Consortium Health Plans 401(k) match, vesting and fees
What Consortium Health Plans' 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Uhy 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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Consortium Health Plans: employer contribution per participant | $5,506 | |
| Peer median | $2,868 |
| Consortium Health Plans: average balance | $125,047 | |
| Peer median | $95,281 |
| Consortium Health Plans: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11M at the end of plan year 2021 to $14.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 116 | $14.3M | $628K | $5,506 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 132 | $13.2M | $529K | $4,101 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 133 | $10.6M | $475K | $3,623 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 121 | $11M | $425K | $3,510 | 0.05% | Not published | Form 5500 ↗ |
Other Consortium Health Plans plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Consortium Health Plans, Inc. Employee Retirement Plan
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Consortium Health Plans match 401(k) contributions?
The match terms for the Consortium Health Plans, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $628K in employer contributions, about $5,506 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Consortium Health Plans 401(k) match vested?
The vesting schedule for the Consortium Health Plans, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Consortium Health Plans 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Consortium Health Plans, Inc..
I left Consortium Health Plans. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Consortium Health Plans, Inc., (410) 910-9875) or the recordkeeper, ADP, Inc.. The Consortium Health Plans old 401(k) page lists the contacts from every plan filing. Find an old Consortium Health Plans 401(k)
Data from the public Form 5500 annual reports Consortium Health Plans filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Consortium Health Plans. Not financial advice. Report a correction · Methodology