Plan Snapshot
- Plan Sponsor: Aetna INC.
- Sponsor EIN: 232229683
- Sponsor Address: 151 FARMINGTON AVE., RTAA, HARTFORD, CT, 06156
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 311
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 311 | $14.3M | $0 | $0 |
| 2023 | 336 | $13.8M | $0 | $0 |
| 2022 | 377 | $12.9M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TRUST | Custodian / Trustee | $39,304 | — | $39,304 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $30,523 | — | $30,523 |
| MOSS ADAMS LLP | Other Service Provider | $29,750 | — | $29,750 |
| KPMG LLP | Auditor | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,577
- Estimated Expense Ratio: 0.739% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $171,337 | $39,304 | $30,523 | $35,750 | — |
| 2023 | $194,830 | $37,127 | $32,717 | $37,421 | — |
| 2022 | $426,796 | $39,996 | $31,100 | — | $35,700 |