Humana 401(k) and retirement plans

Humana Inc., Louisville, KY. EIN 61-0647538. Annual reports 2009–2025. Also filed as Humana Inc. Attn. Eugene Callahan; Family Physicians of Winter Park; Family Physicians of Winter Park, Inc.; Conviva Care Solutions, LLC.

Humana Inc. has 6 active retirement plans on file. The largest is the Humana Retirement Savings Plan, with 57,219 participants and $8.7 billion in assets in 2025. Schwab has been its recordkeeper since 2009. No traditional pension plan appears in Humana's filings since 2009.

Active plans: 6
Participants: 83,989
Plan assets: $9.5 billion
401(k) recordkeeper: Schwab
Plans on file: 7
Industry: Finance and insurance

All 7 plans

Active plans first

Humana Retirement Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 61-0647538
Participants (2025): 57,219
Net assets (2025): $8.7 billion
Recordkeeper: Schwab2009–2025
Plan administrator: Humana Inc.
P.O. Box 1438
Louisville, KY 40201
(502) 580-1000As filed for 2025
In effect since: March 1, 1976

Plans merged into this one: Seniorbridge 401(k) Plan (2014).

Earlier sponsor: Humana Inc. Attn. Eugene Callahan (2009–2012).

Earlier plan names: Humana Retirement and Savings Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	57,219	$8.7 billion	Schwab
2024	61,001	$7.7 billion	Schwab
2023	61,738	$7.4 billion	Schwab
2022	59,633	$6.4 billion	Schwab
2021	57,673	$7.3 billion	Schwab
2020	52,557	$6.3 billion	Schwab
2019	50,205	$5.4 billion	Schwab
2018	49,112	$4.3 billion	Schwab
2017	49,626	$4.6 billion	Schwab
2016	51,029	$3.9 billion	Schwab
2015	49,462	$3.4 billion	Schwab
2014	46,886	$3.2 billion	Schwab
2013	43,147	$2.8 billion	Schwab
2012	39,359	$2.2 billion	Schwab
2011	36,646	$1.9 billion	Schwab
2010	33,014	$1.7 billion	Schwab
2009	34,115	$1.4 billion	Schwab

Humana Puerto Rico Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 004Employer EIN 61-0647538
Participants (2025): 1,673
Net assets (2025): $94.3 million
Recordkeeper: Schwab2009–2025
Plan administrator: Humana Inc.
P.O. Box 1438
Louisville, KY 40201
(502) 580-1000As filed for 2025
In effect since: September 1, 1991

Earlier sponsor: Humana Inc. Attn. Eugene Callahan (2009–2012).

Earlier plan names: Humana Puerto Rico 1165(E) Retirement Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,673	$94.3 million	Schwab
2024	1,950	$83.9 million	Schwab
2023	1,975	$79.6 million	Schwab
2022	1,853	$67.8 million	Schwab
2021	1,783	$78.3 million	Schwab
2020	1,732	$65.9 million	Schwab
2019	1,639	$59.5 million	Schwab
2018	1,399	$46.6 million	Schwab
2017	1,185	$51.7 million	Schwab
2016	946	$43.8 million	Schwab
2015	883	$39.2 million	Schwab
2014	874	$37.5 million	Schwab
2013	923	$34.6 million	Schwab
2012	971	$27.0 million	Schwab
2011	909	$22.9 million	Schwab
2010	841	$19.9 million	Schwab
2009	757	$16.1 million	Schwab

Centerwell Home Health 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 009Employer EIN 61-0647538
Participants (2024): 14,979
Net assets (2024): $366 million
Recordkeeper: Schwab2018–2024
Plan administrator: Humana Inc.
P.O. Box 1438
Louisville, KY 40201
(502) 580-1000As filed for 2024
In effect since: January 1, 2023

Plans merged into this one: Humana Savings Plan (2020).

Earlier sponsor: Conviva Care Solutions, LLC (2018).

Earlier plan names: Conviva Care Solutions, LLC 401(k) Plan.

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,979	$366 million	Schwab
2023	14,365	$273 million	Schwab
2020	0	$0	Schwab
2019	3,583	$94.7 million	Schwab
2018	3,408	$69.6 million	Schwab

Humana Partnership Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 61-0647538
Participants (2024): 10,118
Net assets (2024): $318 million
Recordkeeper: Schwab2014–2024
Plan administrator: Humana Inc.
P.O. Box 1438
Louisville, KY 40201
(502) 580-1000As filed for 2024
In effect since: January 1, 2013

Year by year, 2013 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,118	$318 million	Schwab
2023	10,805	$268 million	Schwab
2022	11,818	$211 million	Schwab
2021	10,676	$223 million	Schwab
2020	4,588	$173 million	Schwab
2019	3,573	$11.4 million	Schwab
2018	4,100	$9.0 million	Schwab
2017	5,009	$8.5 million	Schwab
2016	6,203	$6.3 million	Schwab
2015	6,084	$4.3 million	Schwab
2014	5,937	$2.6 million	Schwab
2013	28	$68,462	not listed

Family Physicians Group 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 61-0647538
Participants (2024): 0
Net assets (2024): $0
Recordkeeper: SchwabEarlier: Voya (2016–2018), ADP (2009–2015)
Plan administrator: Humana Inc.
P.O. Box 1438
Louisville, KY 40201
(502) 580-1000As filed for 2024
In effect since: August 1, 2000

Earlier sponsor: Family Physicians of Winter Park (2009–2018).

Earlier plan names: Family Physicians of Winter Park P.A. 401(k) Plan; Family Physicians 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	227	$7.6 million	Schwab
2022	232	$7.5 million	Schwab
2021	262	$9.3 million	Schwab
2020	302	$10.9 million	Schwab
2019	331	$9.9 million	Schwab
2018	434	$10.3 million	Voya
2017	454	$9.9 million	Voya
2016	441	$8.9 million	Voya
2015	408	$7.7 million	ADP
2014	417	$10.3 million	ADP
2013	425	$9.3 million	ADP
2012	426	$7.2 million	ADP
2011	385	$6.2 million	ADP
2010	402	$5.8 million	ADP
2009	398	$4.5 million	ADP

Mcci Group Holdings, LLC 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 61-0647538
Participants (2024): 0
Net assets (2024): $0
Recordkeeper: Schwab2019–2024
Plan administrator: Humana Inc.
P.O. Box 1438
Louisville, KY 40201
(502) 580-1000As filed for 2024
In effect since: January 1, 2005

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Schwab
2023	231	$22.7 million	Schwab
2022	648	$22.9 million	Schwab
2021	713	$29.6 million	Schwab
2020	786	$29.9 million	Schwab
2019	930	$34.0 million	Schwab

Humana Savings Plan

401(k)Merged

Merged. In 2020 its assets moved to the Conviva Care Solutions LLC 401(k) Plan, sponsored by Humana Inc. (EIN 36-4880828, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 61-0647538
Participants (2019): 1,096
Net assets (2019): $21.0 million
Recordkeeper: Schwab2013–2020
Plan administrator: Humana Inc.
P.O. Box 1438
Louisville, KY 40201
(502) 580-1000As filed for 2020
In effect since: January 1, 2013

Plans merged into this one: Concentra Operating Corporation 401(k) and Profit Sharing Plan (2016).

Year by year, 2013 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	Schwab
2019	1,096	$21.0 million	Schwab
2018	1,066	$15.9 million	Schwab
2017	2,068	$50.7 million	Schwab
2016	1,875	$40.6 million	Schwab
2015	1,853	$33.6 million	Schwab
2014	2,077	$35.1 million	Schwab
2013	1,752	$22.7 million	Schwab

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Humana Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((502) 580-1000). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 7 plans

Humana Retirement Savings Plan

Humana Puerto Rico Retirement Savings Plan

Centerwell Home Health 401(k) Savings Plan

Humana Partnership Savings Plan

Family Physicians Group 401(k) Plan

Mcci Group Holdings, LLC 401(k) Plan

Humana Savings Plan

If you had money in one of these plans

What these numbers are

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