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Original filing (PDF)20251015220459NAL0003040147001
ANTHEM HOLDING CORP.
Form 5500
FILING_RECEIVED
EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA
Defined-benefit pension plan
Signals · 1
28% in single holding
Active participants
38
Accounts w/ balance
—
Plan assets (EOY)
$44.0M
Net assets (EOY)
$44.0M
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)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Dimensional Fund Advisors (DFA) Enhanced U.S. Large Cap Portfolio" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANTHEM HOLDING CORP..
Plan sponsor
Name
ANTHEM HOLDING CORP.
EIN
61-1459939
Address
220 VIRGINIA AVENUE · INDIANAPOLIS, IN · 46204
Phone
(844) 203-3255
Industry
Finance & Insurancesee all
Plan administrator
Name
RETIREMENT COMMITTEE OF BLUE CROSS OF CALIFORNIA
EIN
61-1459939
City
INDIANAPOLIS, IN
Phone
(844) 203-3255
Plan characteristics
Plan number
001
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | ACTUARY/RECORDKEEPING | $45K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK N.A. | 13-4994650 | — | TRUSTEE | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEVANCE HEALTH, INC. | 35-2145715 | — | PLAN ADMINISTRATOR | $37K | — |
Investments
9 direct securities· $44.0M(100% of reported assets)
Uncategorized
$41.9M
8 holdings
Real Estate
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors (DFA) Enhanced U.S. Large Cap Portfolio | — | — | $11.0M | $12.3M | 27.9% | |
| Diversified Fixed Income Portfolio | — | — | $9.7M | $8.8M | 20.0% | |
| Intermediate-Term Extended Quality Portfolio | — | — | $10.5M | $8.8M | 19.9% | |
| Large Cap International Portfolio | — | — | $5.4M | $6.3M | 14.3% | |
| Emerging Markets Portfolio | — | — | $2.7M | $2.9M | 6.5% | |
| Securities Portfolio | Real Estate | — | $1.7M | $2.1M | 4.8% | |
| U.S. Small Cap Portfolio | — | — | $845K | $1.4M | 3.1% | |
| International Small Company Portfolio | — | — | $1.1M | $1.3M | 2.9% | |
| JP Morgan Interest bearing cash | — | — | $214K | $214K | 0.5% |