Plan Snapshot
- Plan Sponsor: Amerihealth Caritas Services, LLC
- Sponsor EIN: 455415725
- Sponsor Address: 3875 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073
- Plan Type: 401(k)
- Total Participants: 9,598
- Total Assets: $947.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,598 | $947.5M | $53.3M | $65.3M |
| 2023 | 9,954 | $841.5M | $49.9M | $59.3M |
| 2022 | 8,680 | $657.7M | $41.8M | $51.2M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC. | PARTY-IN-INTEREST | $1,090,442 | — | $1,090,442 |
| MERCER (US) INC MERCER INVESTMENTS | NONE | $115,000 | — | $115,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $41,262 | — | $41,262 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER (US) INC MERCER INVESTMENTS — NONE
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,246,704
- Estimated Expense Ratio: 0.132% 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 | $1,249,989 | $29,185 | $1,125,441 | — | — |
| 2023 | $1,265,987 | $383,607 | — | — | — |
| 2022 | $889,753 | $330,832 | $545,746 | — | — |