Elevance Health Cash Balance Plan A
Sponsored by Ath Holding Company Llc · EIN 113713086 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 6,807
- 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 advisory (plan), Investment management | $1,988,632 |
| Arthur J Gallagher & Co | Actuarial, Consulting (general), Account maintenance fees | $551,947 |
| Elevance Health, Inc. | Plan administrator | $453,775 |
| Mercer | Consulting (general) | $114,753 |
| Aon Consulting Inc | Consulting (general) | $25,000 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $4,400 |