Back to filter
Original filing (PDF)20251030211740NAL0002335361001
ATH HOLDING COMPANY LLC
Form 5500
FILING_RECEIVED
ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN
Health & welfare plan
Signals · 1
34% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$16.1M
Net assets (EOY)
$14.2M
How this plan invests
This plan
9 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
83
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Dimensional Fund Advisors (DFA) Enhanced US Large Company" is 34% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
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
THE HEALTH & WELFARE PLAN COMMITTEE OF ATH HOLDING COMPANY, LLC
EIN
35-0781558
City
INDIANAPOLIS, IN
Phone
(844) 203-3255
Plan characteristics
Plan number
534
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-30
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEVANCE HEALTH, INC. | 35-2145715 | — | PLAN ADMINISTRATOR | $25K | — |
Investments
9 direct securities· $16.1M(100% of reported assets)
Uncategorized
$15.4M
8 holdings
Real Estate
$767K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors (DFA) Enhanced US Large Company | — | — | $5.1M | $5.5M | 34.1% | |
| Diversified Fixed Income | — | — | $4.0M | $3.6M | 22.6% | |
| Intermediate Term Extended Quality | — | — | $4.3M | $3.6M | 22.3% | |
| Large Cap International | — | — | $1.3M | $1.5M | 9.4% | |
| Securities | Real Estate | — | $628K | $767K | 4.8% | |
| Emerging Markets | — | — | $547K | $594K | 3.7% | |
| US Small Cap | — | — | $224K | $329K | 2.0% | |
| International Small Company | — | — | $143K | $152K | 0.9% | |
| JP Morgan Interest bearing cash | — | — | $32K | $32K | 0.2% |