United Health Services 403(b) match, vesting and fees
What United Health Services' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Institutional Plan Services | Schedule C ↗ |
| Independent auditor | Freed Maxick, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| United Health Services: employer contribution per participant | $1,296 | |
| Peer median | $1,895 |
| United Health Services: average balance | $49,848 | |
| Peer median | $71,034 |
| United Health Services: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $320M at the end of plan year 2021 to $391M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,760 | $391M | $10.2M | $1,296 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 8,358 | $330M | $7M | $933 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 8,093 | $270M | $6.4M | $888 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 7,646 | $320M | $6.7M | $972 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does United Health Services match 401(k) contributions?
The match terms for the United Health Services, Inc. 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $10.2M in employer contributions, about $1,296 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Health Services 401(k) match vested?
The vesting schedule for the United Health Services, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Health Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Institutional Plan Services. The plan administrator is United Health Services, Inc..
I left United Health Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Health Services, Inc., (607) 865-2160) or the recordkeeper, Voya Institutional Plan Services. The United Health Services old 401(k) page lists the contacts from every plan filing. Find an old United Health Services 401(k)
Data from the public Form 5500 annual reports United Health Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with United Health Services. Not financial advice. Report a correction · Methodology