Carelon Medical Partners 401(k) match, vesting and fees
What Carelon Medical Partners' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Carelon Medical Partners: employer contribution per participant | $3,913 | |
| Peer median | $1,337 |
| Carelon Medical Partners: average balance | $100,005 | |
| Peer median | $35,764 |
| Carelon Medical Partners: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $81.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 976 | $81.5M | $3.2M | $3,913 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Carelon Medical Partners match 401(k) contributions?
The match terms for the Carelon Peo 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $3,913 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carelon Medical Partners 401(k) match vested?
The vesting schedule for the Carelon Peo 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carelon Medical Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Retirement Committee of Ath Holding Company, LLC.
I left Carelon Medical Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Retirement Committee of Ath Holding Company, LLC, (844) 203-3255) or the recordkeeper, Fidelity Investments Institutional. The Carelon Medical Partners old 401(k) page lists the contacts from every plan filing. Find an old Carelon Medical Partners 401(k)
Data from the public Form 5500 annual reports Carelon Medical Partners filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carelon Medical Partners. Not financial advice. Report a correction · Methodology