Plan5500

Humana Retirement Savings Plan — Form 5500 plan (Humana 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, Humana Retirement Savings Plan is a benefit plan reported by Humana Inc. under EIN 61-0647538 and plan number 002. The latest loaded filing year is 2023. The filing reports 59,633 participants and $7,374,962,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Humana Inc.
EIN
61-0647538
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
59,633
End-of-year plan assets
$7,374,962,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202359,633H, C20240724134145NAL0012694033002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,374,962,984
Total liabilities (EOY)
$494,438
Net assets (EOY)
$7,374,468,546
Net assets (BOY)
$6,443,853,322

Income & contributions

Employer contributions
$259,471,713
Participant contributions
$344,907,542
Total contributions
$650,479,226
Total income / additions
$1,600,282,800

Expenses & distributions

Benefits paid
$666,027,568
Administrative expenses
$3,443,365
Total expenses
$669,667,576
Net increase / (decrease)
$930,615,224

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$2,866,385not reported in the loaded dataset2023
Dynamic Wealth AdvisorsNONE$96,197not reported in the loaded dataset2023
Moll Wealth Management Inc.NONE$51,450not reported in the loaded dataset2023
Optima Capital Management LLCNONE$50,755not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$45,368$202023
Morningstar Investment ServiceNONE$33,760not reported in the loaded dataset2023
Fisher InvestmentsNONE$26,205not reported in the loaded dataset2023
Pensionmark Financial Group LlNONE$22,116not reported in the loaded dataset2023
Mcf Advisors LLCNONE$21,134not reported in the loaded dataset2023
Axxcess Wealth Management LLCNONE$17,243not reported in the loaded dataset2023
Mariner LLCNONE$14,382not reported in the loaded dataset2023
Advisors Management Group IncNONE$13,749not reported in the loaded dataset2023
Brinker Capital Investments LlNONE$13,748not reported in the loaded dataset2023
Kansas City Private Wealth ManNONE$13,599not reported in the loaded dataset2023
Financial Engines Advisors LLCNONE$12,826not reported in the loaded dataset2023
Spectrum Financial AllianceNONE$11,812not reported in the loaded dataset2023
Harvest Financial Advisors LLCNONE$11,678not reported in the loaded dataset2023
Driven Investments LLCNONE$11,207not reported in the loaded dataset2023
Vise Ai Advisors LLCNONE$10,842not reported in the loaded dataset2023
Stokes Family Office LLCNONE$10,061not reported in the loaded dataset2023
Accredited Wealth Management LNONE$9,673not reported in the loaded dataset2023
Hb Wealth Management LLCNONE$8,898not reported in the loaded dataset2023
Beacon Pointe Advisors LLCNONE$8,681not reported in the loaded dataset2023
Mcadam LLCNONE$8,507not reported in the loaded dataset2023
Steelpeak Wealth LLCNONE$8,324not reported in the loaded dataset2023
Private Advisor Group LLCNONE$8,025not reported in the loaded dataset2023
Cerity Partners LLCNONE$7,719not reported in the loaded dataset2023
Argi Investment Services LLCNONE$7,218not reported in the loaded dataset2023
Envestnet Asset Management IncNONE$6,888not reported in the loaded dataset2023
Natural Investments PbllcNONE$6,253not reported in the loaded dataset2023
Berkshire Money Management IncNONE$5,937not reported in the loaded dataset2023
Spinnaker Investment Group LLCNONE$5,631not reported in the loaded dataset2023

Related Form 5500 pages