401k Plan data: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN plan

OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN
Plan identification number	001

OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OPTUM MEDICAL SERVICES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: OPTUM MEDICAL SERVICES, P.C.

Employer identification number (EIN): 453866363

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about OPTUM MEDICAL SERVICES, P.C.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5083954

More information about OPTUM MEDICAL SERVICES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID E. STRAUSS 2023-07-19
001 2021-01-01 DAVID E. STRAUSS 2022-07-06
001 2020-01-01 DAVID E. STRAUSS 2021-07-01
001 2019-01-01 CLINT EGENES 2020-07-06 RONALD J. SHUMACHER 2020-07-06
001 2018-01-01 CLINT EGENES 2019-07-28
001 2017-01-01
001 2016-01-01 CLINT EGENES
001 2015-01-01 CLINT EGENES
001 2014-01-01 CLINT EGENES
001 2013-01-01 DR. RONALD J. SHUMACHER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID E. STRAUSS	2023-07-19
001	2021-01-01	DAVID E. STRAUSS	2022-07-06
001	2020-01-01	DAVID E. STRAUSS	2021-07-01
001	2019-01-01	CLINT EGENES	2020-07-06	RONALD J. SHUMACHER	2020-07-06
001	2018-01-01	CLINT EGENES	2019-07-28
001	2017-01-01
001	2016-01-01	CLINT EGENES
001	2015-01-01	CLINT EGENES
001	2014-01-01	CLINT EGENES
001	2013-01-01	DR. RONALD J. SHUMACHER

Plan Statistics for OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN

401k plan membership statisitcs for OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN

Measure Date Value
2022: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,796
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,445
Number of retired or separated participants receiving benefits 2022-01-01 17
Number of other retired or separated participants entitled to future benefits 2022-01-01 685
Total of all active and inactive participants 2022-01-01 4,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 4,150
Number of participants with account balances 2022-01-01 3,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 35
2021: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,279
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,250
Number of retired or separated participants receiving benefits 2021-01-01 20
Number of other retired or separated participants entitled to future benefits 2021-01-01 525
Total of all active and inactive participants 2021-01-01 2,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 2,796
Number of participants with account balances 2021-01-01 2,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 36
2020: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,108
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,904
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 365
Total of all active and inactive participants 2020-01-01 2,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 2,279
Number of participants with account balances 2020-01-01 2,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,515
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,789
Number of retired or separated participants receiving benefits 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 308
Total of all active and inactive participants 2019-01-01 2,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 2,108
Number of participants with account balances 2019-01-01 1,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,082
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,289
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 221
Total of all active and inactive participants 2018-01-01 1,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 1,515
Number of participants with account balances 2018-01-01 1,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 16
2017: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 922
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 874
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 207
Total of all active and inactive participants 2017-01-01 1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,082
Number of participants with account balances 2017-01-01 1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 21
2016: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 820
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 761
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 161
Total of all active and inactive participants 2016-01-01 922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 922
Number of participants with account balances 2016-01-01 878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 23
2015: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 680
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 696
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 122
Total of all active and inactive participants 2015-01-01 818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 820
Number of participants with account balances 2015-01-01 800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 23
2014: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 589
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 90
Total of all active and inactive participants 2014-01-01 679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 680
Number of participants with account balances 2014-01-01 656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 18
2013: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 508
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 37
Total of all active and inactive participants 2013-01-01 545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 545
Number of participants with account balances 2013-01-01 501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6

Measure	Date	Value
2022: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,796
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,445
Number of retired or separated participants receiving benefits	2022-01-01	17
Number of other retired or separated participants entitled to future benefits	2022-01-01	685
Total of all active and inactive participants	2022-01-01	4,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	4,150
Number of participants with account balances	2022-01-01	3,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	35
2021: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,279
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,250
Number of retired or separated participants receiving benefits	2021-01-01	20
Number of other retired or separated participants entitled to future benefits	2021-01-01	525
Total of all active and inactive participants	2021-01-01	2,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	2,796
Number of participants with account balances	2021-01-01	2,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	36
2020: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,108
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,904
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	365
Total of all active and inactive participants	2020-01-01	2,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	2,279
Number of participants with account balances	2020-01-01	2,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,515
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,789
Number of retired or separated participants receiving benefits	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	308
Total of all active and inactive participants	2019-01-01	2,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	2,108
Number of participants with account balances	2019-01-01	1,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,082
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,289
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	221
Total of all active and inactive participants	2018-01-01	1,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	1,515
Number of participants with account balances	2018-01-01	1,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	16
2017: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	922
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	874
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	207
Total of all active and inactive participants	2017-01-01	1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,082
Number of participants with account balances	2017-01-01	1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	21
2016: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	820
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	761
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	161
Total of all active and inactive participants	2016-01-01	922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	922
Number of participants with account balances	2016-01-01	878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	23
2015: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	680
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	696
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	122
Total of all active and inactive participants	2015-01-01	818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	820
Number of participants with account balances	2015-01-01	800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	23
2014: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	589
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	90
Total of all active and inactive participants	2014-01-01	679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	680
Number of participants with account balances	2014-01-01	656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	18
2013: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	508
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	37
Total of all active and inactive participants	2013-01-01	545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	545
Number of participants with account balances	2013-01-01	501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6

Financial Data on OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$80,813,514
Total transfer of assets from this plan	2022-12-31	$12,537,950
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	$-11,926,312
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$22,656,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$22,284,088
Value of total corrective distributions	2022-12-31	$307,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$58,531,444
Value of total assets at end of year	2022-12-31	$423,384,368
Value of total assets at beginning of year	2022-12-31	$389,691,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$64,466
Total interest from all sources	2022-12-31	$132,269
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$36,975,557
Participant contributions at end of year	2022-12-31	$3,278,445
Participant contributions at beginning of year	2022-12-31	$2,494,964
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$9,679,909
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$7,715,613
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,996,694
Other income not declared elsewhere	2022-12-31	$-2,300,284
Administrative expenses (other) incurred	2022-12-31	$64,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-34,582,825
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$423,384,368
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$389,691,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest on participant loans	2022-12-31	$132,269
Value of interest in master investment trust accounts at end of year	2022-12-31	$410,426,014
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$379,481,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$16,559,193
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$22,284,088
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$99,620
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	$99,151,993
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$21,148,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$21,085,225
Expenses. Certain deemed distributions of participant loans	2021-12-31	$7,327
Value of total corrective distributions	2021-12-31	$371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$52,054,142
Value of total assets at end of year	2021-12-31	$389,691,629
Value of total assets at beginning of year	2021-12-31	$311,588,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,887
Total interest from all sources	2021-12-31	$115,877
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$29,670,304
Participant contributions at end of year	2021-12-31	$2,494,964
Participant contributions at beginning of year	2021-12-31	$2,165,484
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$7,715,613
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$5,165,351
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,279,782
Other income not declared elsewhere	2021-12-31	$-358,209
Administrative expenses (other) incurred	2021-12-31	$55,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$78,003,183
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$389,691,629
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$311,588,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest on participant loans	2021-12-31	$115,877
Value of interest in master investment trust accounts at end of year	2021-12-31	$379,481,052
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$304,255,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$14,104,056
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$2,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$21,085,225
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$79,420,976
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$18,530,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$18,474,354
Value of total corrective distributions	2020-12-31	$7,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$40,549,506
Value of total assets at end of year	2020-12-31	$311,588,826
Value of total assets at beginning of year	2020-12-31	$250,697,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$48,190
Total interest from all sources	2020-12-31	$98,662
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$25,677,543
Participant contributions at end of year	2020-12-31	$2,165,484
Participant contributions at beginning of year	2020-12-31	$1,788,406
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$5,165,351
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,275,490
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,874,879
Administrative expenses (other) incurred	2020-12-31	$48,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$60,890,903
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$311,588,826
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$250,697,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Interest on participant loans	2020-12-31	$98,662
Value of interest in master investment trust accounts at end of year	2020-12-31	$304,255,727
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$247,625,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$11,997,084
Employer contributions (assets) at end of year	2020-12-31	$2,264
Employer contributions (assets) at beginning of year	2020-12-31	$8,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$18,474,354
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$66,769,614
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 income from all sources (including contributions)	2019-12-31	$74,079,948
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$13,298,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$13,240,408
Value of total corrective distributions	2019-12-31	$21,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$37,981,339
Value of total assets at end of year	2019-12-31	$250,697,923
Value of total assets at beginning of year	2019-12-31	$123,146,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,672
Total interest from all sources	2019-12-31	$90,355
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$18,764,894
Participant contributions at end of year	2019-12-31	$1,788,406
Participant contributions at beginning of year	2019-12-31	$1,434,402
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,275,490
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,560,832
Other income not declared elsewhere	2019-12-31	$66,369
Administrative expenses (other) incurred	2019-12-31	$36,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$60,781,578
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$250,697,923
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$123,146,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest on participant loans	2019-12-31	$90,355
Value of interest in master investment trust accounts at end of year	2019-12-31	$247,625,426
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$121,682,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$8,655,613
Employer contributions (assets) at end of year	2019-12-31	$8,601
Employer contributions (assets) at beginning of year	2019-12-31	$29,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$13,240,408
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$164,884
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	$14,220,277
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,452,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,423,501
Value of total corrective distributions	2018-12-31	$1,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$20,493,424
Value of total assets at end of year	2018-12-31	$123,146,731
Value of total assets at beginning of year	2018-12-31	$114,213,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,382
Total interest from all sources	2018-12-31	$77,911
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$505,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$505,752
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$12,317,204
Participant contributions at end of year	2018-12-31	$1,434,402
Participant contributions at beginning of year	2018-12-31	$1,152,463
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,578,330
Administrative expenses (other) incurred	2018-12-31	$27,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$8,768,024
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$123,146,731
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$114,213,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$98,890,747
Interest on participant loans	2018-12-31	$68,022
Value of interest in master investment trust accounts at end of year	2018-12-31	$121,682,446
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$14,138,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$7
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$9,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$607,239
Net investment gain or loss from common/collective trusts	2018-12-31	$833,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$5,597,890
Employer contributions (assets) at end of year	2018-12-31	$29,883
Employer contributions (assets) at beginning of year	2018-12-31	$32,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,423,501
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$794,253
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	$34,176,152
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$7,878,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,762,559
Expenses. Certain deemed distributions of participant loans	2017-12-31	$31,306
Value of total corrective distributions	2017-12-31	$59,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$17,374,983
Value of total assets at end of year	2017-12-31	$114,213,823
Value of total assets at beginning of year	2017-12-31	$87,121,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,446
Total interest from all sources	2017-12-31	$50,671
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,797,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,797,178
Administrative expenses professional fees incurred	2017-12-31	$24,446
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$10,537,585
Participant contributions at end of year	2017-12-31	$1,152,463
Participant contributions at beginning of year	2017-12-31	$1,044,172
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,858,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$26,298,055
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$114,213,823
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$87,121,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$98,890,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$73,673,564
Interest on participant loans	2017-12-31	$50,395
Value of interest in common/collective trusts at end of year	2017-12-31	$14,138,331
Value of interest in common/collective trusts at beginning of year	2017-12-31	$12,366,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$11,776,777
Net investment gain or loss from common/collective trusts	2017-12-31	$2,176,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,978,783
Employer contributions (assets) at end of year	2017-12-31	$32,275
Employer contributions (assets) at beginning of year	2017-12-31	$37,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,762,559
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$4,120,432
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	$21,596,704
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,146,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,116,723
Value of total corrective distributions	2016-12-31	$4,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$15,466,294
Value of total assets at end of year	2016-12-31	$87,121,515
Value of total assets at beginning of year	2016-12-31	$64,551,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$25,515
Total interest from all sources	2016-12-31	$39,069
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,830,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,830,424
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$9,544,446
Participant contributions at end of year	2016-12-31	$1,044,172
Participant contributions at beginning of year	2016-12-31	$757,509
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,561,855
Administrative expenses (other) incurred	2016-12-31	$25,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$18,449,925
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$87,121,515
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$64,551,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$73,673,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$53,453,620
Interest on participant loans	2016-12-31	$39,069
Value of interest in common/collective trusts at end of year	2016-12-31	$12,366,634
Value of interest in common/collective trusts at beginning of year	2016-12-31	$10,319,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,271,024
Net investment gain or loss from common/collective trusts	2016-12-31	$989,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$4,359,993
Employer contributions (assets) at end of year	2016-12-31	$37,145
Employer contributions (assets) at beginning of year	2016-12-31	$20,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,116,723
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$4,176,370
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	$13,406,517
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,208,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,182,924
Value of total corrective distributions	2015-12-31	$8,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$13,758,157
Value of total assets at end of year	2015-12-31	$64,551,158
Value of total assets at beginning of year	2015-12-31	$49,177,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,259
Total interest from all sources	2015-12-31	$26,927
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,034,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,034,760
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$8,389,567
Participant contributions at end of year	2015-12-31	$757,509
Participant contributions at beginning of year	2015-12-31	$532,946
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,668,885
Administrative expenses (other) incurred	2015-12-31	$17,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$11,197,577
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$64,551,158
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$49,177,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$53,453,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$38,395,771
Interest on participant loans	2015-12-31	$26,927
Value of interest in common/collective trusts at end of year	2015-12-31	$10,319,251
Value of interest in common/collective trusts at beginning of year	2015-12-31	$10,248,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,535,911
Net investment gain or loss from common/collective trusts	2015-12-31	$122,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,699,705
Employer contributions (assets) at end of year	2015-12-31	$20,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,182,924
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$238,786
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	$12,920,389
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,572,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,546,398
Value of total corrective distributions	2014-12-31	$1,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$9,894,050
Value of total assets at end of year	2014-12-31	$49,177,211
Value of total assets at beginning of year	2014-12-31	$37,590,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,656
Total interest from all sources	2014-12-31	$16,912
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,089,697
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	$1,089,697
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$6,580,579
Participant contributions at end of year	2014-12-31	$532,946
Participant contributions at beginning of year	2014-12-31	$327,066
Participant contributions at beginning of year	2014-12-31	$14,823
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$370,153
Administrative expenses (other) incurred	2014-12-31	$24,656
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	$11,347,945
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$49,177,211
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$37,590,480
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$38,395,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$27,240,834
Interest on participant loans	2014-12-31	$16,912
Value of interest in common/collective trusts at end of year	2014-12-31	$10,248,494
Value of interest in common/collective trusts at beginning of year	2014-12-31	$10,001,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,081,861
Net investment gain or loss from common/collective trusts	2014-12-31	$837,869
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	Yes
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	$2,943,318
Employer contributions (assets) at beginning of year	2014-12-31	$6,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,546,398
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : OPTUM PARTNER SERVICES 401(K) SAVINGS 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	$12,950,735
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,328,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,320,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,398,982
Value of total assets at end of year	2013-12-31	$37,590,480
Value of total assets at beginning of year	2013-12-31	$26,968,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,019
Total interest from all sources	2013-12-31	$9,018
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$694,324
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	$694,324
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
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	$5,149,507
Participant contributions at end of year	2013-12-31	$327,066
Participant contributions at beginning of year	2013-12-31	$156,185
Participant contributions at end of year	2013-12-31	$14,823
Participant contributions at beginning of year	2013-12-31	$152,129
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$306,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$66,188
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$26,594,240
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	$10,621,738
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$37,590,480
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$26,968,742
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
Investment advisory and management fees	2013-12-31	$8,019
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$27,240,834
Interest on participant loans	2013-12-31	$9,018
Value of interest in common/collective trusts at end of year	2013-12-31	$10,001,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,805,368
Net investment gain or loss from common/collective trusts	2013-12-31	$2,043,043
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	Yes
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	$1,943,129
Employer contributions (assets) at end of year	2013-12-31	$6,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,320,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2013-12-31	390859910

Form 5500 Responses for OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN

2022: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

OPTUM PARTNER SERVICES HEALTH AND WELFARE BENEFITS PLAN [EIN = 413866363]

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

Company Name:	OPTUM MEDICAL SERVICES, P.C.
Employer identification number (EIN):	453866363
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5083954