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EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNITED HEALTH SERVICES HOSPITALS, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED HEALTH SERVICES HOSPITALS, INC.
Employer identification number (EIN):161165049
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UNITED HEALTH SERVICES HOSPITALS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-07-31
Company Identification Number: 714710
Legal Registered Office Address: ATT: OFFICE OF GENERAL COUNSEL
10-42 MITCHELL AVENUE
BINGHAMTON
United States of America (USA)
13903

More information about UNITED HEALTH SERVICES HOSPITALS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHERI LAMOUREUX BRIAN KELLER2018-10-15
0012016-01-01MICHAEL MCNALLY BRIAN KELLER2017-10-16
0012015-01-01MICHAEL MCNALLY BRIAN KELLER2016-10-17
0012014-01-01MICHAEL MCNALLY BRIAN KELLER2015-10-14
0012013-01-01MICHAEL MCNALLY BRIAN KELLER2014-10-10
0012012-01-01MICHAEL MCNALLY BRIAN KELLER2013-10-15
0012011-01-01MICHAEL MCNALLY BRIAN KELLER2012-10-10
0012010-01-01MICHAEL MCNALLY BRIAN KELLER2011-10-14
0012009-01-01MICHAEL MCNALLY BRIAN KELLER2010-10-14
0012009-01-01MICHAEL MCNALLY BRIAN KELLER2010-10-15
0012009-01-01MICHAEL MCNALLY BRIAN KELLER2010-10-15
0012009-01-01MICHAEL MCNALLY

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES

Measure Date Value
2022: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2022 401k membership
Market value of plan assets2022-12-31330,029,357
Acturial value of plan assets2022-12-31311,457,260
Funding target for retired participants and beneficiaries receiving payment2022-12-3192,370,483
Number of terminated vested participants2022-12-311,316
Fundng target for terminated vested participants2022-12-3141,360,500
Active participant vested funding target2022-12-31153,036,615
Number of active participants2022-12-311,743
Total funding liabilities for active participants2022-12-31155,126,658
Total participant count2022-12-314,195
Total funding target for all participants2022-12-31288,857,641
Balance at beginning of prior year after applicable adjustments2022-12-3145,220
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31159,621
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3145,220
Amount remaining of prefunding balance2022-12-31159,621
Balance of carryovers at beginning of current year2022-12-3149,584
Balance of prefunding at beginning of current year2022-12-31175,024
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3112,560,168
Unpaid minimum required contributions for current year2022-12-310
Total participants, beginning-of-year2022-01-014,164
Total number of active participants reported on line 7a of the Form 55002022-01-011,525
Number of retired or separated participants receiving benefits2022-01-011,113
Number of other retired or separated participants entitled to future benefits2022-01-011,294
Total of all active and inactive participants2022-01-013,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0185
Total participants2022-01-014,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2021 401k membership
Market value of plan assets2021-12-31337,943,953
Acturial value of plan assets2021-12-31304,149,558
Funding target for retired participants and beneficiaries receiving payment2021-12-3189,344,551
Number of terminated vested participants2021-12-311,240
Fundng target for terminated vested participants2021-12-3136,930,394
Active participant vested funding target2021-12-31157,718,883
Number of active participants2021-12-311,994
Total funding liabilities for active participants2021-12-31160,262,265
Total participant count2021-12-314,405
Total funding target for all participants2021-12-31286,537,210
Balance at beginning of prior year after applicable adjustments2021-12-3138,426
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31135,640
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3138,426
Amount remaining of prefunding balance2021-12-31135,640
Present value of excess contributions2021-12-312,776,265
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,932,291
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-3145,220
Balance of prefunding at beginning of current year2021-12-31159,621
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3112,039,751
Net shortfall amortization installment of oustanding balance2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,403
Total number of active participants reported on line 7a of the Form 55002021-01-011,743
Number of retired or separated participants receiving benefits2021-01-011,050
Number of other retired or separated participants entitled to future benefits2021-01-011,293
Total of all active and inactive participants2021-01-014,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0178
Total participants2021-01-014,164
2020: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2020 401k membership
Market value of plan assets2020-12-31304,036,942
Acturial value of plan assets2020-12-31286,467,272
Funding target for retired participants and beneficiaries receiving payment2020-12-3176,474,148
Number of terminated vested participants2020-12-311,185
Fundng target for terminated vested participants2020-12-3131,645,813
Active participant vested funding target2020-12-31173,271,831
Number of active participants2020-12-312,243
Total funding liabilities for active participants2020-12-31176,012,402
Total participant count2020-12-314,527
Total funding target for all participants2020-12-31284,132,363
Balance at beginning of prior year after applicable adjustments2020-12-3131,049
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31109,599
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3131,049
Amount remaining of prefunding balance2020-12-31109,599
Present value of excess contributions2020-12-3137,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3139,504
Balance of carryovers at beginning of current year2020-12-3138,426
Balance of prefunding at beginning of current year2020-12-31135,640
Total employer contributions2020-12-3115,825,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3115,054,036
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3114,438,614
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3112,277,771
Additional cash requirement2020-12-3112,277,771
Contributions allocatedtoward minimum required contributions for current year2020-12-3115,054,036
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-014,525
Total number of active participants reported on line 7a of the Form 55002020-01-011,994
Number of retired or separated participants receiving benefits2020-01-011,105
Number of other retired or separated participants entitled to future benefits2020-01-011,220
Total of all active and inactive participants2020-01-014,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0184
Total participants2020-01-014,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2019 401k membership
Market value of plan assets2019-12-31250,107,370
Acturial value of plan assets2019-12-31264,157,264
Funding target for retired participants and beneficiaries receiving payment2019-12-3174,180,507
Number of terminated vested participants2019-12-311,187
Fundng target for terminated vested participants2019-12-3133,365,754
Active participant vested funding target2019-12-31175,742,082
Number of active participants2019-12-312,386
Total funding liabilities for active participants2019-12-31178,267,029
Total participant count2019-12-314,627
Total funding target for all participants2019-12-31285,813,290
Balance at beginning of prior year after applicable adjustments2019-12-3133,038
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31116,620
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3133,038
Amount remaining of prefunding balance2019-12-31116,620
Present value of excess contributions2019-12-3194,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3199,750
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3131,049
Balance of prefunding at beginning of current year2019-12-31109,599
Total employer contributions2019-12-3120,705,000
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3119,761,656
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3115,452,002
Net shortfall amortization installment of oustanding balance2019-12-3121,796,674
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3119,724,169
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3119,724,169
Contributions allocatedtoward minimum required contributions for current year2019-12-3119,761,656
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014,626
Total number of active participants reported on line 7a of the Form 55002019-01-012,243
Number of retired or separated participants receiving benefits2019-01-011,042
Number of other retired or separated participants entitled to future benefits2019-01-011,162
Total of all active and inactive participants2019-01-014,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0178
Total participants2019-01-014,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2018 401k membership
Market value of plan assets2018-12-31274,017,434
Acturial value of plan assets2018-12-31257,419,551
Funding target for retired participants and beneficiaries receiving payment2018-12-3167,993,090
Number of terminated vested participants2018-12-311,174
Fundng target for terminated vested participants2018-12-3129,792,979
Active participant vested funding target2018-12-31166,172,456
Number of active participants2018-12-312,572
Total funding liabilities for active participants2018-12-31168,866,897
Total participant count2018-12-314,782
Total funding target for all participants2018-12-31266,652,966
Balance at beginning of prior year after applicable adjustments2018-12-3128,342
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31100,043
Amount remaining of carryover balance2018-12-3128,342
Amount remaining of prefunding balance2018-12-31100,043
Present value of excess contributions2018-12-311,839,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,945,008
Balance of carryovers at beginning of current year2018-12-3133,038
Balance of prefunding at beginning of current year2018-12-31116,620
Total employer contributions2018-12-3114,550,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3113,991,139
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3113,896,634
Net shortfall amortization installment of oustanding balance2018-12-319,383,073
Total funding amount beforereflecting carryover/prefunding balances2018-12-3113,896,634
Additional cash requirement2018-12-3113,896,634
Contributions allocatedtoward minimum required contributions for current year2018-12-3113,991,139
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-014,780
Total number of active participants reported on line 7a of the Form 55002018-01-012,387
Number of retired or separated participants receiving benefits2018-01-011,001
Number of other retired or separated participants entitled to future benefits2018-01-011,166
Total of all active and inactive participants2018-01-014,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0172
Total participants2018-01-014,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2017 401k membership
Market value of plan assets2017-12-31244,149,739
Acturial value of plan assets2017-12-31248,887,315
Funding target for retired participants and beneficiaries receiving payment2017-12-3159,179,865
Number of terminated vested participants2017-12-311,178
Fundng target for terminated vested participants2017-12-3127,454,115
Active participant vested funding target2017-12-31167,846,743
Number of active participants2017-12-312,789
Total funding liabilities for active participants2017-12-31170,530,562
Total participant count2017-12-314,949
Total funding target for all participants2017-12-31257,164,542
Balance at beginning of prior year after applicable adjustments2017-12-3126,343
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3192,985
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3126,343
Amount remaining of prefunding balance2017-12-3192,985
Present value of excess contributions2017-12-312,053,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,175,434
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3128,342
Balance of prefunding at beginning of current year2017-12-31100,043
Total employer contributions2017-12-3118,500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3117,698,872
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3114,664,012
Net shortfall amortization installment of oustanding balance2017-12-318,405,612
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3115,859,447
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3115,859,447
Contributions allocatedtoward minimum required contributions for current year2017-12-3117,698,872
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,949
Total number of active participants reported on line 7a of the Form 55002017-01-012,572
Number of retired or separated participants receiving benefits2017-01-01980
Number of other retired or separated participants entitled to future benefits2017-01-011,153
Total of all active and inactive participants2017-01-014,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0175
Total participants2017-01-014,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2016 401k membership
Market value of plan assets2016-12-31224,722,702
Acturial value of plan assets2016-12-31236,086,656
Funding target for retired participants and beneficiaries receiving payment2016-12-3151,850,620
Number of terminated vested participants2016-12-311,147
Fundng target for terminated vested participants2016-12-3127,318,964
Active participant vested funding target2016-12-31161,861,455
Number of active participants2016-12-313,000
Total funding liabilities for active participants2016-12-31164,584,324
Total participant count2016-12-315,070
Total funding target for all participants2016-12-31243,753,908
Balance at beginning of prior year after applicable adjustments2016-12-3126,693
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3194,219
Amount remaining of carryover balance2016-12-3126,693
Amount remaining of prefunding balance2016-12-3194,219
Present value of excess contributions2016-12-3123,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3125,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3126,343
Balance of prefunding at beginning of current year2016-12-3192,985
Total employer contributions2016-12-3121,500,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3120,578,337
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3113,715,033
Net shortfall amortization installment of oustanding balance2016-12-317,786,580
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3118,524,685
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3118,524,685
Contributions allocatedtoward minimum required contributions for current year2016-12-3120,578,337
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,070
Total number of active participants reported on line 7a of the Form 55002016-01-012,789
Number of retired or separated participants receiving benefits2016-01-01935
Number of other retired or separated participants entitled to future benefits2016-01-011,172
Total of all active and inactive participants2016-01-014,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0153
Total participants2016-01-014,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2015 401k membership
Total participants, beginning-of-year2015-01-015,265
Total number of active participants reported on line 7a of the Form 55002015-01-013,000
Number of retired or separated participants receiving benefits2015-01-01876
Number of other retired or separated participants entitled to future benefits2015-01-011,140
Total of all active and inactive participants2015-01-015,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0154
Total participants2015-01-015,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2014 401k membership
Total participants, beginning-of-year2014-01-015,399
Total number of active participants reported on line 7a of the Form 55002014-01-013,294
Number of retired or separated participants receiving benefits2014-01-01846
Number of other retired or separated participants entitled to future benefits2014-01-011,073
Total of all active and inactive participants2014-01-015,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0149
Total participants2014-01-015,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2013 401k membership
Total participants, beginning-of-year2013-01-015,663
Total number of active participants reported on line 7a of the Form 55002013-01-013,549
Number of retired or separated participants receiving benefits2013-01-01847
Number of other retired or separated participants entitled to future benefits2013-01-01963
Total of all active and inactive participants2013-01-015,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0140
Total participants2013-01-015,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0171
2012: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2012 401k membership
Total participants, beginning-of-year2012-01-015,469
Total number of active participants reported on line 7a of the Form 55002012-01-013,898
Number of retired or separated participants receiving benefits2012-01-01827
Number of other retired or separated participants entitled to future benefits2012-01-01867
Total of all active and inactive participants2012-01-015,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0139
Total participants2012-01-015,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0162
2011: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2011 401k membership
Total participants, beginning-of-year2011-01-015,511
Total number of active participants reported on line 7a of the Form 55002011-01-013,739
Number of retired or separated participants receiving benefits2011-01-01806
Number of other retired or separated participants entitled to future benefits2011-01-01850
Total of all active and inactive participants2011-01-015,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0143
Total participants2011-01-015,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0187
2010: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2010 401k membership
Total participants, beginning-of-year2010-01-015,426
Total number of active participants reported on line 7a of the Form 55002010-01-013,862
Number of retired or separated participants receiving benefits2010-01-01774
Number of other retired or separated participants entitled to future benefits2010-01-01802
Total of all active and inactive participants2010-01-015,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0159
Total participants2010-01-015,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0192
2009: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-015,192
Total number of active participants reported on line 7a of the Form 55002009-01-013,861
Number of retired or separated participants receiving benefits2009-01-01772
Number of other retired or separated participants entitled to future benefits2009-01-01727
Total of all active and inactive participants2009-01-015,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0148
Total participants2009-01-015,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01112

Financial Data on EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES

Measure Date Value
2022 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$162,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$241,304
Total income from all sources (including contributions)2022-12-31$-69,425,014
Total loss/gain on sale of assets2022-12-31$-6,505,951
Total of all expenses incurred2022-12-31$35,369,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,894,750
Value of total assets at end of year2022-12-31$225,156,247
Value of total assets at beginning of year2022-12-31$330,029,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,474,592
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,569,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,569,271
Administrative expenses professional fees incurred2022-12-31$893,297
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$162,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$241,304
Administrative expenses (other) incurred2022-12-31$1,329,408
Total non interest bearing cash at end of year2022-12-31$2,270,188
Total non interest bearing cash at beginning of year2022-12-31$2,028,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-104,794,356
Value of net assets at end of year (total assets less liabilities)2022-12-31$224,993,697
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$329,788,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$184,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$222,886,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$328,001,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,488,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,894,750
Contract administrator fees2022-12-31$67,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$35,690,269
Aggregate carrying amount (costs) on sale of assets2022-12-31$42,196,220
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2022-12-31454051133
2021 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$241,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$96,397
Total income from all sources (including contributions)2021-12-31$30,958,598
Total loss/gain on sale of assets2021-12-31$1,993,811
Total of all expenses incurred2021-12-31$39,025,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$37,464,872
Value of total assets at end of year2021-12-31$330,029,357
Value of total assets at beginning of year2021-12-31$337,951,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,560,796
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,441,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,441,486
Administrative expenses professional fees incurred2021-12-31$907,072
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$241,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$96,397
Administrative expenses (other) incurred2021-12-31$390,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-8,067,070
Value of net assets at end of year (total assets less liabilities)2021-12-31$329,788,053
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$337,855,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$188,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$328,001,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$331,008,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,028,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,043,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,043,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,523,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$3,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$37,464,872
Contract administrator fees2021-12-31$75,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$52,009,484
Aggregate carrying amount (costs) on sale of assets2021-12-31$50,015,673
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2021-12-31454051133
2020 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$33,045,572
Total unrealized appreciation/depreciation of assets2020-12-31$33,045,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$96,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$199,661
Total income from all sources (including contributions)2020-12-31$66,094,477
Total of all expenses incurred2020-12-31$32,263,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$29,566,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,825,000
Value of total assets at end of year2020-12-31$337,951,520
Value of total assets at beginning of year2020-12-31$304,223,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,696,725
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,591,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,591,953
Administrative expenses professional fees incurred2020-12-31$495,080
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$96,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$199,661
Administrative expenses (other) incurred2020-12-31$2,048,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$33,831,062
Value of net assets at end of year (total assets less liabilities)2020-12-31$337,855,123
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$304,024,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$153,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$331,008,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$295,093,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,043,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,171,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,171,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,631,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$15,825,000
Employer contributions (assets) at end of year2020-12-31$3,900,000
Employer contributions (assets) at beginning of year2020-12-31$7,959,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$29,566,690
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2020-12-31454051133
2019 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$45,233,579
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$45,233,579
Total unrealized appreciation/depreciation of assets2019-12-31$45,233,579
Total unrealized appreciation/depreciation of assets2019-12-31$45,233,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$199,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$199,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53,081
Total income from all sources (including contributions)2019-12-31$78,553,975
Total income from all sources (including contributions)2019-12-31$78,553,975
Total of all expenses incurred2019-12-31$24,654,715
Total of all expenses incurred2019-12-31$24,654,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,223,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,223,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,705,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,705,001
Value of total assets at end of year2019-12-31$304,223,722
Value of total assets at end of year2019-12-31$304,223,722
Value of total assets at beginning of year2019-12-31$250,177,882
Value of total assets at beginning of year2019-12-31$250,177,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,430,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,430,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,010,981
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,010,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,010,981
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,010,981
Administrative expenses professional fees incurred2019-12-31$467,729
Administrative expenses professional fees incurred2019-12-31$467,729
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$199,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$199,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$53,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$53,081
Administrative expenses (other) incurred2019-12-31$2,790,692
Administrative expenses (other) incurred2019-12-31$2,790,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$53,899,260
Value of net income/loss2019-12-31$53,899,260
Value of net assets at end of year (total assets less liabilities)2019-12-31$304,024,061
Value of net assets at end of year (total assets less liabilities)2019-12-31$304,024,061
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$250,124,801
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$250,124,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$172,344
Investment advisory and management fees2019-12-31$172,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$295,093,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$295,093,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$245,939,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$245,939,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,171,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,171,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,159,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,159,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,159,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,159,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,604,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,604,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$20,705,001
Contributions received in cash from employer2019-12-31$20,705,001
Employer contributions (assets) at end of year2019-12-31$7,959,480
Employer contributions (assets) at end of year2019-12-31$7,959,480
Employer contributions (assets) at beginning of year2019-12-31$3,079,030
Employer contributions (assets) at beginning of year2019-12-31$3,079,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,223,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,223,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2019-12-31454051133
2018 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-22,649,825
Total unrealized appreciation/depreciation of assets2018-12-31$-22,649,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$53,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,176
Total income from all sources (including contributions)2018-12-31$-1,507,943
Total of all expenses incurred2018-12-31$22,440,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,481,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,550,000
Value of total assets at end of year2018-12-31$250,177,882
Value of total assets at beginning of year2018-12-31$274,131,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,959,094
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,184,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,184,274
Administrative expenses professional fees incurred2018-12-31$1,772,004
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$53,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$58,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,948,198
Value of net assets at end of year (total assets less liabilities)2018-12-31$250,124,801
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$274,072,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$187,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$245,939,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$267,293,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,159,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,697,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,697,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-592,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,550,000
Employer contributions (assets) at end of year2018-12-31$3,079,030
Employer contributions (assets) at beginning of year2018-12-31$5,140,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,481,161
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2018-12-31454051133
2017 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,706
Total income from all sources (including contributions)2017-12-31$57,709,808
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,860,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,558,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,500,000
Value of total assets at end of year2017-12-31$274,131,175
Value of total assets at beginning of year2017-12-31$244,272,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,301,683
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,671,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,671,847
Administrative expenses professional fees incurred2017-12-31$2,117,968
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$58,176
Liabilities. Value of operating payables at beginning of year2017-12-31$49,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,849,781
Value of net assets at end of year (total assets less liabilities)2017-12-31$274,072,999
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$244,223,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$183,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$267,293,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$235,604,518
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,697,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,645,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,645,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$32,537,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18,500,000
Employer contributions (assets) at end of year2017-12-31$5,140,567
Employer contributions (assets) at beginning of year2017-12-31$6,023,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,558,344
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2017-12-31161226221
2016 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,195
Total income from all sources (including contributions)2016-12-31$38,475,128
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,987,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,612,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,500,000
Value of total assets at end of year2016-12-31$244,272,924
Value of total assets at beginning of year2016-12-31$224,778,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,375,074
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,361,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,361,245
Administrative expenses professional fees incurred2016-12-31$2,216,917
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$49,706
Liabilities. Value of operating payables at beginning of year2016-12-31$43,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,487,547
Value of net assets at end of year (total assets less liabilities)2016-12-31$244,223,218
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$224,735,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$158,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$235,604,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$219,649,425
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,645,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,197,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,197,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,613,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$21,500,000
Employer contributions (assets) at end of year2016-12-31$6,023,083
Employer contributions (assets) at beginning of year2016-12-31$2,931,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,612,507
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2016-12-31161226221
2015 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,906,564
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$19,277,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,546,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,850,000
Value of total assets at end of year2015-12-31$224,778,866
Value of total assets at beginning of year2015-12-31$229,106,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,730,376
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,108,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,108,255
Administrative expenses professional fees incurred2015-12-31$1,585,002
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$43,195
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,370,557
Value of net assets at end of year (total assets less liabilities)2015-12-31$224,735,671
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$229,106,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$145,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$219,649,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$223,991,308
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,197,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$439,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$439,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,051,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,850,000
Employer contributions (assets) at end of year2015-12-31$2,931,822
Employer contributions (assets) at beginning of year2015-12-31$4,675,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,546,745
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2015-12-31161226221
2014 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$297,574
Total income from all sources (including contributions)2014-12-31$35,457,130
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,338,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,288,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,011,530
Value of total assets at end of year2014-12-31$229,106,228
Value of total assets at beginning of year2014-12-31$214,284,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,049,500
Total interest from all sources2014-12-31$232,658
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$932,306
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$391,884
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$297,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,119,088
Value of net assets at end of year (total assets less liabilities)2014-12-31$229,106,228
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$213,987,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,117,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$223,991,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$213,192,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$439,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$232,658
Net investment gain or loss from common/collective trusts2014-12-31$18,212,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,011,530
Employer contributions (assets) at end of year2014-12-31$4,675,523
Employer contributions (assets) at beginning of year2014-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,288,542
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2014-12-31161226221
2013 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$297,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$288,520
Total income from all sources (including contributions)2013-12-31$39,311,871
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,871,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,039,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,235,025
Value of total assets at end of year2013-12-31$214,284,714
Value of total assets at beginning of year2013-12-31$191,835,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,831,420
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$139,887
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$391,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$380,362
Administrative expenses (other) incurred2013-12-31$546,899
Liabilities. Value of operating payables at end of year2013-12-31$297,574
Liabilities. Value of operating payables at beginning of year2013-12-31$288,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,440,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$213,987,140
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$191,546,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,144,634
Value of interest in common/collective trusts at end of year2013-12-31$213,192,830
Value of interest in common/collective trusts at beginning of year2013-12-31$191,454,688
Net investment gain or loss from common/collective trusts2013-12-31$22,076,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,235,025
Employer contributions (assets) at end of year2013-12-31$700,000
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,039,841
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2013-12-31161226221
2012 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$288,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$255,673
Total income from all sources (including contributions)2012-12-31$41,494,157
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,635,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,814,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,869,073
Value of total assets at end of year2012-12-31$191,835,050
Value of total assets at beginning of year2012-12-31$163,943,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,821,083
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$231,304
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$380,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$346,985
Administrative expenses (other) incurred2012-12-31$524,105
Liabilities. Value of operating payables at end of year2012-12-31$288,520
Liabilities. Value of operating payables at beginning of year2012-12-31$255,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$27,858,608
Value of net assets at end of year (total assets less liabilities)2012-12-31$191,546,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$163,687,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,065,674
Value of interest in common/collective trusts at end of year2012-12-31$191,454,688
Value of interest in common/collective trusts at beginning of year2012-12-31$163,596,610
Net investment gain or loss from common/collective trusts2012-12-31$25,625,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,869,073
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,814,466
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2012-12-31161226221
2011 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$255,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$257,408
Total income from all sources (including contributions)2011-12-31$24,893,099
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,529,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,967,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,638,040
Value of total assets at end of year2011-12-31$163,943,596
Value of total assets at beginning of year2011-12-31$152,581,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,561,246
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$195,464
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$346,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$333,899
Administrative expenses (other) incurred2011-12-31$404,150
Liabilities. Value of operating payables at end of year2011-12-31$255,673
Liabilities. Value of operating payables at beginning of year2011-12-31$257,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,363,869
Value of net assets at end of year (total assets less liabilities)2011-12-31$163,687,923
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$152,324,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$961,632
Value of interest in common/collective trusts at end of year2011-12-31$163,596,611
Value of interest in common/collective trusts at beginning of year2011-12-31$152,247,563
Net investment gain or loss from common/collective trusts2011-12-31$6,255,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$18,638,040
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,967,984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2011-12-31161226221
2010 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$257,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$208,650
Total income from all sources (including contributions)2010-12-31$32,514,723
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,793,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,224,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,819,134
Value of total assets at end of year2010-12-31$152,581,462
Value of total assets at beginning of year2010-12-31$132,811,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,568,963
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$221,694
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$333,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$301,563
Administrative expenses (other) incurred2010-12-31$486,341
Liabilities. Value of operating payables at end of year2010-12-31$257,408
Liabilities. Value of operating payables at beginning of year2010-12-31$208,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,720,935
Value of net assets at end of year (total assets less liabilities)2010-12-31$152,324,054
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$132,603,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$860,928
Value of interest in common/collective trusts at end of year2010-12-31$152,247,563
Value of interest in common/collective trusts at beginning of year2010-12-31$132,510,206
Net investment gain or loss from common/collective trusts2010-12-31$18,695,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,819,134
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,224,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2010-12-31161226221
2009 : EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES

2022: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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