What is the primary purpose of this 8-K/A filing?

This filing is an amendment to a previous Form 8-K. Its main purpose is to provide investors with comprehensive financial information related to UnitedHealth Group's (UNH) acquisition of Oxford Health Plans, Inc., including historical financial statements of Oxford and pro forma combined financial statements that reflect the impact of this acquisition.

What are the key financial figures presented for Oxford Health Plans, Inc.?

The filing includes Oxford's consolidated balance sheet as of June 30, 2004, and its consolidated income statements and statements of cash flows for the periods ending June 30, 2004, and 2003. These statements provide insights into Oxford's assets, liabilities, revenues, expenses, and profitability prior to its integration with UNH.

How does the pro forma financial information account for the Oxford acquisition?

The unaudited pro forma condensed combined financial information presents the combined results as if the Oxford acquisition had occurred on specific dates (e.g., June 30, 2004, for the balance sheet, and January 1, 2003, for the income statement). It also incorporates the earlier acquisition of MAMSI, giving a more complete picture of the consolidated entity post-acquisitions. The total consideration for Oxford was approximately $5.0 billion.

What is the estimated goodwill from the Oxford acquisition?

The preliminary allocation of the Oxford purchase price indicates an estimated goodwill of approximately $3.65 billion. This amount represents the excess of the purchase price over the fair value of Oxford's net tangible and identifiable intangible assets.

UNH 8-K SEC Disclosure — Aug 10, 2004

Summary

This filing is an amendment to a previous Form 8-K report by UnitedHealth Group Inc. (UNH), filed on August 9, 2004, providing additional financial information related to its acquisition of Oxford Health Plans, Inc. The amendment specifically includes Item 7, which encompasses historical financial statements of Oxford and pro forma combined financial information reflecting the acquisition. Investors can find details on Oxford's financial position as of June 30, 2004, and its income statements for the periods ended June 30, 2004 and 2003. The pro forma information illustrates the combined financial impact of the Oxford acquisition, along with the previously disclosed Mid Atlantic Medical Services (MAMSI) acquisition, on UnitedHealth Group's operations and balance sheet. The filing details the transaction terms for Oxford, including the exchange of UnitedHealth Group stock and cash for Oxford shares, and provides preliminary allocations of the purchase price to acquired assets, including significant goodwill. This information is crucial for understanding the financial scale and integration of Oxford into UnitedHealth Group's operations and for assessing the potential future financial performance of the combined entity.

Key Highlights

1Amendment to Form 8-K to include detailed financial information regarding the acquisition of Oxford Health Plans, Inc.
2Includes historical financial statements for Oxford Health Plans, Inc. as of June 30, 2004, and for the periods ended June 30, 2004 and 2003.
3Presents unaudited pro forma combined financial statements reflecting the acquisition of Oxford, in addition to the prior MAMSI acquisition.
4Details the transaction terms for Oxford, including stock and cash consideration, and the total estimated purchase price of approximately $5.0 billion.
5Provides preliminary allocation of the Oxford purchase price, resulting in significant goodwill of approximately $3.65 billion.
6Offers comparative per share information for UnitedHealth Group, Oxford, and the pro forma combined entity.

UNITEDHEALTH GROUP INC 8-K/A Report (Aug 10, 2004)

Summary

Key Highlights

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