Elevance Health Veba Retiree Health Benefits Plan — 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 Veba Retiree Health Benefits Plan is a benefit plan reported by Ath Holding Company LLC under EIN 11-3713086 and plan number 531. The latest loaded filing year is 2023. The filing reports 977 participants and $9,714,042 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
- 531
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 977
- End-of-year plan assets
- $9,714,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 977 | H, C | 20241015205306NAL0029652641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,714,042
- Total liabilities (EOY)
- $1,752,374
- Net assets (EOY)
- $7,961,668
- Net assets (BOY)
- $8,563,706
Income & contributions
- Employer contributions
- $42,298
- Participant contributions
- $1,148,765
- Total contributions
- $1,191,063
- Total income / additions
- $2,455,509
Expenses & distributions
- Benefits paid
- $2,864,918
- Administrative expenses
- $192,629
- Total expenses
- $3,057,547
- Net increase / (decrease)
- -$602,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust | TRUSTEE | $21,625 | not reported in the loaded dataset | 2023 |