Health Insurance Associates 401(k) Plan: Login, Facts & Contact Information

Health Insurance Associates 401(k) Plan Facts

Plan name
HEALTH INSURANCE ASSOCIATES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEALTH INSURANCE ASSOCIATES LLC
Participants
507 (989 active employees)
Plan assets
$3,719,957 at Dec 31, 2024
Average account balance
$10,973 across 339 accounts
Employer contributions
$570,038 in plan year 2024 (42% of all contributions)
Recordkeeper
Fidelity Workplace Services, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.35 million went into the plan in contributions, $570,038 of it from the employer (42%).
  • $1.10 million was paid out to participants.
  • Investment and other income added $479,475.
  • Administrative expenses were $65,828, about $194 per account.

How the Health Insurance Associates 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$72,246$31,546$2,646
202048$684,044$113,115$12,937
2021230$1.52 million$435,601$243,012
2022402$1.98 million$553,191$416,672
2023654$3.06 million$645,772$788,070
2024507$3.72 million$570,038$1.10 million

Health Insurance Associates 401(k) Contact Information

Phone
386-846-4892
Mailing address
844 WILLIAMS LANE, PORT ORANGE FL 32127
Plan sponsor
HEALTH INSURANCE ASSOCIATES LLC
Plan administrator
FIDELITY WORKPLACE SERVICES LLC
Employer identification number (EIN)
36-4816928
Plan number
001

Questions about the Health Insurance Associates 401(k)

Does Health Insurance Associates contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $570,038, 42% of all contributions.

Does the Health Insurance Associates 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Health Insurance Associates 401(k) plan?

507 participants at the start of plan year 2024, 989 of them active employees.

What is the average 401(k) balance at Health Insurance Associates?

About $10,973 per account: $3.72 million in plan assets across 339 accounts with a balance at the end of plan year 2024.

Who manages the Health Insurance Associates 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY WORKPLACE SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Health Insurance Associates. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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