Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$450K
- Prescription drug$450K
- Dental$184K
- Life$130K
- Short-term disability$130K
- Long-term disability$130K
- +2 more
Sponsor portfolioTH
UNITY BANK
EIN 22-3110915bankingLatest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$783K premiums
Participants
568
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $783K premiums / 300 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- INDECS CORPORATION57%
- DELTA DENTAL OF CALIFORNIA23%
- USABLE LIFE17%
- VISION SERVICE PLAN2%
- FLAGSHIP HEALTH SYSTEMS0%
Broker market share
Schedule A broker compensation
63%top
- CHRISTOPHER SZEM63%
- HORIZON INSURANCE COMPANY37%
- WORLD INSURANCE ASSOCIATES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
401k
Assets$25.0M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITY BANK HEALTH & WELFARE PLAN
Fully Insured - INDECS CORPORATION
Premiums$783K
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | 401k | $25.0M | 345 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITY BANK HEALTH & WELFARE PLAN | Fully Insured | INDECS CORPORATION | $783K | 300 | 2024 |
Retirement plans
Welfare plans