Unitedhealth Group 401(K) Savings Plan Master Trust — Form 5500 plan (United Healthcare Services Inc.)

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 401(K) Savings Plan Master Trust is a benefit plan reported by United Healthcare Services Inc. under EIN 30-0993007 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $26,141,310,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Healthcare Services Inc.
EIN
30-0993007
Plan number
001
Plan type
4
Location
Minnetonka, MN
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$26,141,310,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241014162651NAL0045299440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,141,310,213
Total liabilities (EOY)
$0
Net assets (EOY)
$26,141,310,213
Net assets (BOY)
$20,762,362,087

Income & contributions

Total contributions
$0
Total income / additions
$4,075,147,174

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$4,075,147,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invst Instnl Oprtn Co, IncRECORDKEEPER$0$02023
Galliard Capital Management, Inc.CONTRACT ADMINISTRATOR$0$02023

Related Form 5500 pages