# Aetna INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/aetna-inc-232229683-504

> Aetna INC.'s Health & Welfare plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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