Educators Health Plans Life, Accident and Health 401(k) match, vesting and fees
What Educators Health Plans Life, Accident and Health's 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Larson & Company PC (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.
| Educators Health Plans Life, Accident and Health: employer contribution per participant | $2,352 | |
| Peer median | $2,868 |
| Educators Health Plans Life, Accident and Health: average balance | $34,763 | |
| Peer median | $95,281 |
| Educators Health Plans Life, Accident and Health: admin expenses ÷ assets | 1.00% | |
| 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 $3.8M at the end of plan year 2021 to $5.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 225 | $5.7M | $388K | $2,352 | 1.00% | Not published | Form 5500 ↗ |
| 2023 | 226 | $4.7M | $341K | $2,144 | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 212 | $3.5M | $317K | $2,250 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 206 | $3.8M | $231K | $1,550 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Educators Health Plans Life, Accident and Health match 401(k) contributions?
The match terms for the Educators Health Plans Life 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $388K in employer contributions, about $2,352 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Educators Health Plans Life, Accident and Health 401(k) match vested?
The vesting schedule for the Educators Health Plans Life 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Educators Health Plans Life, Accident and Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Educators Health Plans Life, Accident and Health, Inc..
I left Educators Health Plans Life, Accident and Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Educators Health Plans Life, Accident and Health, Inc., (801) 262-7476) or the recordkeeper, Principal Life Insurance Company. The Educators Health Plans Life, Accident and Health old 401(k) page lists the contacts from every plan filing. Find an old Educators Health Plans Life, Accident and Health 401(k)
Data from the public Form 5500 annual reports Educators Health Plans Life, Accident and Health 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 Educators Health Plans Life, Accident and Health. Not financial advice. Report a correction · Methodology