Plan Ledger DOL Form 5500 · updated monthly

Amerihealth Caritas Services, LLC401(k)

AMERIHEALTH CARITAS 401(K) PLAN · NEWTOWN SQUARE, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Amerihealth Caritas Services, LLC reported $1,249,989 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,557 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.13% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 81st-largest of 3,651 plans among Pennsylvania employers on file, and the 190th of 4,798 in finance & insurance. In 2024, employees put in $1.22 for every $1.00 the employer contributed; active participation has grown from 8,680 to 9,598 since 2022.

Plan summary
Net assets, end of year$947,536,890
Participants with balances11,262
Active participants9,598
Employer contributions$53,332,962
Employee contributions$65,302,048
Employer contribution per active participant$5,557
Average account balance$84,136
Benefits paid to participants$133,643,663
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$947.5M · 11,262 accts · $53.3M emplr
2023$841.5M · 11,655 accts · $49.9M emplr
2022$657.7M · 10,314 accts · $41.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,166,703
Investment management$29,185
Total administrative$1,249,989
The Amerihealth Caritas Services, LLC 401(k) match · 2024
Employer contribution per active participant$5,557
Median for plans this size$4,294
2024$5,557 per active participant
2023$5,014 per active participant
2022$4,818 per active participant

Amerihealth Caritas Services, LLC's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
VANGUARD GROUP INC. · Recordkeeping · Loan processing$1,090,442
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$41,262
MERCER (US) INC MERCER INVESTMENTS · Consulting$115,000
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$435

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower, Vanguard
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Amerihealth Caritas Services, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,249,989 · 0.14%
2023$1,265,987 · 0.17%
2022$889,753 · 0.13%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Highmark Health PA$2.9B · 0.04%
Erie Indemnity Company PA$1.4B · 0.02%
Independence Blue Cross, LLC PA$958.2M · 0.08%
Janney Montgomery Scott LLC PA$766.2M · 0.00%
Federated Hermes, Inc. PA$693.5M · 0.04%
Fulton Financial Corporation PA$639.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455415725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.