Plan Ledger DOL Form 5500 · updated monthly

Unity Hospice Management Company, Inc.401(k)

UNITY HOSPICE 401(K) PLAN · SKOKIE, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Unity Hospice Management Company, Inc. reported $10,465 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,284 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,861st of 3,702), and 7,473rd of 11,911 in health care & social assistance. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,794,321
Participants with balances140
Active participants263
Employer contributions$337,675
Employee contributions$701,306
Employer contribution per active participant$1,284
Average account balance$41,388
Benefits paid to participants$45,320
Plan auditUnmodified (clean) audit opinion
AuditorLIPSCHULTZ, LEVIN, & GRAY LLC
Administrative expenses, itemized · 2024
Investment management$10,465
Total administrative$10,465
The Unity Hospice Management Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,284
Median for plans this size$1,313

Unity Hospice Management Company, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
HOWARDSIMON, INC. · Recordkeeping · Pension consulting$9,539

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

Administrative cost history1
2024$10,465 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Glenkirk IL$6.1M · 0.85%
Familia Development, LLC IL$6.1M · 1.94%
Wesley Willows IL$6.0M · 0.58%
Gracent, LLC IL$5.9M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363983029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.