401k Lookup

Unity Health System 401(k) and pension plans

Unity Health System, Rochester, NY. EIN 22-2572873. Annual reports 2009–2024.

Unity Health System has one active retirement plan on file, the Unity Health System Retirement Plan, with 10,232 participants and $341 million in assets in 2024.

Active plans
1
Participants
10,232
Plan assets
$341 million
Plans on file
3
Industry
Health care

All 3 plans

Active plans first

Unity Health System Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 22-2572873
Participants (2024)
10,232
Net assets (2024)
$341 million
Plan administrator
Unity Health System
100 Kings Highway South, Building C
Rochester, NY 14617
(585) 922-1100As filed for 2024
In effect since
January 1, 1999
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202410,232$341 millionnot listed
20239,946$321 millionnot listed
20229,433$300 millionnot listed
20219,223$417 millionnot listed
20209,091$376 millionnot listed
20198,884$319 millionnot listed
20188,604$265 millionnot listed
20178,295$269 millionnot listed
20168,189$227 millionnot listed
20158,323$199 millionnot listed
20148,085$192 millionnot listed
20137,747$180 millionnot listed
20127,071$155 millionnot listed
20116,989$135 millionnot listed
20107,093$117 millionnot listed
20096,637$99.4 millionnot listed

Unity Health System Tsa Savings Plan

403(b)Merged

Merged. In 2017 its assets moved to the Rochester Regional Health 403(b) Defined Contribution Plan, sponsored by Rochester Regional Health (EIN 47-1234999, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
006Employer EIN 22-2572873
Participants (2016)
6,268
Net assets (2016)
$164 million
Recordkeeper
Transamerica2009–2017
Plan administrator
Unity Health System
100 Kings Highway South, Building C
Rochester, NY 14617
(585) 922-1100As filed for 2017
In effect since
March 1, 2000
Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0Transamerica
20166,268$164 millionTransamerica
20156,134$146 millionTransamerica
20146,216$139 millionTransamerica
20136,010$129 millionTransamerica
20125,774$108 millionTransamerica
20115,639$92.0 millionTransamerica
20105,300$84.6 millionTransamerica
20095,205$71.7 millionTransamerica

Unity Health System 401(k) Savings Plan

401(k)Merged

Merged. In 2017 its assets moved to the Rochester Regional Health 401(k) Defined Contribution Plan, sponsored by Rochester Regional Health (EIN 47-1234999, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 22-2572873
Participants (2016)
775
Net assets (2016)
$19.4 million
Recordkeeper
Transamerica2009–2017
Plan administrator
Unity Health System
100 Kings Highway South, Building C
Rochester, NY 14617
(585) 922-1100As filed for 2017
In effect since
March 1, 2000
Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0Transamerica
2016775$19.4 millionTransamerica
2015748$16.5 millionTransamerica
2014735$15.6 millionTransamerica
2013686$14.5 millionTransamerica
2012683$12.0 millionTransamerica
2011625$10.0 millionTransamerica
2010575$10.1 millionTransamerica
2009556$8.7 millionTransamerica

If you had money in one of these plans

  1. Or call the plan administrator listed on the plan below ((585) 922-1100). That number was filed for 2024; ask for the benefits or retirement plan office.
  2. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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