Humana

Humana Inc. · LOUISVILLE, KY · HUM (NYSE) · Finance and insurance · sponsor EIN 61-0647538 · 6 plans with Schedule H financials, latest plan year 2024

SEC registrant: Humana Inc.

Largest plan: HUMANA RETIREMENT SAVINGS PLAN

$7,706,147,015 in assets · 60,365 participants with a balance · plan year 2024-01-01 to 2024-12-31 · full record

Recordkeeping fees per participant (headline)
$10.11
higher than 13% of the 790 plans of similar size (>$1B) that report it
= recordkeeping_fees / participants_with_balance. Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251105164318NAL0010915057001, received 2025-11-05 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
Administrative expenses excluding investment management, per participant
$10.11
higher than 10% of the 1,045 plans of similar size (>$1B) that report it
= admin_excl_invmgmt / participants_with_balance. derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251105164318NAL0010915057001, received 2025-11-05 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
Administrative expenses per participant
$40.51
higher than 21% of the 1,076 plans of similar size (>$1B) that report it
= admin_expenses / participants_with_balance. Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164318NAL0010915057001, received 2025-11-05 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
Administrative expenses as a share of assets
0.032%
higher than 32% of the 1,076 plans of similar size (>$1B) that report it
= admin_expenses / assets_eoy. Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251105164318NAL0010915057001, received 2025-11-05 · assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251105164318NAL0010915057001, received 2025-11-05
Employer contributions per participant
$4,001
higher than 54% of the 1,135 plans of similar size (>$1B) that report it
= employer_contrib / participants_with_balance. Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164318NAL0010915057001, received 2025-11-05 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251105164318NAL0010915057001, received 2025-11-05
Employer share of total contributions
36.9%
higher than 64% of the 1,135 plans of similar size (>$1B) that report it
= employer_contrib / total_contrib. Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251105164318NAL0010915057001, received 2025-11-05 · total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251105164318NAL0010915057001, received 2025-11-05

Plan terms

Quoted from Humana Inc.'s SEC filing covering the period ended 2025-12-31. The figures on this page cover the plan year ended 2024-12-31, a different period: terms may have changed between the two. The plan document governs; these are the filing's own words.

Vesting

“Generally, once a Participant has completed two years of service, the Company Matching Account contributions vest immediately and become non-forfeitable.”

As stated in Humana Inc.'s Form 11-K filed 2026-06-24, for the period ended 2025-12-31 (SEC): source document; plan description note, vesting section.

Automatic enrollment

“The Company automatically enrolls eligible employees at a contribution rate of 3% of compensation as of the first day of the payroll period that begins 45 days following their date of hire, unless the employee elects not to participate in the Pre-tax Savings Account or elects a different percentage up to 35%.”

As stated in Humana Inc.'s Form 11-K filed 2026-06-24, for the period ended 2025-12-31 (SEC): source document; plan description note, contributions section.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
HUMANA RETIREMENT SAVINGS PLAN$7,706,147,01560,365 $10.11 recordkeeping fees per participant2024
CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN$366,831,6447,850 $11.25 recordkeeping fees per participant2024
HUMANA PARTNERSHIP SAVINGS PLAN$317,871,8507,592 $12.38 recordkeeping fees per participant2024
HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN$83,863,6581,940 $12.24 recordkeeping fees per participant2024
MCCI GROUP HOLDINGS, LLC 401(K) PLAN$00 2024
FAMILY PHYSICIANS GROUP 401(K) PLAN$00 2024

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Sponsor name as filed: HUMANA INC.; SEC registrant: HUMANA INC (CIK 49071, matched by EIN; display name from the Form 11-K cover).