Humana Partnership 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 Partnership Savings Plan is a benefit plan reported by Humana Inc. under EIN 61-0647538 and plan number 006. The latest loaded filing year is 2023. The filing reports 11,818 participants and $268,343,229 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$268.3MPlan net assets, end of year$268,343,229
Participants11.8KCovered participants reported11,818
Assets / participant$22.7KComputed: assets ÷ participants$22,706 (computed)
Provider compensation$325.8K2 Schedule C provider row(s)$325,831
- Plan sponsor
- Humana Inc.
- EIN
- 61-0647538
- Plan number
- 006
- Plan type
- 3
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,818 | H, C | 20241004113911NAL0012166417001 |
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)$268.3M total assets
Net assets$268.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $268,343,229
- Net assets (EOY)
- $268,343,229
- Net assets (BOY)
- $211,450,399
Income & contributions
- Employer contributions
- $11,492,080
- Participant contributions
- $24,335,786
- Total contributions
- $44,075,032
- Total income / additions
- $81,127,992
Expenses & distributions
- Benefits paid
- $23,851,605
- Administrative expenses
- $327,938
- Total expenses
- $24,235,162
- Net increase / (decrease)
- $56,892,830
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $324,851 | not reported in the loaded dataset | 2023 |
| Charles Schwab&Co.,Inc | NONE | $980 | $0 | 2023 |