Health Union, LLC401(k)
HEALTH UNION, LLC 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Health Union, LLC reported $31,946 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,055 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 0.01% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,077th of 3,651), and the 5,079th of 11,911 in health care & social assistance. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has shrunk from 274 to 181 since 2022.
Health Union, LLC's 2024 employer contribution ran above the $2,416 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 271696312 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.