Independent Health Association 401(k) match, vesting and fees
What Independent Health Association'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 | Tronconi Segarra & Associates LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Independent Health Association: employer contribution per participant | $2,975 | |
| Peer median | $3,266 |
| Independent Health Association: average balance | $151,105 | |
| Peer median | $137,177 |
| Independent Health Association: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.08% |
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 $205M at the end of plan year 2021 to $272M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,834 | $272M | $5.3M | $2,975 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 1,928 | $246M | $5.1M | $2,674 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,969 | $214M | $4.9M | $2,525 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 1,957 | $174M | $4.5M | $2,355 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 1,921 | $205M | $4.5M | $2,383 | 0.07% | Not published | Form 5500 ↗ |
Other Independent Health Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Independent Health Association Inc Defined Benefit Plan and Trust
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.
| Independent auditor | Tronconi Segarra & Associates LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Independent Health Association match 401(k) contributions?
The match terms for the Independent Health 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $5.3M in employer contributions, about $2,975 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Independent Health Association 401(k) match vested?
The vesting schedule for the Independent Health 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Independent Health Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Independent Health Association, Inc..
I left Independent Health Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Independent Health Association, Inc., (716) 635-4800) or the recordkeeper, Principal Life Insurance Company. The Independent Health Association old 401(k) page lists the contacts from every plan filing. Find an old Independent Health Association 401(k)
Data from the public Form 5500 annual reports Independent Health Association filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Independent Health Association. Not financial advice. Report a correction · Methodology