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| Plan Name | UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNITED HEALTH CREDIT UNION |
| Employer identification number (EIN): | 946093763 |
| NAIC Classification: | 522130 |
| NAIC Description: | Credit Unions |
Additional information about UNITED HEALTH CREDIT UNION
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1956-05-07 |
| Company Identification Number: | C0320304 |
| Legal Registered Office Address: |
1860 El Camino Real, Suite 100 Burlingame United States of America (USA) 94010 |
More information about UNITED HEALTH CREDIT UNION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | JASON MERTZ-PRICKETT | 2024-06-20 | ||
| 002 | 2022-01-01 | JASON MERTZ-PRICKETT | 2023-06-07 | ||
| 002 | 2021-01-01 | JASON MERTZ-PRICKETT | 2022-06-13 | ||
| 002 | 2020-01-01 | LINDA WHITE | 2021-06-07 | ||
| 002 | 2018-01-01 | LINDA WHITE | 2019-05-10 | ||
| 002 | 2017-01-01 | LINDA WHITE | 2018-05-22 | ||
| 002 | 2016-01-01 | LINDA WHITE | 2017-08-08 | ||
| 002 | 2015-01-01 | LINDA WHITE | 2016-06-08 | ||
| 002 | 2014-01-01 | LINDA WHITE | 2015-06-29 | ||
| 002 | 2013-01-01 | LINDA WHITE | 2014-07-29 | ||
| 002 | 2012-01-01 | LINDA WHITE | 2013-07-10 | ||
| 002 | 2011-01-01 | LINDA WHITE | 2012-05-30 | LINDA WHITE | 2012-05-30 |
| 002 | 2010-01-01 | LINDA WHITE | 2011-08-18 |
| Measure | Date | Value |
|---|---|---|
| 2025: UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-22 | 18 |
| Total number of particpants at end of year | 2025-07-22 | 18 |
| Number of Participants With Account Balances | 2025-07-22 | 17 |
| 2024: UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-20 | 18 |
| Total number of particpants at end of year | 2024-06-20 | 18 |
| Number of Participants With Account Balances | 2024-06-20 | 17 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-22 | 1225027 |
| Net assets as of the end of the plan year | 2025-07-22 | 1902660 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 2851584 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 3500000 |
| Participant contributions to plan in this plan year | 2025-07-22 | 96437 |
| Value of participant loans at end of plan year | 2025-07-22 | 124913 |
| Other expenses paid from plan in this plan year | 2025-07-22 | 675 |
| Other income to plan in this plan year | 2025-07-22 | 114353 |
| Plan net income in this plan year | 2025-07-22 | -948924 |
| Net assets as of the end of the plan year | 2025-07-22 | 1902660 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 2851584 |
| Employer contributions to plan in this plan year | 2025-07-22 | 65313 |
| 2024 : UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-20 | 21079 |
| Net assets as of the end of the plan year | 2024-06-20 | 2851584 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 2451114 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 3500000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 84646 |
| Value of participant loans at end of plan year | 2024-06-20 | 41066 |
| Other expenses paid from plan in this plan year | 2024-06-20 | 350 |
| Other income to plan in this plan year | 2024-06-20 | 290614 |
| Plan net income in this plan year | 2024-06-20 | 400470 |
| Net assets as of the end of the plan year | 2024-06-20 | 2851584 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 2451114 |
| Employer contributions to plan in this plan year | 2024-06-20 | 46289 |