Ath Holding 401(k) and pension plans

Ath Holding Company, LLC, Indianapolis, IN. EIN 11-3713086. Annual reports 2009–2024. Also filed as Ath Holding Company LLC; Global Tpa, L.L.C.; Global Tpa, LLC.

Ath Holding Company, LLC has 3 active retirement plans on file. The largest is the Elevance Health 401(k) Plan, with 94,427 participants and $12.1 billion in assets in 2024. Fidelity has been its recordkeeper since 2022.

Active plans: 3
Participants: 119,180
Plan assets: $13.8 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Elevance Health 401(k) Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 11-3713086
Participants (2024): 94,427
Net assets (2024): $12.1 billion
Recordkeeper: FidelityEarlier: Vanguard (2009–2021)
Plan administrator: Ath Holding Company, LLC
220 Virginia Ave
Indianapolis, IN 46204
(844) 203-3255As filed for 2024
In effect since: July 1, 1979

Plans merged into this one: America'S 1ST Choice 401(k) Profit Sharing Plan (2021); Amerigroup Corporation Retirement Savings Plan (2013); Beacon Health Options 401(k) Plan (2020); Caremore 401(k) Pension Plan (2015); 1-800 Contacts, Inc. Retirement and Savings Plan (2012); Paragon Healthcare 401K Plan (2024); Human Resource Associates 401(k) Plan (2019); Iec Group 401(k) Plan (2022); Simply Healthcare Plans, Inc 401(k) Profit Sharing Plan & Tru (2015).

Earlier plan names: Wellpoint 401(k) Retirement Savings Plan; Anthem 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	94,427	$12.1 billion	Fidelity
2023	94,689	$11.0 billion	Fidelity
2022	97,405	$9.5 billion	Fidelity
2021	92,994	$11.1 billion	Vanguard
2020	81,200	$9.9 billion	Vanguard
2019	78,646	$8.4 billion	Vanguard
2018	76,279	$6.9 billion	Vanguard
2017	67,852	$7.1 billion	Vanguard
2016	64,653	$5.8 billion	Vanguard
2015	63,568	$5.3 billion	Vanguard
2014	60,297	$5.1 billion	Vanguard
2013	56,673	$4.7 billion	Vanguard
2012	44,255	$3.7 billion	Vanguard
2011	44,851	$3.4 billion	Vanguard
2010	45,938	$3.3 billion	Vanguard
2009	48,910	$3.0 billion	Vanguard

Elevance Health Cash Balance Plan a

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 11-3713086
Participants (2024): 22,757
Net assets (2024): $1.2 billion
Administered by: Principal2011–2024
Plan administrator: Retirement Committee of Ath Holding Company, LLC
220 Virginia Avenue
Indianapolis, IN 46204
(844) 203-3255As filed for 2024
In effect since: January 1, 1953

Earlier plan names: Wellpoint Cash Balance Pension Plan; Wellpoint Cash Balance Pension Plan a; Anthem Cash Balance Plan a.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	22,757	$1.2 billion	Principal
2023	23,471	$1.3 billion	Principal
2022	24,619	$1.2 billion	Principal
2021	25,485	$1.6 billion	Principal
2020	26,428	$1.5 billion	Principal
2019	27,401	$1.4 billion	Principal
2018	28,263	$1.3 billion	Principal
2017	29,133	$1.4 billion	Principal
2016	29,931	$1.3 billion	Principal
2015	30,859	$1.3 billion	Principal
2014	31,936	$1.4 billion	Principal
2013	33,002	$1.4 billion	Principal
2012	33,981	$1.3 billion	Principal
2011	35,589	$1.2 billion	Principal
2010	37,344	$1.8 billion	not listed
2009	44,048	$1.7 billion	not listed

Elevance Health Cash Balance Plan B

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 11-3713086
Participants (2024): 1,996
Net assets (2024): $501 million
Administered by: Principal2011–2024
Plan administrator: Retirement Committee of Ath Holding Company, LLC
220 Virginia Avenue
Indianapolis, IN 46204
(844) 203-3255As filed for 2024
In effect since: January 1, 2011

Earlier plan names: Wellpoint Cash Balance Pension Plan B; Anthem Cash Balance Plan B.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,996	$501 million	Principal
2023	2,126	$515 million	Principal
2022	2,256	$497 million	Principal
2021	2,393	$631 million	Principal
2020	2,547	$622 million	Principal
2019	2,740	$594 million	Principal
2018	2,896	$558 million	Principal
2017	3,075	$624 million	Principal
2016	2,683	$566 million	Principal
2015	2,860	$570 million	Principal
2014	3,036	$602 million	Principal
2013	3,201	$591 million	Principal
2012	3,422	$562 million	Principal
2011	3,719	$542 million	Principal

America'S 1ST Choice 401(k) Profit Sharing Plan

401(k)Merged

Merged. In 2021 its assets moved to the Anthem 401(k) Plan, sponsored by Ath Holding Company, LLC (EIN 11-3713086, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 20-1378912
Participants (2020): 391
Net assets (2020): $11.5 million
Recordkeeper: VanguardEarlier: John Hancock (2013–2018)
Plan administrator: Ath Holding Company, LLC
220 Virginia Avenue
Indianapolis, IN 46204
(813) 506-6000As filed for 2021
In effect since: January 1, 2013

Earlier sponsor: Global Tpa, L.L.C. (2013–2020).

Year by year, 2013 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Vanguard
2020	391	$11.5 million	Vanguard
2019	414	$11.2 million	Vanguard
2018	1,071	$11.2 million	John Hancock
2017	928	$10.9 million	John Hancock
2016	907	$8.4 million	John Hancock
2015	782	$6.0 million	John Hancock
2014	810	$5.1 million	John Hancock
2013	803	$3.8 million	John Hancock

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Elevance Health 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((844) 203-3255). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Elevance Health 401(k) Plan

Elevance Health Cash Balance Plan a

Elevance Health Cash Balance Plan B

America'S 1ST Choice 401(k) Profit Sharing Plan

If you had money in one of these plans

What these numbers are

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