Rachel Ray signed Unity Medical Center's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unity Medical Center's EIN is 45-0310159.
Download the official 2023 Form 5500 (PDF) for Unity Medical Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Unity Medical Center's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELL BANK | 45-0283315 | — | NONE | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BELL TARGET RETIREMENT 2050 BELL BANK · EIN 61-6468478 / PN 001 | Common Collective Trust | — | — | $1.2M | 13.2% | |
| BELL TARGET RETIREMENT 2045 BELL BANK · EIN 30-6351855 / PN 001 | Common Collective Trust | — | — | $1.1M | 11.8% | |
| BELL TARGET RETIREMENT 2035 BELL BANK · EIN 30-6351854 / PN 001 | Common Collective Trust | — | — | $863K | 9.5% | |
| BELL TARGET RETIREMENT 2030 BELL BANK · EIN 30-3903642 / PN 001 | Common Collective Trust | — | — | $773K | 8.5% | |
| BELL MODERATE GROWTH BELL BANK · EIN 20-1146868 / PN 001 | Common Collective Trust | — | — | $638K | 7.0% | |
| BELL TARGET TODAY BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | — | — | $553K | 6.1% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $515K | 5.7% | |
| Galliard Stable Return Fund M Mutual Fund | Other securities | — | — | $472K | 5.2% | |
| T. Rowe Price Instl Large Cap Core Growth Mutual Fund | Other securities | — | — | $429K | 4.7% | |
| BELL TARGET RETIREMENT 2040 BELL BANK · EIN 35-7019612 / PN 001 | Common Collective Trust | — | — | $397K | 4.4% | |
| BELL BALANCED FUND BELL BANK · EIN 20-1146941 / PN 001 | Common Collective Trust | — | — | $334K | 3.7% | |
| JP Morgan Mid Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $314K | 3.5% | |
| BELL MODERATE INCOME BELL BANK · EIN 20-1146869 / PN 001 | Common Collective Trust | — | — | $291K | 3.2% | |
| BELL TARGET RETIREMENT 2055 BELL BANK · EIN 37-6541235 / PN 001 | Common Collective Trust | — | — | $275K | 3.0% | |
| Vanguard Equity-Income Adm Mutual Fund | Mutual Funds | — | — | $177K | 1.9% | |
| American Funds Europacific GR R6 Mutual Fund | Mutual Funds | — | — | $129K | 1.4% | |
| Participant Loans to 9.50% $0 | Bonds / Notes | — | — | $124K | 1.4% | |
| Hartford Small Cap Value Fund Class R6 Mutual Fund | Other securities | — | — | $115K | 1.3% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $93K | 1.0% | |
| BELL TARGET RETIREMENT 2060 BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | — | — | $91K | 1.0% | |
| BELL AGGRESSIVE GROWTH FUND BELL BANK · EIN 35-2315675 / PN 001 | Common Collective Trust | — | — | $84K | 0.9% | |
| American Funds Growth Fund of Amer R6 Mutual Fund | Mutual Funds | — | — | $47K | 0.5% | |
| Dodge & Cox Income Mutual Fund | Mutual Funds | — | — | $45K | 0.5% | |
| John Hancock Funds Disc Value Mid Cap R6 Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| BELL TARGET RETIREMENT 2065 BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| Bell Income Fund Stable value collective trust fund | Stable Value | — | — | $10K | 0.1% | |
| BELL TARGET RETIREMENT 2025 BELL BANK · EIN 30-6351858 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
