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UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 401k Plan overview

Plan NameUNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
Plan identification number 001

UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

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

Company Name:UNITED HEALTHCARE SERVICES INC.
Employer identification number (EIN):300993007

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Financial Data on UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST

Measure Date Value
2022 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-505,435,011
Total unrealized appreciation/depreciation of assets2022-12-31$-505,435,011
Total transfer of assets to this plan2022-12-31$4,118,174,720
Total transfer of assets from this plan2022-12-31$2,245,837,827
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$0
Total income from all sources (including contributions)2022-12-31$-4,274,863,187
Total loss/gain on sale of assets2022-12-31$-202,020,082
Total of all expenses incurred2022-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$20,762,362,087
Value of total assets at beginning of year2022-12-31$23,164,888,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$24,358,767
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$56,974,228
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$27,784,267
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$4,774,040
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$4,683,266
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,655,145
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,402,395
Other income not declared elsewhere2022-12-31$19,424,107
Value of net income/loss2022-12-31$-4,274,863,187
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,762,362,087
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,164,888,381
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$670,379,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$868,467,076
Interest earned on other investments2022-12-31$3,878,950
Income. Interest from US Government securities2022-12-31$5,802,510
Income. Interest from corporate debt instruments2022-12-31$11,776,262
Value of interest in common/collective trusts at end of year2022-12-31$17,313,207,722
Value of interest in common/collective trusts at beginning of year2022-12-31$19,203,499,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$126,298,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$59,190,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$59,190,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,901,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$233,340,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$195,765,834
Asset value of US Government securities at end of year2022-12-31$238,769,273
Asset value of US Government securities at beginning of year2022-12-31$331,358,103
Net investment gain/loss from pooled separate accounts2022-12-31$-300,009,682
Net investment gain or loss from common/collective trusts2022-12-31$-3,368,155,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Income. Dividends from preferred stock2022-12-31$376,337
Income. Dividends from common stock2022-12-31$28,813,624
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$50,638,698
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$56,565,792
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$194,156,027
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$177,666,479
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,921,142,607
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,258,289,634
Did the plan have assets held for investment2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$1,824,539,305
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,026,559,387
2021 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$349,558,350
Total unrealized appreciation/depreciation of assets2021-12-31$349,558,350
Total transfer of assets to this plan2021-12-31$4,225,858,725
Total transfer of assets from this plan2021-12-31$1,770,738,325
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$3,060,629,341
Total loss/gain on sale of assets2021-12-31$81,456,732
Total of all expenses incurred2021-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$23,164,888,381
Value of total assets at beginning of year2021-12-31$17,649,138,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$18,916,772
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$123,164,739
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$96,870,239
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$4,683,266
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$4,797,574
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,402,395
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$-19,375,571
Other income not declared elsewhere2021-12-31$15,443,426
Value of net income/loss2021-12-31$3,060,629,341
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,164,888,381
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,649,138,640
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$868,467,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$757,960,968
Interest earned on other investments2021-12-31$3,375,251
Income. Interest from US Government securities2021-12-31$5,119,875
Income. Interest from corporate debt instruments2021-12-31$10,239,781
Value of interest in common/collective trusts at end of year2021-12-31$19,203,499,091
Value of interest in common/collective trusts at beginning of year2021-12-31$14,584,052,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$59,190,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$35,750,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$35,750,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$181,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$195,765,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$186,712,583
Asset value of US Government securities at end of year2021-12-31$331,358,103
Asset value of US Government securities at beginning of year2021-12-31$217,539,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-30,504,022
Net investment gain or loss from common/collective trusts2021-12-31$2,502,593,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$16,490,025
Income. Dividends from preferred stock2021-12-31$332,107
Income. Dividends from common stock2021-12-31$25,962,393
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$56,565,792
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$177,666,479
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$334,439,850
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,258,289,634
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,530,770,841
Did the plan have assets held for investment2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$2,146,017,108
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,064,560,376
2020 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$294,108,970
Total unrealized appreciation/depreciation of assets2020-12-31$294,108,970
Total transfer of assets to this plan2020-12-31$1,881,612,871
Total transfer of assets from this plan2020-12-31$1,453,547,950
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$2,143,129,146
Total loss/gain on sale of assets2020-12-31$-37,651,687
Total of all expenses incurred2020-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$17,649,138,640
Value of total assets at beginning of year2020-12-31$15,077,944,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$22,507,807
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,122,550
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,924,762
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$4,797,574
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$3,781,539
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$-19,375,571
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$16,537,753
Other income not declared elsewhere2020-12-31$19,120,869
Value of net income/loss2020-12-31$2,143,129,146
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,649,138,640
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,077,944,573
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$757,960,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$657,630,415
Interest earned on other investments2020-12-31$4,208,981
Income. Interest from US Government securities2020-12-31$6,452,767
Income. Interest from corporate debt instruments2020-12-31$11,132,865
Value of interest in common/collective trusts at end of year2020-12-31$14,584,052,056
Value of interest in common/collective trusts at beginning of year2020-12-31$12,417,459,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$35,750,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$46,485,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$46,485,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$713,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$186,712,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$146,450,602
Asset value of US Government securities at end of year2020-12-31$217,539,953
Asset value of US Government securities at beginning of year2020-12-31$283,023,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$160,608,512
Net investment gain or loss from common/collective trusts2020-12-31$1,653,312,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$16,490,025
Assets. Invements in employer securities at beginning of year2020-12-31$14,010,205
Income. Dividends from preferred stock2020-12-31$346,879
Income. Dividends from common stock2020-12-31$19,850,909
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$56,832,034
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$334,439,850
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$148,305,858
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,530,770,841
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,287,427,992
Did the plan have assets held for investment2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$1,684,694,732
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,722,346,419
2019 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$143,814,449
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$143,814,449
Total unrealized appreciation/depreciation of assets2019-12-31$143,814,449
Total unrealized appreciation/depreciation of assets2019-12-31$143,814,449
Total transfer of assets to this plan2019-12-31$2,720,964,198
Total transfer of assets to this plan2019-12-31$2,720,964,198
Total transfer of assets from this plan2019-12-31$1,016,301,315
Total transfer of assets from this plan2019-12-31$1,016,301,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,562,191,867
Total income from all sources (including contributions)2019-12-31$2,562,191,867
Total loss/gain on sale of assets2019-12-31$60,158,514
Total loss/gain on sale of assets2019-12-31$60,158,514
Total of all expenses incurred2019-12-31$0
Total of all expenses incurred2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$15,077,944,573
Value of total assets at end of year2019-12-31$15,077,944,573
Value of total assets at beginning of year2019-12-31$10,811,089,823
Value of total assets at beginning of year2019-12-31$10,811,089,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$24,067,160
Total interest from all sources2019-12-31$24,067,160
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$65,419,062
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$65,419,062
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$51,471,780
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$51,471,780
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$3,781,539
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$3,781,539
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$3,605,289
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$3,605,289
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,537,753
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,537,753
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$26,851,962
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$26,851,962
Other income not declared elsewhere2019-12-31$17,266,904
Other income not declared elsewhere2019-12-31$17,266,904
Value of net income/loss2019-12-31$2,562,191,867
Value of net income/loss2019-12-31$2,562,191,867
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,077,944,573
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,077,944,573
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,811,089,823
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,811,089,823
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$657,630,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$657,630,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,777,023,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,777,023,313
Interest earned on other investments2019-12-31$4,208,802
Interest earned on other investments2019-12-31$4,208,802
Income. Interest from US Government securities2019-12-31$7,851,193
Income. Interest from US Government securities2019-12-31$7,851,193
Income. Interest from corporate debt instruments2019-12-31$9,818,340
Income. Interest from corporate debt instruments2019-12-31$9,818,340
Value of interest in common/collective trusts at end of year2019-12-31$12,417,459,311
Value of interest in common/collective trusts at end of year2019-12-31$12,417,459,311
Value of interest in common/collective trusts at beginning of year2019-12-31$7,032,325,038
Value of interest in common/collective trusts at beginning of year2019-12-31$7,032,325,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$46,485,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,696,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,696,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,696,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,696,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,188,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,188,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$146,450,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$146,450,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$283,023,275
Asset value of US Government securities at end of year2019-12-31$283,023,275
Asset value of US Government securities at beginning of year2019-12-31$221,160,610
Asset value of US Government securities at beginning of year2019-12-31$221,160,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$446,667,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$446,667,192
Net investment gain or loss from common/collective trusts2019-12-31$1,804,798,586
Net investment gain or loss from common/collective trusts2019-12-31$1,804,798,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$14,010,205
Assets. Invements in employer securities at end of year2019-12-31$14,010,205
Assets. Invements in employer securities at beginning of year2019-12-31$11,400,728
Assets. Invements in employer securities at beginning of year2019-12-31$11,400,728
Income. Dividends from preferred stock2019-12-31$337,488
Income. Dividends from preferred stock2019-12-31$337,488
Income. Dividends from common stock2019-12-31$13,609,794
Income. Dividends from common stock2019-12-31$13,609,794
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$56,832,034
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$56,832,034
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$148,305,858
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$148,305,858
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$286,511,367
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$286,511,367
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,287,427,992
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,287,427,992
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$433,515,420
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$433,515,420
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$2,011,472,470
Aggregate proceeds on sale of assets2019-12-31$2,011,472,470
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,951,313,956
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,951,313,956
2018 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-63,346,520
Total unrealized appreciation/depreciation of assets2018-12-31$-63,346,520
Total transfer of assets to this plan2018-12-31$2,001,138,144
Total transfer of assets from this plan2018-12-31$842,681,275
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$0
Total income from all sources (including contributions)2018-12-31$-678,227,537
Total loss/gain on sale of assets2018-12-31$2,566,908
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$10,811,089,823
Value of total assets at beginning of year2018-12-31$10,330,860,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$16,653,422
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$92,674,959
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$83,580,551
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$3,605,289
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$26,851,962
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$22,308,675
Value of net income/loss2018-12-31$-678,227,537
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,811,089,823
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,330,860,491
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,777,023,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,911,330,209
Interest earned on other investments2018-12-31$729,507
Income. Interest from US Government securities2018-12-31$6,609,204
Income. Interest from corporate debt instruments2018-12-31$8,340,411
Value of interest in common/collective trusts at end of year2018-12-31$7,032,325,038
Value of interest in common/collective trusts at beginning of year2018-12-31$6,453,713,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$18,696,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,620,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,620,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$974,300
Asset value of US Government securities at end of year2018-12-31$221,160,610
Asset value of US Government securities at beginning of year2018-12-31$260,006,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-348,447,542
Net investment gain or loss from common/collective trusts2018-12-31$-378,328,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$11,400,728
Assets. Invements in employer securities at beginning of year2018-12-31$8,130,344
Income. Dividends from preferred stock2018-12-31$304,443
Income. Dividends from common stock2018-12-31$8,789,965
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$286,511,367
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$241,445,144
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$433,515,420
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$419,306,419
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$813,555,526
Aggregate carrying amount (costs) on sale of assets2018-12-31$810,988,618
2017 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$65,791,882
Total unrealized appreciation/depreciation of assets2017-12-31$65,791,882
Total transfer of assets to this plan2017-12-31$9,651,134,761
Total transfer of assets from this plan2017-12-31$637,011,217
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$1,316,736,947
Total loss/gain on sale of assets2017-12-31$6,506,395
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$10,330,860,491
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$15,139,450
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$76,774,036
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$67,859,069
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$22,308,675
Value of net income/loss2017-12-31$1,316,736,947
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,330,860,491
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,911,330,209
Interest earned on other investments2017-12-31$748,428
Income. Interest from US Government securities2017-12-31$5,565,644
Income. Interest from corporate debt instruments2017-12-31$8,424,378
Value of interest in common/collective trusts at end of year2017-12-31$6,453,713,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,620,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$401,000
Asset value of US Government securities at end of year2017-12-31$260,006,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$461,682,443
Net investment gain or loss from common/collective trusts2017-12-31$690,842,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$8,130,344
Income. Dividends from common stock2017-12-31$8,914,967
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$241,445,144
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$419,306,419
Did the plan have assets held for investment2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$840,519,740
Aggregate carrying amount (costs) on sale of assets2017-12-31$834,013,345

Form 5500 Responses for UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST

2022: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32920
Policy instance 1
Insurance contract or identification number32920
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32920
Policy instance 1
Insurance contract or identification number32920
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32920
Policy instance 1
Insurance contract or identification number32920
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32920
Policy instance 1
Insurance contract or identification number32920
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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