Unity Health System Retirement Plan
Sponsored by Unity Health System · EIN 222572873 · Plan #001 · Rochester, NY
- Total assets
- $343M
- Net assets
- $341M
- Active participants
- 3,874
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Direct payment from the plan, Actuarial | $253,303 |
| Northern Trust Company | Custodial (securities), Contract administrator | $248,440 |
| Nepc | Consulting (pension) | $128,329 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $70,926 |
| Parametric | Investment management fees (direct) | $68,549 |
| Johnston International | Investment management fees (direct) | $61,287 |
| Hotchkis & Wiley Cap Mgmt | Investment management fees (direct) | $36,177 |
| Blackrock | Investment management fees (direct) | $25,485 |
| Emerald Print Management, Inc. | Other services | $9,281 |