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Original filing (PDF)20251010144903NAL0008344193001
ATH HOLDING COMPANY, LLC
Form 5500
FILING_RECEIVED
ELEVANCE HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
71,880
Accounts w/ balance
90,675
Plan assets (EOY)
$12.1B
Net assets (EOY)
$12.1B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: ELEVANCE HEALTH DC MT (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATH HOLDING COMPANY, LLC.
Plan sponsor
Name
ATH HOLDING COMPANY, LLC
EIN
11-3713086
Address
220 VIRGINIA AVE · INDIANAPOLIS, IN · 46204
Phone
(844) 203-3255
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.0M | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $4.1M | — |
| MERCER | 13-2834414 | — | INVESTMENT ADVISOR | $123K | — |
| NEWPORT TRUST COMPANY | 27-2037969 | — | INVESTMENT ADVISOR | $90K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | 35-2145715 | — | PLAN ADMINISTRATOR | $57K | — |
Investments
1 pooled fund· $11.9B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ELEVANCE HEALTH DC MT ATH HOLDING COMPANY, LLC · EIN 39-2126045 / PN 001 | Master Trust | — | — | $11.9B | 97.9% |
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