Employers › Health Care Service
Recordkeeping fees per participant · The 401(k) Plan · plan year 2024
$3.27
Higher than 6% of the 790 plans over $1B that report it.
= $128,067 / 39,196
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250915133235NAL0000748611001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915133235NAL0000748611001, received 2025-09-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-15.
Administrative expenses excluding investment management, per participant
$6.09
Higher than 6% of the 1,045 plans over $1B that report it.
= $238,897 / 39,196
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250915133235NAL0000748611001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915133235NAL0000748611001, received 2025-09-15
Administrative expenses per participant
$10.06
Higher than 4% of the 1,076 plans over $1B that report it.
= $394,380 / 39,196
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250915133235NAL0000748611001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915133235NAL0000748611001, received 2025-09-15
Administrative expenses as a share of assets
0.010%
Higher than 8% of the 1,076 plans over $1B that report it.
= $394,380 / $3,916,211,625
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250915133235NAL0000748611001, received 2025-09-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250915133235NAL0000748611001, received 2025-09-15
Employer contributions per participant
$2,133
Higher than 20% of the 1,135 plans over $1B that report it.
= $83,598,191 / 39,196
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250915133235NAL0000748611001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915133235NAL0000748611001, received 2025-09-15
Employer share of total contributions
26.3%
Higher than 26% of the 1,135 plans over $1B that report it.
= $83,598,191 / $318,347,304
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250915133235NAL0000748611001, received 2025-09-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250915133235NAL0000748611001, received 2025-09-15
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250915133235NAL0000748611001, received 2025-09-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HEALTH CARE SERVICE CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Plan name | THE 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Sponsor EIN / plan number | 36-1236610 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Sponsor location | RICHARDSON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Industry (business code) | 524140, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Filing received | 2025-09-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Participants, beginning of year | 40,491 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Active participants | 36,460 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Participants, end of year | 46,212 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Participants with an account balance | 39,196 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Total assets, beginning of year | $3,439,599,459 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Total assets, end of year | $3,916,211,625 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Net assets, end of year | $3,916,211,625 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Total income | $744,803,542 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Net income | $476,612,166 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Employer contributions | $83,598,191 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Participant contributions | $210,135,783 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Other contributions (incl. rollovers) | $24,613,330 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Total contributions | $318,347,304 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Benefit payments | $267,136,042 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Total expenses (incl. benefit payments) | $268,191,376 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Total administrative expenses | $394,380 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Contract administrator fees | $46,112 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Recordkeeping fees | $128,067 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| IQPA audit fees | $57,543 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Investment advisory and management fees | $155,483 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Administrative expenses excluding investment management | $238,897 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Held in common/collective trusts | $63,240,435 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Held in mutual funds | $357,737,209 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250915133235NAL0000748611001, received 2025-09-15 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250915133235NAL0000748611001, received 2025-09-15 |
Position = column in the DOL layout for form year 2024. Filing 20250915133235NAL0000748611001, received 2025-09-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | INVESTMENT ADVISOR | 99 Other fees; 27 Investment advisory (plan) | $147,442 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees; 13 Contract administrator; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $128,067 | yes |
| ERNST & YOUNG LLP | AUDITOR | 10 Accounting (including auditing) | $49,543 | no |
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | NONE | 13 Contract administrator; 57 Redemption fees; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $46,112 | yes |
| PLANTE MORAN PLLC | AUDIT | 10 Accounting (including auditing) | $8,000 | no |
| WILLIS TOWERS WATSON US LLC | OTHER | 99 Other fees | $7,815 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250915133235NAL0000748611001, received 2025-09-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,439,599,459 | $3,916,211,625 | 13.9% |
| Participants with a balance | 40,008 | 39,196 | -2.0% |
| Administrative expenses | $503,052 | $394,380 | -21.6% |
| Recordkeeping fees per participant | not reported | $3.27 | |
| Employer contributions | $74,861,633 | $83,598,191 | 11.7% |
Prior filing 20241001150518NAL0007334657001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: HEALTH CARE SERVICE CORPORATION; SEC registrant: HEALTH CARE SERVICE CORP (CIK 350793, matched by EIN).