PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UNITEDHEALTH GROUP INCORPORATED
Sponsor portfolioTH

UNITEDHEALTH GROUP INCORPORATED

EIN 41-1321939-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$26.62B assets
Welfare
2
$322.3M premiums
Participants
473,857
6022 BLUE CIRCLE DRIVE, MN103-0300 - MINNETONKA, MN 55343952-936-1300
Plans on this EIN
3 filings
#001401k-$26.62B - 274,906 part#530Mixed-$322.3M - 203,397 lives#531Self Funded-0 lives

Benefits portfolio analytics

2 plans / $322.3M premiums / 203,397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$122.2M
  • Life$118.4M
  • Health$108.6M
  • Prescription drug$107.7M
  • Vision$72.9M
  • Long-term disability$66.6M
  • +1 more
Total $322.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITEDHEALTHCARE INSURANCE COMPANY78%
  • HARTFORD LIFE AND ACCIDENT21%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $322.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AMERICAN BENEFITS & COMP SYSTEMS100%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $349K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITEDHEALTH GROUP 401(K) SAVINGS PLAN

401k

Assets$26.62B
Participants274,906
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

UHG INC. GROUP BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$322.3M
Covered lives203,397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531

UNITEDHEALTHCARE GROUP MEDICARE ADVANTAGE (PPO) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITEDHEALTH GROUP 401(K) SAVINGS PLAN401k$26.62B274,9062024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
530UHG INC. GROUP BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$322.3M203,3972024
531UNITEDHEALTHCARE GROUP MEDICARE ADVANTAGE (PPO) PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica