Elevance Health Inc.
other4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2613 of mapped providers
Assets under administration$14.6B0.0%Market share · rank #918
Fees received$666,764Median $56,500/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Elevance Health Inc. plan look like?
Service mix · median fees per plan
Count of plans where Elevance Health Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan AdministratorCode 14 | 4 | $61,940 | |
Accounting (including auditing)Code 10 | 1 | $52,000 |
Competitor overlap
Percent of Elevance Health Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Elevance Health Inc..
| Sponsor | From | Assets |
|---|---|---|
ATH HOLDING COMPANY, LLCIN · 113713086-003 | Morgan Stanley | $12.1B |
Plans lost in 2024
Appeared last year under Elevance Health Inc.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ATH HOLDING COMPANY, LLCIN · 113713086-003 | $12.1B | 94,427 | $56,500 | 1y | 1 |
ATH HOLDING COMPANY LLCIN · 113713086-002 | $1.2B | 22,757 | $453,775 | 3y | - |
GEMW HEALTHCARE INVESTMENT LPCA · 510519169-001 | $734M | 11,052 | $52,000 | 7y | 2 |
ATH HOLDING COMPANY LLCIN · 113713086-004 | $501M | 1,996 | $67,379 | 3y | - |
ANTHEM HOLDING CORP.IN · 611459939-001 | $44M | 933 | $37,110 | 2y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into Elevance Health Inc..
- C. JIM CHEN ACCOUNTANCY CORP
- C.JIM CHEN ACCOUNTANCY CORP
- ELEVANCE HEALTH INC
- ELEVANCE HEALTH, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Elevance Health Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 20.00% | 0.14% | +19.86 pp |
| Corrective distributions | 2 | 40.00% | 1.76% | +38.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Elevance Health Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Elevance Health Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Mercer | 3 | 60.0% |
| Aon | 2 | 40.0% |
| Arthur J Gallagher & Co | 2 | 40.0% |
| Benefit Financial Services Group | 1 | 20.0% |
| Buck Global LLC | 1 | 20.0% |
| Kayne Anderson Core Real Estate Advisors | 1 | 20.0% |
| Strategic Advisers | 1 | 20.0% |