?>
Logo

UNITED HEALTH SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameUNITED HEALTH SERVICES, INC. 403(B) PLAN
Plan identification number 002

UNITED HEALTH SERVICES, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HEALTH SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JENNIFER HEMPSTEAD-BAGGERMAN
0022023-01-01
0022023-01-01JENNIFER HEMPSTEAD-BAGGERMAN
0022022-01-01
0022022-01-01SHERI LAMOUREUX
0022021-01-01
0022021-01-01SHERI LAMOUREUX
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHERI LAMOUREUX
0022016-01-01MICHAEL MCNALLY
0022015-01-01MICHAEL MCNALLY

Plan Statistics for UNITED HEALTH SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for UNITED HEALTH SERVICES, INC. 403(B) PLAN

Measure Date Value
2023: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-018,093
Total number of active participants reported on line 7a of the Form 55002023-01-016,793
Number of retired or separated participants receiving benefits2023-01-0130
Number of other retired or separated participants entitled to future benefits2023-01-011,519
Total of all active and inactive participants2023-01-018,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0116
Total participants2023-01-018,358
Number of participants with account balances2023-01-017,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01184
2022: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,646
Total number of active participants reported on line 7a of the Form 55002022-01-016,652
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-011,409
Total of all active and inactive participants2022-01-018,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-018,093
Number of participants with account balances2022-01-017,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01181
2021: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,043
Total number of active participants reported on line 7a of the Form 55002021-01-016,214
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-011,403
Total of all active and inactive participants2021-01-017,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-017,646
Number of participants with account balances2021-01-016,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01289
2020: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,398
Total number of active participants reported on line 7a of the Form 55002020-01-016,350
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01690
Total of all active and inactive participants2020-01-017,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-017,043
Number of participants with account balances2020-01-016,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01131
2019: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,692
Total number of active participants reported on line 7a of the Form 55002019-01-016,820
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-011,556
Total of all active and inactive participants2019-01-018,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-018,398
Number of participants with account balances2019-01-017,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01138
2018: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,347
Total number of active participants reported on line 7a of the Form 55002018-01-016,528
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-011,145
Total of all active and inactive participants2018-01-017,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-017,692
Number of participants with account balances2018-01-016,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01136
2017: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,743
Total number of active participants reported on line 7a of the Form 55002017-01-016,389
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01943
Total of all active and inactive participants2017-01-017,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-017,347
Number of participants with account balances2017-01-015,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01112
2016: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,309
Total number of active participants reported on line 7a of the Form 55002016-01-015,973
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01758
Total of all active and inactive participants2016-01-016,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,743
Number of participants with account balances2016-01-014,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0184
2015: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,315
Total number of active participants reported on line 7a of the Form 55002015-01-015,683
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01615
Total of all active and inactive participants2015-01-016,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016,309
Number of participants with account balances2015-01-013,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0184

Financial Data on UNITED HEALTH SERVICES, INC. 403(B) PLAN

Measure Date Value
2023 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$84,917,824
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$25,748,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$24,921,969
Expenses. Certain deemed distributions of participant loans2023-12-31$82,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$35,881,108
Value of total assets at end of year2023-12-31$329,589,710
Value of total assets at beginning of year2023-12-31$270,420,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$744,333
Total interest from all sources2023-12-31$111,748
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,226,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$9,226,050
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$26,598,354
Participant contributions at end of year2023-12-31$2,151,586
Participant contributions at beginning of year2023-12-31$1,743,402
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,275,949
Other income not declared elsewhere2023-12-31$-401,593
Administrative expenses (other) incurred2023-12-31$253,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$59,168,983
Value of net assets at end of year (total assets less liabilities)2023-12-31$329,589,710
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$270,420,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$105,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$306,523,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$245,877,962
Value of interest in pooled separate accounts at end of year2023-12-31$13,775,058
Value of interest in pooled separate accounts at beginning of year2023-12-31$16,711,751
Interest on participant loans2023-12-31$111,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$39,821,258
Net investment gain/loss from pooled separate accounts2023-12-31$279,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,006,805
Employer contributions (assets) at end of year2023-12-31$7,139,316
Employer contributions (assets) at beginning of year2023-12-31$6,087,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$24,921,969
Contract administrator fees2023-12-31$45,463
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2023-12-31454051133
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$84,917,824
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$25,748,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$24,921,969
Expenses. Certain deemed distributions of participant loans2023-01-01$82,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$35,881,108
Value of total assets at end of year2023-01-01$329,589,710
Value of total assets at beginning of year2023-01-01$270,420,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$744,333
Total interest from all sources2023-01-01$111,748
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$9,226,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$9,226,050
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$26,598,354
Participant contributions at end of year2023-01-01$2,151,586
Participant contributions at beginning of year2023-01-01$1,743,402
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,275,949
Other income not declared elsewhere2023-01-01$-401,593
Administrative expenses (other) incurred2023-01-01$253,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$59,168,983
Value of net assets at end of year (total assets less liabilities)2023-01-01$329,589,710
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$270,420,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$105,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$306,523,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$245,877,962
Value of interest in pooled separate accounts at end of year2023-01-01$13,775,058
Value of interest in pooled separate accounts at beginning of year2023-01-01$16,711,751
Interest on participant loans2023-01-01$111,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$39,821,258
Net investment gain/loss from pooled separate accounts2023-01-01$279,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$7,006,805
Employer contributions (assets) at end of year2023-01-01$7,139,316
Employer contributions (assets) at beginning of year2023-01-01$6,087,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$24,921,969
Contract administrator fees2023-01-01$45,463
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FREED MAXICK CPAS, P.C.
Accountancy firm EIN2023-01-01454051133
2022 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-23,947,470
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$25,530,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,775,825
Expenses. Certain deemed distributions of participant loans2022-12-31$127,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,899,007
Value of total assets at end of year2022-12-31$270,420,727
Value of total assets at beginning of year2022-12-31$319,898,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$627,103
Total interest from all sources2022-12-31$65,990
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,595,002
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$11,595,002
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$23,365,704
Participant contributions at end of year2022-12-31$1,743,402
Participant contributions at beginning of year2022-12-31$1,864,231
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,108,619
Other income not declared elsewhere2022-12-31$63,644
Administrative expenses (other) incurred2022-12-31$627,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-49,478,050
Value of net assets at end of year (total assets less liabilities)2022-12-31$270,420,727
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$319,898,777
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$245,877,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$296,011,255
Value of interest in pooled separate accounts at end of year2022-12-31$16,711,751
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,694,240
Interest on participant loans2022-12-31$65,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-67,760,982
Net investment gain/loss from pooled separate accounts2022-12-31$189,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$6,424,684
Employer contributions (assets) at end of year2022-12-31$6,087,612
Employer contributions (assets) at beginning of year2022-12-31$6,329,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,775,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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
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
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-23,947,470
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$25,530,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$24,775,825
Expenses. Certain deemed distributions of participant loans2022-01-01$127,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$31,899,007
Value of total assets at end of year2022-01-01$270,420,727
Value of total assets at beginning of year2022-01-01$319,898,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$627,103
Total interest from all sources2022-01-01$65,990
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$11,595,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$11,595,002
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$23,365,704
Participant contributions at end of year2022-01-01$1,743,402
Participant contributions at beginning of year2022-01-01$1,864,231
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,108,619
Other income not declared elsewhere2022-01-01$63,644
Administrative expenses (other) incurred2022-01-01$627,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-49,478,050
Value of net assets at end of year (total assets less liabilities)2022-01-01$270,420,727
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$319,898,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$245,877,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$296,011,255
Value of interest in pooled separate accounts at end of year2022-01-01$16,711,751
Value of interest in pooled separate accounts at beginning of year2022-01-01$15,694,240
Interest on participant loans2022-01-01$65,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-67,760,982
Net investment gain/loss from pooled separate accounts2022-01-01$189,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$6,424,684
Employer contributions (assets) at end of year2022-01-01$6,087,612
Employer contributions (assets) at beginning of year2022-01-01$6,329,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$24,775,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FREED MAXICK CPAS, P.C.
Accountancy firm EIN2022-01-01454051133
2021 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$69,416,146
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$33,393,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,277,296
Expenses. Certain deemed distributions of participant loans2021-12-31$448,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$29,904,724
Value of total assets at end of year2021-12-31$319,898,777
Value of total assets at beginning of year2021-12-31$283,876,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$667,656
Total interest from all sources2021-12-31$55,920
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,478,805
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$15,478,805
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 period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$21,330,386
Participant contributions at end of year2021-12-31$1,864,231
Participant contributions at beginning of year2021-12-31$1,761,256
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,923,042
Administrative expenses (other) incurred2021-12-31$667,656
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$36,022,363
Value of net assets at end of year (total assets less liabilities)2021-12-31$319,898,777
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$283,876,414
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$296,011,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$259,587,254
Value of interest in pooled separate accounts at end of year2021-12-31$15,694,240
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,819,540
Interest on participant loans2021-12-31$41,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,698,009
Net investment gain/loss from pooled separate accounts2021-12-31$278,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$6,651,296
Employer contributions (assets) at end of year2021-12-31$6,329,051
Employer contributions (assets) at beginning of year2021-12-31$6,708,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,277,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FREED MAXICK, CPA'S P.C.
Accountancy firm EIN2021-12-31454051133
2020 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$70,256,338
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,525,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,773,630
Expenses. Certain deemed distributions of participant loans2020-12-31$247,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,454,372
Value of total assets at end of year2020-12-31$283,876,414
Value of total assets at beginning of year2020-12-31$233,145,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$504,054
Total interest from all sources2020-12-31$92,282
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,517,853
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$12,517,853
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$20,092,498
Participant contributions at end of year2020-12-31$1,761,256
Participant contributions at beginning of year2020-12-31$1,781,723
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$494,151
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,391,621
Administrative expenses (other) incurred2020-12-31$19,065
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$50,731,258
Value of net assets at end of year (total assets less liabilities)2020-12-31$283,876,414
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$233,145,156
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$290,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$259,587,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$213,380,026
Value of interest in pooled separate accounts at end of year2020-12-31$15,819,540
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,332,689
Interest on participant loans2020-12-31$92,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$28,840,686
Net investment gain/loss from pooled separate accounts2020-12-31$351,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$6,970,253
Employer contributions (assets) at end of year2020-12-31$6,708,364
Employer contributions (assets) at beginning of year2020-12-31$6,156,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,773,630
Contract administrator fees2020-12-31$194,470
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, CPA'S, P.C.
Accountancy firm EIN2020-12-31454051133
2019 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$69,019,755
Total income from all sources (including contributions)2019-12-31$69,019,755
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,889,447
Total of all expenses incurred2019-12-31$9,889,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,449,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,449,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,990,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,990,090
Value of total assets at end of year2019-12-31$233,145,156
Value of total assets at end of year2019-12-31$233,145,156
Value of total assets at beginning of year2019-12-31$174,014,848
Value of total assets at beginning of year2019-12-31$174,014,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$439,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$439,672
Total interest from all sources2019-12-31$82,670
Total interest from all sources2019-12-31$82,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,869,026
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,869,026
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$9,869,026
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,869,026
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$19,584,109
Contributions received from participants2019-12-31$19,584,109
Participant contributions at end of year2019-12-31$1,781,723
Participant contributions at end of year2019-12-31$1,781,723
Participant contributions at beginning of year2019-12-31$1,336,160
Participant contributions at beginning of year2019-12-31$1,336,160
Participant contributions at end of year2019-12-31$494,151
Participant contributions at end of year2019-12-31$494,151
Participant contributions at beginning of year2019-12-31$477,243
Participant contributions at beginning of year2019-12-31$477,243
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,971,851
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,971,851
Administrative expenses (other) incurred2019-12-31$7,100
Administrative expenses (other) incurred2019-12-31$7,100
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$59,130,308
Value of net income/loss2019-12-31$59,130,308
Value of net assets at end of year (total assets less liabilities)2019-12-31$233,145,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$233,145,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$174,014,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$174,014,848
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$268,490
Investment advisory and management fees2019-12-31$268,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$213,380,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$213,380,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$157,210,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$157,210,631
Value of interest in pooled separate accounts at end of year2019-12-31$11,332,689
Value of interest in pooled separate accounts at end of year2019-12-31$11,332,689
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,616,842
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,616,842
Interest on participant loans2019-12-31$82,670
Interest on participant loans2019-12-31$82,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,832,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,832,725
Net investment gain/loss from pooled separate accounts2019-12-31$245,244
Net investment gain/loss from pooled separate accounts2019-12-31$245,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$6,434,130
Contributions received in cash from employer2019-12-31$6,434,130
Employer contributions (assets) at end of year2019-12-31$6,156,567
Employer contributions (assets) at end of year2019-12-31$6,156,567
Employer contributions (assets) at beginning of year2019-12-31$4,373,972
Employer contributions (assets) at beginning of year2019-12-31$4,373,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,449,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,449,775
Contract administrator fees2019-12-31$164,082
Contract administrator fees2019-12-31$164,082
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FREED MAXICK, CPA'S, P.C.
Accountancy firm name2019-12-31FREED MAXICK, CPA'S, P.C.
Accountancy firm EIN2019-12-31454051133
Accountancy firm EIN2019-12-31454051133
2018 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$12,913,146
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,982,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,557,521
Expenses. Certain deemed distributions of participant loans2018-12-31$32,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,402,904
Value of total assets at end of year2018-12-31$174,014,848
Value of total assets at beginning of year2018-12-31$173,084,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$392,331
Total interest from all sources2018-12-31$59,887
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,137,009
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$11,137,009
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$16,590,157
Participant contributions at end of year2018-12-31$1,336,160
Participant contributions at beginning of year2018-12-31$1,160,219
Participant contributions at end of year2018-12-31$477,243
Participant contributions at beginning of year2018-12-31$141,054
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,195,965
Administrative expenses (other) incurred2018-12-31$5,975
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$930,510
Value of net assets at end of year (total assets less liabilities)2018-12-31$174,014,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$173,084,338
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$243,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$157,210,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$156,176,792
Value of interest in pooled separate accounts at end of year2018-12-31$10,616,842
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,686,520
Interest on participant loans2018-12-31$59,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,900,134
Net investment gain/loss from pooled separate accounts2018-12-31$213,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$4,616,782
Employer contributions (assets) at end of year2018-12-31$4,373,972
Employer contributions (assets) at beginning of year2018-12-31$3,919,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,557,521
Contract administrator fees2018-12-31$142,411
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, CPA'S, P.C.
Accountancy firm EIN2018-12-31454051133
2017 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$46,485,970
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,162,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,831,351
Expenses. Certain deemed distributions of participant loans2017-12-31$5,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,408,644
Value of total assets at end of year2017-12-31$173,084,338
Value of total assets at beginning of year2017-12-31$135,760,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$325,159
Total interest from all sources2017-12-31$48,245
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,144,190
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$7,144,190
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$14,204,560
Participant contributions at end of year2017-12-31$1,160,219
Participant contributions at beginning of year2017-12-31$1,035,821
Participant contributions at end of year2017-12-31$141,054
Participant contributions at beginning of year2017-12-31$1,329
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,062,519
Administrative expenses (other) incurred2017-12-31$5,200
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$37,323,885
Value of net assets at end of year (total assets less liabilities)2017-12-31$173,084,338
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$135,760,453
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$229,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$156,176,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$120,019,986
Value of interest in pooled separate accounts at end of year2017-12-31$11,686,520
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,990,236
Interest on participant loans2017-12-31$48,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,649,701
Net investment gain/loss from pooled separate accounts2017-12-31$235,190
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$4,141,565
Employer contributions (assets) at end of year2017-12-31$3,919,753
Employer contributions (assets) at beginning of year2017-12-31$2,713,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,831,351
Contract administrator fees2017-12-31$90,789
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 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$25,635,691
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,836,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,495,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,711,754
Value of total assets at end of year2016-12-31$135,760,453
Value of total assets at beginning of year2016-12-31$114,960,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$341,057
Total interest from all sources2016-12-31$41,426
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,308,882
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$4,308,882
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$12,896,063
Participant contributions at end of year2016-12-31$1,035,821
Participant contributions at beginning of year2016-12-31$947,637
Participant contributions at end of year2016-12-31$1,329
Participant contributions at beginning of year2016-12-31$940
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,905,187
Administrative expenses (other) incurred2016-12-31$4,100
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$20,799,533
Value of net assets at end of year (total assets less liabilities)2016-12-31$135,760,453
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$114,960,920
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$247,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$120,019,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$104,221,119
Value of interest in pooled separate accounts at end of year2016-12-31$11,990,236
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,677,311
Interest on participant loans2016-12-31$41,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,344,467
Net investment gain/loss from pooled separate accounts2016-12-31$229,162
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$2,910,504
Employer contributions (assets) at end of year2016-12-31$2,713,081
Employer contributions (assets) at beginning of year2016-12-31$2,113,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,495,101
Contract administrator fees2016-12-31$89,470
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 : UNITED HEALTH SERVICES, INC. 403(B) PLAN 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$0
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$17,222,969
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,115,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,778,745
Expenses. Certain deemed distributions of participant loans2015-12-31$11,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,651,534
Value of total assets at end of year2015-12-31$114,960,920
Value of total assets at beginning of year2015-12-31$104,853,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$325,317
Total interest from all sources2015-12-31$40,314
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,135,964
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$5,135,964
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$12,146,511
Participant contributions at end of year2015-12-31$947,637
Participant contributions at beginning of year2015-12-31$903,057
Participant contributions at end of year2015-12-31$940
Participant contributions at beginning of year2015-12-31$308,314
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,170,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,875
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$10,107,485
Value of net assets at end of year (total assets less liabilities)2015-12-31$114,960,920
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$104,853,435
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$240,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$104,221,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$94,975,110
Value of interest in pooled separate accounts at end of year2015-12-31$7,677,311
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,047,091
Interest on participant loans2015-12-31$40,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,740,673
Net investment gain/loss from pooled separate accounts2015-12-31$135,830
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$2,334,814
Employer contributions (assets) at end of year2015-12-31$2,113,913
Employer contributions (assets) at beginning of year2015-12-31$1,619,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,778,745
Contract administrator fees2015-12-31$81,307
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

Form 5500 Responses for UNITED HEALTH SERVICES, INC. 403(B) PLAN

2023: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED HEALTH SERVICES, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED HEALTH SERVICES, INC. 403(B) PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED HEALTH SERVICES, INC. 403(B) PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED HEALTH SERVICES, INC. 403(B) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered340
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3