# Amerihealth Caritas Services, LLC DB Plan
Source: https://planprovider.pro/companies/amerihealth-caritas-services-llc-plan-002

> Amerihealth Caritas Services, LLC's DB plan: 1,227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$1,356,939|—|$1,356,939|

| FAF ADVISORS|NONE|$144,842|—|$144,842|

| PNC BANK, N.A.|BANK/CUSTODIAN|$55,467|—|$55,467|

| US BANK|BANK/CUSTODIAN|$45,959|—|$45,959|

| PRUDENTIAL INSURANCE CO. OF AMER|NONE|$36,447|—|$36,447|

| NORTHERN TRUST|BANK/CUSTODIAN|$5,554|—|$5,554|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — BANK/CUSTODIAN

- [PRUDENTIAL INSURANCE CO. OF AMER](https://planprovider.pro/provider/empower) — NONE

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## 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|

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