Zelis Healthcare 401(k) match, vesting and fees
What Zelis Healthcare'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Frazier & Deeter (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Zelis Healthcare: employer contribution per participant | $4,164 | |
| Peer median | $2,966 |
| Zelis Healthcare: average balance | $75,647 | |
| Peer median | $104,792 |
| Zelis Healthcare: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.10% |
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 $79.4M at the end of plan year 2021 to $172M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,730 | $172M | $9.5M | $4,164 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 2,678 | $135M | $8.2M | $3,731 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 1,892 | $86.8M | $5.7M | $3,841 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 1,510 | $79.4M | $3.7M | $2,635 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Zelis Healthcare match 401(k) contributions?
The match terms for the Zelis Healthcare 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $9.5M in employer contributions, about $4,164 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zelis Healthcare 401(k) match vested?
The vesting schedule for the Zelis Healthcare 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zelis Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Zelis Healthcare, LLC.
I left Zelis Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zelis Healthcare, LLC, (905) 389-8588) or the recordkeeper, Empower Annuity Insurance Company O. The Zelis Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Zelis Healthcare 401(k)
Data from the public Form 5500 annual reports Zelis Healthcare 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 Zelis Healthcare. Not financial advice. Report a correction · Methodology