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Sponsor portfolioTH

ATH HOLDING COMPANY LLC

EIN 11-3713086-Finance and Insurance-Latest filing 2024
Plans
10
Retirement
3
$13.85B assets
Welfare
7
$124.4M premiums
Participants
280,678
220 VIRGINIA AVENUE - INDIANAPOLIS, IN 46204844-203-3255
Plans on this EIN
10 filings
#003ESOP-$12.11B - 94,427 part#002CashBalance-$1.24B - 22,757 part#004CashBalance-$500.6M - 1,996 part#526Mixed-$103.4M - 69,721 lives#533Mixed-$16.9M - 4,618 lives#534Fully Insured-$2.8M - 3,965 lives#531Mixed-$1.3M - 946 lives#535Self Funded-0 lives#536Self Funded-0 lives#538Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $13.85B assets / 119,180 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • ELEVANCE HEALTH 401(K) (#003)87%
  • BALANCE PLAN A (#002)9%
  • BALANCE PLAN B (#004)4%
Total $13.85BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELEVANCE HEALTH 401(K) (#003)94,427
  • BALANCE PLAN A (#002)22,757
  • BALANCE PLAN B (#004)1,996
Total 119,180Click row to drill in

Benefits portfolio analytics

7 plans / $124.4M premiums / 79,250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$81.5M
  • Life$57.2M
  • Health$31.1M
  • Long-term disability$22.4M
  • Prescription drug$74K
  • Dental$72K
Total $124.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • ANTHEM LIFE INSURANCE COMPANY86%
  • BLUE CROSS OF CALIFORNIA12%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
  • NATIONWIDE LIFE INSURANCE COMPANY0%
Total $124.4M5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ELEVANCE HEALTH 401(K) PLAN

ESOP

Assets$12.11B
Participants94,427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELEVANCE HEALTH CASH BALANCE PLAN A

CashBalance

Assets$1.24B
Participants22,757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ELEVANCE HEALTH CASH BALANCE PLAN B

CashBalance

Assets$500.6M
Participants1,996
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#526

ELEVANCE HEALTH FLEXIBLE BENEFIT PLAN

Mixed - ANTHEM LIFE INSURANCE COMPANY

Premiums$103.4M
Covered lives69,721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533

ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN

Mixed - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$16.9M
Covered lives4,618
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#534

ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN

Fully Insured - ANTHEM LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives3,965
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531

ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN

Mixed - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$1.3M
Covered lives946
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535

SCA NON-EXEMPT EMPLOYEE FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536

ELEVANCE HEALTH EXCESS TERMINATION BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#538

ELEVANCE HEALTH SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ELEVANCE HEALTH 401(K) PLANESOP$12.11B94,4272024
002ELEVANCE HEALTH CASH BALANCE PLAN ACashBalance$1.24B22,7572024
004ELEVANCE HEALTH CASH BALANCE PLAN BCashBalance$500.6M1,9962024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
526ELEVANCE HEALTH FLEXIBLE BENEFIT PLANMixedANTHEM LIFE INSURANCE COMPANY$103.4M69,7212024
533ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLANMixedANTHEM BLUE CROSS AND BLUE SHIELD$16.9M4,6182024
534ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLANFully InsuredANTHEM LIFE INSURANCE COMPANY$2.8M3,9652024
531ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLANMixedANTHEM BLUE CROSS AND BLUE SHIELD$1.3M9462024
535SCA NON-EXEMPT EMPLOYEE FLEXIBLE BENEFIT PLANSelf Funded-$002024
536ELEVANCE HEALTH EXCESS TERMINATION BENEFIT PLANSelf Funded-$002024
538ELEVANCE HEALTH SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLANUnknown-$002024
Retirement plans
Welfare plans
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