Unite Here Health 401(k) match, vesting and fees
What Unite Here Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Macnell Accounting & Consulting,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Unite Here Health: employer contribution per participant | $356 | |
| Peer median | $2,935 |
| Unite Here Health: average balance | $73,955 | |
| Peer median | $92,770 |
| Unite Here Health: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $32.3M at the end of plan year 2021 to $40.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 603 | $40.9M | $197K | $356 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 548 | $35.4M | $163K | $311 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 497 | $28.5M | $133K | $279 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 479 | $32.3M | $127K | $276 | 0.18% | Not published | Form 5500 ↗ |
Other Unite Here Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Unite Here Health Staff Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Macnell Accounting & Consulting,llp (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Unite Here Health match 401(k) contributions?
The match terms for the Unite Here Health Staff 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $197K in employer contributions, about $356 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Unite Here Health 401(k) match vested?
The vesting schedule for the Unite Here Health Staff 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Unite Here Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Unite Here Health.
I left Unite Here Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unite Here Health, (630) 236-5100) or the recordkeeper, Fidelity Investments Institutional. The Unite Here Health old 401(k) page lists the contacts from every plan filing. Find an old Unite Here Health 401(k)
Data from the public Form 5500 annual reports Unite Here Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Unite Here Health. Not financial advice. Report a correction · Methodology