2023 Form 5500 filing — Elevance Health 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912091727NAL0004306339001) for Elevance Health 401(K) Plan, reported by Ath Holding Company, LLC under EIN 11-3713086 and plan number 003. It reports 97,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912091727NAL0004306339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ath Holding Company, LLC
- EIN
- 11-3713086
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 97,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,042,395,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,042,395,257
- Employer contributions
- $305,504,065
- Participant contributions
- $562,766,448
- Total income / additions
- $2,494,232,875
- Benefits paid
- $946,555,945
- Administrative expenses
- $6,170,309
- Total expenses
- $953,125,474
- Net increase / (decrease)
- $1,541,107,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $3,660,520 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,294,437 | $0 |
| Newport Trust Company | CONSULTANT | $112,500 | not reported in the loaded dataset |
| Mercer | INVESTMENT ADVISOR | $99,631 | not reported in the loaded dataset |
| Fiduciary Decisions | CONSULTANT | $9,500 | not reported in the loaded dataset |