Plan5500

Unitedhealth Group 401(K) Savings Plan — Form 5500 plan (Unitedhealth Group Incorporated)

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, Unitedhealth Group 401(K) Savings Plan is a benefit plan reported by Unitedhealth Group Incorporated under EIN 41-1321939 and plan number 001. The latest loaded filing year is 2023. The filing reports 266,722 participants and $22,432,100,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unitedhealth Group Incorporated
EIN
41-1321939
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
266,722
End-of-year plan assets
$22,432,100,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266,722H, C20240621091513NAL0003508144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,432,100,178
Total liabilities (EOY)
$0
Net assets (EOY)
$22,432,100,178
Net assets (BOY)
$18,576,379,778

Income & contributions

Employer contributions
$628,955,721
Participant contributions
$1,436,852,425
Total contributions
$2,263,073,622
Total income / additions
$5,596,493,577

Expenses & distributions

Benefits paid
$1,673,560,738
Administrative expenses
$6,935,140
Total expenses
$1,681,305,190
Net increase / (decrease)
$3,915,188,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invst Instnl Oprtn Co, IncRECORDKEEPER$6,935,140$02023

Related Form 5500 pages