Laura Gillenwater signed Unity Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unity Health's EIN is 71-0772737.
Download the official 2024 Form 5500 (PDF) for Unity Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unity Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST SECURITY BANK | 71-0159420 | — | ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.9M | 17.8% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $6.8M | 13.6% | |
| JP Morgan JPMorgan Core Plus Bd R6 | Other securities | — | — | $6.4M | 12.8% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $5.4M | 10.8% | |
| Hartford Schroders Intl Stk SDR | Other securities | — | — | $3.1M | 6.2% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $2.7M | 5.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $2.3M | 4.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.7M | 3.5% | |
| JPMorgan Mid Cap Gr R6 | Other securities | — | — | $1.6M | 3.2% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $1.4M | 2.8% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | Common Stocks | — | — | $1.2M | 2.3% | |
| American Funds American Funds US Govt Sec R6 | Mutual Funds | — | — | $1.1M | 2.3% | |
| State Street State St l US Govt M1y Mkt Premier 925 T. Rowe Price T. Rowe Price Mid Cap Val | Other securities | — | — | $1.0M | 2.1% | |
| JPMorgan Small Cap Gr R6 | Other securities | — | — | $961K | 1.9% | |
| MFS Intl Gr R6 | Mutual Funds | — | — | $774K | 1.6% | |
| American Century American Century Small Cap Val R6 | Other securities | — | — | $757K | 1.5% | |
| Vanguard Short Term Inv Grade Adm | Mutual Funds | — | — | $737K | 1.5% | |
| JPMorgan Small Cap Eq R6 | Other securities | — | — | $680K | 1.4% | |
| Blackrock Lifepath Index Retment K 138 Cohen & Steers Cohen & Steers Instl Realty Shares | Other securities | — | — | $517K | 1.0% | |
| Blackrock Inf Protected Bd K | Other securities | — | — | $440K | 0.9% | |
| GQG Partners GQG Partners Emerging Mkts Eq R6 | Other securities | — | — | $350K | 0.7% | |
| Vanguard Developed Mkt Index Adm | Mutual Funds | — | — | $296K | 0.6% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $290K | 0.6% | |
| Janus Henderson Janus Henderson Glbl Eq Inc N | Mutual Funds | — | — | $239K | 0.5% | |
| Fidelity Balanced | Mutual Funds | — | — | $136K | 0.3% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $61K | 0.1% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $30K | <0.1% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $27K | <0.1% | |
| Blackrock Lifepath Index 2030 K 997 Blackrock Lifepath Index 2035 K | Other securities | — | — | $3K | <0.1% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $3K | <0.1% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $2K | <0.1% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
