UNITEDHEALTH GROUP INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
Measure | Date | Value |
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2023 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2023 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $-2,828,718 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $-2,828,718 |
Total transfer of assets to this plan | 2023-12-31 | $93,026,530 |
Total transfer of assets from this plan | 2023-12-31 | $152,494,517 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $5,596,493,577 |
Total loss/gain on sale of assets | 2023-12-31 | $-3,038,049 |
Total of all expenses incurred | 2023-12-31 | $1,681,305,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,673,560,738 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $355,303 |
Value of total corrective distributions | 2023-12-31 | $454,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,263,073,622 |
Value of total assets at end of year | 2023-12-31 | $22,432,100,178 |
Value of total assets at beginning of year | 2023-12-31 | $18,576,379,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $6,935,140 |
Total interest from all sources | 2023-12-31 | $25,219,496 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $7,326,166 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,436,852,425 |
Participant contributions at end of year | 2023-12-31 | $446,044,598 |
Participant contributions at beginning of year | 2023-12-31 | $398,278,501 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $707,484,822 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $517,244,370 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $197,265,476 |
Other income not declared elsewhere | 2023-12-31 | $131,286,362 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $3,915,188,387 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $22,432,100,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $18,576,379,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Interest on participant loans | 2023-12-31 | $25,219,496 |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $20,748,765,147 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $17,081,170,677 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $6,587,090 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $8,232,777 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $8,232,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Assets. Invements in employer securities at end of year | 2023-12-31 | $523,218,521 |
Assets. Invements in employer securities at beginning of year | 2023-12-31 | $571,453,453 |
Contributions received in cash from employer | 2023-12-31 | $628,955,721 |
Income. Dividends from common stock | 2023-12-31 | $7,326,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,673,560,738 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Aggregate proceeds on sale of assets | 2023-12-31 | $72,511,544 |
Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $75,549,593 |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2023-12-31 | 133891517 |
2022 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $30,605,559 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $30,605,559 |
Total transfer of assets to this plan | 2022-12-31 | $455,038,785 |
Total transfer of assets from this plan | 2022-12-31 | $54,873,712 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,470,858,448 |
Total loss/gain on sale of assets | 2022-12-31 | $708,666 |
Total of all expenses incurred | 2022-12-31 | $1,385,096,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,377,537,484 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $266,457 |
Value of total corrective distributions | 2022-12-31 | $454,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,995,190,948 |
Value of total assets at end of year | 2022-12-31 | $18,576,379,778 |
Value of total assets at beginning of year | 2022-12-31 | $21,032,169,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,837,861 |
Total interest from all sources | 2022-12-31 | $18,411,084 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,936,662 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,268,092,833 |
Participant contributions at end of year | 2022-12-31 | $398,278,501 |
Participant contributions at beginning of year | 2022-12-31 | $376,445,394 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $517,244,370 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $645,626,462 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $186,657,412 |
Other income not declared elsewhere | 2022-12-31 | $-170,687,657 |
Administrative expenses (other) incurred | 2022-12-31 | $6,837,861 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,855,954,496 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,576,379,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,032,169,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $18,411,084 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $17,081,170,677 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $19,427,145,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,232,777 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $6,023,968 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $6,023,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $571,453,453 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $576,927,727 |
Contributions received in cash from employer | 2022-12-31 | $540,440,703 |
Income. Dividends from common stock | 2022-12-31 | $6,936,662 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,377,537,484 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $58,675,821 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $57,967,155 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2022-12-31 | 133891517 |
2021 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $173,284,721 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $173,284,721 |
Total transfer of assets to this plan | 2021-12-31 | $764,086,106 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,386,883,466 |
Total loss/gain on sale of assets | 2021-12-31 | $5,242,509 |
Total of all expenses incurred | 2021-12-31 | $1,312,793,238 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,306,028,312 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $526,100 |
Value of total corrective distributions | 2021-12-31 | $239,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,678,662,756 |
Value of total assets at end of year | 2021-12-31 | $21,032,169,201 |
Value of total assets at beginning of year | 2021-12-31 | $17,193,992,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,999,781 |
Total interest from all sources | 2021-12-31 | $19,077,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $6,515,284 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,053,957,365 |
Participant contributions at end of year | 2021-12-31 | $376,445,394 |
Participant contributions at beginning of year | 2021-12-31 | $358,754,798 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $645,626,462 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $511,451,812 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $154,289,377 |
Other income not declared elsewhere | 2021-12-31 | $51,205,179 |
Administrative expenses (other) incurred | 2021-12-31 | $5,999,781 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,074,090,228 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,032,169,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,193,992,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $19,077,510 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $19,427,145,650 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $15,881,571,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6,023,968 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $5,196,912 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $5,196,912 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | Yes |
Assets. Invements in employer securities at end of year | 2021-12-31 | $576,927,727 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $437,018,118 |
Contributions received in cash from employer | 2021-12-31 | $470,416,014 |
Income. Dividends from common stock | 2021-12-31 | $6,515,284 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,306,028,312 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $72,259,785 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $67,017,276 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2021-12-31 | 133891517 |
2020 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $71,115,971 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $71,115,971 |
Total transfer of assets to this plan | 2020-12-31 | $65,839,495 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,660,072,912 |
Total loss/gain on sale of assets | 2020-12-31 | $214,752 |
Total of all expenses incurred | 2020-12-31 | $1,295,670,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,288,618,151 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $478,348 |
Value of total corrective distributions | 2020-12-31 | $366,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,497,307,354 |
Value of total assets at end of year | 2020-12-31 | $17,193,992,867 |
Value of total assets at beginning of year | 2020-12-31 | $14,763,751,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,208,415 |
Total interest from all sources | 2020-12-31 | $19,909,235 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $6,121,343 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $954,849,601 |
Participant contributions at end of year | 2020-12-31 | $358,754,798 |
Participant contributions at beginning of year | 2020-12-31 | $377,181,451 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $511,451,812 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $304,096,785 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $102,090,778 |
Other income not declared elsewhere | 2020-12-31 | $88,860,300 |
Administrative expenses (other) incurred | 2020-12-31 | $6,208,415 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,364,401,920 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,193,992,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,763,751,452 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $19,897,308 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $15,881,571,227 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $13,671,685,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $5,196,912 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $5,393,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $5,393,142 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $11,927 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $437,018,118 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $405,394,598 |
Contributions received in cash from employer | 2020-12-31 | $440,366,975 |
Income. Dividends from common stock | 2020-12-31 | $6,121,343 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,288,618,151 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $73,950,929 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $73,736,177 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2020-12-31 | 133891517 |
2019 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $38,376,812 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $38,376,812 |
Total transfer of assets to this plan | 2019-12-31 | $396,737,719 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,053,682,037 |
Total loss/gain on sale of assets | 2019-12-31 | $23,840,170 |
Total of all expenses incurred | 2019-12-31 | $940,119,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $932,324,944 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $372,517 |
Value of total corrective distributions | 2019-12-31 | $792,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,466,029,960 |
Value of total assets at end of year | 2019-12-31 | $14,763,751,452 |
Value of total assets at beginning of year | 2019-12-31 | $11,253,451,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,629,262 |
Total interest from all sources | 2019-12-31 | $19,785,440 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,896,029 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $918,457,179 |
Participant contributions at end of year | 2019-12-31 | $377,181,451 |
Participant contributions at beginning of year | 2019-12-31 | $333,207,574 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $304,096,785 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $215,765,585 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $128,334,176 |
Other income not declared elsewhere | 2019-12-31 | $47,877,530 |
Administrative expenses (other) incurred | 2019-12-31 | $6,629,262 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,113,562,492 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,763,751,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,253,451,241 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $19,691,419 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $13,671,685,476 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $10,328,243,816 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $5,393,142 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,703,557 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,703,557 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $94,021 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $405,394,598 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $370,444,429 |
Contributions received in cash from employer | 2019-12-31 | $419,238,605 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,086,280 |
Income. Dividends from common stock | 2019-12-31 | $5,896,029 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $932,324,944 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $49,991,721 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $26,151,551 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2019-12-31 | 133891517 |
2018 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $42,034,283 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $42,034,283 |
Total transfer of assets to this plan | 2018-12-31 | $140,513,026 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $720,109,479 |
Total loss/gain on sale of assets | 2018-12-31 | $4,108,964 |
Total of all expenses incurred | 2018-12-31 | $763,706,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $756,363,352 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $314,098 |
Value of total corrective distributions | 2018-12-31 | $237,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,344,653,498 |
Value of total assets at end of year | 2018-12-31 | $11,253,451,241 |
Value of total assets at beginning of year | 2018-12-31 | $11,156,535,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,791,894 |
Total interest from all sources | 2018-12-31 | $15,756,300 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,185,483 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $825,925,398 |
Participant contributions at end of year | 2018-12-31 | $333,207,574 |
Participant contributions at beginning of year | 2018-12-31 | $298,795,166 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $215,765,585 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $195,796,038 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $134,382,670 |
Other income not declared elsewhere | 2018-12-31 | $-16,477,163 |
Administrative expenses (other) incurred | 2018-12-31 | $6,791,894 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-43,597,008 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,253,451,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,156,535,223 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $15,644,825 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $10,328,243,816 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $10,298,148,281 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,703,557 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $7,274,814 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $7,274,814 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $111,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $370,444,429 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $355,565,384 |
Contributions received in cash from employer | 2018-12-31 | $384,345,430 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,086,280 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $955,540 |
Income. Dividends from common stock | 2018-12-31 | $5,185,483 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $756,363,352 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $59,704,890 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $55,595,926 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2018-12-31 | 133891517 |
2017 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $97,357,395 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $97,357,395 |
Total transfer of assets to this plan | 2017-12-31 | $53,523,525 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,798,766,735 |
Total loss/gain on sale of assets | 2017-12-31 | $3,090,480 |
Total of all expenses incurred | 2017-12-31 | $636,875,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $629,510,052 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $436,035 |
Value of total corrective distributions | 2017-12-31 | $309,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,215,551,189 |
Value of total assets at end of year | 2017-12-31 | $11,156,535,223 |
Value of total assets at beginning of year | 2017-12-31 | $8,941,120,623 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,620,167 |
Total interest from all sources | 2017-12-31 | $12,425,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,769,375 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $25,250,854 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $754,075,176 |
Participant contributions at end of year | 2017-12-31 | $298,795,166 |
Participant contributions at beginning of year | 2017-12-31 | $258,233,928 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $195,796,038 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $24,330,830 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $113,191,490 |
Other income not declared elsewhere | 2017-12-31 | $22,793,121 |
Administrative expenses (other) incurred | 2017-12-31 | $6,620,167 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,161,891,075 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,156,535,223 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,941,120,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,356,818,068 |
Interest on participant loans | 2017-12-31 | $12,382,709 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $10,298,148,281 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,794,984,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $7,274,814 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $59,863,122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $59,863,122 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $42,429 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $240,843,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $355,565,384 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $284,203,993 |
Contributions received in cash from employer | 2017-12-31 | $348,284,523 |
Employer contributions (assets) at end of year | 2017-12-31 | $955,540 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $798,804 |
Income. Dividends from common stock | 2017-12-31 | $4,769,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $629,510,052 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $196,281,111 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $699,512,121 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $23,433,964 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $20,343,484 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2017-12-31 | 133891517 |
2016 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $126,836,934 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $126,836,934 |
Total transfer of assets to this plan | 2016-12-31 | $106,147,157 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,878,915,145 |
Total loss/gain on sale of assets | 2016-12-31 | $1,062,840 |
Total of all expenses incurred | 2016-12-31 | $505,960,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $499,366,454 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $226,613 |
Value of total corrective distributions | 2016-12-31 | $262,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,139,799,085 |
Value of total assets at end of year | 2016-12-31 | $8,941,120,623 |
Value of total assets at beginning of year | 2016-12-31 | $7,462,018,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,104,758 |
Total interest from all sources | 2016-12-31 | $25,331,946 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $58,332,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $44,731,974 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $25,250,854 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $3,556,142 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $678,322,642 |
Participant contributions at end of year | 2016-12-31 | $258,233,928 |
Participant contributions at beginning of year | 2016-12-31 | $227,922,407 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $24,330,830 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $24,947,792 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $145,303,866 |
Administrative expenses (other) incurred | 2016-12-31 | $6,104,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,372,955,074 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,941,120,623 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,462,018,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,356,818,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,031,958,061 |
Interest on participant loans | 2016-12-31 | $10,318,583 |
Interest earned on other investments | 2016-12-31 | $770,384 |
Income. Interest from US Government securities | 2016-12-31 | $4,465,136 |
Income. Interest from corporate debt instruments | 2016-12-31 | $9,560,297 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,794,984,373 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,815,126,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $59,863,122 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $61,684,982 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $61,684,982 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $217,546 |
Asset value of US Government securities at end of year | 2016-12-31 | $240,843,419 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $205,149,633 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $181,252,163 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $346,300,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $284,203,993 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $221,921,743 |
Contributions received in cash from employer | 2016-12-31 | $316,172,577 |
Employer contributions (assets) at end of year | 2016-12-31 | $798,804 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $4,083,970 |
Income. Dividends from preferred stock | 2016-12-31 | $246,843 |
Income. Dividends from common stock | 2016-12-31 | $13,353,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $499,366,454 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $196,281,111 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $216,041,542 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $699,512,121 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $649,625,891 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $674,519,103 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $673,456,263 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2016-12-31 | 133891517 |
2015 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $15,165,978 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $15,165,978 |
Total transfer of assets to this plan | 2015-12-31 | $29,511,967 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $895,558,116 |
Total loss/gain on sale of assets | 2015-12-31 | $17,287,978 |
Total of all expenses incurred | 2015-12-31 | $501,516,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $494,873,996 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $219,762 |
Value of total corrective distributions | 2015-12-31 | $95,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $919,397,076 |
Value of total assets at end of year | 2015-12-31 | $7,462,018,392 |
Value of total assets at beginning of year | 2015-12-31 | $7,038,465,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,327,835 |
Total interest from all sources | 2015-12-31 | $23,476,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $60,086,321 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $47,340,394 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $3,556,142 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $3,779,002 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $569,025,645 |
Participant contributions at end of year | 2015-12-31 | $227,922,407 |
Participant contributions at beginning of year | 2015-12-31 | $206,293,796 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $24,947,792 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $23,131,470 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $80,340,373 |
Administrative expenses (other) incurred | 2015-12-31 | $2,229,734 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $394,041,148 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,462,018,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,038,465,277 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $4,098,101 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,031,958,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,000,619,793 |
Interest on participant loans | 2015-12-31 | $9,376,639 |
Interest earned on other investments | 2015-12-31 | $790,889 |
Income. Interest from US Government securities | 2015-12-31 | $4,300,674 |
Income. Interest from corporate debt instruments | 2015-12-31 | $8,837,416 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,815,126,229 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,514,650,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $61,684,982 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $52,070,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $52,070,219 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $170,884 |
Asset value of US Government securities at end of year | 2015-12-31 | $205,149,633 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $223,726,088 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-65,870,996 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-73,984,743 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $221,921,743 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $203,007,624 |
Contributions received in cash from employer | 2015-12-31 | $270,031,058 |
Employer contributions (assets) at end of year | 2015-12-31 | $4,083,970 |
Income. Dividends from preferred stock | 2015-12-31 | $277,590 |
Income. Dividends from common stock | 2015-12-31 | $12,468,337 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $494,873,996 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $216,041,542 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $206,659,641 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $649,625,891 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $604,526,991 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $578,824,713 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $561,536,735 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2015-12-31 | 133891517 |
2014 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $101,688,349 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $101,688,349 |
Total transfer of assets to this plan | 2014-12-31 | $27,393,013 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,234,294,195 |
Total loss/gain on sale of assets | 2014-12-31 | $3,161,601 |
Total of all expenses incurred | 2014-12-31 | $537,432,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $530,753,196 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $479,148 |
Value of total corrective distributions | 2014-12-31 | $108,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $765,111,841 |
Value of total assets at end of year | 2014-12-31 | $7,038,465,277 |
Value of total assets at beginning of year | 2014-12-31 | $6,314,210,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,091,857 |
Total interest from all sources | 2014-12-31 | $21,348,553 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $47,259,293 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $35,975,579 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $3,779,002 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $3,452,717 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $483,781,588 |
Participant contributions at end of year | 2014-12-31 | $206,293,796 |
Participant contributions at beginning of year | 2014-12-31 | $184,295,588 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $23,131,470 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $31,761,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $47,970,892 |
Administrative expenses (other) incurred | 2014-12-31 | $2,385,316 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $696,861,599 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,038,465,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,314,210,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $3,706,541 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,000,619,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,815,287,393 |
Interest on participant loans | 2014-12-31 | $8,137,828 |
Interest earned on other investments | 2014-12-31 | $885,427 |
Income. Interest from US Government securities | 2014-12-31 | $4,737,345 |
Income. Interest from corporate debt instruments | 2014-12-31 | $7,554,435 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,514,650,653 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,096,831,862 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $52,070,219 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $52,549,136 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $52,549,136 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $33,518 |
Asset value of US Government securities at end of year | 2014-12-31 | $223,726,088 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $206,882,642 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $117,086,890 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $178,637,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $203,007,624 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $163,357,401 |
Contributions received in cash from employer | 2014-12-31 | $233,359,361 |
Income. Dividends from preferred stock | 2014-12-31 | $257,870 |
Income. Dividends from common stock | 2014-12-31 | $11,025,844 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $530,753,196 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $206,659,641 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $180,848,073 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $604,526,991 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $578,944,689 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $560,533,053 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $557,371,452 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2014-12-31 | 133891517 |
2013 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $108,614,941 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $108,614,941 |
Total transfer of assets to this plan | 2013-12-31 | $8,381,297 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,778,356,333 |
Total loss/gain on sale of assets | 2013-12-31 | $24,261,989 |
Total of all expenses incurred | 2013-12-31 | $424,045,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $417,573,495 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $259,814 |
Value of total corrective distributions | 2013-12-31 | $120,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $757,427,588 |
Value of total assets at end of year | 2013-12-31 | $6,314,210,665 |
Value of total assets at beginning of year | 2013-12-31 | $4,951,518,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,091,857 |
Total interest from all sources | 2013-12-31 | $20,011,545 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $35,499,068 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $28,512,739 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $3,452,717 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $2,478,689 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $471,273,327 |
Participant contributions at end of year | 2013-12-31 | $184,295,588 |
Participant contributions at beginning of year | 2013-12-31 | $154,449,867 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $31,761,164 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $25,862,369 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $58,512,184 |
Other income not declared elsewhere | 2013-12-31 | $5,155,111 |
Administrative expenses (other) incurred | 2013-12-31 | $2,978,864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,354,310,780 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,314,210,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,951,518,588 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $3,112,993 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,815,287,393 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,338,900,022 |
Interest on participant loans | 2013-12-31 | $7,058,749 |
Interest earned on other investments | 2013-12-31 | $805,064 |
Income. Interest from US Government securities | 2013-12-31 | $4,555,756 |
Income. Interest from corporate debt instruments | 2013-12-31 | $7,591,976 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,096,831,862 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,374,445,762 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $52,549,136 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $31,964,009 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $31,964,009 |
Asset value of US Government securities at end of year | 2013-12-31 | $206,882,642 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $375,605,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $370,699,835 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $456,686,256 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $163,357,401 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $127,745,102 |
Contributions received in cash from employer | 2013-12-31 | $227,642,077 |
Income. Dividends from preferred stock | 2013-12-31 | $213,774 |
Income. Dividends from common stock | 2013-12-31 | $6,772,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $417,573,495 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $180,848,073 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $315,168,672 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $578,944,689 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $204,898,420 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $729,404,333 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $705,142,344 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2013-12-31 | 133891517 |
2012 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $34,309,107 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $34,309,107 |
Total transfer of assets to this plan | 2012-12-31 | $136,697,321 |
Total transfer of assets from this plan | 2012-12-31 | $24,707,617 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,205,047,400 |
Total loss/gain on sale of assets | 2012-12-31 | $3,391,307 |
Total of all expenses incurred | 2012-12-31 | $311,675,598 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $305,854,342 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $266,373 |
Value of total corrective distributions | 2012-12-31 | $83,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $701,910,146 |
Value of total assets at end of year | 2012-12-31 | $4,951,518,588 |
Value of total assets at beginning of year | 2012-12-31 | $3,946,157,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,470,908 |
Total interest from all sources | 2012-12-31 | $20,745,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $31,075,609 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $26,572,999 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $2,478,689 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $430,005,657 |
Participant contributions at end of year | 2012-12-31 | $154,449,867 |
Participant contributions at beginning of year | 2012-12-31 | $129,490,408 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $25,862,369 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $47,639,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $67,836,814 |
Other income not declared elsewhere | 2012-12-31 | $10,623,586 |
Administrative expenses (other) incurred | 2012-12-31 | $2,963,946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $893,371,802 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,951,518,588 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,946,157,082 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $2,506,962 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,338,900,022 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,049,089,238 |
Interest on participant loans | 2012-12-31 | $6,091,900 |
Interest earned on other investments | 2012-12-31 | $960,702 |
Income. Interest from US Government securities | 2012-12-31 | $5,228,021 |
Income. Interest from corporate debt instruments | 2012-12-31 | $7,119,521 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,374,445,762 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,803,903,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $31,964,009 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $28,039,498 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $28,039,498 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,345,664 |
Asset value of US Government securities at end of year | 2012-12-31 | $375,605,676 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $362,543,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $163,116,819 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $239,875,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $127,745,102 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $126,077,465 |
Contributions received in cash from employer | 2012-12-31 | $204,067,675 |
Income. Dividends from preferred stock | 2012-12-31 | $159,327 |
Income. Dividends from common stock | 2012-12-31 | $4,343,283 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $305,854,342 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $315,168,672 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $245,336,857 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $204,898,420 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $154,037,304 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $276,189,220 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $272,797,913 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2012-12-31 | 133891517 |
2011 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $46,263,145 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $46,263,145 |
Total transfer of assets to this plan | 2011-12-31 | $49,250,286 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $551,989,401 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $259,029,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $253,398,951 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $445,104 |
Value of total corrective distributions | 2011-12-31 | $55,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $589,131,547 |
Value of total assets at end of year | 2011-12-31 | $3,946,157,082 |
Value of total assets at beginning of year | 2011-12-31 | $3,603,947,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,130,638 |
Total interest from all sources | 2011-12-31 | $5,384,504 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $19,005,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $19,005,753 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $370,008,553 |
Participant contributions at end of year | 2011-12-31 | $129,490,408 |
Participant contributions at beginning of year | 2011-12-31 | $110,090,187 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $47,639,721 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $29,553,686 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $35,803,862 |
Other income not declared elsewhere | 2011-12-31 | $276,952 |
Administrative expenses (other) incurred | 2011-12-31 | $5,130,638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $292,959,578 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,946,157,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,603,947,218 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,049,089,238 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,044,017,487 |
Interest on participant loans | 2011-12-31 | $5,370,905 |
Interest earned on other investments | 2011-12-31 | $43 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,803,903,399 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,919,617,849 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $28,039,498 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $85,300,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $85,300,452 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $13,556 |
Asset value of US Government securities at end of year | 2011-12-31 | $362,543,192 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $185,642,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-16,308,533 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-91,763,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $126,077,465 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $98,251,066 |
Contributions received in cash from employer | 2011-12-31 | $183,319,132 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $253,398,951 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $245,336,857 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $131,474,165 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $154,037,304 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $28,271,418 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $28,271,418 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $886,144,841 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $218,512,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $214,124,959 |
Value of total corrective distributions | 2010-12-31 | $1,488 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $490,199,777 |
Value of total assets at end of year | 2010-12-31 | $3,603,947,218 |
Value of total assets at beginning of year | 2010-12-31 | $2,936,314,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,386,165 |
Total interest from all sources | 2010-12-31 | $5,122,182 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $19,759,329 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $19,759,329 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $317,195,045 |
Participant contributions at end of year | 2010-12-31 | $110,090,187 |
Participant contributions at beginning of year | 2010-12-31 | $87,740,561 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $29,553,686 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $19,820,509 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $25,285,723 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,075,009 |
Other income not declared elsewhere | 2010-12-31 | $305,372 |
Administrative expenses (other) incurred | 2010-12-31 | $4,386,165 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1,071,199 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $667,632,229 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,603,947,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,936,314,989 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,044,017,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,775,641,236 |
Interest on participant loans | 2010-12-31 | $5,079,588 |
Interest earned on other investments | 2010-12-31 | $36,108 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,919,617,849 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $667,000,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $85,300,452 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,359,812 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,359,812 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6,486 |
Asset value of US Government securities at end of year | 2010-12-31 | $185,642,326 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $206,438,902 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $99,843,909 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $242,642,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $98,251,066 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $87,808,792 |
Contributions received in cash from employer | 2010-12-31 | $147,719,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $214,124,959 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $131,474,165 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $88,358,247 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2009 : UNITEDHEALTH GROUP 401(K) SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |