Plan Snapshot
- Plan Sponsor: Health Care Service Corporation A Mutual Reserve Co
- Sponsor EIN: 831060209
- Sponsor Address: 1001 E LOOKOUT DR, RICHARDSON, TX, 750824144
- Plan Type: 401(k)
- Plan Number: 008
- Total Participants: 0
- Total Assets: $2.5B
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 | 0 | $2.5B | $0 | $0 |
| 2023 | 0 | $2.4B | $0 | $0 |
| 2022 | 0 | $2.1B | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $1,389,953 | — | $1,389,953 |
| PRUDENTIAL TRUST CO | Investment Advisor | $352,681 | $618,052 | $970,733 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $638,303 | — | $638,303 |
| INCOME RESEARCH MANAGEMENT | Investment Advisor | $559,300 | — | $559,300 |
| WELLINGTON TRUST | Investment Advisor | $373,688 | — | $373,688 |
| PRUDENTIAL INSURANCE CO | Investment Advisor | $309,029 | — | $309,029 |
| BROOKFIELD ASSET MANAGEMENT PRIVATE | Investment Advisor | $298,612 | — | $298,612 |
| TOWERS WATSON INVESTMENT SERVICES | Investment Advisor | $260,000 | — | $260,000 |
| WILLIS TOWERS WATSON | Actuary | $168,798 | — | $168,798 |
| STEPSTONE GROUP LP | Investment Advisor | $112,752 | — | $112,752 |
| HARRISON STREET ADVISORS | Investment Advisor | $69,517 | — | $69,517 |
| ERNST & YOUNG | Auditor | $48,875 | — | $48,875 |
| DELOITTE TAX LLP | Other Service Provider | $33,748 | — | $33,748 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — Investment Advisor
- TOWERS WATSON INVESTMENT SERVICES — Investment Advisor
- WILLIS TOWERS WATSON — Actuary
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,233,308
- Estimated Expense Ratio: 0.206% 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 | $4,928,118 | $2,335,579 | $1,389,953 | — | — |
| 2023 | $7,027,546 | $1,984,016 | $2,056,320 | — | — |
| 2022 | $9,493,850 | $2,925,845 | $1,760,000 | — | $319,544 |