How big is Clover Health, LLC's plan?

Clover Health, LLC's plan reported $40.5M in assets and 469 participants for 2024.

Original filing (PDF)20251015133022NAL0009479266001

Clover Health, LLC

Name: Clover Health, LLC — Clover Health 401(k), Form 5500 (2024)
Creator: Clover Health, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Clover Health 401(k)

401(k) retirement plan · Clover Health, LLC's Clover Health 401(k) held $40.5M in plan assets for 469 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

469

Accounts w/ balance

607

Plan assets (EOY)

$40.5M

Net assets (EOY)

$40.5M

People on this filing

Rachel Fish signed Clover Health, LLC's 2024 Form 5500 as plan administrator.

Rachel Fish — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clover Health, LLC's EIN is 38-3889370.

EIN 38-3889370

Plan number 001

Plan year 2024

ACK ID 20251015133022NAL0009479266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clover Health, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clover Health, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLOVER HEALTH, LLC.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

CLOVER HEALTH, LLC

EIN

all filings

Address

22 4TH STREET, 5TH FLOOR · SAN FRANCISCO, CA · 94103

Phone

(908) 310-0499

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$84K	—

Investments

33 direct securities· $40.5M(100% of reported assets)

Mutual Funds

$31.9M

26 holdings

Common Collective Trusts

$6.6M

1 holding

Other securities

$856K

4 holdings

Stable Value

$637K

1 holding

Bonds / Notes

$544K

1 holding

					% of plan
Vanguard 500 Index Adm	Common Collective Trusts	—	—	$6.6M	16.2%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$4.6M	11.4%
Fidelity Large Cap Growth Index	Mutual Funds	—	—	$3.9M	9.5%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$3.7M	9.2%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$3.3M	8.2%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$2.3M	5.7%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$2.3M	5.6%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$2.2M	5.4%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$1.9M	4.7%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$1.6M	4.0%
Vanguard Small-Cap Index Adm	Mutual Funds	—	—	$1.0M	2.6%
American Funds American Funds EuroPacific Growth R6	Mutual Funds	—	—	$857K	2.1%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$838K	2.1%
Stable Value Fund Transamerica Stable Value Core Option	Stable Value	—	—	$637K	1.6%
MFS Value R6	Mutual Funds	—	—	$621K	1.5%
Participants Notes Receivable with an interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$544K	1.3%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$444K	1.1%
Vanguard Developed Markets Index Adm	Mutual Funds	—	—	$365K	0.9%
Voya Intermediate Bond I	Other securities	—	—	$358K	0.9%
Vanguard Intermediate-Term Bond Index Adm	Mutual Funds	—	—	$330K	0.8%
Vanguard Real Estate Index Adm	Mutual Funds	—	—	$300K	0.7%
Blackrock High Yield Bond K	Other securities	—	—	$292K	0.7%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$291K	0.7%
Vanguard Emerging Markets Stock Index Adm	Mutual Funds	—	—	$274K	0.7%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$172K	0.4%
MFS Mid Cap Value R6	Mutual Funds	—	—	$164K	0.4%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$157K	0.4%
American Century American Century Small Cap Growth R6	Mutual Funds	—	—	$125K	0.3%
PGIM High Yield R6	Other securities	—	—	$113K	0.3%
Eagle Carillon Eagle Mid Cap Growth R6	Other securities	—	—	$93K	0.2%
MFS International Equity R6	Mutual Funds	—	—	$74K	0.2%
Dimensional DFA US Targeted Value	Mutual Funds	—	—	$32K	<0.1%
Vanguard Target Retirement 2070 Inv	Mutual Funds	—	—	$7K	<0.1%