Employers › Humana › plan 006
Recordkeeping fees per participant · Humana Partnership Savings Plan · plan year 2024
$12.38
Higher than 10% of the 1,697 plans $250M to 1B that report it.
= $93,993 / 7,592
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251105164118NAL0007792275001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164118NAL0007792275001, received 2025-11-05
Percentiles compare this plan with the Schedule H plans $250M to 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
$12.38
Higher than 7% of the 2,324 plans $250M to 1B that report it.
= $93,993 / 7,592
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251105164118NAL0007792275001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164118NAL0007792275001, received 2025-11-05
Administrative expenses per participant
$27.66
Higher than 10% of the 2,405 plans $250M to 1B that report it.
= $210,004 / 7,592
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164118NAL0007792275001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164118NAL0007792275001, received 2025-11-05
Administrative expenses as a share of assets
0.066%
Higher than 46% of the 2,407 plans $250M to 1B that report it.
= $210,004 / $317,871,850
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164118NAL0007792275001, received 2025-11-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251105164118NAL0007792275001, received 2025-11-05
Employer contributions per participant
$1,464
Higher than 15% of the 2,457 plans $250M to 1B that report it.
= $11,117,982 / 7,592
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164118NAL0007792275001, received 2025-11-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164118NAL0007792275001, received 2025-11-05
Employer share of total contributions
24.3%
Higher than 28% of the 2,459 plans $250M to 1B that report it.
= $11,117,982 / $45,777,827
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164118NAL0007792275001, received 2025-11-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251105164118NAL0007792275001, received 2025-11-05
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 2U · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251105164118NAL0007792275001, received 2025-11-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HUMANA INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Plan name | HUMANA PARTNERSHIP SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Sponsor EIN / plan number | 61-0647538 / 006 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Sponsor location | LOUISVILLE, KY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Industry (business code) | 524290, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251105164118NAL0007792275001, 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 20251105164118NAL0007792275001, received 2025-11-05 |
| Filing received | 2025-11-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Participants, beginning of year | 10,805 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Active participants | 6,594 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Participants, end of year | 10,118 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Participants with an account balance | 7,592 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Total assets, beginning of year | $268,343,229 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Total assets, end of year | $317,871,850 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Net assets, end of year | $317,871,850 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Total income | $80,310,764 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Net income | $42,022,968 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Employer contributions | $11,117,982 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Participant contributions | $25,548,821 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Other contributions (incl. rollovers) | $9,111,024 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Total contributions | $45,777,827 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Benefit payments | $38,046,826 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Total expenses (incl. benefit payments) | $38,287,796 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Total administrative expenses | $210,004 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Recordkeeping fees | $93,993 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Investment advisory and management fees | $116,011 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Administrative expenses excluding investment management | $93,993 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Held in common/collective trusts | $297,368,400 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Held in mutual funds | $3,173,916 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251105164118NAL0007792275001, received 2025-11-05 |
| Independent auditor | PRICEWATERHOUSECOOPERS LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251105164118NAL0007792275001, received 2025-11-05 |
Position = column in the DOL layout for form year 2024. Filing 20251105164118NAL0007792275001, 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 | $202,783 | no |
| VIM GLOBAL ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,464 | no |
| CHARLES SCHWAB&CO.,INC | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 59 Shareholder servicing fees | $252 | yes |
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 20251105164118NAL0007792275001, received 2025-11-05.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $268,343,229 | $317,871,850 | 18.5% |
| Participants with a balance | 7,771 | 7,592 | -2.3% |
| Administrative expenses | $327,938 | $210,004 | -36.0% |
| Recordkeeping fees per participant | $29.80 | $12.38 | -58.5% |
| Employer contributions | $11,492,080 | $11,117,982 | -3.3% |
Prior filing 20241004113911NAL0012166417001, received 2024-10-04; the plan years are contiguous.