2023 Form 5500 filing — Humana Puerto Rico 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 20240724135207NAL0008216835002) for Humana Puerto Rico Retirement Savings Plan, reported by Humana Inc. under EIN 61-0647538 and plan number 004. It reports 1,853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724135207NAL0008216835002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humana Inc.
- EIN
- 61-0647538
- Plan number
- 004
- Location
- Louisville, KY
- Participants
- 1,853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,563,593
- Total liabilities (EOY)
- $13,228
- Net assets (EOY)
- $79,550,365
- Employer contributions
- $3,519,226
- Participant contributions
- $3,690,294
- Total income / additions
- $16,703,724
- Benefits paid
- $4,712,017
- Administrative expenses
- $207,110
- Total expenses
- $4,919,127
- Net increase / (decrease)
- $11,784,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Banco Popular De Puerto Rico | NONE | $126,572 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $80,084 | not reported in the loaded dataset |