Retirement plan
ANTHEM CASH BALANCE PLAN B
ATH HOLDING COMPANY LLCEIN 11-3713086Plan #004PY 2021
220 VIRGINIA AVENUE - INDIANAPOLIS, IN 46204844-203-3255
Other plans on this EIN
2 filingsProspect flagsHigh retiree %Wind-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)
$631M
+0.6% from 2016
Total participants
2,393
+6.6% from 2016
Average account balance
$0
No prior year
Annual return
10.52%
-5.72 pp from 2016
Benchmarks
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants250-999
Cohort202 peers
Snapshot2021
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $10,614
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $2,328,174
0
Admin fee / account holder
$0
median $4,266
45
Annual return
10.52%
median 11.50%
Overall peer rank
45of 100
45th 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 6 by compensation
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN CHASE BANK N.A.3 years Service code 21 · EIN 13-4994650 | Bank Trustee | $891,564 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $226,871 |
ANTHEM, INC.2 years Service code 14 · EIN 35-2145715 | Plan Administrator | $51,058 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $48,254 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $23,500 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $750 |
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 2022-09-19
Top hat statement on fileNQDC
Filed May 10, 2018
Plan features & details
Pension benefit codes1A1C1E1I3H
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.
- 1IFrozen planAs 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.
- 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
- 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
$1.5M
$1924 / participant
- Investment mgmt$789K53.1%
- Contract admin$7500.1%
- Other / not subdivided$697K46.9%
% of EOY assets
0.236%
all-in expense ratio
Categories reported
2 / 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