United Health Services, Inc. 403(B) Retirement Plan — Form 5500 plan (United Health Services, Inc.)
Plain-English plan 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 Services, Inc. 403(B) Retirement Plan is a benefit plan reported by United Health Services, Inc. under EIN 22-2682421 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,093 participants and $329,589,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Health Services, Inc.
- EIN
- 22-2682421
- Plan number
- 002
- Plan type
- 2
- Location
- Johnson City, NY
- Latest filing year
- 2023
- Participants
- 8,093
- End-of-year plan assets
- $329,589,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,093 | H, C | 20241015095949NAL0016101891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $329,589,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $329,589,710
- Net assets (BOY)
- $270,420,727
Income & contributions
- Employer contributions
- $7,006,805
- Participant contributions
- $26,598,354
- Total contributions
- $35,881,108
- Total income / additions
- $84,917,824
Expenses & distributions
- Benefits paid
- $24,921,969
- Administrative expenses
- $744,333
- Total expenses
- $25,748,841
- Net increase / (decrease)
- $59,168,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $393,048 | $0 | 2023 |
| Health Assoc Of Ny Benefit Services | INVESTMENT ADVISOR | $226,967 | $0 | 2023 |
| Voya Retirement Advisors | INVESTMENT ADVISOR | $105,326 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Johnson City, NY
- Voya Institutional Plan Services — Schedule C compensation
- Health Assoc Of Ny Benefit Services — Schedule C compensation
- Voya Retirement Advisors — Schedule C compensation