Elevance Health Cash Balance Plan B
Sponsored by Ath Holding Company Llc · EIN 113713086 · Plan #004
- Total assets
- $501M
- Net assets
- $501M
- Active participants
- 402
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Chase Bank N.A. | Trustee (institutional), Investment management | $646,948 |
| Kayne Anderson Core Real Estate Adv | Investment management | $600,507 |
| Arthur J Gallagher & Co | Actuarial, Consulting (general), Account maintenance fees | $86,411 |
| Elevance Health, Inc. | Plan administrator | $67,379 |
| Mercer | Consulting (general) | $52,942 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $22,764 |
| Aon Consulting Inc | Consulting (general) | $13,333 |