2023 Form 5500 filing — Centerwell Home Health 401(K) 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 20241004113911NAL0012166417002) for Centerwell Home Health 401(K) Savings Plan, reported by Humana Inc. under EIN 61-0647538 and plan number 009. It reports 12,729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$273.2MReported net assets$273,210,812
Participants12.7K12,729
Provider compensation$141.2K2 Schedule C row(s)$141,167
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004113911NAL0012166417002
Plan sponsor
Humana Inc.
EIN
61-0647538
Plan number
009
Location
Louisville, KY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$273.8M total assets
Net assets$273.2MLiabilities$558.1K
Money in vs. money out
Total income / additions$284.5M
Total expenses$11.2M
Benefits paid / distributions$10.7M
Contributions
Employer$12.7M
Participant$38.2M
Full reported line items
Total assets (EOY)
$273,768,917
Total liabilities (EOY)
$558,105
Net assets (EOY)
$273,210,812
Employer contributions
$12,720,338
Participant contributions
$38,173,610
Total income / additions
$284,456,125
Benefits paid
$10,664,933
Administrative expenses
$141,462
Total expenses
$11,245,313
Net increase / (decrease)
$273,210,812

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$140,782not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$385$0

Related Form 5500 pages