2023 Form 5500 filing — Humana Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724134145NAL0012694033002) for Humana Retirement Savings Plan, reported by Humana Inc. under EIN 61-0647538 and plan number 002. It reports 59,633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724134145NAL0012694033002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humana Inc.
- EIN
- 61-0647538
- Plan number
- 002
- Location
- Louisville, KY
- Participants
- 59,633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,374,962,984
- Total liabilities (EOY)
- $494,438
- Net assets (EOY)
- $7,374,468,546
- Employer contributions
- $259,471,713
- Participant contributions
- $344,907,542
- Total income / additions
- $1,600,282,800
- Benefits paid
- $666,027,568
- Administrative expenses
- $3,443,365
- Total expenses
- $669,667,576
- Net increase / (decrease)
- $930,615,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $2,866,385 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $96,197 | not reported in the loaded dataset |
| Moll Wealth Management Inc. | NONE | $51,450 | not reported in the loaded dataset |
| Optima Capital Management LLC | NONE | $50,755 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $45,368 | $20 |
| Morningstar Investment Service | NONE | $33,760 | not reported in the loaded dataset |
| Fisher Investments | NONE | $26,205 | not reported in the loaded dataset |
| Pensionmark Financial Group Ll | NONE | $22,116 | not reported in the loaded dataset |
| Mcf Advisors LLC | NONE | $21,134 | not reported in the loaded dataset |
| Axxcess Wealth Management LLC | NONE | $17,243 | not reported in the loaded dataset |
| Mariner LLC | NONE | $14,382 | not reported in the loaded dataset |
| Advisors Management Group Inc | NONE | $13,749 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $13,748 | not reported in the loaded dataset |
| Kansas City Private Wealth Man | NONE | $13,599 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | NONE | $12,826 | not reported in the loaded dataset |
| Spectrum Financial Alliance | NONE | $11,812 | not reported in the loaded dataset |
| Harvest Financial Advisors LLC | NONE | $11,678 | not reported in the loaded dataset |
| Driven Investments LLC | NONE | $11,207 | not reported in the loaded dataset |
| Vise Ai Advisors LLC | NONE | $10,842 | not reported in the loaded dataset |
| Stokes Family Office LLC | NONE | $10,061 | not reported in the loaded dataset |
| Accredited Wealth Management L | NONE | $9,673 | not reported in the loaded dataset |
| Hb Wealth Management LLC | NONE | $8,898 | not reported in the loaded dataset |
| Beacon Pointe Advisors LLC | NONE | $8,681 | not reported in the loaded dataset |
| Mcadam LLC | NONE | $8,507 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $8,324 | not reported in the loaded dataset |
| Private Advisor Group LLC | NONE | $8,025 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $7,719 | not reported in the loaded dataset |
| Argi Investment Services LLC | NONE | $7,218 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $6,888 | not reported in the loaded dataset |
| Natural Investments Pbllc | NONE | $6,253 | not reported in the loaded dataset |
| Berkshire Money Management Inc | NONE | $5,937 | not reported in the loaded dataset |
| Spinnaker Investment Group LLC | NONE | $5,631 | not reported in the loaded dataset |