Optumcare 401(K) Retirement Plan — Form 5500 plan (Prohealth Physicians, P.C.)

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, Optumcare 401(K) Retirement Plan is a benefit plan reported by Prohealth Physicians, P.C. under EIN 06-1469068 and plan number 001. The latest loaded filing year is 2023. The filing reports 35,376 participants and $3,044,058,154 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prohealth Physicians, P.C.
EIN
06-1469068
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
35,376
End-of-year plan assets
$3,044,058,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335,376H, C20240709210619NAL0014357665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,044,058,154
Total liabilities (EOY)
$0
Net assets (EOY)
$3,044,058,154
Net assets (BOY)
$939,769,694

Income & contributions

Employer contributions
$73,027,862
Participant contributions
$206,731,131
Total contributions
$332,209,887
Total income / additions
$734,606,408

Expenses & distributions

Benefits paid
$234,264,490
Administrative expenses
$859,776
Total expenses
$235,512,691
Net increase / (decrease)
$499,093,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$859,776$02023

Related Form 5500 pages