2023 Form 5500 filing — Unitedhealth Group Puerto Rico Savings Plan
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 20240926144632NAL0001472832001) for Unitedhealth Group Puerto Rico Savings Plan, reported by Optum Services (Puerto Rico) LLC under EIN 66-0870003 and plan number 001. It reports 2,566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926144632NAL0001472832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Optum Services (Puerto Rico) LLC
- EIN
- 66-0870003
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 2,566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,269,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,269,262
- Employer contributions
- $1,166,477
- Participant contributions
- $1,958,403
- Total income / additions
- $4,618,177
- Benefits paid
- $418,003
- Administrative expenses
- $24,640
- Total expenses
- $468,030
- Net increase / (decrease)
- $4,150,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bppr - Popular Fiduciary Services | RECORDKEEPER | $24,636 | $306 |