Original filing (PDF)20231128141835NAL0005113715001

Unity Financial Life

Name: Unity Financial Life — Unity Financial Life SOCA, Form 5500 (2022)
Creator: Unity Financial Life
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unity Financial Life SOCA Benefit Plan

Health & welfare plan · Unity Financial Life's Unity Financial Life SOCA Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Unity Financial Life's 2022 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Unity Financial Life's EIN is 23-1640528.

EIN 23-1640528

Plan number 501

Plan year 2022

ACK ID 20231128141835NAL0005113715001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Unity Financial Life from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Unity Financial Life's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITY FINANCIAL LIFE.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score