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Original filing (PDF)20251105164118NAL0007792275001
HUMANA INC.
Form 5500
FILING_RECEIVED
HUMANA PARTNERSHIP SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,594
Accounts w/ balance
7,592
Plan assets (EOY)
$317.9M
Net assets (EOY)
$317.9M
How this plan invests
This plan
23 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMANA INC..
Plan sponsor
Name
HUMANA INC.
EIN
61-0647538
Address
P.O. BOX 1438 · LOUISVILLE, KY · 40201
Phone
(502) 580-1000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $203K | — |
| VIM GLOBAL ADVISORS LLC | 83-1977706 | — | NONE | $6K | — |
| CHARLES SCHWAB&CO.,INC | 94-1737782 | — | NONE | $252 | — |
Investments
5 direct securities · 23 pooled funds· $329.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$297.4M
23 holdings
Uncategorized
$32.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB INDEX RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $37.4M | 11.8% | |
| SCHWAB INDEX RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $29.7M | 9.4% | |
| SS S&P 500 IND NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $24.3M | 7.6% | |
| SCHWAB INDEX RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $22.2M | 7.0% | |
| SCHWAB INDEX RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $18.1M | 5.7% | |
| SCHWAB INDEX RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $17.6M | 5.5% | |
| SSR ALL CAP IND NL SERS FD CLS C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0339787 / PN 233 | Common Collective Trust | — | — | $16.9M | 5.3% | |
| SCHWAB INDEX RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $16.8M | 5.3% | |
| SSG ALL CAP EQ EX-U.C. IND NLSFCL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $14.9M | 4.7% | |
| JPM CHASE BANK LGCAP GRTH CF JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $14.9M | 4.7% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $13.9M | 4.4% | |
| SCHWAB INDEX RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $11.9M | 3.8% | |
| Personal Choice Retirement Account | — | — | — | $9.6M | 3.0% | |
| PIMCO TOTAL RETURN CLASS III SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $8.5M | 2.7% | |
| SCHWAB INDEX RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $7.9M | 2.5% | |
| SCHWAB INST LRG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $7.6M | 2.4% | |
| State Street Russell SmCap K | — | — | — | $7.1M | 2.2% | |
| SS RUSL SML CAP INDX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 496 | Common Collective Trust | — | — | $7.1M | 2.2% | |
| MFS INTERNATIONAL EQUITY FUND 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $6.9M | 2.2% | |
| Notes Receivable from Participants, Interest Rate: 3.25%-9.50%, with Maturity Dates 2024 - 2033 | — | — | — | $6.7M | 2.1% | |
| State Street US Bond Idx NL M | — | — | — | $5.5M | 1.7% | |
| SS U.S. BD IND NL SERS FD CLS M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $5.5M | 1.7% | |
| SCHWAB INDEX RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $4.7M | 1.5% | |
| SCHWAB INDEX RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $3.8M | 1.2% | |
| SCHWAB INDEX RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $3.3M | 1.0% | |
| Delaware Small Cap Value I | — | — | — | $3.2M | 1.0% | |
| LOOMIS SAYLES SM/MDCAP GRWOTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $2.6M | 0.8% | |
| SCHWAB INDEX RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $879K | 0.3% |
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