Plan Snapshot
- Plan Sponsor: Unitedhealth Group Incorporated
- Sponsor EIN: 411321939
- Sponsor Address: 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343
- Plan Type: 401(k)
- Total Participants: 199,134
- Total Assets: $26.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199,134 | $26.6B | $665.4M | $1.5B |
| 2023 | 205,074 | $22.4B | $629.0M | $1.4B |
| 2022 | 198,787 | $18.6B | $540.4M | $1.3B |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DELOITTE & TOUCHE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,033,226 | — | — | — | — |
| 2023 | $6,935,140 | — | — | — | — |
| 2022 | $6,837,861 | — | — | — | — |