2023 Form 5500 filing — Elevance Health Retiree Health Benefits 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 20241015203721NAL0015382515001) for Elevance Health Retiree Health Benefits Plan, reported by Ath Holding Company LLC under EIN 11-3713086 and plan number 533. It reports 9,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203721NAL0015382515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ath Holding Company LLC
- EIN
- 11-3713086
- Plan number
- 533
- Location
- Indianapolis, IN
- Participants
- 9,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $289,451,945
- Total liabilities (EOY)
- $16,855,111
- Net assets (EOY)
- $272,596,834
- Participant contributions
- $14,517,688
- Total income / additions
- $53,374,179
- Benefits paid
- $29,186,524
- Administrative expenses
- $2,306,598
- Total expenses
- $31,493,122
- Net increase / (decrease)
- $21,881,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Group | CONTRACT ADMINISTRATOR | $752,423 | not reported in the loaded dataset |
| Delaware Life Insurance Company | CONTRACT ADMINISTRATOR | $663,393 | not reported in the loaded dataset |
| Nationwide Life Insurance Compay | CONTRACT ADMINISTRATOR | $477,564 | not reported in the loaded dataset |
| Elevance Health, Inc. | PLAN ADMINISTRATION | $27,146 | not reported in the loaded dataset |
| Wells Fargo Bank N.A. | NONE | $11,500 | not reported in the loaded dataset |
| Jpmorgan Chase Bank N.A. | TRUSTEE | $1,660 | $0 |