# ELEVANCE HEALTH CASH BALANCE PLAN A

Retirement plan sponsored by **ATH HOLDING COMPANY LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ATH HOLDING COMPANY LLC |
| EIN | 113713086 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | INDIANAPOLIS, IN |
| Industry | n/a |
| Total assets (end of year) | $1.28B |
| Participants | 20,182 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| JPMORGAN INVEST HOLDINGS LLC | Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Securities brokerage commissions and fees; Investment management; Investment management fees paid indirectly by plan |
| ELEVANCE HEALTH, INC. | Plan Administrator |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Account maintenance fees; Actuarial; Consulting (general) |
| PENSION BENEFIT INFORMATION, LLC | Account maintenance fees |
| MERCER | Consulting (general) |
| PRINCIPAL FINANCIAL GROUP | Direct payment from the plan; Recordkeeping fees; Contract Administrator |

## Other plans from this sponsor

- ELEVANCE HEALTH 401(K) PLAN: https://planoptica.com/retirement/113713086-003
- ELEVANCE HEALTH CASH BALANCE PLAN B: https://planoptica.com/retirement/113713086-004
- ELEVANCE HEALTH PUERTO RICO RETIREMENT PLAN: https://planoptica.com/retirement/113713086-005

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/113713086-002
- Cite as: PlanOptica, https://planoptica.com/retirement/113713086-002
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers