401k Plan data: OPTUM360 401(K) SAVINGS PLAN plan

OPTUM360 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	OPTUM360 401(K) SAVINGS PLAN
Plan identification number	001

OPTUM360 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

OPTUM360 SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: OPTUM360 SERVICES, INC.

Employer identification number (EIN): 463983926

NAIC Classification: 541600

Additional information about OPTUM360 SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-12-06

Company Identification Number: 0801894727

Legal Registered Office Address: 1999 BRYAN ST STE 900

DALLAS
United States of America (USA)
75201

More information about OPTUM360 SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTUM360 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 DAVID E. STRAUSS 2022-07-06
001 2020-01-01 DAVID E. STRAUSS 2021-07-01
001 2019-01-01 DAVID E. STRAUSS 2020-06-30 DAVID E. STRAUSS 2020-06-30
001 2018-01-01
001 2017-01-01
001 2016-01-01 DAVID E. STRAUSS
001 2015-01-01 DAVID E. STRAUSS
001 2014-01-01 DAVID E. STRAUSS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	DAVID E. STRAUSS	2022-07-06
001	2020-01-01	DAVID E. STRAUSS	2021-07-01
001	2019-01-01	DAVID E. STRAUSS	2020-06-30	DAVID E. STRAUSS	2020-06-30
001	2018-01-01
001	2017-01-01
001	2016-01-01	DAVID E. STRAUSS
001	2015-01-01	DAVID E. STRAUSS
001	2014-01-01	DAVID E. STRAUSS

Plan Statistics for OPTUM360 401(K) SAVINGS PLAN

401k plan membership statisitcs for OPTUM360 401(K) SAVINGS PLAN

Measure Date Value
2021: OPTUM360 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9,257
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 150
2020: OPTUM360 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9,257
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6,210
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,711
Total of all active and inactive participants 2020-01-01 8,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 8,943
Number of participants with account balances 2020-01-01 8,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 189
2019: OPTUM360 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8,193
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7,253
Number of retired or separated participants receiving benefits 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,988
Total of all active and inactive participants 2019-01-01 9,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 9,257
Number of participants with account balances 2019-01-01 9,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 198
2018: OPTUM360 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8,332
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,755
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,430
Total of all active and inactive participants 2018-01-01 8,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 8,193
Number of participants with account balances 2018-01-01 8,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 204
2017: OPTUM360 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6,438
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7,406
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 917
Total of all active and inactive participants 2017-01-01 8,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 7
Total participants 2017-01-01 8,332
Number of participants with account balances 2017-01-01 6,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 149
2016: OPTUM360 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,860
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5,868
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 565
Total of all active and inactive participants 2016-01-01 6,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 5
Total participants 2016-01-01 6,438
Number of participants with account balances 2016-01-01 6,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 88
2015: OPTUM360 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,494
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3,511
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 346
Total of all active and inactive participants 2015-01-01 3,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 3,860
Number of participants with account balances 2015-01-01 3,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 75
2014: OPTUM360 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,048
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,321
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 173
Total of all active and inactive participants 2014-01-01 2,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,494
Number of participants with account balances 2014-01-01 2,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 59

Measure	Date	Value
2021: OPTUM360 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9,257
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	150
2020: OPTUM360 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9,257
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6,210
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,711
Total of all active and inactive participants	2020-01-01	8,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	8,943
Number of participants with account balances	2020-01-01	8,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	189
2019: OPTUM360 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8,193
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7,253
Number of retired or separated participants receiving benefits	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,988
Total of all active and inactive participants	2019-01-01	9,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	9,257
Number of participants with account balances	2019-01-01	9,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	198
2018: OPTUM360 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8,332
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,755
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,430
Total of all active and inactive participants	2018-01-01	8,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	8,193
Number of participants with account balances	2018-01-01	8,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	204
2017: OPTUM360 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6,438
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7,406
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	917
Total of all active and inactive participants	2017-01-01	8,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	7
Total participants	2017-01-01	8,332
Number of participants with account balances	2017-01-01	6,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	149
2016: OPTUM360 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,860
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5,868
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	565
Total of all active and inactive participants	2016-01-01	6,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	6,438
Number of participants with account balances	2016-01-01	6,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	88
2015: OPTUM360 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,494
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3,511
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	346
Total of all active and inactive participants	2015-01-01	3,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	3,860
Number of participants with account balances	2015-01-01	3,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	75
2014: OPTUM360 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,048
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,321
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	173
Total of all active and inactive participants	2014-01-01	2,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,494
Number of participants with account balances	2014-01-01	2,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	59

Financial Data on OPTUM360 401(K) SAVINGS PLAN

Measure	Date	Value
2021 : OPTUM360 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-131,794
Total unrealized appreciation/depreciation of assets	2021-12-31	$-131,794
Total transfer of assets from this plan	2021-12-31	$459,777,330
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	$106,451,007
Total loss/gain on sale of assets	2021-12-31	$97,993
Total of all expenses incurred	2021-12-31	$42,867,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$42,435,790
Expenses. Certain deemed distributions of participant loans	2021-12-31	$170,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$49,936,390
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$396,194,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$261,447
Total interest from all sources	2021-12-31	$753,554
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,645,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,644,536
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$32,147,787
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$14,273,386
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$3,420
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,833,862
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,142,982
Administrative expenses (other) incurred	2021-12-31	$261,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$63,583,328
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$396,194,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,975,038
Interest on participant loans	2021-12-31	$753,451
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$355,106,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,317,314
Net investment gain or loss from common/collective trusts	2021-12-31	$50,832,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$14,645,621
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$1,821
Income. Dividends from common stock	2021-12-31	$986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$42,435,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	Yes
Aggregate proceeds on sale of assets	2021-12-31	$1,624,034
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$1,526,041
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : OPTUM360 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-5,373
Total unrealized appreciation/depreciation of assets	2020-12-31	$-5,373
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	$112,879,265
Total loss/gain on sale of assets	2020-12-31	$3,123
Total of all expenses incurred	2020-12-31	$44,836,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$44,514,273
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,783
Value of total corrective distributions	2020-12-31	$15,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$58,899,218
Value of total assets at end of year	2020-12-31	$396,194,002
Value of total assets at beginning of year	2020-12-31	$328,151,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$303,628
Total interest from all sources	2020-12-31	$770,851
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,659,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,659,619
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$36,211,463
Participant contributions at end of year	2020-12-31	$14,273,386
Participant contributions at beginning of year	2020-12-31	$14,560,081
Participant contributions at end of year	2020-12-31	$3,420
Participant contributions at beginning of year	2020-12-31	$389
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,833,862
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,958,612
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$303,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$68,042,980
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$396,194,002
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$328,151,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,975,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$302,690,973
Interest on participant loans	2020-12-31	$770,171
Value of interest in common/collective trusts at end of year	2020-12-31	$355,106,475
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,882,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$17,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$17,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$680
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$14,827,231
Net investment gain or loss from common/collective trusts	2020-12-31	$36,724,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$16,729,143
Employer contributions (assets) at end of year	2020-12-31	$1,821
Employer contributions (assets) at beginning of year	2020-12-31	$242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$44,514,273
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$65,250
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$62,127
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : OPTUM360 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$125,492,576
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$30,112,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$29,793,012
Expenses. Certain deemed distributions of participant loans	2019-12-31	$8,914
Value of total corrective distributions	2019-12-31	$7,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$72,965,766
Value of total assets at end of year	2019-12-31	$328,151,022
Value of total assets at beginning of year	2019-12-31	$232,770,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$302,708
Total interest from all sources	2019-12-31	$736,151
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,613,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,613,159
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$36,153,137
Participant contributions at end of year	2019-12-31	$14,560,081
Participant contributions at beginning of year	2019-12-31	$11,862,536
Participant contributions at end of year	2019-12-31	$389
Participant contributions at beginning of year	2019-12-31	$1,806
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$19,980,177
Administrative expenses (other) incurred	2019-12-31	$302,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$95,380,260
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$328,151,022
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$232,770,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$302,690,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$205,332,453
Interest on participant loans	2019-12-31	$734,696
Value of interest in common/collective trusts at end of year	2019-12-31	$10,882,299
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,975,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$17,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$42,800,136
Net investment gain or loss from common/collective trusts	2019-12-31	$1,377,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$16,832,452
Employer contributions (assets) at end of year	2019-12-31	$242
Employer contributions (assets) at beginning of year	2019-12-31	$8,594,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$29,793,012
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : OPTUM360 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$84,026,826
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$26,418,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$26,080,525
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,498
Value of total corrective distributions	2018-12-31	$2,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$97,882,204
Value of total assets at end of year	2018-12-31	$232,770,762
Value of total assets at beginning of year	2018-12-31	$175,162,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$329,813
Total interest from all sources	2018-12-31	$522,049
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,824,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,824,556
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$35,972,713
Participant contributions at end of year	2018-12-31	$11,862,536
Participant contributions at beginning of year	2018-12-31	$8,366,140
Participant contributions at end of year	2018-12-31	$1,806
Participant contributions at beginning of year	2018-12-31	$1,172
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$36,273,541
Administrative expenses (other) incurred	2018-12-31	$329,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$57,608,383
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$232,770,762
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$175,162,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$205,332,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$161,098,257
Interest on participant loans	2018-12-31	$520,235
Value of interest in common/collective trusts at end of year	2018-12-31	$6,975,338
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,612,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$61,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$61,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-20,948,913
Net investment gain or loss from common/collective trusts	2018-12-31	$-253,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$25,635,950
Employer contributions (assets) at end of year	2018-12-31	$8,594,512
Employer contributions (assets) at beginning of year	2018-12-31	$22,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$26,080,525
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : OPTUM360 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$78,453,016
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$13,964,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$13,707,249
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-264
Value of total corrective distributions	2017-12-31	$3,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$55,222,928
Value of total assets at end of year	2017-12-31	$175,162,379
Value of total assets at beginning of year	2017-12-31	$110,673,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$253,783
Total interest from all sources	2017-12-31	$309,449
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,943,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,943,728
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$25,626,731
Participant contributions at end of year	2017-12-31	$8,366,140
Participant contributions at beginning of year	2017-12-31	$4,941,433
Participant contributions at end of year	2017-12-31	$1,172
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$17,245,937
Administrative expenses (other) incurred	2017-12-31	$253,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$64,488,841
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$175,162,379
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$110,673,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$161,098,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$101,219,596
Interest on participant loans	2017-12-31	$309,250
Value of interest in common/collective trusts at end of year	2017-12-31	$5,612,047
Value of interest in common/collective trusts at beginning of year	2017-12-31	$4,490,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$61,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$18,366,572
Net investment gain or loss from common/collective trusts	2017-12-31	$610,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$12,350,260
Employer contributions (assets) at end of year	2017-12-31	$22,855
Employer contributions (assets) at beginning of year	2017-12-31	$22,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,707,249
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : OPTUM360 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$55,652,193
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$8,978,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,788,267
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,691
Value of total corrective distributions	2016-12-31	$8,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$48,900,405
Value of total assets at end of year	2016-12-31	$110,673,538
Value of total assets at beginning of year	2016-12-31	$63,999,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$173,446
Total interest from all sources	2016-12-31	$160,327
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,366,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,366,711
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$18,237,768
Participant contributions at end of year	2016-12-31	$4,941,433
Participant contributions at beginning of year	2016-12-31	$2,971,140
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$22,100,555
Administrative expenses (other) incurred	2016-12-31	$173,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$46,673,861
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$110,673,538
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$63,999,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$101,219,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$54,316,749
Interest on participant loans	2016-12-31	$160,327
Value of interest in common/collective trusts at end of year	2016-12-31	$4,490,012
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,684,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,957,300
Net investment gain or loss from common/collective trusts	2016-12-31	$267,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$8,562,082
Employer contributions (assets) at end of year	2016-12-31	$22,497
Employer contributions (assets) at beginning of year	2016-12-31	$4,026,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,788,267
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : OPTUM360 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$30,245,407
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,456,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,303,522
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,459
Value of total corrective distributions	2015-12-31	$2,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$31,032,008
Value of total assets at end of year	2015-12-31	$63,999,677
Value of total assets at beginning of year	2015-12-31	$38,210,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$149,132
Total interest from all sources	2015-12-31	$94,912
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,022,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,022,045
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$13,738,560
Participant contributions at end of year	2015-12-31	$2,971,140
Participant contributions at beginning of year	2015-12-31	$1,740,457
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$6,747,087
Administrative expenses (other) incurred	2015-12-31	$149,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$25,789,160
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$63,999,677
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$38,210,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$54,316,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$29,699,036
Interest on participant loans	2015-12-31	$94,912
Value of interest in common/collective trusts at end of year	2015-12-31	$2,684,903
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,633,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,917,560
Net investment gain or loss from common/collective trusts	2015-12-31	$14,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$10,546,361
Employer contributions (assets) at end of year	2015-12-31	$4,026,885
Employer contributions (assets) at beginning of year	2015-12-31	$5,137,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,303,522
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : OPTUM360 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$40,872,316
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,661,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,578,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$39,264,911
Value of total assets at end of year	2014-12-31	$38,210,517
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$83,113
Total interest from all sources	2014-12-31	$53,021
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$686,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$686,348
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$10,079,682
Participant contributions at end of year	2014-12-31	$1,740,457
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$19,374,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$38,210,517
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$38,210,517
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$83,113
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$29,699,036
Interest on participant loans	2014-12-31	$53,021
Value of interest in common/collective trusts at end of year	2014-12-31	$1,633,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$776,444
Net investment gain or loss from common/collective trusts	2014-12-31	$91,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$9,811,021
Employer contributions (assets) at end of year	2014-12-31	$5,137,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,578,686
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910

Form 5500 Responses for OPTUM360 401(K) SAVINGS PLAN

2021: OPTUM360 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OPTUM360 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OPTUM360 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OPTUM360 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OPTUM360 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OPTUM360 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OPTUM360 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OPTUM360 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OPTUM360 SERVICES, INC.
Employer identification number (EIN):	463983926
NAIC Classification:	541600

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-12-06
Company Identification Number:	0801894727
Legal Registered Office Address:	1999 BRYAN ST STE 900 DALLAS United States of America (USA) 75201