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, Optum Partner Services 401(K) Savings Plan is a benefit plan reported by Optum Medical Services, P.C. under EIN 45-3866363 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,150 participants and $541,992,682 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $541,992,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $541,992,682
- Net assets (BOY)
- $423,384,368
Income & contributions
- Employer contributions
- $20,325,499
- Participant contributions
- $48,031,668
- Total contributions
- $75,908,249
- Total income / additions
- $153,818,107
Expenses & distributions
- Benefits paid
- $34,585,061
- Administrative expenses
- $58,991
- Total expenses
- $34,642,834
- Net increase / (decrease)
- $119,175,273