Elevance Health 401(K) 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 401(K) Plan is a benefit plan reported by Ath Holding Company, LLC under EIN 11-3713086 and plan number 003. The latest loaded filing year is 2023. The filing reports 97,405 participants and $11,042,395,257 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
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 97,405
- End-of-year plan assets
- $11,042,395,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 97,405 | H, C | 20240912091727NAL0004306339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,042,395,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,042,395,257
- Net assets (BOY)
- $9,467,911,456
Income & contributions
- Employer contributions
- $305,504,065
- Participant contributions
- $562,766,448
- Total contributions
- $951,921,133
- Total income / additions
- $2,494,232,875
Expenses & distributions
- Benefits paid
- $946,555,945
- Administrative expenses
- $6,170,309
- Total expenses
- $953,125,474
- Net increase / (decrease)
- $1,541,107,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $3,660,520 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,294,437 | $0 | 2023 |
| Newport Trust Company | CONSULTANT | $112,500 | not reported in the loaded dataset | 2023 |
| Mercer | INVESTMENT ADVISOR | $99,631 | not reported in the loaded dataset | 2023 |
| Fiduciary Decisions | CONSULTANT | $9,500 | not reported in the loaded dataset | 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
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Mercer — Schedule C compensation
- Fiduciary Decisions — Schedule C compensation