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Original filing (PDF)20250710151507NAL0005660881003
UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS PLAN
Form 5500
FILING_RECEIVED
UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST
Health & welfare plan
Signals · 2
~682 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,416
Accounts w/ balance
—
Plan assets (EOY)
$12.7M
Net assets (EOY)
$9.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 682 bps in Schedule C fees — 2253% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS PLAN.
Plan sponsor
Name
UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS PLAN
EIN
85-2370921
Address
1776 WEST LAKES PKWY STE 400 · WEST DES MOINES, IA · 50266
Phone
(515) 241-6161
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MHCS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLMARK BLUE CROSS & BLUE SHIELD | 42-0318333 | DES MOINES, IA | N/A | $842K | — |
| RXBENEFITS, INC | 63-1157085 | BIRMINGHAM, AL | N/A | $24K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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