Retirement plan
ANTHEM CASH BALANCE PLAN A
ATH HOLDING COMPANY LLCEIN 11-3713086Plan #002PY 2020
220 VIRGINIA AVENUE - INDIANAPOLIS, IN 46204844-203-3255
Other plans on this EIN
2 filingsProspect flagsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator entity
RETIREMENT COMMITTEE OF ATH HOLDING COMPANY, LLC
EIN 113713086
Summary metrics
Total assets (EOY)
$1546.5M
-0.6% from 2016
Total participants
26,428
+3.1% from 2016
Average account balance
$0
No prior year
Annual return
14.77%
-6.92 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort189 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $28
0
Employer contribution / active EE
$0
median $7,585
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
72
Annual return
14.77%
median 12.08%
Overall peer rank
72of 100
72nd percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$1.24B
Average account balance
Total assets / participants with a balance (line 6g)
$54K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
15,950
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$68K
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$7
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+3.34%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 7 by compensation
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN CHASE BANK, N.A.2 years Service code 21 · EIN 13-4994650 | Bank Trustee | $2,492,499 |
ANTHEM, INC.1 year Service code 14 · EIN 35-2145715 | Plan Administrator | $295,397 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $235,561 |
Service code 65 · EIN 94-2856521 | Account Maintenance | $204,011 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $47,675 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $23,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,500 |
Enrolled actuary
1 attachment
SB
MARIA E. SIMMERS
BUCK GLOBAL, LLC
Enrollment #2008849
1205 WESTLAKES DRIVE
SUITE 290
BERWYN, PA 19312
(610) 647-6400
Signed 2021-09-17
Top hat statement on fileNQDC
Filed May 10, 2018
Plan features & details
Pension benefit codes1A1C1E3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 1ESection 401(h) arrangementPlan contains separate accounts under Code section 401(h) to provide employee health benefits.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$5.7M
$611 / participant
- Investment mgmt$2M42.3%
- Contract admin$4K0.1%
- Other / not subdivided$3M57.6%
% of EOY assets
0.367%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- CROWE LLP
- Auditor EIN
- 350921680
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer