Plan Snapshot
- Plan Sponsor: Health Care Service Corporation
- Sponsor EIN: 361236610
- Sponsor Address: 1001 E. LOOKOUT DRIVE, RICHARDSON, TX, 75082
- Plan Type: 401(k)
- Total Participants: 36,460
- Total Assets: $3.9B
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 | 36,460 | $3.9B | $83.6M | $210.1M |
| 2023 | 29,059 | $3.4B | $74.9M | $187.3M |
| 2022 | 26,627 | $2.8B | $66.3M | $166.1M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | $57,543 | — | $57,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,543
- Estimated Expense Ratio: 0.001% 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 | $394,380 | $155,483 | $46,112 | $57,543 | — |
| 2023 | $503,052 | $106,000 | $290,693 | $60,267 | — |
| 2022 | $479,283 | — | — | — | — |