JODI Joyce signed Unity Care Northwest's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unity Care Northwest's EIN is 91-2168190.
Download the official 2024 Form 5500 (PDF) for Unity Care Northwest from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unity Care Northwest's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| BENSLER, LLC | 71-1004774 | — | ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEX-PLAN RETIREMENT SERVICES | 80-0102330 | — | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Other securities | — | — | $3.5M | 12.6% | |
| Voya RIA Vangrd Trgt Retire 2045 Fd | Other securities | — | — | $2.8M | 10.0% | |
| Voya RIA JPMorgan LgCp Grw Fnd R6 | Other securities | — | — | $2.6M | 9.5% | |
| Voya RIA Vangrd Trgt Retire 2030 Fd | Other securities | — | — | $2.3M | 8.3% | |
| Voya RIA Vangrd Trgt Retire 2055 Fd | Other securities | — | — | $2.0M | 7.3% | |
| Voya RIA Vangrd Trgt Retire 2025 Fd | Other securities | — | — | $2.0M | 7.2% | |
| Voya RIA Vangrd 500 Index Fund Adm | Common Collective Trusts | — | — | $1.8M | 6.4% | |
| Voya RIA Vangrd Trgt Retire 2050 Fd | Other securities | — | — | $1.7M | 6.3% | |
| Voya RIA JPMorgan Equity Income Fund R6 | Other securities | — | — | $1.6M | 5.9% | |
| Voya RIA Voya Fixed Account - Insurance Contract | Other securities | — | — | $1.1M | 4.0% | |
| Voya RIA Vangrd Trgt Retire 2040 Fd | Other securities | — | — | $839K | 3.0% | |
| Voya RIA Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $692K | 2.5% | |
| Voya RIA Vangrd Trgt Retire 2060 Fd | Other securities | — | — | $577K | 2.1% | |
| Voya RIA Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $572K | 2.1% | |
| Voya RIA American Funds Am Balanced R6 | Mutual Funds | — | — | $463K | 1.7% | |
| Voya RIA Voya Intermediate Bond Fund R6 | Other securities | — | — | $434K | 1.6% | |
| Voya RIA Hartford Global Impact Fund R6 | Other securities | — | — | $433K | 1.6% | |
| Voya RIA Janus Hndr Venture Fd N | Mutual Funds | — | — | $432K | 1.6% | |
| Voya RIA DFA US Sustain Core 1 Port Ins | Mutual Funds | — | — | $409K | 1.5% | |
| Voya RIA VY AmCen Sm-MdCp Vl Pt Srv | Other securities | — | — | $347K | 1.3% | |
| Voya RIA PIMCO Total Return Fund Ins | Mutual Funds | — | — | $284K | 1.0% | |
| Voya RIA Vangrd Trgt Retire 2065 Fd | Other securities | — | — | $240K | 0.9% | |
| Voya RIA American Funds EuroPacific R6 | Mutual Funds | — | — | $227K | 0.8% | |
| Voya RIA Vangrd Trgt Retire 2020 Fd | Other securities | — | — | $119K | 0.4% | |
| Voya RIA Vangrd Trgt Retire Inc Fd | Common Stocks | — | — | $55K | 0.2% | |
| Participants Participant Loans Rates at 4.25% - 9.50% - | Bonds / Notes | — | — | $53K | 0.2% | |
| Voya RIA Vangrd Trgt Retire 2070 Fd | Other securities | — | — | $15K | <0.1% | |
| Voya RIA Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
