# Health Care Service Corporation A Mutual Reserve Co 401(k) Plan
Source: https://planprovider.pro/companies/health-care-service-corporation-a-mutual-reserve-co-831060209-008

> Health Care Service Corporation A Mutual Reserve Co's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — Investment Advisor

- [TOWERS WATSON INVESTMENT SERVICES](https://planprovider.pro/provider/lincoln-financial-group) — Investment Advisor

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — 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|

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