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UNITY HEALTH RETIREMENT PLAN 401k Plan overview

Plan NameUNITY HEALTH RETIREMENT PLAN
Plan identification number 001

UNITY HEALTH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RAYMOND MONTGOMERY
0012016-01-01RAYMOND MONTGOMERY
0012015-01-01RAYMOND MONTGOMERY
0012015-01-01
0012014-01-01RAYMOND MONTGOMERY
0012013-01-01STUART HILL
0012012-01-01STUART HILL
0012011-01-01STUART HILL
0012009-01-01STUART HILL

Plan Statistics for UNITY HEALTH RETIREMENT PLAN

401k plan membership statisitcs for UNITY HEALTH RETIREMENT PLAN

Measure Date Value
2022: UNITY HEALTH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,244
Total number of active participants reported on line 7a of the Form 55002022-01-011,514
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-011,616
Total of all active and inactive participants2022-01-013,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130
Total participants2022-01-013,183
Number of participants with account balances2022-01-013,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0139
2021: UNITY HEALTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,113
Total number of active participants reported on line 7a of the Form 55002021-01-011,434
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-011,638
Total of all active and inactive participants2021-01-013,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0129
Total participants2021-01-013,119
Number of participants with account balances2021-01-013,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: UNITY HEALTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,837
Total number of active participants reported on line 7a of the Form 55002020-01-011,794
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-011,162
Total of all active and inactive participants2020-01-012,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-012,982
Number of participants with account balances2020-01-012,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: UNITY HEALTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,681
Total number of active participants reported on line 7a of the Form 55002019-01-011,725
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-011,071
Total of all active and inactive participants2019-01-012,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-012,837
Number of participants with account balances2019-01-012,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: UNITY HEALTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,626
Total number of active participants reported on line 7a of the Form 55002018-01-011,494
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-011,143
Total of all active and inactive participants2018-01-012,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-012,681
Number of participants with account balances2018-01-012,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: UNITY HEALTH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,434
Total number of active participants reported on line 7a of the Form 55002017-01-011,476
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01989
Total of all active and inactive participants2017-01-012,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-012,497
Number of participants with account balances2017-01-012,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: UNITY HEALTH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,260
Total number of active participants reported on line 7a of the Form 55002016-01-011,549
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01731
Total of all active and inactive participants2016-01-012,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-012,307
Number of participants with account balances2016-01-012,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: UNITY HEALTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,894
Total number of active participants reported on line 7a of the Form 55002015-01-011,325
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01742
Total of all active and inactive participants2015-01-012,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-012,088
Number of participants with account balances2015-01-012,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: UNITY HEALTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,847
Total number of active participants reported on line 7a of the Form 55002014-01-011,134
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-01647
Total of all active and inactive participants2014-01-011,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-011,799
Number of participants with account balances2014-01-011,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: UNITY HEALTH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,772
Total number of active participants reported on line 7a of the Form 55002013-01-011,054
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01653
Total of all active and inactive participants2013-01-011,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,721
Number of participants with account balances2013-01-011,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: UNITY HEALTH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,425
Total number of active participants reported on line 7a of the Form 55002012-01-011,368
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01366
Total of all active and inactive participants2012-01-011,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-011,745
Number of participants with account balances2012-01-011,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0143
2011: UNITY HEALTH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,428
Total number of active participants reported on line 7a of the Form 55002011-01-011,078
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01336
Total of all active and inactive participants2011-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,425
Number of participants with account balances2011-01-011,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: UNITY HEALTH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,151
Total number of active participants reported on line 7a of the Form 55002009-01-01912
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01225
Total of all active and inactive participants2009-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,142
Number of participants with account balances2009-01-011,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on UNITY HEALTH RETIREMENT PLAN

Measure Date Value
2022 : UNITY HEALTH RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-7,230,219
Total of all expenses incurred2022-12-31$6,839,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$57,150,060
Value of total assets at beginning of year2022-12-31$71,219,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$232,211
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,227,807
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,816,984
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,813,540
Other income not declared elsewhere2022-12-31$-1,006,830
Administrative expenses (other) incurred2022-12-31$124,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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$107,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,322,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,449,231
Interest earned on other investments2022-12-31$15,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,226,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,011,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,354,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Contributions received in cash from employer2022-12-31$3,887,502
Employer contributions (assets) at end of year2022-12-31$784,074
Employer contributions (assets) at beginning of year2022-12-31$946,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$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 2520.101-32022-12-31No
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 RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$12,785,885
Total of all expenses incurred2021-12-31$6,829,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$71,219,965
Value of total assets at beginning of year2021-12-31$65,263,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$328,206
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,258,991
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$4,450,884
Amount contributed by the employer to the plan for this plan year2021-12-31$4,450,884
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,813,540
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,373,090
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,254
Other income not declared elsewhere2021-12-31$422,529
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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$173,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,449,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,568,892
Interest earned on other investments2021-12-31$10,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,011,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 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
Contributions received in cash from employer2021-12-31$4,204,699
Employer contributions (assets) at end of year2021-12-31$946,142
Employer contributions (assets) at beginning of year2021-12-31$1,049,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$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 2520.101-32021-12-31No
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 RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$11,709,449
Total of all expenses incurred2020-12-31$5,248,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$65,263,674
Value of total assets at beginning of year2020-12-31$58,802,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$317,130
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,055,493
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$4,181,625
Amount contributed by the employer to the plan for this plan year2020-12-31$4,181,625
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,373,090
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,513,909
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,216
Other income not declared elsewhere2020-12-31$783,446
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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$176,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$59,568,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$53,858,297
Interest earned on other investments2020-12-31$14,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,272,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 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
Contributions received in cash from employer2020-12-31$4,039,070
Employer contributions (assets) at end of year2020-12-31$1,049,299
Employer contributions (assets) at beginning of year2020-12-31$945,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31No
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 RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$14,027,992
Total of all expenses incurred2019-12-31$3,122,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$58,802,468
Value of total assets at beginning of year2019-12-31$47,896,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$321,838
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,132,015
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,986,870
Amount contributed by the employer to the plan for this plan year2019-12-31$3,986,870
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,513,909
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,954,782
Other income not declared elsewhere2019-12-31$559,127
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
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
Investment advisory and management fees2019-12-31$188,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$53,858,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,682,910
Interest earned on other investments2019-12-31$17,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,484,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$3,937,902
Employer contributions (assets) at end of year2019-12-31$945,819
Employer contributions (assets) at beginning of year2019-12-31$941,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HORNE, LLP
Accountancy firm EIN2019-12-31201941244
2018 : UNITY HEALTH RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$798,407
Total of all expenses incurred2018-12-31$3,262,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$47,896,606
Value of total assets at beginning of year2018-12-31$50,360,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$293,613
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,037,935
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,986,242
Amount contributed by the employer to the plan for this plan year2018-12-31$3,986,242
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,954,782
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,483,968
Other income not declared elsewhere2018-12-31$-92,547
Administrative expenses (other) incurred2018-12-31$107,670
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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$185,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,682,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,385,176
Interest earned on other investments2018-12-31$17,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,317,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,598,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,085,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Contributions received in cash from employer2018-12-31$3,921,721
Employer contributions (assets) at end of year2018-12-31$941,045
Employer contributions (assets) at beginning of year2018-12-31$892,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31No
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 RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,261,151
Total of all expenses incurred2017-12-31$2,175,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$50,360,865
Value of total assets at beginning of year2017-12-31$42,275,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$305,777
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$840,902
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,615,840
Amount contributed by the employer to the plan for this plan year2017-12-31$3,615,840
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,483,968
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,072,349
Other income not declared elsewhere2017-12-31$361,440
Administrative expenses (other) incurred2017-12-31$142,739
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$163,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,385,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,701,901
Interest earned on other investments2017-12-31$16,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,598,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 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
Contributions received in cash from employer2017-12-31$3,615,840
Employer contributions (assets) at end of year2017-12-31$892,938
Employer contributions (assets) at beginning of year2017-12-31$832,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$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 2520.101-32017-12-31No
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 RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,055,756
Total of all expenses incurred2016-12-31$2,283,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$42,275,658
Value of total assets at beginning of year2016-12-31$37,503,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$232,818
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$766,653
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,515,350
Amount contributed by the employer to the plan for this plan year2016-12-31$3,515,350
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,072,349
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,931,346
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,204
Other income not declared elsewhere2016-12-31$134,255
Administrative expenses (other) incurred2016-12-31$86,776
Total non interest bearing cash at end of year2016-12-31$62,516
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$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)2016-12-31No
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$146,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,701,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,328,652
Interest earned on other investments2016-12-31$16,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,606,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,515,350
Employer contributions (assets) at end of year2016-12-31$832,062
Employer contributions (assets) at beginning of year2016-12-31$741,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$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 2520.101-32016-12-31No
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 RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,296,842
Total of all expenses incurred2015-12-31$1,814,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$37,503,115
Value of total assets at beginning of year2015-12-31$36,020,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$285,843
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$735,869
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,708,629
Amount contributed by the employer to the plan for this plan year2015-12-31$3,708,629
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,931,346
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,452,269
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,996
Other income not declared elsewhere2015-12-31$35,815
Administrative expenses (other) incurred2015-12-31$131,247
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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$154,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,328,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,282,115
Interest earned on other investments2015-12-31$16,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,501,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,229,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,217,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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$3,708,629
Employer contributions (assets) at end of year2015-12-31$741,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31No
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 RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,580,704
Total of all expenses incurred2014-12-31$1,465,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$36,020,726
Value of total assets at beginning of year2014-12-31$32,905,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$257,482
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$787,886
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,489,637
Amount contributed by the employer to the plan for this plan year2014-12-31$2,489,637
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,452,269
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,355,166
Other income not declared elsewhere2014-12-31$91,949
Administrative expenses (other) incurred2014-12-31$114,371
Total non interest bearing cash at end of year2014-12-31$56,399
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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$143,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,282,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,211,850
Interest earned on other investments2014-12-31$13,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,229,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$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 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
Contributions received in cash from employer2014-12-31$2,489,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31No
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 RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,654,607
Total of all expenses incurred2013-12-31$2,222,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$32,905,050
Value of total assets at beginning of year2013-12-31$27,473,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$126,462
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$459,374
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,560,335
Amount contributed by the employer to the plan for this plan year2013-12-31$2,560,335
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,355,166
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,186,342
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,742
Other income not declared elsewhere2013-12-31$223,925
Administrative expenses (other) incurred2013-12-31$102,800
Total non interest bearing cash at end of year2013-12-31$36,672
Total non interest bearing cash at beginning of year2013-12-31$768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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$23,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,211,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,326,565
Interest earned on other investments2013-12-31$18,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,301,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$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 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
Contributions received in cash from employer2013-12-31$2,560,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31No
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 RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$8,599,291
Total income from all sources (including contributions)2012-12-31$6,770,350
Total of all expenses incurred2012-12-31$1,235,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$27,473,428
Value of total assets at beginning of year2012-12-31$13,339,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$127,376
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$437,014
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$4,006,309
Amount contributed by the employer to the plan for this plan year2012-12-31$4,006,309
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,186,342
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$4,827
Other income not declared elsewhere2012-12-31$1,164,349
Administrative expenses (other) incurred2012-12-31$127,376
Total non interest bearing cash at end of year2012-12-31$768
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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$24,326,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,519,362
Interest earned on other investments2012-12-31$22,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,959,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,006,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$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 2520.101-32012-12-31No
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 RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,812,173
Total of all expenses incurred2011-12-31$977,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$13,339,552
Value of total assets at beginning of year2011-12-31$12,505,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$121,310
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$216,823
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,784,123
Amount contributed by the employer to the plan for this plan year2011-12-31$1,784,123
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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$12,519,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,759,471
Interest earned on other investments2011-12-31$14,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$820,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$745,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-203,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Contributions received in cash from employer2011-12-31$1,784,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$856,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,645,981
Total of all expenses incurred2010-12-31$644,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$12,505,313
Value of total assets at beginning of year2010-12-31$10,503,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$90,550
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$198,030
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,687,558
Amount contributed by the employer to the plan for this plan year2010-12-31$1,687,558
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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$11,759,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,862,455
Interest earned on other investments2010-12-31$19,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$745,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 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
Contributions received in cash from employer2010-12-31$1,682,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$554,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,508,055
Amount contributed by the employer to the plan for this plan year2009-12-31$1,508,055

Form 5500 Responses for UNITY HEALTH RETIREMENT PLAN

2022: UNITY HEALTH 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 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 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 RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 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 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 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 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 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 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 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 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 RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – 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 numberTA080116
Policy instance 2
Insurance contract or identification numberTA080116
Number of Individuals Covered3183
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered3119
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered2982
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered2835
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered2681
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered2497
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered2088
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered1799
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered1721
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,250
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 $1,250
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered1651
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,382
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 $4,382
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered1247
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,592
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 numberTA080116
Policy instance 1
Insurance contract or identification numberTA080116
Number of Individuals Covered1164
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,079
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 $2,806
Insurance broker organization code?3
Insurance broker nameSTEPHENS INC

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