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Original filing (PDF)20251015220051NAL0011657634001
ATH HOLDING COMPANY LLC
Form 5500
FILING_RECEIVED
ELEVANCE HEALTH CASH BALANCE PLAN B
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed7 service providers
Active participants
402
Accounts w/ balance
—
Plan assets (EOY)
$500.6M
Net assets (EOY)
$500.6M
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)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: ELEVANCE HEALTH MASTER TRUST (share>100%, pinned)]" is 100% of plan.
- 30 bps in Schedule C fees — 396% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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 AVENUE · INDIANAPOLIS, IN · 46204
Phone
(844) 203-3255
Industry
Finance & Insurancesee all
Plan administrator
Name
RETIREMENT COMMITTEE OF ATH HOLDING COMPANY, LLC
EIN
11-3713086
City
INDIANAPOLIS, IN
Phone
(844) 203-3255
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK N.A. | 13-4994650 | — | INVESTMENT MANAGEMENT | $647K | — |
| KAYNE ANDERSON CORE REAL ESTATE ADV | — | LOS ANGELES, CA | INVESTMENT MANAGER | $601K | — |
| MERCER | 13-2834414 | — | CONSULTANT | $53K | — |
| AON CONSULTING INC | 22-2232264 | — | CONSULTANT | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTHUR J GALLAGHER & CO | 36-2102482 | — | ACTUARY | $86K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEVANCE HEALTH, INC. | 35-2145715 | — | ADMINISTRATION | $67K | — |
Investments
1 pooled fund· $472.1M(94% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ELEVANCE HEALTH MASTER TRUST ATH HOLDING COMPANY, LLC · EIN 13-6957744 / PN 001 | Master Trust | — | — | $472.1M | 94.3% |