2023 Form 5500 filing — United Health Services, Inc. 403(B) Retirement 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 20241015095949NAL0016101891001) for United Health Services, Inc. 403(B) Retirement Plan, reported by United Health Services, Inc. under EIN 22-2682421 and plan number 002. It reports 8,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095949NAL0016101891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Health Services, Inc.
- EIN
- 22-2682421
- Plan number
- 002
- Location
- Johnson City, NY
- Participants
- 8,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $329,589,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $329,589,710
- Employer contributions
- $7,006,805
- Participant contributions
- $26,598,354
- Total income / additions
- $84,917,824
- Benefits paid
- $24,921,969
- Administrative expenses
- $744,333
- Total expenses
- $25,748,841
- Net increase / (decrease)
- $59,168,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $393,048 | $0 |
| Health Assoc Of Ny Benefit Services | INVESTMENT ADVISOR | $226,967 | $0 |
| Voya Retirement Advisors | INVESTMENT ADVISOR | $105,326 | not reported in the loaded dataset |