2023 Form 5500 filing — Unitedhealth Group 401(K) Savings Plan Master Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014162651NAL0045299440001) for Unitedhealth Group 401(K) Savings Plan Master Trust, reported by United Healthcare Services Inc. under EIN 30-0993007 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162651NAL0045299440001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- United Healthcare Services Inc.
- EIN
- 30-0993007
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,141,310,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,141,310,213
- Total income / additions
- $4,075,147,174
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $4,075,147,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invst Instnl Oprtn Co, Inc | RECORDKEEPER | $0 | $0 |
| Galliard Capital Management, Inc. | CONTRACT ADMINISTRATOR | $0 | $0 |