United Healthcare
other13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #4076 of mapped providers
Assets under administration$21.2B0.0%Market share · rank #650
Fees received$1MMedian $217,553/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical United Healthcare plan look like?
Service mix · median fees per plan
Count of plans where United Healthcare ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Direct payment from the plan; Claims processingCode 12 | 2 | $625,549 | |
Direct payment from the plan; Contract AdministratorCode 13 | 2 | $113,781 |
Competitor overlap
Percent of United Healthcare's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under United Healthcare.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under United Healthcare; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ABBOTT LABORATORIESIL · 360698440-333 | $8.6B | 30,365 | $1M | 10y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $227,354 | 8y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002 | $4.0B | 15,169 | $207,751 | 10y | - |
TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUNDKY · 364446184-002 | $311M | 1,372 | $19,810 | 1y | - |
Flag exposure
75.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into United Healthcare.
- JPMS BROKERAGE FEES
- JPMS COX
- JPMS COX PLLC
- JPMS COX, PLLC
- UNITED HEALTH CARE
- UNITED HEALTHCARE
- UNITED HEALTHCARE INS CO
- UNITED HEALTHCARE INSURANCE
- UNITED HEALTHCARE INSURANCE COMPANY
- UNITED HEALTHCARE SERVICES
- UNITED HEALTHCARE SERVICES INC
- UNITED HEALTHCARE SERVICES, INC
- UNITED HEALTHCARE SERVICES, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for United Healthcare's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with United Healthcare. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on United Healthcare's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Express Scripts | 2 | 50.0% |
| Acadian Asset Management | 1 | 25.0% |
| Alterity Group LLC | 1 | 25.0% |
| Aon | 1 | 25.0% |
| Artisan Funds | 1 | 25.0% |
| Blue Owl Capital Inc | 1 | 25.0% |
| Brown Advisory | 1 | 25.0% |
| Capital International, Inc. | 1 | 25.0% |
| Cooke & Bieler | 1 | 25.0% |
| Curcio Webb, LLC | 1 | 25.0% |