Retirement plan
ANTHEM CASH BALANCE PLAN B
ATH HOLDING COMPANY LLCEIN 11-3713086Plan #004PY 2018
220 VIRGINIA AVENUE - INDIANAPOLIS, IN 46204844-203-3255
Other plans on this EIN
3 filingsProspect flagsHigh retiree %Low employer contribution
Filing contacts
From the Form 5500, federal recordPlan administrator entity
RETIREMENT COMMITTEE OF ATH HOLDING COMPANY, LLC
EIN 113713086
Summary metrics
Total assets (EOY)
$558.3M
+0.6% from 2016
Total participants
2,896
+6.6% from 2016
Average account balance
$0
No prior year
Annual return
-2.41%
-5.72 pp from 2016
Benchmarks
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants1,000-4,999
Cohort170 peers
Snapshot2018
0
Participant deferral / active EE
$0
median $0
7
Employer contribution / active EE
$735
median $9,887
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $5,379,476
0
Admin fee / account holder
$0
median $4,675
56
Annual return
-2.41%
median -2.94%
Overall peer rank
31of 100
31st 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 5 by compensation
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $997,249 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $106,448 |
PENSION COMMITTEE OF ATH HOLDING CO3 years Service code 14 · EIN 11-3713086 | Plan Administrator | $58,831 |
WILLIS TOWERS WATSON1 year Service code 16 · EIN 53-0181291 | Consulting | $38,205 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
Enrolled actuary
1 attachment
SB
SALMAN AZIZ
BUCK GLOBAL, LLC
Enrollment #1703740
231 SOUTH BEMISTON
STE 400
ST. LOUIS, MO 631051914
(314) 719-2505
Signed 2019-08-09
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
2 tripped
- OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Expense breakdown
Schedule H Part II
Admin total
$1.4M
$1000 / participant
- Investment mgmt$888K62.4%
- Contract admin$2K0.1%
- Other / not subdivided$535K37.5%
% of EOY assets
0.255%
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