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UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameUNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED HEALTH CREDIT UNION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JASON MERTZ-PRICKETT2024-06-20
0022022-01-01JASON MERTZ-PRICKETT2023-06-07
0022021-01-01JASON MERTZ-PRICKETT2022-06-13
0022020-01-01LINDA WHITE2021-06-07
0022018-01-01LINDA WHITE2019-05-10
0022017-01-01LINDA WHITE2018-05-22
0022016-01-01LINDA WHITE2017-08-08
0022015-01-01LINDA WHITE2016-06-08
0022014-01-01LINDA WHITE2015-06-29
0022013-01-01LINDA WHITE2014-07-29
0022012-01-01LINDA WHITE2013-07-10
0022011-01-01LINDA WHITE2012-05-30 LINDA WHITE2012-05-30
0022010-01-01LINDA WHITE2011-08-18

Plan Statistics for UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2025: UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-2218
Total number of particpants at end of year2025-07-2218
Number of Participants With Account Balances2025-07-2217
2024: UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-2018
Total number of particpants at end of year2024-06-2018
Number of Participants With Account Balances2024-06-2017

Financial Data on UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST

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 year2025-07-221225027
Net assets as of the end of the plan year2025-07-221902660
Total assets as of the beginning of the plan year2025-07-222851584
Value of plan covered by a fidelity bond2025-07-223500000
Participant contributions to plan in this plan year2025-07-2296437
Value of participant loans at end of plan year2025-07-22124913
Other expenses paid from plan in this plan year2025-07-22675
Other income to plan in this plan year2025-07-22114353
Plan net income in this plan year2025-07-22-948924
Net assets as of the end of the plan year2025-07-221902660
Net assets as of the beginning of the plan year2025-07-222851584
Employer contributions to plan in this plan year2025-07-2265313
2024 : UNITED HEALTH CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2021079
Net assets as of the end of the plan year2024-06-202851584
Total assets as of the beginning of the plan year2024-06-202451114
Value of plan covered by a fidelity bond2024-06-203500000
Participant contributions to plan in this plan year2024-06-2084646
Value of participant loans at end of plan year2024-06-2041066
Other expenses paid from plan in this plan year2024-06-20350
Other income to plan in this plan year2024-06-20290614
Plan net income in this plan year2024-06-20400470
Net assets as of the end of the plan year2024-06-202851584
Net assets as of the beginning of the plan year2024-06-202451114
Employer contributions to plan in this plan year2024-06-2046289

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