Total of all expenses incurred | 2011-12-31 | $977,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $856,624 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,784,123 |
Value of total assets at end of year | 2011-12-31 | $13,339,552 |
Value of total assets at beginning of year | 2011-12-31 | $12,505,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $121,310 |
Total interest from all sources | 2011-12-31 | $14,984 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $216,823 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $216,823 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $1,784,123 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,784,123 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $121,310 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $834,239 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,339,552 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,505,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $12,519,362 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,759,471 |
Interest earned on other investments | 2011-12-31 | $14,984 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $820,190 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $745,842 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-203,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,784,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $856,624 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : UNITY HEALTH RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $2,645,981 |
Total of all expenses incurred | 2010-12-31 | $644,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $554,114 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,682,282 |
Value of total assets at end of year | 2010-12-31 | $12,505,313 |
Value of total assets at beginning of year | 2010-12-31 | $10,503,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $90,550 |
Total interest from all sources | 2010-12-31 | $19,150 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $198,030 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $198,030 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $1,687,558 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,687,558 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $90,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,001,317 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,505,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,503,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,759,471 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,862,455 |
Interest earned on other investments | 2010-12-31 | $19,150 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $745,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $641,541 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $746,519 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,682,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $554,114 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : UNITY HEALTH RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $1,508,055 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,508,055 |