Original filing (PDF)20251015234400NAL0006028129001

ATH HOLDING COMPANY LLC

Name: ATH HOLDING COMPANY LLC — SCA NON-EXEMPT EMPLOYEE FLEXIBLE BENEFIT PLAN, Form 5500 (2024)
Creator: ATH HOLDING COMPANY LLC

Form 5500

FILING_RECEIVED

SCA NON-EXEMPT EMPLOYEE FLEXIBLE BENEFIT PLAN

Health & welfare plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

656

Accounts w/ balance

—

Plan assets (EOY)

$13.5M

Net assets (EOY)

$10.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

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

35-1835818

City

INDIANAPOLIS, IN

Phone

(844) 203-3255

Plan characteristics

Plan number

535

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

CROWE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ELEVANCE HEALTH, INC.	35-2145715	—	PLAN ADMINISTRATOR	$28K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN CHASE BANK N.A.	13-4994650	—	NONE	$720	—

Investments

1 direct security· $13.0M(97% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	JP Morgan Interest bearing cash	—	—	$13.0M	$13.0M	96.8%

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