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ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 401k Plan overview

Plan NameELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN
Plan identification number 534

ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

ATH HOLDING COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:ATH HOLDING COMPANY LLC
Employer identification number (EIN):113713086
NAIC Classification:524140

Additional information about ATH HOLDING COMPANY LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 201234810093

More information about ATH HOLDING COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5342023-01-01SUSAN AVERY2024-10-12
5342022-01-01SUSAN AVERY2023-10-14
5342021-01-01SUSAN AVERY2022-10-16
5342020-01-01SUSAN AVERY2021-10-14
5342019-01-01SUSAN AVERY2020-10-13
5342018-01-01MARK T. SABIN2019-10-08
5342017-01-01
5342016-01-01
5342015-01-01
5342014-01-01MARK T. SABIN
5342013-01-01MARK T. SABIN
5342012-01-01R. DAVID KRETSCHMER
5342011-01-01R. DAVID KRETSCHMER
5342009-01-01R. DAVID KRETSCHMER

Financial Data on ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN

Measure Date Value
2023 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,536,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,340,648
Total income from all sources (including contributions)2023-12-31$3,597,295
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,736,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,711,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,175,133
Value of total assets at end of year2023-12-31$16,994,989
Value of total assets at beginning of year2023-12-31$16,938,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$24,764
Total interest from all sources2023-12-31$2,410
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$535,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$535,870
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$618,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$2,536,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$2,340,648
Administrative expenses (other) incurred2023-12-31$24,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-138,916
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,458,675
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,597,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,953,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,909,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$41,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$29,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$29,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$3,711,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,883,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$556,647
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,536,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,340,648
Total income from all sources (including contributions)2023-01-01$3,597,295
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,736,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,711,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,175,133
Value of total assets at end of year2023-01-01$16,994,989
Value of total assets at beginning of year2023-01-01$16,938,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$24,764
Total interest from all sources2023-01-01$2,410
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$535,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$535,870
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$618,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$2,536,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$2,340,648
Administrative expenses (other) incurred2023-01-01$24,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-138,916
Value of net assets at end of year (total assets less liabilities)2023-01-01$14,458,675
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$14,597,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$16,953,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$16,909,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$41,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$2,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$3,711,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,883,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$556,647
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CROWE LLP
Accountancy firm EIN2023-01-01350921680
2022 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,340,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,839,809
Total income from all sources (including contributions)2022-12-31$-2,274,004
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,870,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,847,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,507,240
Value of total assets at end of year2022-12-31$16,938,239
Value of total assets at beginning of year2022-12-31$23,582,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,972
Total interest from all sources2022-12-31$627
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$431,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$431,708
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$583,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,340,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,839,809
Administrative expenses (other) incurred2022-12-31$22,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,144,864
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,597,591
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,742,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,909,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,550,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$29,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,847,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,213,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$923,718
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$2,340,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$2,839,809
Total income from all sources (including contributions)2022-01-01$-2,274,004
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,870,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,847,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,507,240
Value of total assets at end of year2022-01-01$16,938,239
Value of total assets at beginning of year2022-01-01$23,582,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$22,972
Total interest from all sources2022-01-01$627
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$431,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$431,708
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$583,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$2,340,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$2,839,809
Administrative expenses (other) incurred2022-01-01$22,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,144,864
Value of net assets at end of year (total assets less liabilities)2022-01-01$14,597,591
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$20,742,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$16,909,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$23,550,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$29,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$3,847,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,213,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$923,718
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CROWE LLP
Accountancy firm EIN2022-01-01350921680
2021 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,839,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,996,254
Total income from all sources (including contributions)2021-12-31$3,642,774
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,739,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,716,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$876,615
Value of total assets at end of year2021-12-31$23,582,264
Value of total assets at beginning of year2021-12-31$23,835,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,764
Total interest from all sources2021-12-31$201
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$371,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$371,237
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$557,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,839,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,996,254
Administrative expenses (other) incurred2021-12-31$22,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-96,414
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,742,455
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,838,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,550,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,584,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$250,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$250,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,716,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,394,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$319,546
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,996,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,209,935
Total income from all sources (including contributions)2020-12-31$2,433,344
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,284,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,283,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,286,852
Value of total assets at end of year2020-12-31$23,835,123
Value of total assets at beginning of year2020-12-31$24,900,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,468
Total interest from all sources2020-12-31$1,358
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$344,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$344,277
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$553,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,996,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,209,935
Administrative expenses (other) incurred2020-12-31$1,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,851,230
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,838,869
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,690,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,584,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,652,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$250,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$247,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$247,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,283,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$800,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$733,713
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,209,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,209,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,468,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,468,983
Total income from all sources (including contributions)2019-12-31$4,062,444
Total income from all sources (including contributions)2019-12-31$4,062,444
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,908,186
Total of all expenses incurred2019-12-31$2,908,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,906,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,906,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$696,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$696,332
Value of total assets at end of year2019-12-31$24,900,034
Value of total assets at end of year2019-12-31$24,900,034
Value of total assets at beginning of year2019-12-31$24,004,824
Value of total assets at beginning of year2019-12-31$24,004,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,919
Total interest from all sources2019-12-31$5,756
Total interest from all sources2019-12-31$5,756
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$483,413
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$483,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$483,413
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$483,413
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$555,470
Contributions received from participants2019-12-31$555,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,209,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,209,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,468,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,468,983
Administrative expenses (other) incurred2019-12-31$1,919
Administrative expenses (other) incurred2019-12-31$1,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,154,258
Value of net income/loss2019-12-31$1,154,258
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,690,099
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,690,099
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,535,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,535,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,652,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,652,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,717,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,717,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$247,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$247,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$286,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$286,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$286,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$286,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,906,267
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,906,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,876,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,876,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$140,862
Contributions received in cash from employer2019-12-31$140,862
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,468,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,588,266
Total income from all sources (including contributions)2018-12-31$-625,669
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,308,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,317,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$848,873
Value of total assets at end of year2018-12-31$24,004,824
Value of total assets at beginning of year2018-12-31$28,058,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-9,169
Total interest from all sources2018-12-31$5,090
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$597,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$597,910
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$533,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,468,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,588,266
Administrative expenses (other) incurred2018-12-31$-9,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,934,356
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,535,841
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,470,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,717,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,732,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$286,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$325,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$325,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,317,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,077,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$315,488
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,588,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,333,476
Total income from all sources (including contributions)2017-12-31$4,638,412
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,397,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,379,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,791,711
Value of total assets at end of year2017-12-31$28,058,463
Value of total assets at beginning of year2017-12-31$27,562,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,061
Total interest from all sources2017-12-31$2,778
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$493,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$493,447
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$455,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,588,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,333,476
Administrative expenses (other) incurred2017-12-31$17,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$241,375
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,470,197
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,228,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,732,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,188,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$325,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$373,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$373,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,379,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,350,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,336,255
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,333,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,068,427
Total income from all sources (including contributions)2016-12-31$4,385,937
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,214,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,206,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,873,135
Value of total assets at end of year2016-12-31$27,562,298
Value of total assets at beginning of year2016-12-31$27,125,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,975
Total interest from all sources2016-12-31$943
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$458,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$458,337
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$402,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$35
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,333,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,068,427
Administrative expenses (other) incurred2016-12-31$7,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$171,351
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,228,822
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,057,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,188,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,676,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$373,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$449,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$449,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,206,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,053,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,470,406
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,068,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,003,565
Total income from all sources (including contributions)2015-12-31$1,859,931
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,228,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,221,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,153,394
Value of total assets at end of year2015-12-31$27,125,898
Value of total assets at beginning of year2015-12-31$29,429,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,029
Total interest from all sources2015-12-31$54
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$428,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$428,658
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$360,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$35
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$200,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,068,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,003,565
Administrative expenses (other) incurred2015-12-31$7,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,368,919
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,057,471
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,426,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,676,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,920,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$449,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$309,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$309,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,221,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-722,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,792,861
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,003,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,088,067
Total income from all sources (including contributions)2014-12-31$3,125,370
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,612,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,606,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,602,993
Value of total assets at end of year2014-12-31$29,429,955
Value of total assets at beginning of year2014-12-31$30,001,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,589
Total interest from all sources2014-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$474,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$474,637
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$333,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$200,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,003,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,088,067
Administrative expenses (other) incurred2014-12-31$5,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-486,777
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,426,390
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,913,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,920,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,397,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$309,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$603,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$603,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,606,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,047,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,269,898
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,088,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,255,766
Total income from all sources (including contributions)2013-12-31$2,320,494
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,015,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,008,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,920,850
Value of total assets at end of year2013-12-31$30,001,234
Value of total assets at beginning of year2013-12-31$31,864,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,738
Total interest from all sources2013-12-31$1,734
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$157,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$157,842
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$311,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$13
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,088,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,255,766
Administrative expenses (other) incurred2013-12-31$6,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,695,161
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,913,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,608,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,397,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$603,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$31,863,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$31,863,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,008,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$240,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,609,036
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,255,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,244,677
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,464,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,459,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,203,304
Value of total assets at end of year2012-12-31$31,864,094
Value of total assets at beginning of year2012-12-31$31,828,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,685
Total interest from all sources2012-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$287,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,255,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$25,578
Administrative expenses (other) incurred2012-12-31$5,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,220,078
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,608,328
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,828,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$31,828,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$31,863,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,459,070
Net investment gain or loss from common/collective trusts2012-12-31$15,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,915,505
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$34,643,601
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,553,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,547,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,547,619
Value of total assets at end of year2011-12-31$31,828,406
Value of total assets at beginning of year2011-12-31$1,738,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,667
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$240,386
Other income not declared elsewhere2011-12-31$4,035
Administrative expenses (other) incurred2011-12-31$5,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$30,090,315
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,828,406
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,738,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,738,091
Value of interest in common/collective trusts at end of year2011-12-31$31,828,406
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,547,619
Net investment gain or loss from common/collective trusts2011-12-31$296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$34,307,233
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,743,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,103,256
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,108,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,103,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,103,256
Value of total assets at end of year2010-12-31$1,738,091
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,972
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$251,725
Administrative expenses (other) incurred2010-12-31$4,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-4,972
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,738,091
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$1,738,091
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,103,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,851,531
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN

2023: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
Insurance contract or identification numberC00415
Number of Individuals Covered4247
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberC00415
Policy instance 1

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