Regina Lindsay signed Unity Health Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unity Health Care, Inc.'s EIN is 52-1572431.
Download the official 2024 Form 5500 (PDF) for Unity Health Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unity Health Care, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE COM | 74-1625348 | — | NONE | $171K | — |
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Annuity Contracts * VALIC Fixed Interest Option (FBRIC) | Other securities | — | — | $7.5M | 12.9% | |
| Advisors Institutional Class ** Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.0M | 10.3% | |
| VALIC Fixed Account Plus (NFBR) | Other securities | — | — | $4.5M | 7.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.0M | 6.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.5M | 6.1% | |
| American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $3.3M | 5.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.0M | 5.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.4M | 4.2% | |
| American Funds Washington Mutual Investors Fund Class R-6 | Mutual Funds | — | — | $2.3M | 4.0% | |
| Developed Markets Index Fund Admiral Vanguard Shares | Common Collective Trusts | — | — | $2.3M | 4.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.1M | 3.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.1M | 3.6% | |
| American Funds The Growth Fund of America Class R-6 | Mutual Funds | — | — | $1.9M | 3.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.6M | 2.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 2.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.2M | 2.0% | |
| Emerging Markets Stock Index Fund Admiral Vanguard Shares | Common Collective Trusts | — | — | $809K | 1.4% | |
| maturing at various dates through April * Participant Loans 2032 - | Participant loans | — | — | $682K | 1.2% | |
| Western Asset Core Plus Bond Fund Class I | Other securities | — | — | $662K | 1.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $640K | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund Class A | Other securities | — | — | $619K | 1.1% | |
| Allspring Special Small Cap Value Fund Class Allspring R-6 | Mutual Funds | — | — | $582K | 1.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $469K | 0.8% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $389K | 0.7% | |
| High Yield Bond Portfolio Institutional BlackRock Shares | Other securities | — | — | $385K | 0.7% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $379K | 0.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $312K | 0.5% | |
| VALIC Capital Appreciation Fund ** 808 Total Annuity Separate Accounts | Pooled Separate Accounts | — | — | $225K | 0.4% | |
| Advisors Global Equity Portfolio Institutional Class ** Dimensional Fund Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $215K | 0.4% | |
| Impax Ellevate Global Women's Leadership Impax Investor Class | Other securities | — | — | $158K | 0.3% | |
| Dimensional Fund | Mutual Funds | — | — | $152K | 0.3% | |
| Goldman Sachs Variable Insurance Trust * VALIC Money Market Fund | Cash / Money Market | — | — | $94K | 0.2% | |
| Fidelity U.S. Sustainability Index Fund | Common Collective Trusts | — | — | $65K | 0.1% | |
| MFS Value Fund Class R-6 | Mutual Funds | — | — | $59K | 0.1% | |
| Fidelity Sustainability Bond Index Fund | Common Collective Trusts | — | — | $41K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $37K | <0.1% | |
| VALIC Science & Technology Fund | Other securities | — | — | $22K | <0.1% | |
| VALIC Vanguard Windsor II | Mutual Funds | — | — | $17K | <0.1% | |
| VALIC NASDAQ-100(R) Index Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| VALIC Mid Cap Strategic Growth | Other securities | — | — | $9K | <0.1% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| VALIC Mid Cap Value Fund | Other securities | — | — | $7K | <0.1% | |
| VALIC Large Capital Growth | Other securities | — | — | $7K | <0.1% | |
| VALIC Global Real Estate Fund | Other securities | — | — | $5K | <0.1% | |
| VALIC High Yield Bond Fund | Other securities | — | — | $4K | <0.1% | |
| VALIC Small Cap Growth Fund | Other securities | — | — | $4K | <0.1% | |
| VALIC Small Cap Index Fund ** 263 * VALIC Small Cap Value Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| VALIC Systematic Growth Fund ** 25 * VALIC US Socially Responsible Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
