Kelsey-Seybold 401(k) Plan
Merged. In 2025 its assets moved to the Optum Partner Services 401(k) Savings Plan, sponsored by Optum Medical Services, P.C. (EIN 45-3866363, plan 001). Accounts moved with them, so that plan is the one to contact.
- Plan number
- 002Employer EIN 76-0602862
- Participants (2024)
- 8,442
- Net assets (2024)
- $744 million
- Recordkeeper
- FidelityEarlier: Empower (2018–2023), Valic Retirement Services (2009–2017)
- Plan administrator
- Unitedhealth Group Employee Benefits Plans Administrative Committee
6022 Blue Circle Drive, MN103-0300
Minnetonka, MN 55343
(952) 936-1300As filed for 2025 - In effect since
- March 1, 2005
Earlier sponsor: K S Management Services, L.L.C. (2009–2020).
Year by year, 2009 to 2025
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 0 | $0 | Fidelity |
| 2024 | 8,442 | $744 million | Fidelity |
| 2023 | 8,547 | $661 million | Empower |
| 2022 | 6,950 | $549 million | Empower |
| 2021 | 5,959 | $650 million | Empower |
| 2020 | 5,036 | $561 million | Empower |
| 2019 | 4,679 | $481 million | Empower |
| 2018 | 4,661 | $395 million | Empower |
| 2017 | 4,374 | $426 million | Valic Retirement Services |
| 2016 | 4,655 | $370 million | Valic Retirement Services |
| 2015 | 4,436 | $332 million | Valic Retirement Services |
| 2014 | 4,012 | $318 million | Valic Retirement Services |
| 2013 | 5,188 | $285 million | Valic Retirement Services |
| 2012 | 4,263 | $234 million | Valic Retirement Services |
| 2011 | 3,849 | $201 million | Valic Retirement Services |
| 2010 | 3,640 | $193 million | Valic Retirement Services |
| 2009 | 3,871 | $158 million | Valic Retirement Services |