Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITY HEALTH
EIN 71-0772737hospital & health careLatest filing 2024
Plans
4
Retirement
3
$125.6M assets
Welfare
1
$2.0M premiums
Participants
6,246
3214 EAST RACE STREET - SEARCY, AR 72143501-380-4602unity-health.orgLinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $125.6M assets / 4,493 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 2,947 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Other$1.0M
- Dental$681K
- Vision$275K
Carrier market share
Premium dollars by Schedule A carrier
52%top
- RELIASTAR LIFE INSURANCE COMPANY52%
- DELTA DENTAL OF CALIFORNIA48%
Broker market share
Schedule A broker compensation
69%top
- STEPHENS INSURANCE LLC69%
- EXPLAIN MY BENEFITS LLC20%
- AVANT SPECIALTY BENEFITS LLC7%
- PLANSOURCE BENEFITS ADMINISTRATION4%
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 HEALTH RETIREMENT PLAN
MoneyPurchase
Assets$75.3M
Participants2,880
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNITY HEALTH 403(B) RETIREMENT PLAN
403b
Assets$49.8M
Participants1,609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UNITY HEALTH EXECUTIVE RETIREMENT PLAN AND TRUST
OtherDC
Assets$469K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
WHITE COUNTY MEDICAL CENTER EMPLOYEE WELFARE BENEFITS PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives2,947
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITY HEALTH RETIREMENT PLAN | MoneyPurchase | $75.3M | 2,880 | 2024 | |
| 002 | UNITY HEALTH 403(B) RETIREMENT PLAN | 403b | $49.8M | 1,609 | 2024 | |
| 003 | UNITY HEALTH EXECUTIVE RETIREMENT PLAN AND TRUST | OtherDC | $469K | 4 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | WHITE COUNTY MEDICAL CENTER EMPLOYEE WELFARE BENEFITS PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $2.0M | 2,947 | 2024 |
Retirement plans
Welfare plans