Plan5500

U.S. Healthcare, Inc. Retiree Health Benefit Plan — Form 5500 plan (Aetna Inc.)

Plain-English plan 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, U.S. Healthcare, Inc. Retiree Health Benefit Plan is a benefit plan reported by Aetna Inc. under EIN 23-2229683 and plan number 504. The latest loaded filing year is 2023. The filing reports 489 participants and $13,798,787 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aetna Inc.
EIN
23-2229683
Plan number
504
Plan type
2
Location
Hartford, CT
Latest filing year
2023
Participants
489
End-of-year plan assets
$13,798,787

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023489H, C20240806155947NAL0002691825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,798,787
Total liabilities (EOY)
$0
Net assets (EOY)
$13,798,787
Net assets (BOY)
$12,885,543

Income & contributions

Total contributions
$0
Total income / additions
$1,458,944

Expenses & distributions

Benefits paid
$350,870
Administrative expenses
$194,830
Total expenses
$545,700
Net increase / (decrease)
$913,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
State Street Global Advisors TrustSUBSIDIARY OF TRUSTEE$37,127$02023
Hooker & Holcombe Retirement SvcsNONE$32,717not reported in the loaded dataset2023
Moss Adams LlpNONE$29,321not reported in the loaded dataset2023
Kpmg LlpNONE$8,100not reported in the loaded dataset2023

Related Form 5500 pages