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ELEVANCE HEALTH CASH BALANCE PLAN A 401k Plan overview

Plan NameELEVANCE HEALTH CASH BALANCE PLAN A
Plan identification number 002

ELEVANCE HEALTH CASH BALANCE PLAN A Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 CASH BALANCE PLAN A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KALEIGH SEIDEL2023-10-16
0022021-01-01KALEIGH SEIDEL2022-10-14
0022020-01-01SEAN GRAY2021-10-15
0022019-01-01SEAN GRAY2020-10-14
0022018-01-01MARK T. SABIN2019-10-08
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MARK T. SABIN
0022013-01-01MARK T. SABIN
0022012-01-01R. DAVID KRETSCHMER
0022011-01-01R. DAVID KRETSCHMER
0022009-01-01R. DAVID KRETSCHMER

Plan Statistics for ELEVANCE HEALTH CASH BALANCE PLAN A

401k plan membership statisitcs for ELEVANCE HEALTH CASH BALANCE PLAN A

Measure Date Value
2022: ELEVANCE HEALTH CASH BALANCE PLAN A 2022 401k membership
Market value of plan assets2022-12-311,570,488,324
Acturial value of plan assets2022-12-311,503,382,951
Funding target for retired participants and beneficiaries receiving payment2022-12-31358,781,671
Number of terminated vested participants2022-12-3110,953
Fundng target for terminated vested participants2022-12-31403,932,558
Active participant vested funding target2022-12-31240,811,900
Number of active participants2022-12-318,650
Total funding liabilities for active participants2022-12-31242,691,861
Total participant count2022-12-3125,485
Total funding target for all participants2022-12-311,005,406,090
Balance at beginning of prior year after applicable adjustments2022-12-31448,836,130
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-313,169,000
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31445,667,130
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31480,696,566
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-313,366,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0125,485
Total number of active participants reported on line 7a of the Form 55002022-01-018,197
Number of retired or separated participants receiving benefits2022-01-015,608
Number of other retired or separated participants entitled to future benefits2022-01-019,936
Total of all active and inactive participants2022-01-0123,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01878
Total participants2022-01-0124,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ELEVANCE HEALTH CASH BALANCE PLAN A 2021 401k membership
Market value of plan assets2021-12-311,544,634,297
Acturial value of plan assets2021-12-311,401,044,769
Funding target for retired participants and beneficiaries receiving payment2021-12-31374,936,992
Number of terminated vested participants2021-12-3111,340
Fundng target for terminated vested participants2021-12-31434,301,992
Active participant vested funding target2021-12-31260,923,164
Number of active participants2021-12-319,280
Total funding liabilities for active participants2021-12-31264,799,295
Total participant count2021-12-3126,428
Total funding target for all participants2021-12-311,074,038,279
Balance at beginning of prior year after applicable adjustments2021-12-31392,121,315
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-313,047,000
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31389,074,315
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31448,836,130
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-313,169,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,169,000
Carryover balance elected to use to offset funding requirement2021-12-313,169,000
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0126,428
Total number of active participants reported on line 7a of the Form 55002021-01-018,650
Number of retired or separated participants receiving benefits2021-01-015,469
Number of other retired or separated participants entitled to future benefits2021-01-0110,536
Total of all active and inactive participants2021-01-0124,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01830
Total participants2021-01-0125,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ELEVANCE HEALTH CASH BALANCE PLAN A 2020 401k membership
Market value of plan assets2020-12-311,415,169,422
Acturial value of plan assets2020-12-311,347,820,199
Funding target for retired participants and beneficiaries receiving payment2020-12-31354,503,867
Number of terminated vested participants2020-12-3111,738
Fundng target for terminated vested participants2020-12-31412,844,403
Active participant vested funding target2020-12-31266,186,643
Number of active participants2020-12-3110,055
Total funding liabilities for active participants2020-12-31269,641,063
Total participant count2020-12-3127,401
Total funding target for all participants2020-12-311,036,989,333
Balance at beginning of prior year after applicable adjustments2020-12-31329,181,079
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-313,174,000
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31326,007,079
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31392,121,315
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,047,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,047,000
Carryover balance elected to use to offset funding requirement2020-12-313,047,000
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0127,401
Total number of active participants reported on line 7a of the Form 55002020-01-019,280
Number of retired or separated participants receiving benefits2020-01-015,406
Number of other retired or separated participants entitled to future benefits2020-01-0110,938
Total of all active and inactive participants2020-01-0125,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01804
Total participants2020-01-0126,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ELEVANCE HEALTH CASH BALANCE PLAN A 2019 401k membership
Market value of plan assets2019-12-311,245,082,121
Acturial value of plan assets2019-12-311,309,804,619
Funding target for retired participants and beneficiaries receiving payment2019-12-31340,107,330
Number of terminated vested participants2019-12-3112,079
Fundng target for terminated vested participants2019-12-31409,645,197
Active participant vested funding target2019-12-31273,818,401
Number of active participants2019-12-3110,806
Total funding liabilities for active participants2019-12-31277,302,953
Total participant count2019-12-3128,263
Total funding target for all participants2019-12-311,027,055,480
Balance at beginning of prior year after applicable adjustments2019-12-31347,376,971
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-313,620,623
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31343,756,348
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31329,181,079
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,174,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,174,000
Carryover balance elected to use to offset funding requirement2019-12-313,174,000
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0128,263
Total number of active participants reported on line 7a of the Form 55002019-01-0110,055
Number of retired or separated participants receiving benefits2019-01-015,210
Number of other retired or separated participants entitled to future benefits2019-01-0111,738
Total of all active and inactive participants2019-01-0127,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01398
Total participants2019-01-0127,401
2018: ELEVANCE HEALTH CASH BALANCE PLAN A 2018 401k membership
Market value of plan assets2018-12-311,371,883,557
Acturial value of plan assets2018-12-311,312,330,229
Funding target for retired participants and beneficiaries receiving payment2018-12-31331,517,650
Number of terminated vested participants2018-12-3112,576
Fundng target for terminated vested participants2018-12-31406,689,833
Active participant vested funding target2018-12-31270,443,795
Number of active participants2018-12-3111,292
Total funding liabilities for active participants2018-12-31273,765,943
Total participant count2018-12-3129,133
Total funding target for all participants2018-12-311,011,973,426
Balance at beginning of prior year after applicable adjustments2018-12-31306,059,005
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31306,059,005
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-31347,376,971
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,620,623
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-313,620,623
Carryover balance elected to use to offset funding requirement2018-12-313,620,623
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0129,133
Total number of active participants reported on line 7a of the Form 55002018-01-0110,806
Number of retired or separated participants receiving benefits2018-01-014,999
Number of other retired or separated participants entitled to future benefits2018-01-0112,079
Total of all active and inactive participants2018-01-0127,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01379
Total participants2018-01-0128,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ELEVANCE HEALTH CASH BALANCE PLAN A 2017 401k membership
Market value of plan assets2017-12-311,277,269,242
Acturial value of plan assets2017-12-311,304,167,177
Funding target for retired participants and beneficiaries receiving payment2017-12-31324,951,194
Number of terminated vested participants2017-12-3112,825
Fundng target for terminated vested participants2017-12-31387,453,262
Active participant vested funding target2017-12-31271,059,913
Number of active participants2017-12-3112,038
Total funding liabilities for active participants2017-12-31275,379,843
Total participant count2017-12-3129,931
Total funding target for all participants2017-12-31987,784,299
Balance at beginning of prior year after applicable adjustments2017-12-31286,036,453
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31286,036,453
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-31306,059,005
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,243,183
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0129,931
Total number of active participants reported on line 7a of the Form 55002017-01-0111,292
Number of retired or separated participants receiving benefits2017-01-014,883
Number of other retired or separated participants entitled to future benefits2017-01-0112,576
Total of all active and inactive participants2017-01-0128,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01382
Total participants2017-01-0129,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ELEVANCE HEALTH CASH BALANCE PLAN A 2016 401k membership
Market value of plan assets2016-12-311,257,698,468
Acturial value of plan assets2016-12-311,311,696,588
Funding target for retired participants and beneficiaries receiving payment2016-12-31318,674,224
Number of terminated vested participants2016-12-3113,352
Fundng target for terminated vested participants2016-12-31372,650,270
Active participant vested funding target2016-12-31264,490,782
Number of active participants2016-12-3112,591
Total funding liabilities for active participants2016-12-31268,755,102
Total participant count2016-12-3130,859
Total funding target for all participants2016-12-31960,079,596
Balance at beginning of prior year after applicable adjustments2016-12-31286,494,845
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-31286,494,845
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-31286,036,453
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,156,753
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0130,859
Total number of active participants reported on line 7a of the Form 55002016-01-0112,038
Number of retired or separated participants receiving benefits2016-01-014,700
Number of other retired or separated participants entitled to future benefits2016-01-0112,825
Total of all active and inactive participants2016-01-0129,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01368
Total participants2016-01-0129,931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ELEVANCE HEALTH CASH BALANCE PLAN A 2015 401k membership
Total participants, beginning-of-year2015-01-0131,936
Total number of active participants reported on line 7a of the Form 55002015-01-0112,591
Number of retired or separated participants receiving benefits2015-01-014,588
Number of other retired or separated participants entitled to future benefits2015-01-0113,352
Total of all active and inactive participants2015-01-0130,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01328
Total participants2015-01-0130,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ELEVANCE HEALTH CASH BALANCE PLAN A 2014 401k membership
Total participants, beginning-of-year2014-01-0133,002
Total number of active participants reported on line 7a of the Form 55002014-01-0113,367
Number of retired or separated participants receiving benefits2014-01-014,441
Number of other retired or separated participants entitled to future benefits2014-01-0113,802
Total of all active and inactive participants2014-01-0131,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01326
Total participants2014-01-0131,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ELEVANCE HEALTH CASH BALANCE PLAN A 2013 401k membership
Total participants, beginning-of-year2013-01-0133,981
Total number of active participants reported on line 7a of the Form 55002013-01-0113,895
Number of retired or separated participants receiving benefits2013-01-014,499
Number of other retired or separated participants entitled to future benefits2013-01-0114,275
Total of all active and inactive participants2013-01-0132,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01333
Total participants2013-01-0133,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ELEVANCE HEALTH CASH BALANCE PLAN A 2012 401k membership
Total participants, beginning-of-year2012-01-0135,589
Total number of active participants reported on line 7a of the Form 55002012-01-0114,437
Number of retired or separated participants receiving benefits2012-01-014,319
Number of other retired or separated participants entitled to future benefits2012-01-0114,928
Total of all active and inactive participants2012-01-0133,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01297
Total participants2012-01-0133,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ELEVANCE HEALTH CASH BALANCE PLAN A 2011 401k membership
Total participants, beginning-of-year2011-01-0137,344
Total number of active participants reported on line 7a of the Form 55002011-01-0115,844
Number of retired or separated participants receiving benefits2011-01-0115,274
Number of other retired or separated participants entitled to future benefits2011-01-014,184
Total of all active and inactive participants2011-01-0135,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01287
Total participants2011-01-0135,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ELEVANCE HEALTH CASH BALANCE PLAN A 2009 401k membership
Total participants, beginning-of-year2009-01-0146,149
Total number of active participants reported on line 7a of the Form 55002009-01-0123,227
Number of retired or separated participants receiving benefits2009-01-0116,752
Number of other retired or separated participants entitled to future benefits2009-01-014,069
Total of all active and inactive participants2009-01-0144,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0144,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ELEVANCE HEALTH CASH BALANCE PLAN A

Measure Date Value
2022 : ELEVANCE HEALTH CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-264,241,222
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$86,271,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$80,454,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,222,287,988
Value of total assets at beginning of year2022-12-31$1,572,800,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,816,508
Total interest from all sources2022-12-31$3,912,455
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$541,098
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$-17,608,792
Administrative expenses (other) incurred2022-12-31$2,942,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-350,512,518
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,222,287,988
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,572,800,506
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
Investment advisory and management fees2022-12-31$2,328,400
Interest earned on other investments2022-12-31$3,912,455
Value of interest in master investment trust accounts at end of year2022-12-31$1,099,161,288
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,432,637,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$123,126,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$140,162,683
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$80,454,788
Contract administrator fees2022-12-31$4,450
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
2021 : ELEVANCE HEALTH CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$120,817,131
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$94,481,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$88,387,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,572,800,506
Value of total assets at beginning of year2021-12-31$1,546,464,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,093,991
Total interest from all sources2021-12-31$3,581,230
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$500,520
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$-4,227,139
Administrative expenses (other) incurred2021-12-31$3,031,943
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$26,336,073
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,572,800,506
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,546,464,433
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
Investment advisory and management fees2021-12-31$2,558,228
Interest earned on other investments2021-12-31$3,581,230
Value of interest in master investment trust accounts at end of year2021-12-31$1,432,637,823
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,400,394,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$140,162,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$146,069,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$88,387,067
Contract administrator fees2021-12-31$3,300
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 CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$214,861,039
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$84,390,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$78,716,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,546,464,433
Value of total assets at beginning of year2020-12-31$1,415,994,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,673,814
Total interest from all sources2020-12-31$3,487,776
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$90,982
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$4,768,364
Administrative expenses (other) incurred2020-12-31$3,177,997
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$130,470,333
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,546,464,433
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,415,994,100
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
Investment advisory and management fees2020-12-31$2,401,335
Interest earned on other investments2020-12-31$3,487,776
Value of interest in master investment trust accounts at end of year2020-12-31$1,400,394,854
Value of interest in master investment trust accounts at beginning of year2020-12-31$1,281,380,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$146,069,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$134,613,773
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$78,716,892
Contract administrator fees2020-12-31$3,500
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 CASH BALANCE PLAN A 2019 401k financial data
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$247,988,016
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$84,918,841
Total of all expenses incurred2019-12-31$84,918,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$79,457,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$79,457,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$68,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$68,156
Value of total assets at end of year2019-12-31$1,415,994,100
Value of total assets at end of year2019-12-31$1,415,994,100
Value of total assets at beginning of year2019-12-31$1,252,924,925
Value of total assets at beginning of year2019-12-31$1,252,924,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,460,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,460,875
Total interest from all sources2019-12-31$3,912,712
Total interest from all sources2019-12-31$3,912,712
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$70,200
Administrative expenses professional fees incurred2019-12-31$70,200
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
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$139,321
Other income not declared elsewhere2019-12-31$8,864,417
Administrative expenses (other) incurred2019-12-31$3,132,288
Administrative expenses (other) incurred2019-12-31$3,132,288
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$163,069,175
Value of net income/loss2019-12-31$163,069,175
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,415,994,100
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,415,994,100
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,252,924,925
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,252,924,925
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
Investment advisory and management fees2019-12-31$2,254,587
Investment advisory and management fees2019-12-31$2,254,587
Interest earned on other investments2019-12-31$3,912,712
Interest earned on other investments2019-12-31$3,912,712
Value of interest in master investment trust accounts at end of year2019-12-31$1,281,380,327
Value of interest in master investment trust accounts at end of year2019-12-31$1,281,380,327
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,127,012,661
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,127,012,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$134,613,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$134,613,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$125,912,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$125,912,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$68,156
Contributions received in cash from employer2019-12-31$68,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$79,457,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$79,457,966
Contract administrator fees2019-12-31$3,800
Contract administrator fees2019-12-31$3,800
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
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 CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-47,410,682
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$77,179,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$71,889,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,889,000
Value of total assets at end of year2018-12-31$1,252,924,925
Value of total assets at beginning of year2018-12-31$1,377,515,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,290,170
Total interest from all sources2018-12-31$3,930,624
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$35,260
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$139,321
Other income not declared elsewhere2018-12-31$-5,195,410
Administrative expenses (other) incurred2018-12-31$2,842,201
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,600,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-124,590,573
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,252,924,925
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,377,515,498
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
Investment advisory and management fees2018-12-31$2,409,009
Interest earned on other investments2018-12-31$3,930,624
Value of interest in master investment trust accounts at end of year2018-12-31$1,127,012,661
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,244,915,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$125,912,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$129,999,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$5,889,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$71,889,721
Contract administrator fees2018-12-31$3,700
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 CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$172,016,109
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$87,270,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$81,999,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,377,515,498
Value of total assets at beginning of year2017-12-31$1,292,769,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,270,312
Total interest from all sources2017-12-31$4,205,291
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$134,102
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$-374,099
Administrative expenses (other) incurred2017-12-31$3,112,252
Total non interest bearing cash at end of year2017-12-31$2,600,000
Total non interest bearing cash at beginning of year2017-12-31$0
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$84,745,878
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,377,515,498
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,292,769,620
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
Investment advisory and management fees2017-12-31$2,018,858
Interest earned on other investments2017-12-31$4,205,291
Value of interest in master investment trust accounts at end of year2017-12-31$1,244,915,697
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,164,874,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$129,999,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$127,894,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$81,999,919
Contract administrator fees2017-12-31$5,100
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 CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$89,758,396
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$81,672,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$76,572,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,292,769,620
Value of total assets at beginning of year2016-12-31$1,284,683,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,099,602
Total interest from all sources2016-12-31$4,454,759
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$396,116
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$-2,358,876
Administrative expenses (other) incurred2016-12-31$2,605,495
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$8,086,077
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,292,769,620
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,284,683,543
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
Investment advisory and management fees2016-12-31$2,094,341
Interest earned on other investments2016-12-31$4,454,759
Value of interest in master investment trust accounts at end of year2016-12-31$1,164,874,676
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,157,986,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$127,894,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$126,696,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$76,572,717
Contract administrator fees2016-12-31$3,650
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 CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$476,018
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$92,390,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$87,314,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,284,683,543
Value of total assets at beginning of year2015-12-31$1,376,598,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,076,640
Total interest from all sources2015-12-31$5,154,288
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$21,800
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$-4,174,488
Administrative expenses (other) incurred2015-12-31$2,836,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-91,914,970
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,284,683,543
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,376,598,513
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
Investment advisory and management fees2015-12-31$2,213,833
Interest earned on other investments2015-12-31$5,154,288
Value of interest in master investment trust accounts at end of year2015-12-31$1,157,986,568
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,238,407,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$126,696,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$138,191,472
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$87,314,348
Contract administrator fees2015-12-31$4,050
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 CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$111,382,434
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$100,412,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$95,809,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$1,376,598,513
Value of total assets at beginning of year2014-12-31$1,365,628,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,602,301
Total interest from all sources2014-12-31$5,543,759
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$21,200
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$1,106,563
Administrative expenses (other) incurred2014-12-31$2,339,068
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$10,970,214
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,376,598,513
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,365,628,299
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
Investment advisory and management fees2014-12-31$2,235,283
Interest earned on other investments2014-12-31$5,543,759
Value of interest in master investment trust accounts at end of year2014-12-31$1,238,407,041
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,216,713,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$138,191,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$148,914,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$95,809,919
Contract administrator fees2014-12-31$6,750
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 CASH BALANCE PLAN A 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$143,909,515
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$79,957,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$75,347,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,365,628,299
Value of total assets at beginning of year2013-12-31$1,301,676,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,610,098
Total interest from all sources2013-12-31$5,914,969
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$-4,199,678
Administrative expenses (other) incurred2013-12-31$2,473,078
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$63,951,700
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,365,628,299
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,301,676,599
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
Investment advisory and management fees2013-12-31$2,129,745
Interest earned on other investments2013-12-31$5,914,969
Value of interest in master investment trust accounts at end of year2013-12-31$1,216,713,954
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,118,024,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$148,914,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$151,552,460
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$32,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$75,347,717
Contract administrator fees2013-12-31$7,275
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 CASH BALANCE PLAN A 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$0
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$167,769,160
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$76,900,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$72,213,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,100,000
Value of total assets at end of year2012-12-31$1,301,676,599
Value of total assets at beginning of year2012-12-31$1,210,807,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,686,779
Total interest from all sources2012-12-31$6,375,603
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
Administrative expenses professional fees incurred2012-12-31$36,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$4,071,306
Administrative expenses (other) incurred2012-12-31$2,290,085
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$90,869,030
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,301,676,599
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,210,807,569
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
Investment advisory and management fees2012-12-31$2,356,244
Interest earned on other investments2012-12-31$6,375,603
Value of interest in master investment trust accounts at end of year2012-12-31$1,118,024,139
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,038,494,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$151,552,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$146,080,869
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$32,100,000
Employer contributions (assets) at end of year2012-12-31$32,100,000
Employer contributions (assets) at beginning of year2012-12-31$26,231,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$72,213,351
Contract administrator fees2012-12-31$4,450
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 CASH BALANCE PLAN A 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$530,803,917
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$85,872,682
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$96,848,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$91,151,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$46,231,752
Value of total assets at end of year2011-12-31$1,210,807,569
Value of total assets at beginning of year2011-12-31$1,752,587,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,697,648
Total interest from all sources2011-12-31$7,634,605
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
Administrative expenses professional fees incurred2011-12-31$65,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$-81,813
Administrative expenses (other) incurred2011-12-31$2,432,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,976,007
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,210,807,569
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,752,587,493
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
Investment advisory and management fees2011-12-31$3,194,919
Interest earned on other investments2011-12-31$7,634,605
Value of interest in master investment trust accounts at end of year2011-12-31$1,038,494,948
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,563,768,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$146,080,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$188,819,398
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$46,231,752
Employer contributions (assets) at end of year2011-12-31$26,231,752
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$91,151,041
Contract administrator fees2011-12-31$4,750
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 CASH BALANCE PLAN A 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,559,173
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$233,899,898
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$145,905,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$141,430,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,000,000
Value of total assets at end of year2010-12-31$1,752,587,493
Value of total assets at beginning of year2010-12-31$1,666,152,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,475,259
Total interest from all sources2010-12-31$10,623,662
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
Administrative expenses professional fees incurred2010-12-31$66,402
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$11,609,472
Administrative expenses (other) incurred2010-12-31$1,025,750
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$23,882
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$87,994,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,752,587,493
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,666,152,262
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
Investment advisory and management fees2010-12-31$3,375,907
Interest earned on other investments2010-12-31$10,623,662
Value of interest in master investment trust accounts at end of year2010-12-31$1,563,768,095
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,461,787,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$188,819,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$204,334,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$141,430,235
Contract administrator fees2010-12-31$7,200
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2009 : ELEVANCE HEALTH CASH BALANCE PLAN A 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ELEVANCE HEALTH CASH BALANCE PLAN A

2022: ELEVANCE HEALTH CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 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 CASH BALANCE PLAN A 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384305
Policy instance 1
Insurance contract or identification number384305
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384305
Policy instance 1
Insurance contract or identification number384305
Number of Individuals Covered1101
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384305
Policy instance 1
Insurance contract or identification number384305
Number of Individuals Covered1171
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384305
Policy instance 1
Insurance contract or identification number384305
Number of Individuals Covered1237
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384305
Policy instance 1
Insurance contract or identification number384305
Number of Individuals Covered1315
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number384305
Policy instance 1
Insurance contract or identification number384305
Number of Individuals Covered1387
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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