Plan Ledger DOL Form 5500 · updated monthly

Unison Health Behavorial Health Group Inc. dba Unison Health403(b)

UNISON BEHAVIORAL HEALTH GROUP RETIREMENT PLAN · TOLEDO, OH · plan year 2023

Reported admin expense ratio · 2023
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Unison Health Behavorial Health Group Inc. dba Unison Health reported $874 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,249 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.007% to 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (1,654th of 3,295), and the 4,638th of 11,911 in health care & social assistance. In 2023, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,217,286
Participants with balances368
Active participants162
Employer contributions$364,311
Employee contributions$709,895
Employer contribution per active participant$2,249
Average account balance$38,634
Benefits paid to participants$1,605,979
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$14.2M · 368 accts · $364K emplr
2022$12.7M · 330 accts · $318K emplr
Employer contributions to the Unison Health Behavorial Health Group Inc. dba Unison Health plan · 2023
Employer contribution per active participant$2,249
Median for plans this size$2,440
2023$2,249 per active participant
2022$1,650 per active participant

Unison Health Behavorial Health Group Inc. dba Unison Health's 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$874 · 0.01%
2022$846 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Pomerene Hospital OH$14.4M · 0.75%
Wayne Hospital Company OH$14.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341103536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.