Elevance Health Retirees' Life Insurance 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 Retirees' Life Insurance Plan is a benefit plan reported by Ath Holding Company LLC under EIN 11-3713086 and plan number 534. The latest loaded filing year is 2023. The filing reports 4,335 participants and $16,994,989 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
534
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
4,335
End-of-year plan assets
$16,994,989

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,335H, C20241015203310NAL0015378339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,994,989
Total liabilities (EOY)
$2,536,314
Net assets (EOY)
$14,458,675
Net assets (BOY)
$14,597,591

Income & contributions

Employer contributions
$556,647
Participant contributions
$618,486
Total contributions
$1,175,133
Total income / additions
$3,597,295

Expenses & distributions

Benefits paid
$3,711,447
Administrative expenses
$24,764
Total expenses
$3,736,211
Net increase / (decrease)
-$138,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Elevance Health, Inc.PLAN ADMINISTRATOR$24,108not reported in the loaded dataset2023
Jpmorgan Chase Bank, N.A.TRUSTEE$656$02023

Related Form 5500 pages