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Original filing (PDF)20251105164038NAL0014712816001
HUMANA INC.
Form 5500
FILING_RECEIVED
CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,007
Accounts w/ balance
7,850
Plan assets (EOY)
$366.8M
Net assets (EOY)
$366.4M
How this plan invests
This plan
23 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (4 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
009
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)
2U · Association Retirement Plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $129K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
8 direct securities · 23 pooled funds· $382.8M(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
$355.2M
23 holdings
Uncategorized
$27.6M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $55.7M | 15.2% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $45.7M | 12.4% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $44.1M | 12.0% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $40.6M | 11.1% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $27.4M | 7.5% | |
| SS S&P 500 IND NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $21.8M | 6.0% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $19.7M | 5.4% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $16.9M | 4.6% | |
| JPM CHASE BANK LGCAP GRTH CF JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $15.8M | 4.3% | |
| SSR ALL CAP IND NL SERS FD CLS C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 233 | Common Collective Trust | — | — | $10.8M | 2.9% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.1% | |
| 4.25%-9.50%, with Maturity Dates 2024 - 2033 Participant loans | — | — | — | $7.2M | 2.0% | |
| SSG ALL CAP EQ EX-U.S. IND NLSFCL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $6.9M | 1.9% | |
| SCHWAB INST LCP VAL TRUST CL I Common Collective Trust Fund | — | — | — | $6.5M | 1.8% | |
| SCHWAB INST LRG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $6.5M | 1.8% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $6.3M | 1.7% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $5.9M | 1.6% | |
| PIMCO TOTAL RETURN CLASS III SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $4.4M | 1.2% | |
| State Street US Bond Idx NL M Common Collective Trust Fund | — | — | — | $4.3M | 1.2% | |
| SS U.S. BD IND NL SERS FD CLS M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $4.3M | 1.2% | |
| State Street Russell SmCap K Common Collective Trust Fund | — | — | — | $4.1M | 1.1% | |
| SS RUSL SM CAP INDX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 496 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| MFS INTERNATIONAL EQUITY FD 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $3.9M | 1.1% | |
| LOOMIS SAYLES SM/MDCAP GROWTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| Delaware Small Cap Value I Mutual Fund | — | — | — | $2.2M | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| Personal Choice Retirement Account Self-Directed Brokerage Account | — | — | — | $1.6M | 0.4% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $1.6M | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $923K | 0.3% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $7K | <0.1% |