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Plan Name | UNITED HEALTH SERVICES, INC. 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UNITED HEALTH SERVICES, INC. |
Employer identification number (EIN): | 222682421 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about UNITED HEALTH SERVICES, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1984-10-16 |
Company Identification Number: | 950142 |
Legal Registered Office Address: |
MITCHELL AVENUE Broome BINGHAMTON United States of America (USA) 13903 |
More information about UNITED HEALTH SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | MICHAEL MCNALLY | |||
001 | 2013-01-01 | MICHAEL MCNALLY | |||
001 | 2012-01-01 | BRIAN KELLER | |||
001 | 2011-01-01 | BRIAN KELLER | |||
001 | 2010-01-01 | BRIAN KELLER | |||
001 | 2009-01-01 | BRIAN KELLER |
Measure | Date | Value |
---|---|---|
2014: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7,334 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5,884 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 421 |
Total of all active and inactive participants | 2014-01-01 | 6,314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 6,315 |
Number of participants with account balances | 2014-01-01 | 3,253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 54 |
2013: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 6,551 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6,982 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 350 |
Total of all active and inactive participants | 2013-01-01 | 7,334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7,334 |
Number of participants with account balances | 2013-01-01 | 2,666 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 19 |
2012: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6,169 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6,276 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 273 |
Total of all active and inactive participants | 2012-01-01 | 6,551 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6,551 |
Number of participants with account balances | 2012-01-01 | 2,077 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 5,688 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,919 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 250 |
Total of all active and inactive participants | 2011-01-01 | 6,169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6,169 |
Number of participants with account balances | 2011-01-01 | 1,781 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 5,726 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5,471 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 215 |
Total of all active and inactive participants | 2010-01-01 | 5,687 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5,687 |
Number of participants with account balances | 2010-01-01 | 1,650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4,789 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4,918 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 64 |
Total of all active and inactive participants | 2009-01-01 | 4,982 |
Total participants | 2009-01-01 | 4,982 |
Number of participants with account balances | 2009-01-01 | 1,171 |
Measure | Date | Value |
---|---|---|
2014 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $20,626,703 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,570,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,227,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $14,572,859 |
Value of total assets at end of year | 2014-12-31 | $104,853,435 |
Value of total assets at beginning of year | 2014-12-31 | $90,797,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $343,060 |
Total interest from all sources | 2014-12-31 | $30,369 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,315,075 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,315,075 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $11,381,502 |
Participant contributions at end of year | 2014-12-31 | $903,057 |
Participant contributions at beginning of year | 2014-12-31 | $694,724 |
Participant contributions at end of year | 2014-12-31 | $308,314 |
Participant contributions at beginning of year | 2014-12-31 | $-1,966 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,362,012 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $3,191 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $14,055,931 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $104,853,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $90,797,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $271,111 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $94,975,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $82,505,497 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $7,047,091 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $6,606,453 |
Interest on participant loans | 2014-12-31 | $30,369 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,649,496 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $58,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,829,345 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,619,863 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $992,796 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,227,712 |
Contract administrator fees | 2014-12-31 | $68,758 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FUST CHARLES CHAMBERS LLP |
Accountancy firm EIN | 2014-12-31 | 161226221 |
2013 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $27,012,513 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,537,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,385,055 |
Value of total corrective distributions | 2013-12-31 | $3,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $12,170,939 |
Value of total assets at end of year | 2013-12-31 | $90,797,504 |
Value of total assets at beginning of year | 2013-12-31 | $67,322,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $148,852 |
Total interest from all sources | 2013-12-31 | $23,953 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,715,093 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,715,093 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $9,967,246 |
Participant contributions at end of year | 2013-12-31 | $694,724 |
Participant contributions at beginning of year | 2013-12-31 | $533,024 |
Participant contributions at end of year | 2013-12-31 | $-1,966 |
Participant contributions at beginning of year | 2013-12-31 | $6,300 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,025,378 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $101,953 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $23,475,160 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $90,797,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $67,322,344 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $82,505,497 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $59,343,930 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $6,606,453 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $7,166,939 |
Interest on participant loans | 2013-12-31 | $23,953 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,994,149 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $108,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,178,315 |
Employer contributions (assets) at end of year | 2013-12-31 | $992,796 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $272,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,385,055 |
Contract administrator fees | 2013-12-31 | $46,899 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FUST CHARLES CHAMBERS LLP |
Accountancy firm EIN | 2013-12-31 | 161226221 |
2012 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,200 |
Total income from all sources (including contributions) | 2012-12-31 | $19,646,280 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,911,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,867,093 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $2,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,792,728 |
Value of total assets at end of year | 2012-12-31 | $67,322,344 |
Value of total assets at beginning of year | 2012-12-31 | $51,589,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $42,177 |
Total interest from all sources | 2012-12-31 | $19,675 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,508,630 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,508,630 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $8,726,662 |
Participant contributions at end of year | 2012-12-31 | $533,024 |
Participant contributions at beginning of year | 2012-12-31 | $431,762 |
Participant contributions at end of year | 2012-12-31 | $6,300 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,568,348 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,200 |
Administrative expenses (other) incurred | 2012-12-31 | $1,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $15,734,430 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $67,322,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $51,587,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $59,343,930 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $46,289,798 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $7,166,939 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,808,631 |
Interest on participant loans | 2012-12-31 | $19,675 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,202,742 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $122,505 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $497,718 |
Employer contributions (assets) at end of year | 2012-12-31 | $272,151 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $58,923 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,867,093 |
Contract administrator fees | 2012-12-31 | $40,477 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FUST CHARLES CHAMBERS LLP |
Accountancy firm EIN | 2012-12-31 | 161226221 |
2011 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,200 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $7,314,292 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,026,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,977,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $9,087,393 |
Value of total assets at end of year | 2011-12-31 | $51,589,114 |
Value of total assets at beginning of year | 2011-12-31 | $46,300,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $49,108 |
Total interest from all sources | 2011-12-31 | $17,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $990,174 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $990,174 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $7,808,231 |
Participant contributions at end of year | 2011-12-31 | $431,762 |
Participant contributions at beginning of year | 2011-12-31 | $373,316 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $976,955 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $682 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,200 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $1,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $5,287,457 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $51,587,914 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $46,300,457 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $46,289,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $43,131,150 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,808,631 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,722,339 |
Interest on participant loans | 2011-12-31 | $17,066 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,880,369 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $100,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $302,207 |
Employer contributions (assets) at end of year | 2011-12-31 | $58,923 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $72,970 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,977,727 |
Contract administrator fees | 2011-12-31 | $47,733 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | FUST CHARLES CHAMBERS LLP |
Accountancy firm EIN | 2011-12-31 | 161226221 |
2010 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $23,317,579 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $14,524,617 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,607,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,553,501 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $5,476 |
Value of total corrective distributions | 2010-12-31 | $3,603 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $9,593,936 |
Value of total assets at end of year | 2010-12-31 | $46,300,457 |
Value of total assets at beginning of year | 2010-12-31 | $11,065,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $44,566 |
Total interest from all sources | 2010-12-31 | $13,886 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $728,591 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $728,591 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $7,277,802 |
Participant contributions at end of year | 2010-12-31 | $373,316 |
Participant contributions at beginning of year | 2010-12-31 | $32,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,046,074 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $682 |
Administrative expenses (other) incurred | 2010-12-31 | $650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $11,917,471 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $46,300,457 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,065,407 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $43,131,150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,622,691 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,722,339 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,317,634 |
Interest on participant loans | 2010-12-31 | $13,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,115,559 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $72,645 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $270,060 |
Employer contributions (assets) at end of year | 2010-12-31 | $72,970 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $93,034 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,553,501 |
Contract administrator fees | 2010-12-31 | $43,916 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FUST CHARLES CHAMBERS LLP |
Accountancy firm EIN | 2010-12-31 | 161226221 |
2009 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |