Humana Puerto Rico Retirement Savings Plan — Form 5500 plan (Humana 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, Humana Puerto Rico Retirement Savings Plan is a benefit plan reported by Humana Inc. under EIN 61-0647538 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,853 participants and $79,563,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Humana Inc.
EIN
61-0647538
Plan number
004
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
1,853
End-of-year plan assets
$79,563,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,853H, C20240724135207NAL0008216835002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,563,593
Total liabilities (EOY)
$13,228
Net assets (EOY)
$79,550,365
Net assets (BOY)
$67,765,768

Income & contributions

Employer contributions
$3,519,226
Participant contributions
$3,690,294
Total contributions
$7,360,509
Total income / additions
$16,703,724

Expenses & distributions

Benefits paid
$4,712,017
Administrative expenses
$207,110
Total expenses
$4,919,127
Net increase / (decrease)
$11,784,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Banco Popular De Puerto RicoNONE$126,572not reported in the loaded dataset2023
Schwab Retirement Plan Services IncNONE$80,084not reported in the loaded dataset2023

Related Form 5500 pages