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 Puerto Rico Savings Plan is a benefit plan reported by Optum Services (Puerto Rico) LLC under EIN 66-0870003 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,566 participants and $10,269,262 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,269,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,269,262
- Net assets (BOY)
- $6,119,115
Income & contributions
- Employer contributions
- $1,166,477
- Participant contributions
- $1,958,403
- Total contributions
- $3,186,760
- Total income / additions
- $4,618,177
Expenses & distributions
- Benefits paid
- $418,003
- Administrative expenses
- $24,640
- Total expenses
- $468,030
- Net increase / (decrease)
- $4,150,147