Original filing (PDF)20251013114109NAL0000555715001

UNITY HEALTH

Name: UNITY HEALTH — UNITY HEALTH RETIREMENT PLAN, Form 5500 (2024)
Creator: UNITY HEALTH

Form 5500

FILING_RECEIVED

UNITY HEALTH RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

27% in single holding

Active participants

1,626

Accounts w/ balance

2,880

Plan assets (EOY)

$75.3M

Net assets (EOY)

$75.3M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Knocking points off

Top holding "American Funds American Funds American Balanced R6" is 27% of plan.
20 bps in Schedule C fees — modestly above peer band of 16 bps.

Decision-maker contacts

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

Plan sponsor

Name

UNITY HEALTH

EIN

71-0772737

Address

3214 EAST RACE STREET · SEARCY, AR · 721434847

Phone

(501) 380-4602

Industry

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

2025-10-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

HORNE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$109K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST SECURITY BANK	71-0159420	—	ADVISOR	$40K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC	94-1737782	—	SECURITIES BROKER	$143	—
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

27 direct securities· $73.6M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds American Funds American Balanced R6	—	—	—	$20.1M	26.6%
JP Morgan JPMorgan Core Plus Bd R6	—	—	—	$8.4M	11.1%
Fidelity 500 Index	—	—	—	$8.1M	10.8%
JPMorgan Lg Cap Gr R6	—	—	—	$7.7M	10.2%
Vanguard Windsor II Adm	—	—	—	$5.6M	7.4%
Charles Schwab Instl Personal Choice Retment Account	—	—	—	$3.6M	4.7%
Hartford Schroders Intl Stk SDR	—	—	—	$3.3M	4.4%
Fidelity Balanced	—	—	—	$2.5M	3.3%
Vanguard Small Cap Index Adm	—	—	—	$2.2M	3.0%
JPMorgan Mid Cap Gr R6	—	—	—	$1.9M	2.5%
Fidelity Mid Cap Index	—	—	—	$1.6M	2.2%
American Funds American Funds US Govt Sec R6	—	—	—	$1.5M	1.9%
Transamerica Life Ins Co Transamerica Guaranteed Inv Option	—	—	—	$1.4M	1.9%
T. Rowe Price T. Rowe Price Mid Cap Val	—	—	—	$1.2M	1.6%
JPMorgan Small Cap Gr R6	—	—	—	$1.1M	1.4%
JPMorgan Small Cap Eq R6	—	—	—	$839K	1.1%
Cohen & Steers Cohen & Steers Instl Realty Shares	—	—	—	$587K	0.8%
MFS Intl Gr R6	—	—	—	$580K	0.8%
Vanguard Short Term Inv Grade Adm	—	—	—	$438K	0.6%
Blackrock Inf Protected Bd K	—	—	—	$371K	0.5%
GQG Partners GQG Partners Emerging Mkts Eq R6	—	—	—	$305K	0.4%
Vanguard Developed Mkt Index Adm	—	—	—	$174K	0.2%
Janus Henderson Janus Henderson Glbl Eq Inc N	—	—	—	$120K	0.2%
State Street State St l US Govt M1y Mkt Premier	—	—	—	$58K	<0.1%
Blackrock Lifepath Index 2045 K	—	—	—	$7K	<0.1%
Blackrock Lifepath Index 2055 K	—	—	—	$3K	<0.1%
Blackrock Lifepath Index 2035 K	—	—	—	$3K	<0.1%