# Humana INC. 401(k) Plan
Source: https://planprovider.pro/companies/humana-inc-401k-plan-004

> Humana INC.'s 401(k) plan: 1,117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Humana INC.

- **Sponsor EIN:** 610647538

- **Sponsor Address:** P.O. BOX 1438, LOUISVILLE, KY, 402011438

- **Plan Type:** 401(k)

- **Total Participants:** 1,117

- **Total Assets:** $83.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,117|$83.9M|$3.4M|$3.7M|

| 2023|1,163|$79.6M|$3.5M|$3.7M|

| 2022|1,167|$67.8M|$3.2M|$3.3M|

## 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|

| BANCO POPULAR DE PUERTO RICO|NONE|$139,294|—|$139,294|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$56,622|—|$56,622|

| PRICEWATERHOUSECOOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,916

- **Estimated Expense Ratio:** 0.234% 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|$185,461|$22,427|$139,294|—|—|

| 2023|$207,110|$18,445|$126,572|—|—|

| 2022|$206,379|—|—|—|$121,364|

## Similar Plans

- [Citizens Financial Corporation, INC.](https://planprovider.pro/companies/citizens-financial-corporation-inc-plan) — 743 participants

- [Humana INC.](https://planprovider.pro/companies/humana-inc-401k-plan-002) — 42,968 participants

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