U.S. Healthcare, Inc. Retiree Health Benefit Plan — Form 5500 plan (Aetna Inc.)
Plain-English plan 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, U.S. Healthcare, Inc. Retiree Health Benefit Plan is a benefit plan reported by Aetna Inc. under EIN 23-2229683 and plan number 504. The latest loaded filing year is 2023. The filing reports 489 participants and $13,798,787 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.8MPlan net assets, end of year$13,798,787
Participants489Covered participants reported
Assets / participant$28.2KComputed: assets ÷ participants$28,218 (computed)
Provider compensation$107.3K4 Schedule C provider row(s)$107,265
- Plan sponsor
- Aetna Inc.
- EIN
- 23-2229683
- Plan number
- 504
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20240806155947NAL0002691825001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,798,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,798,787
- Net assets (BOY)
- $12,885,543
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,458,944
Expenses & distributions
- Benefits paid
- $350,870
- Administrative expenses
- $194,830
- Total expenses
- $545,700
- Net increase / (decrease)
- $913,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street Global Advisors Trust | SUBSIDIARY OF TRUSTEE | $37,127 | $0 | 2023 |
| Hooker & Holcombe Retirement Svcs | NONE | $32,717 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $29,321 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $8,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aetna Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- State Street Global Advisors Trust — Schedule C compensation
- Hooker & Holcombe Retirement Svcs — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Kpmg Llp — Schedule C compensation