Employer · plans filed under one EIN
Humana Inc.
Louisville, KY · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
4 retirement plans with 100 or more participants file Form 5500 under Humana Inc.'s employer identification number (Louisville, Kentucky). Their latest filings total 83,989 participant records and $9.50B in net assets.
The largest is Humana Retirement Savings Plan, an ESOP with a 401(k) feature with 57,219 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $289M and participant contributions $432M in the latest plan years; benefits paid were $899M. Schedule C compensation reported to service provider organisations totalled $3.0M.
Combined net assets moved from $1.42B in 2009 to $8.82B in 2025 (up 523%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Humana Retirement Savings Plan | ESOP with a 401(k) feature | 2025 | 57,219 | $8.73B | $152,495 | $6,183 | $2.4M |
| Centerwell Home Health 401(k) Savings Plan | 401(k) plan | 2024 | 14,979 | $366M | $24,462 | $1,038 | $130K |
| Humana Partnership Savings Plan | 401(k) plan | 2024 | 10,118 | $318M | $31,416 | $1,686 | $209K |
| Humana Puerto Rico Retirement Savings Plan | 401(k) plan | 2025 | 1,673 | $94.3M | $56,365 | $3,649 | $190K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 2 | 58,892 | $8.82B | $264M | $359M |
| 2024 | 4 | 88,048 | $8.47B | $271M | $407M |
| 2023 | 4 | 88,883 | $8.00B | $287M | $411M |
| 2022 | 3 | 73,304 | $6.72B | $264M | $346M |
| 2021 | 3 | 70,132 | $7.65B | $251M | $324M |
| 2020 | 3 | 58,877 | $6.54B | $220M | $274M |
| 2019 | 4 | 59,000 | $5.52B | $208M | $259M |
| 2018 | 3 | 54,611 | $4.35B | $186M | $228M |
| 2017 | 3 | 55,820 | $4.71B | $190M | $233M |
| 2016 | 3 | 58,178 | $3.96B | $187M | $221M |
| 2015 | 3 | 56,429 | $3.49B | $185M | $214M |
| 2014 | 3 | 53,697 | $3.26B | $164M | $186M |
| 2013 | 2 | 44,070 | $2.82B | $140M | $157M |
| 2012 | 2 | 40,330 | $2.19B | $128M | $141M |
| 2011 | 2 | 37,555 | $1.91B | $112M | $121M |
| 2010 | 2 | 33,855 | $1.71B | $103M | $107M |
| 2009 | 2 | 34,872 | $1.42B | $98.8M | $104M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Schwab Retirement Plan Services,inc | Recordkeeping and information management; Investment advisory (participants) | 4 | $1,986,808 |
| Banco Popular de Puerto Rico | Investment management | 1 | $150,779 |
| Dynamic Wealth Advisors | Investment advisory (participants) | 1 | $91,243 |
| Optima Capital Management LLC | Investment advisory (participants) | 1 | $81,784 |
| Fisher Investments | Investment advisory (participants) | 1 | $68,296 |
| Charles Schwab & Co., Inc. | Securities brokerage | 4 | $58,274 |
| Cerity Partners LLC | Investment advisory (participants) | 1 | $56,408 |
| Driven Investments LLC | Investment advisory (participants) | 1 | $46,684 |
| World Investment Advisors LLC | Investment advisory (participants) | 1 | $31,953 |
| Envestnet Asset Management Inc. | Investment advisory (participants) | 1 | $28,786 |
| Spectrum Financial Alliance | Investment advisory (participants) | 1 | $28,358 |
| MCF Advisors LLC | Investment advisory (participants) | 1 | $25,151 |
| Wealth Enhancement Advisory SE | Investment advisory (participants) | 1 | $24,437 |
| Vim Global Advisors LLC | Investment advisory (participants) | 1 | $6,464 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Humana Inc. have?
4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Humana Retirement Savings Plan, Centerwell Home Health 401(k) Savings Plan, Humana Partnership Savings Plan and Humana Puerto Rico Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Humana Inc. contribute to its plans?
$289,438,340 in employer contributions across these plans in their latest plan years, about $4,548 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Schwab Retirement Plan Services,inc, Banco Popular de Puerto Rico, Dynamic Wealth Advisors and Optima Capital Management LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.