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

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

UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 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.
  • Stock bonus
  • 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

UNITEDHEALTH GROUP INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:UNITEDHEALTH GROUP INCORPORATED
Employer identification number (EIN):411321939
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about UNITEDHEALTH GROUP INCORPORATED

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5777355

More information about UNITEDHEALTH GROUP INCORPORATED

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID E. STRAUSS2023-07-11
0012021-01-01DAVID E. STRAUSS2022-06-28
0012020-01-01DAVID E. STRAUSS2021-06-22
0012019-01-01DAVID E. STRAUSS2020-06-30 DAVID E. STRAUSS2020-06-30
0012018-01-01DAVID E. STRAUSS2019-07-22
0012017-01-01
0012016-01-01DAVID E. STRAUSS
0012015-01-01DAVID E. STRAUSS
0012014-01-01DAVID E. STRAUSS
0012013-01-01DAVID E. STRAUSS
0012012-01-01JAMES C. COLEMAN
0012011-01-01JAMES F. COPPENS
0012010-01-01JAMES F COPPENS
0012009-01-01JAMES COPPENS JAMES COPPENS2010-07-30
0012009-01-01JAMES COPPENS JAMES COPPENS2010-07-30

Plan Statistics for UNITEDHEALTH GROUP 401(K) SAVINGS PLAN

401k plan membership statisitcs for UNITEDHEALTH GROUP 401(K) SAVINGS PLAN

Measure Date Value
2022: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01235,888
Total number of active participants reported on line 7a of the Form 55002022-01-01198,787
Number of retired or separated participants receiving benefits2022-01-01799
Number of other retired or separated participants entitled to future benefits2022-01-0166,674
Total of all active and inactive participants2022-01-01266,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01462
Total participants2022-01-01266,722
Number of participants with account balances2022-01-01257,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013,329
2021: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01207,447
Total number of active participants reported on line 7a of the Form 55002021-01-01176,886
Number of retired or separated participants receiving benefits2021-01-01627
Number of other retired or separated participants entitled to future benefits2021-01-0157,999
Total of all active and inactive participants2021-01-01235,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01376
Total participants2021-01-01235,888
Number of participants with account balances2021-01-01223,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013,073
2020: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01200,119
Total number of active participants reported on line 7a of the Form 55002020-01-01157,242
Number of retired or separated participants receiving benefits2020-01-01306
Number of other retired or separated participants entitled to future benefits2020-01-0149,643
Total of all active and inactive participants2020-01-01207,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01256
Total participants2020-01-01207,447
Number of participants with account balances2020-01-01200,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013,192
2019: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01187,879
Total number of active participants reported on line 7a of the Form 55002019-01-01153,274
Number of retired or separated participants receiving benefits2019-01-01405
Number of other retired or separated participants entitled to future benefits2019-01-0146,247
Total of all active and inactive participants2019-01-01199,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01193
Total participants2019-01-01200,119
Number of participants with account balances2019-01-01194,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013,640
2018: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176,599
Total number of active participants reported on line 7a of the Form 55002018-01-01150,031
Number of retired or separated participants receiving benefits2018-01-01225
Number of other retired or separated participants entitled to future benefits2018-01-0137,518
Total of all active and inactive participants2018-01-01187,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01105
Total participants2018-01-01187,879
Number of participants with account balances2018-01-01180,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013,656
2017: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01173,403
Total number of active participants reported on line 7a of the Form 55002017-01-01142,451
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-0134,053
Total of all active and inactive participants2017-01-01176,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0178
Total participants2017-01-01176,599
Number of participants with account balances2017-01-01168,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013,548
2016: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01155,705
Total number of active participants reported on line 7a of the Form 55002016-01-01139,557
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-0133,728
Total of all active and inactive participants2016-01-01173,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0186
Total participants2016-01-01173,403
Number of participants with account balances2016-01-01167,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013,527
2015: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124,515
Total number of active participants reported on line 7a of the Form 55002015-01-01129,401
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0126,213
Total of all active and inactive participants2015-01-01155,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0170
Total participants2015-01-01155,705
Number of participants with account balances2015-01-01140,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012,495
2014: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01121,459
Total number of active participants reported on line 7a of the Form 55002014-01-01100,293
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-0124,146
Total of all active and inactive participants2014-01-01124,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0153
Total participants2014-01-01124,515
Number of participants with account balances2014-01-01118,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014,534
2013: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01118,072
Total number of active participants reported on line 7a of the Form 55002013-01-0197,978
Number of retired or separated participants receiving benefits2013-01-0124
Number of other retired or separated participants entitled to future benefits2013-01-0123,401
Total of all active and inactive participants2013-01-01121,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0156
Total participants2013-01-01121,459
Number of participants with account balances2013-01-01116,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012,129
2012: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01109,952
Total number of active participants reported on line 7a of the Form 55002012-01-0192,794
Number of retired or separated participants receiving benefits2012-01-01269
Number of other retired or separated participants entitled to future benefits2012-01-0124,921
Total of all active and inactive participants2012-01-01117,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0188
Total participants2012-01-01118,072
Number of participants with account balances2012-01-01112,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012,857
2011: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0196,131
Total number of active participants reported on line 7a of the Form 55002011-01-0185,292
Number of retired or separated participants receiving benefits2011-01-01246
Number of other retired or separated participants entitled to future benefits2011-01-0124,220
Total of all active and inactive participants2011-01-01109,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01194
Total participants2011-01-01109,952
Number of participants with account balances2011-01-01101,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013,691
2010: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0191,113
Total number of active participants reported on line 7a of the Form 55002010-01-0177,185
Number of retired or separated participants receiving benefits2010-01-0180
Number of other retired or separated participants entitled to future benefits2010-01-0118,723
Total of all active and inactive participants2010-01-0195,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01143
Total participants2010-01-0196,131
Number of participants with account balances2010-01-0192,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012,571
2009: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0185,865
Total number of active participants reported on line 7a of the Form 55002009-01-0174,302
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0116,627
Total of all active and inactive participants2009-01-0190,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01181
Total participants2009-01-0191,113
Number of participants with account balances2009-01-0183,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01905

Financial Data on UNITEDHEALTH GROUP 401(K) SAVINGS PLAN

Measure Date Value
2022 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$30,605,559
Total unrealized appreciation/depreciation of assets2022-12-31$30,605,559
Total transfer of assets to this plan2022-12-31$455,038,785
Total transfer of assets from this plan2022-12-31$54,873,712
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$0
Total income from all sources (including contributions)2022-12-31$-1,470,858,448
Total loss/gain on sale of assets2022-12-31$708,666
Total of all expenses incurred2022-12-31$1,385,096,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,377,537,484
Expenses. Certain deemed distributions of participant loans2022-12-31$266,457
Value of total corrective distributions2022-12-31$454,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,995,190,948
Value of total assets at end of year2022-12-31$18,576,379,778
Value of total assets at beginning of year2022-12-31$21,032,169,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,837,861
Total interest from all sources2022-12-31$18,411,084
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,936,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,268,092,833
Participant contributions at end of year2022-12-31$398,278,501
Participant contributions at beginning of year2022-12-31$376,445,394
Assets. Other investments not covered elsewhere at end of year2022-12-31$517,244,370
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$645,626,462
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$186,657,412
Other income not declared elsewhere2022-12-31$-170,687,657
Administrative expenses (other) incurred2022-12-31$6,837,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,855,954,496
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,576,379,778
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,032,169,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
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
Interest on participant loans2022-12-31$18,411,084
Value of interest in master investment trust accounts at end of year2022-12-31$17,081,170,677
Value of interest in master investment trust accounts at beginning of year2022-12-31$19,427,145,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,232,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,023,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,023,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$571,453,453
Assets. Invements in employer securities at beginning of year2022-12-31$576,927,727
Contributions received in cash from employer2022-12-31$540,440,703
Income. Dividends from common stock2022-12-31$6,936,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,377,537,484
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$58,675,821
Aggregate carrying amount (costs) on sale of assets2022-12-31$57,967,155
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2022-12-31133891517
2021 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$173,284,721
Total unrealized appreciation/depreciation of assets2021-12-31$173,284,721
Total transfer of assets to this plan2021-12-31$764,086,106
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$4,386,883,466
Total loss/gain on sale of assets2021-12-31$5,242,509
Total of all expenses incurred2021-12-31$1,312,793,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,306,028,312
Expenses. Certain deemed distributions of participant loans2021-12-31$526,100
Value of total corrective distributions2021-12-31$239,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,678,662,756
Value of total assets at end of year2021-12-31$21,032,169,201
Value of total assets at beginning of year2021-12-31$17,193,992,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,999,781
Total interest from all sources2021-12-31$19,077,510
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,515,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,053,957,365
Participant contributions at end of year2021-12-31$376,445,394
Participant contributions at beginning of year2021-12-31$358,754,798
Assets. Other investments not covered elsewhere at end of year2021-12-31$645,626,462
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$511,451,812
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$154,289,377
Other income not declared elsewhere2021-12-31$51,205,179
Administrative expenses (other) incurred2021-12-31$5,999,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,074,090,228
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,032,169,201
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,193,992,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
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
Interest on participant loans2021-12-31$19,077,510
Value of interest in master investment trust accounts at end of year2021-12-31$19,427,145,650
Value of interest in master investment trust accounts at beginning of year2021-12-31$15,881,571,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,023,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,196,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,196,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31Yes
Assets. Invements in employer securities at end of year2021-12-31$576,927,727
Assets. Invements in employer securities at beginning of year2021-12-31$437,018,118
Contributions received in cash from employer2021-12-31$470,416,014
Income. Dividends from common stock2021-12-31$6,515,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,306,028,312
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$72,259,785
Aggregate carrying amount (costs) on sale of assets2021-12-31$67,017,276
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2021-12-31133891517
2020 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$71,115,971
Total unrealized appreciation/depreciation of assets2020-12-31$71,115,971
Total transfer of assets to this plan2020-12-31$65,839,495
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$3,660,072,912
Total loss/gain on sale of assets2020-12-31$214,752
Total of all expenses incurred2020-12-31$1,295,670,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,288,618,151
Expenses. Certain deemed distributions of participant loans2020-12-31$478,348
Value of total corrective distributions2020-12-31$366,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,497,307,354
Value of total assets at end of year2020-12-31$17,193,992,867
Value of total assets at beginning of year2020-12-31$14,763,751,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,208,415
Total interest from all sources2020-12-31$19,909,235
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,121,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$954,849,601
Participant contributions at end of year2020-12-31$358,754,798
Participant contributions at beginning of year2020-12-31$377,181,451
Assets. Other investments not covered elsewhere at end of year2020-12-31$511,451,812
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$304,096,785
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$102,090,778
Other income not declared elsewhere2020-12-31$88,860,300
Administrative expenses (other) incurred2020-12-31$6,208,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,364,401,920
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,193,992,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,763,751,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
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
Interest on participant loans2020-12-31$19,897,308
Value of interest in master investment trust accounts at end of year2020-12-31$15,881,571,227
Value of interest in master investment trust accounts at beginning of year2020-12-31$13,671,685,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,196,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,393,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,393,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$437,018,118
Assets. Invements in employer securities at beginning of year2020-12-31$405,394,598
Contributions received in cash from employer2020-12-31$440,366,975
Income. Dividends from common stock2020-12-31$6,121,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,288,618,151
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$73,950,929
Aggregate carrying amount (costs) on sale of assets2020-12-31$73,736,177
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2020-12-31133891517
2019 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$38,376,812
Total unrealized appreciation/depreciation of assets2019-12-31$38,376,812
Total transfer of assets to this plan2019-12-31$396,737,719
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$4,053,682,037
Total loss/gain on sale of assets2019-12-31$23,840,170
Total of all expenses incurred2019-12-31$940,119,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$932,324,944
Expenses. Certain deemed distributions of participant loans2019-12-31$372,517
Value of total corrective distributions2019-12-31$792,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,466,029,960
Value of total assets at end of year2019-12-31$14,763,751,452
Value of total assets at beginning of year2019-12-31$11,253,451,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,629,262
Total interest from all sources2019-12-31$19,785,440
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,896,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$918,457,179
Participant contributions at end of year2019-12-31$377,181,451
Participant contributions at beginning of year2019-12-31$333,207,574
Assets. Other investments not covered elsewhere at end of year2019-12-31$304,096,785
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$215,765,585
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$128,334,176
Other income not declared elsewhere2019-12-31$47,877,530
Administrative expenses (other) incurred2019-12-31$6,629,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,113,562,492
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,763,751,452
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,253,451,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Interest on participant loans2019-12-31$19,691,419
Value of interest in master investment trust accounts at end of year2019-12-31$13,671,685,476
Value of interest in master investment trust accounts at beginning of year2019-12-31$10,328,243,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,393,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,703,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,703,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$94,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$405,394,598
Assets. Invements in employer securities at beginning of year2019-12-31$370,444,429
Contributions received in cash from employer2019-12-31$419,238,605
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,086,280
Income. Dividends from common stock2019-12-31$5,896,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$932,324,944
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$49,991,721
Aggregate carrying amount (costs) on sale of assets2019-12-31$26,151,551
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
2018 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$42,034,283
Total unrealized appreciation/depreciation of assets2018-12-31$42,034,283
Total transfer of assets to this plan2018-12-31$140,513,026
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$720,109,479
Total loss/gain on sale of assets2018-12-31$4,108,964
Total of all expenses incurred2018-12-31$763,706,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$756,363,352
Expenses. Certain deemed distributions of participant loans2018-12-31$314,098
Value of total corrective distributions2018-12-31$237,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,344,653,498
Value of total assets at end of year2018-12-31$11,253,451,241
Value of total assets at beginning of year2018-12-31$11,156,535,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,791,894
Total interest from all sources2018-12-31$15,756,300
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,185,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$825,925,398
Participant contributions at end of year2018-12-31$333,207,574
Participant contributions at beginning of year2018-12-31$298,795,166
Assets. Other investments not covered elsewhere at end of year2018-12-31$215,765,585
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$195,796,038
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$134,382,670
Other income not declared elsewhere2018-12-31$-16,477,163
Administrative expenses (other) incurred2018-12-31$6,791,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-43,597,008
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,253,451,241
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,156,535,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
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
Interest on participant loans2018-12-31$15,644,825
Value of interest in master investment trust accounts at end of year2018-12-31$10,328,243,816
Value of interest in master investment trust accounts at beginning of year2018-12-31$10,298,148,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,703,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,274,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,274,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$111,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$370,444,429
Assets. Invements in employer securities at beginning of year2018-12-31$355,565,384
Contributions received in cash from employer2018-12-31$384,345,430
Employer contributions (assets) at end of year2018-12-31$1,086,280
Employer contributions (assets) at beginning of year2018-12-31$955,540
Income. Dividends from common stock2018-12-31$5,185,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$756,363,352
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$59,704,890
Aggregate carrying amount (costs) on sale of assets2018-12-31$55,595,926
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$97,357,395
Total unrealized appreciation/depreciation of assets2017-12-31$97,357,395
Total transfer of assets to this plan2017-12-31$53,523,525
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$2,798,766,735
Total loss/gain on sale of assets2017-12-31$3,090,480
Total of all expenses incurred2017-12-31$636,875,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$629,510,052
Expenses. Certain deemed distributions of participant loans2017-12-31$436,035
Value of total corrective distributions2017-12-31$309,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,215,551,189
Value of total assets at end of year2017-12-31$11,156,535,223
Value of total assets at beginning of year2017-12-31$8,941,120,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,620,167
Total interest from all sources2017-12-31$12,425,138
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,769,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$25,250,854
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$754,075,176
Participant contributions at end of year2017-12-31$298,795,166
Participant contributions at beginning of year2017-12-31$258,233,928
Assets. Other investments not covered elsewhere at end of year2017-12-31$195,796,038
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$24,330,830
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,191,490
Other income not declared elsewhere2017-12-31$22,793,121
Administrative expenses (other) incurred2017-12-31$6,620,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,161,891,075
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,156,535,223
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,941,120,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
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 beginning of year2017-12-31$2,356,818,068
Interest on participant loans2017-12-31$12,382,709
Value of interest in master investment trust accounts at end of year2017-12-31$10,298,148,281
Value of interest in common/collective trusts at beginning of year2017-12-31$4,794,984,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,274,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$59,863,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$59,863,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42,429
Asset value of US Government securities at beginning of year2017-12-31$240,843,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$355,565,384
Assets. Invements in employer securities at beginning of year2017-12-31$284,203,993
Contributions received in cash from employer2017-12-31$348,284,523
Employer contributions (assets) at end of year2017-12-31$955,540
Employer contributions (assets) at beginning of year2017-12-31$798,804
Income. Dividends from common stock2017-12-31$4,769,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$629,510,052
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$196,281,111
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$699,512,121
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$23,433,964
Aggregate carrying amount (costs) on sale of assets2017-12-31$20,343,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$126,836,934
Total unrealized appreciation/depreciation of assets2016-12-31$126,836,934
Total transfer of assets to this plan2016-12-31$106,147,157
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$1,878,915,145
Total loss/gain on sale of assets2016-12-31$1,062,840
Total of all expenses incurred2016-12-31$505,960,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$499,366,454
Expenses. Certain deemed distributions of participant loans2016-12-31$226,613
Value of total corrective distributions2016-12-31$262,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,139,799,085
Value of total assets at end of year2016-12-31$8,941,120,623
Value of total assets at beginning of year2016-12-31$7,462,018,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,104,758
Total interest from all sources2016-12-31$25,331,946
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$58,332,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,731,974
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$25,250,854
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$3,556,142
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$678,322,642
Participant contributions at end of year2016-12-31$258,233,928
Participant contributions at beginning of year2016-12-31$227,922,407
Assets. Other investments not covered elsewhere at end of year2016-12-31$24,330,830
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$24,947,792
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$145,303,866
Administrative expenses (other) incurred2016-12-31$6,104,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,372,955,074
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,941,120,623
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,462,018,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,356,818,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,031,958,061
Interest on participant loans2016-12-31$10,318,583
Interest earned on other investments2016-12-31$770,384
Income. Interest from US Government securities2016-12-31$4,465,136
Income. Interest from corporate debt instruments2016-12-31$9,560,297
Value of interest in common/collective trusts at end of year2016-12-31$4,794,984,373
Value of interest in common/collective trusts at beginning of year2016-12-31$3,815,126,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$59,863,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$61,684,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$61,684,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$217,546
Asset value of US Government securities at end of year2016-12-31$240,843,419
Asset value of US Government securities at beginning of year2016-12-31$205,149,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$181,252,163
Net investment gain or loss from common/collective trusts2016-12-31$346,300,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$284,203,993
Assets. Invements in employer securities at beginning of year2016-12-31$221,921,743
Contributions received in cash from employer2016-12-31$316,172,577
Employer contributions (assets) at end of year2016-12-31$798,804
Employer contributions (assets) at beginning of year2016-12-31$4,083,970
Income. Dividends from preferred stock2016-12-31$246,843
Income. Dividends from common stock2016-12-31$13,353,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$499,366,454
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$196,281,111
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$216,041,542
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$699,512,121
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$649,625,891
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$674,519,103
Aggregate carrying amount (costs) on sale of assets2016-12-31$673,456,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$15,165,978
Total unrealized appreciation/depreciation of assets2015-12-31$15,165,978
Total transfer of assets to this plan2015-12-31$29,511,967
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$895,558,116
Total loss/gain on sale of assets2015-12-31$17,287,978
Total of all expenses incurred2015-12-31$501,516,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$494,873,996
Expenses. Certain deemed distributions of participant loans2015-12-31$219,762
Value of total corrective distributions2015-12-31$95,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$919,397,076
Value of total assets at end of year2015-12-31$7,462,018,392
Value of total assets at beginning of year2015-12-31$7,038,465,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,327,835
Total interest from all sources2015-12-31$23,476,502
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$60,086,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$47,340,394
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$3,556,142
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$3,779,002
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$569,025,645
Participant contributions at end of year2015-12-31$227,922,407
Participant contributions at beginning of year2015-12-31$206,293,796
Assets. Other investments not covered elsewhere at end of year2015-12-31$24,947,792
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$23,131,470
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,340,373
Administrative expenses (other) incurred2015-12-31$2,229,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$394,041,148
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,462,018,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,038,465,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,098,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,031,958,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,000,619,793
Interest on participant loans2015-12-31$9,376,639
Interest earned on other investments2015-12-31$790,889
Income. Interest from US Government securities2015-12-31$4,300,674
Income. Interest from corporate debt instruments2015-12-31$8,837,416
Value of interest in common/collective trusts at end of year2015-12-31$3,815,126,229
Value of interest in common/collective trusts at beginning of year2015-12-31$3,514,650,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$61,684,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$52,070,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$52,070,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$170,884
Asset value of US Government securities at end of year2015-12-31$205,149,633
Asset value of US Government securities at beginning of year2015-12-31$223,726,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,870,996
Net investment gain or loss from common/collective trusts2015-12-31$-73,984,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$221,921,743
Assets. Invements in employer securities at beginning of year2015-12-31$203,007,624
Contributions received in cash from employer2015-12-31$270,031,058
Employer contributions (assets) at end of year2015-12-31$4,083,970
Income. Dividends from preferred stock2015-12-31$277,590
Income. Dividends from common stock2015-12-31$12,468,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$494,873,996
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$216,041,542
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$206,659,641
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$649,625,891
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$604,526,991
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$578,824,713
Aggregate carrying amount (costs) on sale of assets2015-12-31$561,536,735
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$101,688,349
Total unrealized appreciation/depreciation of assets2014-12-31$101,688,349
Total transfer of assets to this plan2014-12-31$27,393,013
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$1,234,294,195
Total loss/gain on sale of assets2014-12-31$3,161,601
Total of all expenses incurred2014-12-31$537,432,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$530,753,196
Expenses. Certain deemed distributions of participant loans2014-12-31$479,148
Value of total corrective distributions2014-12-31$108,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$765,111,841
Value of total assets at end of year2014-12-31$7,038,465,277
Value of total assets at beginning of year2014-12-31$6,314,210,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,091,857
Total interest from all sources2014-12-31$21,348,553
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$47,259,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$35,975,579
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$3,779,002
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$3,452,717
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$483,781,588
Participant contributions at end of year2014-12-31$206,293,796
Participant contributions at beginning of year2014-12-31$184,295,588
Assets. Other investments not covered elsewhere at end of year2014-12-31$23,131,470
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$31,761,164
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$47,970,892
Administrative expenses (other) incurred2014-12-31$2,385,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$696,861,599
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,038,465,277
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,314,210,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,706,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,000,619,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,815,287,393
Interest on participant loans2014-12-31$8,137,828
Interest earned on other investments2014-12-31$885,427
Income. Interest from US Government securities2014-12-31$4,737,345
Income. Interest from corporate debt instruments2014-12-31$7,554,435
Value of interest in common/collective trusts at end of year2014-12-31$3,514,650,653
Value of interest in common/collective trusts at beginning of year2014-12-31$3,096,831,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$52,070,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$52,549,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$52,549,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$33,518
Asset value of US Government securities at end of year2014-12-31$223,726,088
Asset value of US Government securities at beginning of year2014-12-31$206,882,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,086,890
Net investment gain or loss from common/collective trusts2014-12-31$178,637,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$203,007,624
Assets. Invements in employer securities at beginning of year2014-12-31$163,357,401
Contributions received in cash from employer2014-12-31$233,359,361
Income. Dividends from preferred stock2014-12-31$257,870
Income. Dividends from common stock2014-12-31$11,025,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$530,753,196
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$206,659,641
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$180,848,073
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$604,526,991
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$578,944,689
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$560,533,053
Aggregate carrying amount (costs) on sale of assets2014-12-31$557,371,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$108,614,941
Total unrealized appreciation/depreciation of assets2013-12-31$108,614,941
Total transfer of assets to this plan2013-12-31$8,381,297
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$1,778,356,333
Total loss/gain on sale of assets2013-12-31$24,261,989
Total of all expenses incurred2013-12-31$424,045,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$417,573,495
Expenses. Certain deemed distributions of participant loans2013-12-31$259,814
Value of total corrective distributions2013-12-31$120,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$757,427,588
Value of total assets at end of year2013-12-31$6,314,210,665
Value of total assets at beginning of year2013-12-31$4,951,518,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,091,857
Total interest from all sources2013-12-31$20,011,545
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$35,499,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,512,739
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$3,452,717
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$2,478,689
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$471,273,327
Participant contributions at end of year2013-12-31$184,295,588
Participant contributions at beginning of year2013-12-31$154,449,867
Assets. Other investments not covered elsewhere at end of year2013-12-31$31,761,164
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$25,862,369
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$58,512,184
Other income not declared elsewhere2013-12-31$5,155,111
Administrative expenses (other) incurred2013-12-31$2,978,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,354,310,780
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,314,210,665
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,951,518,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,112,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,815,287,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,338,900,022
Interest on participant loans2013-12-31$7,058,749
Interest earned on other investments2013-12-31$805,064
Income. Interest from US Government securities2013-12-31$4,555,756
Income. Interest from corporate debt instruments2013-12-31$7,591,976
Value of interest in common/collective trusts at end of year2013-12-31$3,096,831,862
Value of interest in common/collective trusts at beginning of year2013-12-31$2,374,445,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$52,549,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$31,964,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$31,964,009
Asset value of US Government securities at end of year2013-12-31$206,882,642
Asset value of US Government securities at beginning of year2013-12-31$375,605,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$370,699,835
Net investment gain or loss from common/collective trusts2013-12-31$456,686,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$163,357,401
Assets. Invements in employer securities at beginning of year2013-12-31$127,745,102
Contributions received in cash from employer2013-12-31$227,642,077
Income. Dividends from preferred stock2013-12-31$213,774
Income. Dividends from common stock2013-12-31$6,772,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$417,573,495
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$180,848,073
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$315,168,672
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$578,944,689
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$204,898,420
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$729,404,333
Aggregate carrying amount (costs) on sale of assets2013-12-31$705,142,344
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$34,309,107
Total unrealized appreciation/depreciation of assets2012-12-31$34,309,107
Total transfer of assets to this plan2012-12-31$136,697,321
Total transfer of assets from this plan2012-12-31$24,707,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,205,047,400
Total loss/gain on sale of assets2012-12-31$3,391,307
Total of all expenses incurred2012-12-31$311,675,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$305,854,342
Expenses. Certain deemed distributions of participant loans2012-12-31$266,373
Value of total corrective distributions2012-12-31$83,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$701,910,146
Value of total assets at end of year2012-12-31$4,951,518,588
Value of total assets at beginning of year2012-12-31$3,946,157,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,470,908
Total interest from all sources2012-12-31$20,745,808
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$31,075,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$26,572,999
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$2,478,689
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$430,005,657
Participant contributions at end of year2012-12-31$154,449,867
Participant contributions at beginning of year2012-12-31$129,490,408
Assets. Other investments not covered elsewhere at end of year2012-12-31$25,862,369
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$47,639,721
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$67,836,814
Other income not declared elsewhere2012-12-31$10,623,586
Administrative expenses (other) incurred2012-12-31$2,963,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$893,371,802
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,951,518,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,946,157,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,506,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,338,900,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,049,089,238
Interest on participant loans2012-12-31$6,091,900
Interest earned on other investments2012-12-31$960,702
Income. Interest from US Government securities2012-12-31$5,228,021
Income. Interest from corporate debt instruments2012-12-31$7,119,521
Value of interest in common/collective trusts at end of year2012-12-31$2,374,445,762
Value of interest in common/collective trusts at beginning of year2012-12-31$1,803,903,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$31,964,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28,039,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28,039,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,345,664
Asset value of US Government securities at end of year2012-12-31$375,605,676
Asset value of US Government securities at beginning of year2012-12-31$362,543,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$163,116,819
Net investment gain or loss from common/collective trusts2012-12-31$239,875,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$127,745,102
Assets. Invements in employer securities at beginning of year2012-12-31$126,077,465
Contributions received in cash from employer2012-12-31$204,067,675
Income. Dividends from preferred stock2012-12-31$159,327
Income. Dividends from common stock2012-12-31$4,343,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$305,854,342
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$315,168,672
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$245,336,857
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$204,898,420
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$154,037,304
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$276,189,220
Aggregate carrying amount (costs) on sale of assets2012-12-31$272,797,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$46,263,145
Total unrealized appreciation/depreciation of assets2011-12-31$46,263,145
Total transfer of assets to this plan2011-12-31$49,250,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$551,989,401
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$259,029,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$253,398,951
Expenses. Certain deemed distributions of participant loans2011-12-31$445,104
Value of total corrective distributions2011-12-31$55,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$589,131,547
Value of total assets at end of year2011-12-31$3,946,157,082
Value of total assets at beginning of year2011-12-31$3,603,947,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,130,638
Total interest from all sources2011-12-31$5,384,504
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,005,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,005,753
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$370,008,553
Participant contributions at end of year2011-12-31$129,490,408
Participant contributions at beginning of year2011-12-31$110,090,187
Assets. Other investments not covered elsewhere at end of year2011-12-31$47,639,721
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$29,553,686
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,803,862
Other income not declared elsewhere2011-12-31$276,952
Administrative expenses (other) incurred2011-12-31$5,130,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$292,959,578
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,946,157,082
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,603,947,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,049,089,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,044,017,487
Interest on participant loans2011-12-31$5,370,905
Interest earned on other investments2011-12-31$43
Value of interest in common/collective trusts at end of year2011-12-31$1,803,903,399
Value of interest in common/collective trusts at beginning of year2011-12-31$1,919,617,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28,039,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$85,300,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$85,300,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13,556
Asset value of US Government securities at end of year2011-12-31$362,543,192
Asset value of US Government securities at beginning of year2011-12-31$185,642,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,308,533
Net investment gain or loss from common/collective trusts2011-12-31$-91,763,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$126,077,465
Assets. Invements in employer securities at beginning of year2011-12-31$98,251,066
Contributions received in cash from employer2011-12-31$183,319,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$253,398,951
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$245,336,857
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$131,474,165
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$154,037,304
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,271,418
Total unrealized appreciation/depreciation of assets2010-12-31$28,271,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$886,144,841
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$218,512,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$214,124,959
Value of total corrective distributions2010-12-31$1,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$490,199,777
Value of total assets at end of year2010-12-31$3,603,947,218
Value of total assets at beginning of year2010-12-31$2,936,314,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,386,165
Total interest from all sources2010-12-31$5,122,182
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,759,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,759,329
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$317,195,045
Participant contributions at end of year2010-12-31$110,090,187
Participant contributions at beginning of year2010-12-31$87,740,561
Assets. Other investments not covered elsewhere at end of year2010-12-31$29,553,686
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$19,820,509
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,285,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,075,009
Other income not declared elsewhere2010-12-31$305,372
Administrative expenses (other) incurred2010-12-31$4,386,165
Total non interest bearing cash at beginning of year2010-12-31$1,071,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$667,632,229
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,603,947,218
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,936,314,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,044,017,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,775,641,236
Interest on participant loans2010-12-31$5,079,588
Interest earned on other investments2010-12-31$36,108
Value of interest in common/collective trusts at end of year2010-12-31$1,919,617,849
Value of interest in common/collective trusts at beginning of year2010-12-31$667,000,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$85,300,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,359,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,359,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,486
Asset value of US Government securities at end of year2010-12-31$185,642,326
Asset value of US Government securities at beginning of year2010-12-31$206,438,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$99,843,909
Net investment gain or loss from common/collective trusts2010-12-31$242,642,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$98,251,066
Assets. Invements in employer securities at beginning of year2010-12-31$87,808,792
Contributions received in cash from employer2010-12-31$147,719,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$214,124,959
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$131,474,165
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$88,358,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2022: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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