Original filing (PDF)20251013114129NAL0000556019001

UNITY HEALTH

Name: UNITY HEALTH — UNITY HEALTH 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: UNITY HEALTH

Form 5500

FILING_RECEIVED

UNITY HEALTH 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

1,192

Accounts w/ balance

1,609

Plan assets (EOY)

$49.8M

Net assets (EOY)

$49.8M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

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 · 72143

Phone

(501) 305-9066

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

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	$77K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST SECURITY BANK	71-0159420	—	ADVISOR	$28K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC	94-1737782	—	SECURITIES BROKER	$160	—
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

32 direct securities· $49.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index	—	—	—	$8.9M	17.8%
JPMorgan Lg Cap Gr R6	—	—	—	$6.8M	13.6%
JP Morgan JPMorgan Core Plus Bd R6	—	—	—	$6.4M	12.8%
Vanguard Windsor II Adm	—	—	—	$5.4M	10.8%
Hartford Schroders Intl Stk SDR	—	—	—	$3.1M	6.2%
American Funds American Funds American Balanced R6	—	—	—	$2.7M	5.3%
Vanguard Small Cap Index Adm	—	—	—	$2.3M	4.6%
Fidelity Mid Cap Index	—	—	—	$1.7M	3.5%
JPMorgan Mid Cap Gr R6	—	—	—	$1.6M	3.2%
Charles Schwab Instl Personal Choice Retment Account	—	—	—	$1.4M	2.8%
Transamerica Life Ins Co Transamerica Guaranteed Inv Option	—	—	—	$1.2M	2.3%
American Funds American Funds US Govt Sec R6	—	—	—	$1.1M	2.3%
State Street State St l US Govt M1y Mkt Premier 925 T. Rowe Price T. Rowe Price Mid Cap Val	—	—	—	$1.0M	2.1%
JPMorgan Small Cap Gr R6	—	—	—	$961K	1.9%
MFS Intl Gr R6	—	—	—	$774K	1.6%
American Century American Century Small Cap Val R6	—	—	—	$757K	1.5%
Vanguard Short Term Inv Grade Adm	—	—	—	$737K	1.5%
JPMorgan Small Cap Eq R6	—	—	—	$680K	1.4%
Blackrock Lifepath Index Retment K 138 Cohen & Steers Cohen & Steers Instl Realty Shares	—	—	—	$517K	1.0%
Blackrock Inf Protected Bd K	—	—	—	$440K	0.9%
GQG Partners GQG Partners Emerging Mkts Eq R6	—	—	—	$350K	0.7%
Vanguard Developed Mkt Index Adm	—	—	—	$296K	0.6%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	—	—	—	$290K	0.6%
Janus Henderson Janus Henderson Glbl Eq Inc N	—	—	—	$239K	0.5%
Fidelity Balanced	—	—	—	$136K	0.3%
Blackrock Lifepath Index 2045 K	—	—	—	$61K	0.1%
Blackrock Lifepath Index 2040 K	—	—	—	$30K	<0.1%
Blackrock Lifepath Index 2055 K	—	—	—	$27K	<0.1%
Blackrock Lifepath Index 2030 K 997 Blackrock Lifepath Index 2035 K	—	—	—	$3K	<0.1%
BlackRock LifePath Index 2065 K	—	—	—	$3K	<0.1%
Blackrock LifePath Index 2060 K	—	—	—	$2K	<0.1%
Blackrock Lifepath Index 2050 K	—	—	—	$1K	<0.1%