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Original filing (PDF)20250819082133NAL0003441856001
UNITY HEALTH CARE, INC.
Form 5500
FILING_RECEIVED
UNITY HEALTH CARE, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
771
Accounts w/ balance
1,486
Plan assets (EOY)
$58.0M
Net assets (EOY)
$58.0M
How this plan invests
This plan
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 30 bps in Schedule C fees — 86% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITY HEALTH CARE, INC..
Plan sponsor
Name
UNITY HEALTH CARE, INC.
EIN
52-1572431
Address
1100 NEW JERSEY AVENUE, SE · SUITE 500 · WASHINGTON, DC · 20003
Phone
(202) 715-7900
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| 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 | — |
Investments
59 direct securities· $57.2M(99% of reported assets)
Uncategorized
$56.6M
58 holdings
Mutual Funds
$582K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Annuity Contracts * VALIC Fixed Interest Option (FBRIC) | — | — | — | $7.5M | 12.9% | |
| Advisors Institutional Class ** Fidelity 500 Index Fund | — | — | — | $6.0M | 10.3% | |
| VALIC Fixed Account Plus (NFBR) | — | — | — | $4.5M | 7.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $4.0M | 6.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.5M | 6.1% | |
| American Funds American Balanced Fund Class R-6 | — | — | — | $3.3M | 5.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $3.0M | 5.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.4M | 4.2% | |
| American Funds Washington Mutual Investors Fund Class R-6 | — | — | — | $2.3M | 4.0% | |
| Developed Markets Index Fund Admiral Vanguard Shares | — | — | — | $2.3M | 4.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.1M | 3.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.1M | 3.6% | |
| American Funds The Growth Fund of America Class R-6 | — | — | — | $1.9M | 3.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.6M | 2.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1.3M | 2.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.2M | 2.0% | |
| Emerging Markets Stock Index Fund Admiral Vanguard Shares | — | — | — | $809K | 1.4% | |
| maturing at various dates through April * Participant Loans 2032 - | — | — | — | $682K | 1.2% | |
| Western Asset Core Plus Bond Fund Class I | — | — | — | $662K | 1.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $640K | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund Class A | — | — | — | $619K | 1.1% | |
| Allspring Special Small Cap Value Fund Class Allspring R-6 | Mutual Funds | — | — | $582K | 1.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $469K | 0.8% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $389K | 0.7% | |
| High Yield Bond Portfolio Institutional BlackRock Shares | — | — | — | $385K | 0.7% | |
| Janus Henderson Triton Fund Class N | — | — | — | $379K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $312K | 0.5% | |
| VALIC Capital Appreciation Fund ** 808 Total Annuity Separate Accounts | — | — | — | $225K | 0.4% | |
| Advisors Global Equity Portfolio Institutional Class ** Dimensional Fund Inflation-Protected Securities Portfolio | — | — | — | $215K | 0.4% | |
| Impax Ellevate Global Women's Leadership Impax Investor Class | — | — | — | $158K | 0.3% | |
| Dimensional Fund | — | — | — | $152K | 0.3% | |
| Goldman Sachs Variable Insurance Trust * VALIC Money Market Fund | — | — | — | $94K | 0.2% | |
| Fidelity U.S. Sustainability Index Fund | — | — | — | $65K | 0.1% | |
| MFS Value Fund Class R-6 | — | — | — | $59K | 0.1% | |
| Fidelity Sustainability Bond Index Fund | — | — | — | $41K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $37K | <0.1% | |
| VALIC Science & Technology Fund | — | — | — | $22K | <0.1% | |
| VALIC Vanguard Windsor II | — | — | — | $17K | <0.1% | |
| VALIC NASDAQ-100(R) Index Fund | — | — | — | $14K | <0.1% | |
| VALIC Stock Index Fund | — | — | — | $10K | <0.1% | |
| VALIC Mid Cap Strategic Growth | — | — | — | $9K | <0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $8K | <0.1% | |
| VALIC Mid Cap Value Fund | — | — | — | $7K | <0.1% | |
| VALIC Large Capital Growth | — | — | — | $7K | <0.1% | |
| VALIC Global Real Estate Fund | — | — | — | $5K | <0.1% | |
| VALIC High Yield Bond Fund | — | — | — | $4K | <0.1% | |
| VALIC Small Cap Growth Fund | — | — | — | $4K | <0.1% | |
| VALIC Small Cap Index Fund ** 263 * VALIC Small Cap Value Fund | — | — | — | $4K | <0.1% | |
| VALIC Systematic Growth Fund ** 25 * VALIC US Socially Responsible Fund | — | — | — | $3K | <0.1% | |
| VALIC International Value Fund ** 620 * VALIC International Equities Index Fund | — | — | — | $3K | <0.1% | |
| VALIC Vanguard Wellington Fund Inc | — | — | — | $3K | <0.1% | |
| VALIC Vanguard LifeStrategy Growth Fund ** 178 Vanguard LifeStrategy Moderate Growth * VALIC Fund | — | — | — | $2K | <0.1% | |
| VALIC Inflation Protected Fund ** 348 * VALIC International Growth Fund | — | — | — | $2K | <0.1% | |
| VALIC Emerging Economies | — | — | — | $2K | <0.1% | |
| VALIC International Socially Responsible Fund | — | — | — | $2K | <0.1% | |
| Fidelity International Sustainability Index Fidelity Fund | — | — | — | $2K | <0.1% | |
| VALIC International Opportunities | — | — | — | $1K | <0.1% | |
| Annuity Separate Accounts * VALIC Ariel Appreciation Fund ** 11 * VALIC Core Bond Fund | — | — | — | $1K | <0.1% |