Employers › Humana › plan 002
Recordkeeping fees per participant · Humana Retirement Savings Plan · plan year 2024
$10.11
Higher than 13% of the 790 plans over $1B that report it.
= $610,371 / 60,365
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251105164318NAL0010915057001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
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 2025-11-05.
Administrative expenses excluding investment management, per participant
$10.11
Higher than 10% of the 1,045 plans over $1B that report it.
= $610,371 / 60,365
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251105164318NAL0010915057001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
Administrative expenses per participant
$40.51
Higher than 21% of the 1,076 plans over $1B that report it.
= $2,445,213 / 60,365
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164318NAL0010915057001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
Administrative expenses as a share of assets
0.032%
Higher than 32% of the 1,076 plans over $1B that report it.
= $2,445,213 / $7,706,147,015
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164318NAL0010915057001, received 2025-11-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251105164318NAL0010915057001, received 2025-11-05
Employer contributions per participant
$4,001
Higher than 54% of the 1,135 plans over $1B that report it.
= $241,513,252 / 60,365
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164318NAL0010915057001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
Employer share of total contributions
36.9%
Higher than 64% of the 1,135 plans over $1B that report it.
= $241,513,252 / $654,192,543
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164318NAL0010915057001, received 2025-11-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251105164318NAL0010915057001, received 2025-11-05
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251105164318NAL0010915057001, received 2025-11-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HUMANA INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Plan name | HUMANA RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Sponsor EIN / plan number | 61-0647538 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Sponsor location | LOUISVILLE, KY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Industry (business code) | 524140, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Filing received | 2025-11-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Participants, beginning of year | 61,738 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Active participants | 42,968 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Participants, end of year | 61,001 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Participants with an account balance | 60,365 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Total assets, beginning of year | $7,374,962,984 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Total assets, end of year | $7,706,147,015 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Net assets, end of year | $7,706,023,778 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Total income | $1,364,565,741 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Net income | $313,924,233 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Employer contributions | $241,513,252 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Participant contributions | $330,579,824 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Other contributions (incl. rollovers) | $82,099,467 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Total contributions | $654,192,543 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Benefit payments | $1,048,130,106 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Total expenses (incl. benefit payments) | $1,050,641,508 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Total administrative expenses | $2,445,213 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Recordkeeping fees | $610,371 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Investment advisory and management fees | $1,834,842 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Administrative expenses excluding investment management | $610,371 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Held in common/collective trusts | $6,772,812,124 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Held in mutual funds | $94,373,871 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251105164318NAL0010915057001, received 2025-11-05 |
| Independent auditor | PRICEWATERHOUSECOOPERS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251105164318NAL0010915057001, received 2025-11-05 |
Position = column in the DOL layout for form year 2024. Filing 20251105164318NAL0010915057001, received 2025-11-05.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $2,068,922 | no |
| DYNAMIC WEALTH ADVISORS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $105,209 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses; 59 Shareholder servicing fees | $63,000 | yes |
| OPTIMA CAPITAL MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $60,892 | no |
| FISHER INVESTMENTS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $54,469 | no |
| PENSIONMARK FINANCIAL GROUP LL | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $44,648 | no |
| MORNINGSTAR INVESTMENT SERVICE | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $33,445 | no |
| CERITY PARTNERS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $32,783 | no |
| DRIVEN INVESTMENTS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $29,674 | no |
| TRUADVISORS FINANCIAL LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $25,938 | no |
| MCF ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $23,390 | no |
| SPECTRUM FINANCIAL ALLIANCE | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $22,484 | no |
| KANSAS CITY PRIVATE WEALTH MAN | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $18,365 | no |
| FINANCIAL ENGINES ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $17,052 | no |
| ENVESTNET ASSET MANAGEMENT INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,652 | no |
| BRINKER CAPITAL INVESTMENTS LL | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $14,395 | no |
| MCADAM LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $13,156 | no |
| STOKES FAMILY OFFICE LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $12,609 | no |
| ACCREDITED WEALTH MANAGEMENT L | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $12,561 | no |
| BEACON POINTE ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $12,270 | no |
| WEALTH ENHANCEMENT ADVISORY SE | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $12,179 | no |
| AXXCESS WEALTH MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $11,606 | no |
| ADVISORS MANAGEMENT GROUP INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $11,269 | no |
| SANCTUARY ADVISORS, LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $10,848 | no |
| HB WEALTH MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $10,389 | 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 20251105164318NAL0010915057001, received 2025-11-05.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $7,374,962,984 | $7,706,147,015 | 4.5% |
| Participants with a balance | 61,177 | 60,365 | -1.3% |
| Administrative expenses | $3,443,365 | $2,445,213 | -29.0% |
| Recordkeeping fees per participant | $32.15 | $10.11 | -68.5% |
| Employer contributions | $259,471,713 | $241,513,252 | -6.9% |
Prior filing 20240724134145NAL0012694033002, received 2024-07-24; the plan years are contiguous.