Civic Intelligence

Unity Financial Life Insurance Co.

Plan context: Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust

EIN 23-1640528 • Cincinnati, OH • 28 filings • 6 plans

4675 Cornell RoadSuite 160Cincinnati, OH 45241
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$3,752,022

2024 Contributions

$276,269

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,752,022$1,876,011$0200220142024YearValue
$3,752,022Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

36180200220132024YearValue
32Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024132$3,752,022$276,269$8,633iApproximate average salary by contribution assumption: employee only about $215,835 at 4% or $143,890 at 6%; with 50% employer match about $143,890 at 4% or $95,927 at 6%; with 100% employer match about $107,918 at 4% or $71,945 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-32$3,752,022$276,269$8,633iApproximate average salary by contribution assumption: employee only about $215,835 at 4% or $143,890 at 6%; with 50% employer match about $143,890 at 4% or $95,927 at 6%; with 100% employer match about $107,918 at 4% or $71,945 at 6%.
2023136$3,168,820$280,434$7,790iApproximate average salary by contribution assumption: employee only about $194,746 at 4% or $129,831 at 6%; with 50% employer match about $129,831 at 4% or $86,554 at 6%; with 100% employer match about $97,373 at 4% or $64,915 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-36$3,168,820$280,434$7,790iApproximate average salary by contribution assumption: employee only about $194,746 at 4% or $129,831 at 6%; with 50% employer match about $129,831 at 4% or $86,554 at 6%; with 100% employer match about $97,373 at 4% or $64,915 at 6%.
2022234$2,644,233$477,987$14,058iApproximate average salary by contribution assumption: employee only about $351,461 at 4% or $234,307 at 6%; with 50% employer match about $234,307 at 4% or $156,205 at 6%; with 100% employer match about $175,731 at 4% or $117,154 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-34$2,644,233$248,348$7,304iApproximate average salary by contribution assumption: employee only about $182,609 at 4% or $121,739 at 6%; with 50% employer match about $121,739 at 4% or $81,159 at 6%; with 100% employer match about $91,304 at 4% or $60,870 at 6%.
UNITY FINANCIAL LIFE SOCA BENEFIT PLAN-0$0$229,639-
2021230$3,123,251$470,605$15,687iApproximate average salary by contribution assumption: employee only about $392,171 at 4% or $261,447 at 6%; with 50% employer match about $261,447 at 4% or $174,298 at 6%; with 100% employer match about $196,085 at 4% or $130,724 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-30$3,086,817$249,531$8,318iApproximate average salary by contribution assumption: employee only about $207,943 at 4% or $138,628 at 6%; with 50% employer match about $138,628 at 4% or $92,419 at 6%; with 100% employer match about $103,971 at 4% or $69,314 at 6%.
UNITY FINANCIAL LIFE SOCA BENEFIT PLAN-16$36,434$221,074$13,817iApproximate average salary by contribution assumption: employee only about $345,428 at 4% or $230,285 at 6%; with 50% employer match about $230,285 at 4% or $153,524 at 6%; with 100% employer match about $172,714 at 4% or $115,143 at 6%.
2020228$2,624,782$457,402$16,336iApproximate average salary by contribution assumption: employee only about $408,395 at 4% or $272,263 at 6%; with 50% employer match about $272,263 at 4% or $181,509 at 6%; with 100% employer match about $204,197 at 4% or $136,132 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-28$2,598,196$274,164$9,792iApproximate average salary by contribution assumption: employee only about $244,789 at 4% or $163,193 at 6%; with 50% employer match about $163,193 at 4% or $108,795 at 6%; with 100% employer match about $122,395 at 4% or $81,596 at 6%.
UNITY FINANCIAL LIFE SOCA BENEFIT PLAN-17$26,586$183,238$10,779iApproximate average salary by contribution assumption: employee only about $269,468 at 4% or $179,645 at 6%; with 50% employer match about $179,645 at 4% or $119,763 at 6%; with 100% employer match about $134,734 at 4% or $89,823 at 6%.
2019229$2,062,538$383,661$13,230iApproximate average salary by contribution assumption: employee only about $330,742 at 4% or $220,495 at 6%; with 50% employer match about $220,495 at 4% or $146,997 at 6%; with 100% employer match about $165,371 at 4% or $110,247 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-29$2,042,877$242,617$8,366iApproximate average salary by contribution assumption: employee only about $209,153 at 4% or $139,435 at 6%; with 50% employer match about $139,435 at 4% or $92,957 at 6%; with 100% employer match about $104,576 at 4% or $69,718 at 6%.
UNITY FINANCIAL LIFE SOCA BENEFIT PLAN-16$19,661$141,044$8,815iApproximate average salary by contribution assumption: employee only about $220,381 at 4% or $146,921 at 6%; with 50% employer match about $146,921 at 4% or $97,947 at 6%; with 100% employer match about $110,191 at 4% or $73,460 at 6%.
2018234$1,509,606$246,476$7,249iApproximate average salary by contribution assumption: employee only about $181,232 at 4% or $120,822 at 6%; with 50% employer match about $120,822 at 4% or $80,548 at 6%; with 100% employer match about $90,616 at 4% or $60,411 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-28$1,504,007$206,867$7,388iApproximate average salary by contribution assumption: employee only about $184,703 at 4% or $123,135 at 6%; with 50% employer match about $123,135 at 4% or $82,090 at 6%; with 100% employer match about $92,351 at 4% or $61,568 at 6%.
UNITY FINANCIAL LIFE SOCA BENEFIT PLAN-34$5,599$39,609$1,165iApproximate average salary by contribution assumption: employee only about $29,124 at 4% or $19,416 at 6%; with 50% employer match about $19,416 at 4% or $12,944 at 6%; with 100% employer match about $14,562 at 4% or $9,708 at 6%.
2017125$2,701,205$170,559$6,822iApproximate average salary by contribution assumption: employee only about $170,559 at 4% or $113,706 at 6%; with 50% employer match about $113,706 at 4% or $75,804 at 6%; with 100% employer match about $85,280 at 4% or $56,853 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-25$2,701,205$170,559$6,822iApproximate average salary by contribution assumption: employee only about $170,559 at 4% or $113,706 at 6%; with 50% employer match about $113,706 at 4% or $75,804 at 6%; with 100% employer match about $85,280 at 4% or $56,853 at 6%.
2016123$2,164,747$685,133$29,788iApproximate average salary by contribution assumption: employee only about $744,710 at 4% or $496,473 at 6%; with 50% employer match about $496,473 at 4% or $330,982 at 6%; with 100% employer match about $372,355 at 4% or $248,237 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-23$2,164,747$685,133$29,788iApproximate average salary by contribution assumption: employee only about $744,710 at 4% or $496,473 at 6%; with 50% employer match about $496,473 at 4% or $330,982 at 6%; with 100% employer match about $372,355 at 4% or $248,237 at 6%.
2015121$1,342,801$178,996$8,524iApproximate average salary by contribution assumption: employee only about $213,090 at 4% or $142,060 at 6%; with 50% employer match about $142,060 at 4% or $94,707 at 6%; with 100% employer match about $106,545 at 4% or $71,030 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-21$1,342,801$178,996$8,524iApproximate average salary by contribution assumption: employee only about $213,090 at 4% or $142,060 at 6%; with 50% employer match about $142,060 at 4% or $94,707 at 6%; with 100% employer match about $106,545 at 4% or $71,030 at 6%.
2014121$1,277,835$160,787$7,657iApproximate average salary by contribution assumption: employee only about $191,413 at 4% or $127,609 at 6%; with 50% employer match about $127,609 at 4% or $85,072 at 6%; with 100% employer match about $95,707 at 4% or $63,804 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-21$1,277,835$160,787$7,657iApproximate average salary by contribution assumption: employee only about $191,413 at 4% or $127,609 at 6%; with 50% employer match about $127,609 at 4% or $85,072 at 6%; with 100% employer match about $95,707 at 4% or $63,804 at 6%.
2013121$1,195,581$132,675$6,318iApproximate average salary by contribution assumption: employee only about $157,946 at 4% or $105,298 at 6%; with 50% employer match about $105,298 at 4% or $70,198 at 6%; with 100% employer match about $78,973 at 4% or $52,649 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-21$1,195,581$132,675$6,318iApproximate average salary by contribution assumption: employee only about $157,946 at 4% or $105,298 at 6%; with 50% employer match about $105,298 at 4% or $70,198 at 6%; with 100% employer match about $78,973 at 4% or $52,649 at 6%.
2012118$879,973$110,608$6,145iApproximate average salary by contribution assumption: employee only about $153,622 at 4% or $102,415 at 6%; with 50% employer match about $102,415 at 4% or $68,277 at 6%; with 100% employer match about $76,811 at 4% or $51,207 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-18$879,973$110,608$6,145iApproximate average salary by contribution assumption: employee only about $153,622 at 4% or $102,415 at 6%; with 50% employer match about $102,415 at 4% or $68,277 at 6%; with 100% employer match about $76,811 at 4% or $51,207 at 6%.
2011115$732,765$134,497$8,966iApproximate average salary by contribution assumption: employee only about $224,162 at 4% or $149,441 at 6%; with 50% employer match about $149,441 at 4% or $99,627 at 6%; with 100% employer match about $112,081 at 4% or $74,721 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-15$732,765$134,497$8,966iApproximate average salary by contribution assumption: employee only about $224,162 at 4% or $149,441 at 6%; with 50% employer match about $149,441 at 4% or $99,627 at 6%; with 100% employer match about $112,081 at 4% or $74,721 at 6%.
2010115$603,438$89,128$5,942iApproximate average salary by contribution assumption: employee only about $148,547 at 4% or $99,031 at 6%; with 50% employer match about $99,031 at 4% or $66,021 at 6%; with 100% employer match about $74,273 at 4% or $49,516 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-15$603,438$89,128$5,942iApproximate average salary by contribution assumption: employee only about $148,547 at 4% or $99,031 at 6%; with 50% employer match about $99,031 at 4% or $66,021 at 6%; with 100% employer match about $74,273 at 4% or $49,516 at 6%.
200919$432,387$85,820$9,536iApproximate average salary by contribution assumption: employee only about $238,389 at 4% or $158,926 at 6%; with 50% employer match about $158,926 at 4% or $105,951 at 6%; with 100% employer match about $119,194 at 4% or $79,463 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-9$432,387$85,820$9,536iApproximate average salary by contribution assumption: employee only about $238,389 at 4% or $158,926 at 6%; with 50% employer match about $158,926 at 4% or $105,951 at 6%; with 100% employer match about $119,194 at 4% or $79,463 at 6%.
2008110$479,935$96,007$9,601iApproximate average salary by contribution assumption: employee only about $240,018 at 4% or $160,012 at 6%; with 50% employer match about $160,012 at 4% or $106,674 at 6%; with 100% employer match about $120,009 at 4% or $80,006 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-10$479,935$96,007$9,601iApproximate average salary by contribution assumption: employee only about $240,018 at 4% or $160,012 at 6%; with 50% employer match about $160,012 at 4% or $106,674 at 6%; with 100% employer match about $120,009 at 4% or $80,006 at 6%.
2007111$0$0-
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-11---
2006110$380,570$99,470$9,947iApproximate average salary by contribution assumption: employee only about $248,675 at 4% or $165,783 at 6%; with 50% employer match about $165,783 at 4% or $110,522 at 6%; with 100% employer match about $124,338 at 4% or $82,892 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-10$380,570$99,470$9,947iApproximate average salary by contribution assumption: employee only about $248,675 at 4% or $165,783 at 6%; with 50% employer match about $165,783 at 4% or $110,522 at 6%; with 100% employer match about $124,338 at 4% or $82,892 at 6%.
2005111$397,122$112,503$10,228iApproximate average salary by contribution assumption: employee only about $255,689 at 4% or $170,459 at 6%; with 50% employer match about $170,459 at 4% or $113,639 at 6%; with 100% employer match about $127,844 at 4% or $85,230 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-11$397,122$112,503$10,228iApproximate average salary by contribution assumption: employee only about $255,689 at 4% or $170,459 at 6%; with 50% employer match about $170,459 at 4% or $113,639 at 6%; with 100% employer match about $127,844 at 4% or $85,230 at 6%.
200419$276,754$77,705$8,634iApproximate average salary by contribution assumption: employee only about $215,847 at 4% or $143,898 at 6%; with 50% employer match about $143,898 at 4% or $95,932 at 6%; with 100% employer match about $107,924 at 4% or $71,949 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-9$276,754$77,705$8,634iApproximate average salary by contribution assumption: employee only about $215,847 at 4% or $143,898 at 6%; with 50% employer match about $143,898 at 4% or $95,932 at 6%; with 100% employer match about $107,924 at 4% or $71,949 at 6%.
200317$186,281$72,367$10,338iApproximate average salary by contribution assumption: employee only about $258,454 at 4% or $172,302 at 6%; with 50% employer match about $172,302 at 4% or $114,868 at 6%; with 100% employer match about $129,227 at 4% or $86,151 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-7$186,281$72,367$10,338iApproximate average salary by contribution assumption: employee only about $258,454 at 4% or $172,302 at 6%; with 50% employer match about $172,302 at 4% or $114,868 at 6%; with 100% employer match about $129,227 at 4% or $86,151 at 6%.
2002110$91,891$97,974$9,797iApproximate average salary by contribution assumption: employee only about $244,935 at 4% or $163,290 at 6%; with 50% employer match about $163,290 at 4% or $108,860 at 6%; with 100% employer match about $122,468 at 4% or $81,645 at 6%.
Unity Financial Life Insurance Co. 401(K) Profit Sharing Plan Trust-10$91,891$97,974$9,797iApproximate average salary by contribution assumption: employee only about $244,935 at 4% or $163,290 at 6%; with 50% employer match about $163,290 at 4% or $108,860 at 6%; with 100% employer match about $122,468 at 4% or $81,645 at 6%.