2023 Form 5500 filing — Humana Partnership Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004113911NAL0012166417001) for Humana Partnership Savings Plan, reported by Humana Inc. under EIN 61-0647538 and plan number 006. It reports 11,818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$268.3MReported net assets$268,343,229
Participants11.8K11,818
Provider compensation$325.8K2 Schedule C row(s)$325,831
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004113911NAL0012166417001
- Plan sponsor
- Humana Inc.
- EIN
- 61-0647538
- Plan number
- 006
- Location
- Louisville, KY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$268.3M total assets
Net assets$268.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $268,343,229
- Net assets (EOY)
- $268,343,229
- Employer contributions
- $11,492,080
- Participant contributions
- $24,335,786
- Total income / additions
- $81,127,992
- Benefits paid
- $23,851,605
- Administrative expenses
- $327,938
- Total expenses
- $24,235,162
- Net increase / (decrease)
- $56,892,830
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $324,851 | not reported in the loaded dataset |
| Charles Schwab&Co.,Inc | NONE | $980 | $0 |