OPTUM SERVICES (PUERTO RICO) LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITEDHEALTH GROUP PUERTO RICO SAVINGS PLAN
Measure | Date | Value |
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2022 : UNITEDHEALTH GROUP PUERTO RICO SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $1,587,070 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $672,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $620,075 |
Value of total corrective distributions | 2022-12-31 | $33,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,536,219 |
Value of total assets at end of year | 2022-12-31 | $6,119,115 |
Value of total assets at beginning of year | 2022-12-31 | $5,205,042 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,590 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $123,289 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $123,289 |
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 | $1,526,090 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $1,226 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $164,120 |
Administrative expenses (other) incurred | 2022-12-31 | $19,590 |
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 | $914,073 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,119,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,205,042 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,119,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,197,040 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $6,048 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $6,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,072,438 |
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 | $846,009 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $728 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $620,075 |
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 : UNITEDHEALTH GROUP PUERTO RICO SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $2,467,836 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $221,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $208,788 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,929,838 |
Value of total assets at end of year | 2021-12-31 | $5,205,042 |
Value of total assets at beginning of year | 2021-12-31 | $2,958,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,954 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $92,734 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $92,734 |
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 | $1,026,307 |
Participant contributions at end of year | 2021-12-31 | $1,226 |
Participant contributions at beginning of year | 2021-12-31 | $419 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $284,105 |
Administrative expenses (other) incurred | 2021-12-31 | $12,954 |
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 | $2,246,094 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,205,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,958,948 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,197,040 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,891,453 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6,048 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,836 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $445,264 |
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 | Yes |
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 | $619,426 |
Employer contributions (assets) at end of year | 2021-12-31 | $728 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $63,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $208,788 |
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 : UNITEDHEALTH GROUP PUERTO RICO SAVINGS PLAN 2020 401k financial data |
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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 | $1,571,815 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $38,232 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $31,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,244,715 |
Value of total assets at end of year | 2020-12-31 | $2,958,948 |
Value of total assets at beginning of year | 2020-12-31 | $1,425,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,014 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $54,314 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $54,314 |
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 | $810,642 |
Participant contributions at end of year | 2020-12-31 | $419 |
Participant contributions at beginning of year | 2020-12-31 | $24,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $32,309 |
Administrative expenses (other) incurred | 2020-12-31 | $7,014 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $10,240 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,533,583 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,958,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,425,365 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,891,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,380,417 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,836 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,311 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $272,786 |
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 | Yes |
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 | $401,764 |
Employer contributions (assets) at end of year | 2020-12-31 | $63,240 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $6,687 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $31,218 |
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 : UNITEDHEALTH GROUP PUERTO RICO SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $306,807 |
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 | $840,879 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $33,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $30,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $707,777 |
Value of total assets at end of year | 2019-12-31 | $1,425,365 |
Value of total assets at beginning of year | 2019-12-31 | $310,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,750 |
Total interest from all sources | 2019-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $30,067 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $30,067 |
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 | $429,131 |
Participant contributions at end of year | 2019-12-31 | $24,710 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $124,473 |
Administrative expenses (other) incurred | 2019-12-31 | $2,750 |
Total non interest bearing cash at end of year | 2019-12-31 | $10,240 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $807,742 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,425,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $310,816 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,380,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $310,801 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,311 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $15 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $15 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $103,018 |
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 | Yes |
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 | $154,173 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,687 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $30,387 |
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 US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |