Elevance Health 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 Retiree Health Benefits Plan is a benefit plan reported by Ath Holding Company LLC under EIN 11-3713086 and plan number 533. The latest loaded filing year is 2023. The filing reports 9,336 participants and $289,451,945 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
- 533
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 9,336
- End-of-year plan assets
- $289,451,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,336 | H, C | 20241015203721NAL0015382515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $289,451,945
- Total liabilities (EOY)
- $16,855,111
- Net assets (EOY)
- $272,596,834
- Net assets (BOY)
- $250,715,777
Income & contributions
- Participant contributions
- $14,517,688
- Total contributions
- $14,517,688
- Total income / additions
- $53,374,179
Expenses & distributions
- Benefits paid
- $29,186,524
- Administrative expenses
- $2,306,598
- Total expenses
- $31,493,122
- Net increase / (decrease)
- $21,881,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Group | CONTRACT ADMINISTRATOR | $752,423 | not reported in the loaded dataset | 2023 |
| Delaware Life Insurance Company | CONTRACT ADMINISTRATOR | $663,393 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Compay | CONTRACT ADMINISTRATOR | $477,564 | not reported in the loaded dataset | 2023 |
| Elevance Health, Inc. | PLAN ADMINISTRATION | $27,146 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank N.A. | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank N.A. | TRUSTEE | $1,660 | $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
- Lincoln Financial Group — Schedule C compensation
- Delaware Life Insurance Company — Schedule C compensation
- Nationwide Life Insurance Compay — Schedule C compensation
- Elevance Health, Inc. — Schedule C compensation
- Wells Fargo Bank N.A. — Schedule C compensation
- Jpmorgan Chase Bank N.A. — Schedule C compensation