Elevance Health Cash Balance Plan A — Form 5500 plan (Ath Holding Company LLC)
Plain-English plan 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, Elevance Health Cash Balance Plan A is a benefit plan reported by Ath Holding Company LLC under EIN 11-3713086 and plan number 002. The latest loaded filing year is 2023. The filing reports 24,619 participants and $1,277,905,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ath Holding Company LLC
- EIN
- 11-3713086
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 24,619
- End-of-year plan assets
- $1,277,905,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,619 | H, C | 20241015200403NAL0029559841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,277,905,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,277,905,032
- Net assets (BOY)
- $1,222,287,988
Income & contributions
- Total contributions
- $0
- Total income / additions
- $142,702,165
Expenses & distributions
- Benefits paid
- $81,417,906
- Administrative expenses
- $5,667,215
- Total expenses
- $87,085,121
- Net increase / (decrease)
- $55,617,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | INVESTMENT MANAGEMENT | $1,919,322 | $0 | 2023 |
| Elevance Health, Inc. | PLAN ADMINISTRATION | $543,571 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | ADMINISTRATION | $461,485 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | ACCOUNT MAINTENANCE | $269,715 | not reported in the loaded dataset | 2023 |
| Mercer | CONSULTING | $95,208 | not reported in the loaded dataset | 2023 |
| Lewis Rice LLC | ATTORNEY | $11,691 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ath Holding Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Elevance Health, Inc. — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Lewis Rice LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation