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Retirement plan

ELEVANCE HEALTH CASH BALANCE PLAN B

ATH HOLDING COMPANY LLCEIN 11-3713086Plan #004PY 2024
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220 VIRGINIA AVENUE - INDIANAPOLIS, IN 46204844-203-3255
Other plans on this EIN
2 filings
#003Retirement-$12.11B assets#002Retirement-$1.24B assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(844) 203-3255
Plan administrator entity
RETIREMENT COMMITTEE OF ATH HOLDING COMPANY, LLC
EIN 113713086
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Summary metrics

Total assets (EOY)
$500.6M
+0.6% from 2016
Total participants
1,996
+6.6% from 2016
Average account balance
$0
No prior year
Annual return
5.75%
-5.72 pp from 2016

Benchmarks

See 158 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants250-999
Cohort158 peers
Snapshot2024
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $8,252
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
5.75%
median 8.39%
Overall peer rank
38th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$500.62M
Average account balance
Total assets / participants with a balance (line 6g)
$251K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,594
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
$1.05M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$735
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.75%
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 8 by compensation
ProviderService typeCompensation
JPMORGAN CHASE BANK N.A.6 years
Service code 21 · EIN 13-4994650
Bank Trustee
$646,948
KAYNE ANDERSON CORE REAL ESTATE ADV2 years
Service code 28
1800 AVENUE OF THE STARS THIRD FL · LOS ANGELES, CA 90067
Investment Management
$600,507
ARTHUR J GALLAGHER & CO1 year
Service code 11 · EIN 36-2102482
Actuarial
$86,411
ELEVANCE HEALTH, INC.3 years
Service code 14 · EIN 35-2145715
Plan Administrator
$67,379
MERCER5 years
Service code 16 · EIN 13-2834414
Consulting
$52,942
PRINCIPAL LIFE INSURANCE COMPANY10+ years
Service code 13 · EIN 42-0127290
Contract Administrator
$22,764
AON CONSULTING INC1 year
Service code 16 · EIN 22-2232264
Consulting
$13,333
JP MORGAN CHASE BANK, N.A.1 year
Service code 52
Indirect Investment Fees
$0

Enrolled actuary

1 attachment
SB

MARIA E. SIMMERS

BUCK GLOBAL, LLC
Enrollment #2308849
1205 WESTLAKES DRIVE
SUITE 290
BERWYN, PA 19312
(610) 647-6400
Signed 2025-09-26

Top hat statement on fileNQDC

Filed May 10, 2018

Open the filing PDF

Plan features & details

Pension benefit codes1A1C1E1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A 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).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • 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
$1.7M
$4186 / participant
  • Trustee / custodial$146K8.7%
  • Investment mgmt$1M65.4%
  • Actuarial$86K5.1%
  • Salaries / allowances$67K4.0%
  • Contract admin$23K1.4%
  • Other / not subdivided$259K15.4%
% of EOY assets
0.336%
all-in expense ratio
Categories reported
5 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
CROWE LLP
Auditor EIN
350921680
Audit fees
(not subdivided)
Opinion code
Unqualified