Plan Ledger DOL Form 5500 · updated monthly

Unity Health Care, Inc.403(b)

UNITY HEALTH CARE, INC. 403 (B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Unity Health Care, Inc. reported $172,347 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $372 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 6 years on file its reported administrative ratio rose from 0.20% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 147th-largest of 618 plans among District of Columbia employers on file, and the 1,666th of 11,911 in health care & social assistance. In 2024, employees put in $12.73 for every $1.00 the employer contributed; active participation has shrunk from 909 to 771 since 2018.

Plan summary
Net assets, end of year$57,971,388
Participants with balances1,486
Active participants771
Employer contributions$286,763
Employee contributions$3,650,069
Employer contribution per active participant$372
Average account balance$39,012
Benefits paid to participants$5,741,496
Plan auditDisclaimer of opinion
AuditorBDO USA LLP
Plan history6
Yearassets · accounts · employer contribution
2024$58.0M · 1,486 accts · $287K emplr
2023$53.8M · 1,517 accts · $1.2M emplr
2022$47.2M · 1,401 accts · $672K emplr
2020$45.0M · 1,355 accts
2019$40.0M · 2,039 accts · $228K emplr
2018$34.4M · 2,013 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$172,347
Total administrative$172,347
Employer contributions to the Unity Health Care, Inc. plan · 2024
Employer contribution per active participant$372
Median for plans this size$3,635
2024$372 per active participant
2023$1,394 per active participant
2022$736 per active participant
2019$245 per active participant
2018$218 per active participant

Unity Health Care, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VARIABLE ANNUITY LIFE INSURANCE COM · Custodial (securities) · Investment advisory (participants)$171,147
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment advisory (participants)$1,204

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

Administrative cost history6
2024$172,347 · 0.31%
2023$153,044 · 0.30%
2022$157,797 · 0.31%
2020$141,158 · 0.33%
2019$138,069 · 0.37%
2018$71,445 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · District of Columbia
Sibley Memorial Hospital DC$228.5M · 0.13%
Cw Financial Services LLC DC$34.5M · 0.41%
Accion International DC$27.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521572431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.