United Health Centers Of The San Joaquin Valley — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Health Centers Of The San Joaquin Valley (EIN 94-1732538) is a plan sponsor located in Fresno, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1732538
Location
Fresno, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Health Centers Of The San Joaquin Valley

  • 3 loaded plans hold $34.1M in reported assets.
  • The largest, United Health Centers Of The San Joaquin Valley, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,921 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.1MSummed across loaded plans$34,130,580
Total reported assets$34.1M$34,130,580
Total reported participants1.9K1,921
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.1M total assets
Net assets$34.1MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$3.1M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%United Health Centers Of The San Joaquin Valley, Inc. 401(K) Profit Sharing Plan
Participants per plan640Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #501 · 767 participants · 2023
  3. 3
    Plan #502 · 106 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Health Centers Of The San Joaquin Valley. Open one for its full reported snapshot.

  1. 2023
    United Health Centers Of The San Joaquin Valley Benefit Plan767 participants · 2No schedules
    View filing →
  2. 2023
    United Health Centers Of The San Joaquin Valley Flexible Benefits Plan106 participants · 2No schedules
    View filing →
  3. 2023
    United Health Centers Of The San Joaquin Valley, Inc. 401(K) Profit Sharing Plan1,048 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Health Centers Of The San Joaquin Valley report on Form 5500?
United Health Centers Of The San Joaquin Valley (EIN 94-1732538) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Health Centers Of The San Joaquin Valley?
The Employer Identification Number (EIN) reported for United Health Centers Of The San Joaquin Valley is 94-1732538.
What is the latest Form 5500 filing year for United Health Centers Of The San Joaquin Valley?
The latest loaded Form 5500 filing year for United Health Centers Of The San Joaquin Valley is 2023.

Related Form 5500 pages