Independent Health Association, Inc. 401(k) Plan: Login, Facts & Contact Information

Independent Health Association, Inc. 401(k) Plan Facts

Plan name
INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
INDEPENDENT HEALTH ASSOCIATION, INC.
Participants
1,992 (1,564 active employees)
Former employees with a balance
354
Plan assets
$245,711,787 at Dec 31, 2024
Average account balance
$130,006 across 1,890 accounts
Employer contributions
$5,054,496 in plan year 2024 (25% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ 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 Jul 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $20.1 million went into the plan in contributions, $5.05 million of it from the employer (25%).
  • $20.0 million was paid out to participants.
  • Investment and other income added $32.1 million.
  • Administrative expenses were $172,518, about $91 per account.

How the Independent Health Association, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,753$132.1 million$3.55 million$9.71 million
20201,832$167.7 million$4.01 million$5.29 million
20211,899$205.4 million$4.48 million$7.85 million
20221,938$173.8 million$4.52 million$13.3 million
20231,980$213.7 million$4.86 million$11.5 million
20241,992$245.7 million$5.05 million$20.0 million

Independent Health Association, Inc. 401(k) Contact Information

Phone
716-635-4800
Mailing address
511 FARBER LAKES DR, BUFFALO NY 142215779
Plan sponsor
INDEPENDENT HEALTH ASSOCIATION, INC.
Employer identification number (EIN)
16-1080163
Plan number
002

Questions about the Independent Health Association, Inc. 401(k)

Does Independent Health Association, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.05 million, 25% of all contributions.

Does the Independent Health Association, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Independent Health Association, Inc 401(k) plan?

1,992 participants at the start of plan year 2024, 1,564 of them active employees, and 354 former employees who still had money in the plan.

What is the average 401(k) balance at Independent Health Association, Inc?

About $130,006 per account: $245.7 million in plan assets across 1,890 accounts with a balance at the end of plan year 2024.

Who manages the Independent Health Association, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Independent Health Association, Inc. How do I access my 401(k)?

Your account stays with Principal 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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