UNITE HERE HEALTH
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2668 of mapped providers
Assets under administration$4.8B0.0%Market share · rank #1989
Fees received$164,516Median $48,589/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical UNITE HERE HEALTH plan look like?
Service mix · median fees per plan
Count of plans where UNITE HERE HEALTH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 3 | $48,589 | |
Other servicesCode 49 | 1 | $59,823 |
Competitor overlap
Percent of UNITE HERE HEALTH's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under UNITE HERE HEALTH.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under UNITE HERE HEALTH; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $59,823 | 1y | - |
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-001 | $609M | 87,313 | $48,589 | 7y | - |
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-002 | $450M | 72,394 | $48,589 | 7y | - |
BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT ANDCA · 516029899-001 | $67M | 2,942 | $7,515 | 2y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (2)
Raw Schedule C names collapsed into UNITE HERE HEALTH.
- UNITE HERE HEALTH
- UNITE HERE LOCAL 26
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for UNITE HERE HEALTH's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with UNITE HERE HEALTH. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent