Original filing (PDF)20231211100416NAL0023350289001

Optumcare Management, LLC

Name: Optumcare Management, LLC — Optumcare Management, Form 5500 (2022)
Creator: Optumcare Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Optumcare Management, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Optumcare Management, LLC's Optumcare Management, LLC 401(k) Retirement Savings Plan filed a Form 5500 for plan year 2022, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Optumcare Management, LLC's EIN is 95-4509662.

EIN 95-4509662

Plan number 003

Plan year 2022

ACK ID 20231211100416NAL0023350289001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Optumcare Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Optumcare Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTUMCARE MANAGEMENT, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OPTUMCARE MANAGEMENT, LLC

EIN

all filings

Address

9900 BREN ROAD EAST · MN008-R120 · MINNETONKA, MN · 55343

Phone

(952) 936-1300

Industry

Health Care & Social Assistance

Plan administrator

Name

UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE

EIN

41-1321939

City

MINNETONKA, MN

Phone

(952) 936-1300

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-12-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTL OPS CO	04-2647786	—	RECORDKEEPER	$56K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.