Department of Labor filing

HEALTH PLAN ONE, LLC

HEALTH PLAN ONE, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

27filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$574

Reported employer contributions per active participant.

Higher than about 6% of comparable plans

#People in the filing

2,071

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$35 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 78% of comparable plans

↗Investment performance

Not available

Plan assets changed 35.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202427out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions6th percentileTypical peer $4,523 · based on 160 comparable plans

Lower reported administrative expense78th percentileTypical peer $66 · based on 152 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HEALTH PLAN ONE, LLC reported $1,187,963 in employer contributions across the plan and 2,071 active participants. That works out to $574 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy92%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 80.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context27/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,187,963
Participant contributions: $3,546,354
Other contributions: $1,934,570
Employer share of reported contributions: 25.1%
Beginning assets: $17,026,259
Ending assets: $23,028,984
Ending net assets: $23,028,984
Ending liabilities: $0
Total income: $9,328,482
Total expenses: $3,325,757
Administrative expenses: $73,052
Participant loans: $617,084

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$543

2023

$460

2024

$574

Plan-paid administrative expenses per participant

2022

$20

2023

$15

2024

$35

Active participants

2022

1,418

2023

1,949

2024

2,071

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$574	2,071	23M	20250930150958NAL0013418800001
2023	$460	1,949	17M	20241002175733NAL0015745808001
2022	$543	1,418	12.8M	20230915140721NAL0024700897001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 204098658-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2010
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3F

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VOYA RETIREMENT INSURANCE & ANNUITY	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250930150958NAL0013418800001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗