2023 Form 5500 filing — Elevance Health Cash Balance Plan B
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 20241015201255NAL0029584065001) for Elevance Health Cash Balance Plan B, reported by Ath Holding Company LLC under EIN 11-3713086 and plan number 004. It reports 2,256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201255NAL0029584065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ath Holding Company LLC
- EIN
- 11-3713086
- Plan number
- 004
- Location
- Indianapolis, IN
- Participants
- 2,256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $514,688,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $514,688,730
- Total income / additions
- $63,287,365
- Benefits paid
- $43,841,461
- Administrative expenses
- $1,475,161
- Total expenses
- $45,316,622
- Net increase / (decrease)
- $17,970,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank N.A. | INVESTMENT MANAGEMENT | $654,038 | $0 |
| Sustainable Woodlands Partners LLC | INVESTMENT MANAGER | $177,444 | not reported in the loaded dataset |
| Kayne Anderson Core Real Estate Adv | INVESTMENT MANAGER | $145,677 | not reported in the loaded dataset |
| Buck Global, LLC | ACTUARY | $111,218 | not reported in the loaded dataset |
| Elevance Health, Inc. | ADMINISTRATION | $74,101 | not reported in the loaded dataset |
| Mercer | CONSULTANT | $59,792 | not reported in the loaded dataset |
| Pension Benefit Information LLC | ACCOUNT MAINTENANCE | $26,918 | not reported in the loaded dataset |
| Lewis Rice LLC | ATTORNEY | $8,837 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $750 | $0 |