Original filing (PDF)20231128141835NAL0005113715001

UNITY FINANCIAL LIFE

Name: UNITY FINANCIAL LIFE — UNITY FINANCIAL LIFE SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: UNITY FINANCIAL LIFE

Form 5500-SF

FILING_RECEIVED

UNITY FINANCIAL LIFE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITY FINANCIAL LIFE.

Plan sponsor

Name

UNITY FINANCIAL LIFE

EIN

23-1640528

Address

4675 CORNELL RD · BLUE ASH, OH · 45241

Phone

(513) 247-5031

Industry

Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OPENMEDICARE LLC

AMBRIDGE US SERVICES COMPANY, INC

AMBRIDGE US SERVICES COMPANY, INC 401(K) PLAN

HECTOR DOMINGUEZ INSURANCE AGENCY INC

HECTOR DOMINGUEZ INSURANCE AGENCY INC 401(K) PLAN

PREFERREDONE ADMINISTRATIVE SERVICES, INC.

PREFERREDONE ADMINISTRATIVE SERVICES, INC. PROFIT SHARING AND SAVINGS PLAN

ELEMENT AGENCY

ELEMENT AGENCY MEDOVA LIFESTYLE HEALTH PLAN