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Original filing (PDF)20250915132537NAL0001146289001
UNITY CARE NORTHWEST
Form 5500
FILING_RECEIVED
UNITY CARE NORTHWEST 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
307
Accounts w/ balance
479
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITY CARE NORTHWEST.
Plan sponsor
Name
UNITY CARE NORTHWEST
EIN
91-2168190
Address
1616 CORNWALL AVE · BELLINGHAM, WA · 98225
Phone
(360) 788-2622
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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENSLER, LLC | 71-1004774 | — | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEX-PLAN RETIREMENT SERVICES | 80-0102330 | — | TPA | $0 | — |
Investments
28 direct securities · 1 pooled fund· $54.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$27.6M
28 holdings
Pooled Separate Account
$26.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $26.4M | 95.8% | |
| Voya RIA Vangrd Trgt Retire 2035 Fd | — | — | — | $3.5M | 12.6% | |
| Voya RIA Vangrd Trgt Retire 2045 Fd | — | — | — | $2.8M | 10.0% | |
| Voya RIA JPMorgan LgCp Grw Fnd R6 | — | — | — | $2.6M | 9.5% | |
| Voya RIA Vangrd Trgt Retire 2030 Fd | — | — | — | $2.3M | 8.3% | |
| Voya RIA Vangrd Trgt Retire 2055 Fd | — | — | — | $2.0M | 7.3% | |
| Voya RIA Vangrd Trgt Retire 2025 Fd | — | — | — | $2.0M | 7.2% | |
| Voya RIA Vangrd 500 Index Fund Adm | — | — | — | $1.8M | 6.4% | |
| Voya RIA Vangrd Trgt Retire 2050 Fd | — | — | — | $1.7M | 6.3% | |
| Voya RIA JPMorgan Equity Income Fund R6 | — | — | — | $1.6M | 5.9% | |
| Voya RIA Voya Fixed Account - Insurance Contract | — | — | — | $1.1M | 4.0% | |
| Voya RIA Vangrd Trgt Retire 2040 Fd | — | — | — | $839K | 3.0% | |
| Voya RIA Vangrd Small-Cap Index Fnd Adm | — | — | — | $692K | 2.5% | |
| Voya RIA Vangrd Trgt Retire 2060 Fd | — | — | — | $577K | 2.1% | |
| Voya RIA Vangrd Mid-Cap Index Fund Adm | — | — | — | $572K | 2.1% | |
| Voya RIA American Funds Am Balanced R6 | — | — | — | $463K | 1.7% | |
| Voya RIA Voya Intermediate Bond Fund R6 | — | — | — | $434K | 1.6% | |
| Voya RIA Hartford Global Impact Fund R6 | — | — | — | $433K | 1.6% | |
| Voya RIA Janus Hndr Venture Fd N | — | — | — | $432K | 1.6% | |
| Voya RIA DFA US Sustain Core 1 Port Ins | — | — | — | $409K | 1.5% | |
| Voya RIA VY AmCen Sm-MdCp Vl Pt Srv | — | — | — | $347K | 1.3% | |
| Voya RIA PIMCO Total Return Fund Ins | — | — | — | $284K | 1.0% | |
| Voya RIA Vangrd Trgt Retire 2065 Fd | — | — | — | $240K | 0.9% | |
| Voya RIA American Funds EuroPacific R6 | — | — | — | $227K | 0.8% | |
| Voya RIA Vangrd Trgt Retire 2020 Fd | — | — | — | $119K | 0.4% | |
| Voya RIA Vangrd Trgt Retire Inc Fd | — | — | — | $55K | 0.2% | |
| Participants Participant Loans Rates at 4.25% - 9.50% - | — | — | — | $53K | 0.2% | |
| Voya RIA Vangrd Trgt Retire 2070 Fd | — | — | — | $15K | <0.1% | |
| Voya RIA Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $2K | <0.1% |
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