Plan Snapshot
- Plan Sponsor: Amerihealth Caritas Services, LLC
- Sponsor EIN: 455415725
- Sponsor Address: 3875 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073
- Plan Type: DB
- Total Participants: 1,227
- Total Assets: $187.9M
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 | 1,227 | $187.9M | $5.0M | $0 |
| 2023 | 1,335 | $186.3M | $4.0M | $0 |
| 2022 | 1,411 | $161.4M | $8.0M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | Recordkeeper | $1,356,939 | — | $1,356,939 |
| FAF ADVISORS | Other Service Provider | $144,842 | — | $144,842 |
| PNC BANK, N.A. | Custodian / Trustee | $55,467 | — | $55,467 |
| US BANK | Custodian / Trustee | $45,959 | — | $45,959 |
| PRUDENTIAL INSURANCE CO. OF AMER | Recordkeeper | $36,447 | — | $36,447 |
| NORTHERN TRUST | Custodian / Trustee | $5,554 | — | $5,554 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON LLC — Recordkeeper
- US BANK — Custodian / Trustee
- PRUDENTIAL INSURANCE CO. OF AMER — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,645,208
- Estimated Expense Ratio: 0.876% 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 | $1,708,180 | $202,430 | $36,447 | — | — |
| 2023 | $1,291,027 | $168,330 | $21,870 | — | — |
| 2022 | $1,230,801 | $169,822 | $23,060 | — | $808,239 |