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ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 401k Plan overview

Plan NameELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN
Plan identification number 531

ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5312023-01-01SUSAN AVERY2024-10-12
5312022-01-01SUSAN AVERY2023-10-14
5312021-01-01SUSAN AVERY2022-10-17
5312020-01-01SUSAN AVERY2021-10-14
5312019-01-01SUSAN AVERY2020-10-13
5312017-01-01
5312016-01-01
5312015-01-01
5312014-01-01MARK T. SABIN
5312013-01-01MARK T. SABIN
5312012-01-01R. DAVID KRETSCHMER
5312011-01-01R. DAVID KRETSCHMER
5312009-01-01R. DAVID KRETSCHMER

Plan Statistics for ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN

401k plan membership statisitcs for ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN

Measure Date Value
2023: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01977
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-01563
Number of other retired or separated participants entitled to future benefits2023-01-01564
Total of all active and inactive participants2023-01-011,127
2022: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01966
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01576
Number of other retired or separated participants entitled to future benefits2022-01-01401
Total of all active and inactive participants2022-01-01977
2021: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01993
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01561
Number of other retired or separated participants entitled to future benefits2021-01-01405
Total of all active and inactive participants2021-01-01966
2020: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01971
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01557
Number of other retired or separated participants entitled to future benefits2020-01-01436
Total of all active and inactive participants2020-01-01993
2019: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01985
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01587
Number of other retired or separated participants entitled to future benefits2019-01-01384
Total of all active and inactive participants2019-01-01971
2017: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01929
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01600
Number of other retired or separated participants entitled to future benefits2017-01-01374
Total of all active and inactive participants2017-01-01974
2016: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01996
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01621
Number of other retired or separated participants entitled to future benefits2016-01-01308
Total of all active and inactive participants2016-01-01929
2015: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,044
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01661
Number of other retired or separated participants entitled to future benefits2015-01-01335
Total of all active and inactive participants2015-01-01996
2014: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,105
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01684
Number of other retired or separated participants entitled to future benefits2014-01-01360
Total of all active and inactive participants2014-01-011,044
2013: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,079
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01741
Number of other retired or separated participants entitled to future benefits2013-01-01364
Total of all active and inactive participants2013-01-011,105
2012: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,031
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01737
Number of other retired or separated participants entitled to future benefits2012-01-01342
Total of all active and inactive participants2012-01-011,079
2011: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01741
Total number of active participants reported on line 7a of the Form 55002011-01-01727
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01304
Total of all active and inactive participants2011-01-011,031
2009: ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01701
Total number of active participants reported on line 7a of the Form 55002009-01-01741
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01741

Financial Data on ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN

Measure Date Value
2023 : ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,752,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,529,851
Total income from all sources (including contributions)2023-12-31$2,455,509
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,057,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,864,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,191,063
Value of total assets at end of year2023-12-31$9,714,042
Value of total assets at beginning of year2023-12-31$10,093,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$192,629
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,148,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$45,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$37,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$19,274
Administrative expenses (other) incurred2023-12-31$171,004
Liabilities. Value of operating payables at end of year2023-12-31$1,681,422
Liabilities. Value of operating payables at beginning of year2023-12-31$1,485,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-602,038
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,961,668
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,563,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$9,714,042
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$10,048,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,304,553
Net gain/loss from 103.12 investment entities2023-12-31$1,264,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$42,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,560,365
Liabilities. Value of benefit claims payable at end of year2023-12-31$33,942
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$25,361
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,752,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,529,851
Total income from all sources (including contributions)2023-01-01$2,455,509
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,057,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,864,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,191,063
Value of total assets at end of year2023-01-01$9,714,042
Value of total assets at beginning of year2023-01-01$10,093,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$192,629
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,148,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$45,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$37,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$19,274
Administrative expenses (other) incurred2023-01-01$171,004
Liabilities. Value of operating payables at end of year2023-01-01$1,681,422
Liabilities. Value of operating payables at beginning of year2023-01-01$1,485,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-602,038
Value of net assets at end of year (total assets less liabilities)2023-01-01$7,961,668
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,563,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$9,714,042
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$10,048,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$1,304,553
Net gain/loss from 103.12 investment entities2023-01-01$1,264,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$42,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,560,365
Liabilities. Value of benefit claims payable at end of year2023-01-01$33,942
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$25,361
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CROWE LLP
Accountancy firm EIN2023-01-01350921680
2022 : ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,529,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,015,894
Total income from all sources (including contributions)2022-12-31$-150,278
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,846,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,765,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,275,445
Value of total assets at end of year2022-12-31$10,093,557
Value of total assets at beginning of year2022-12-31$12,576,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,153
Total interest from all sources2022-12-31$0
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,245,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$45,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$45,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$19,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,002
Administrative expenses (other) incurred2022-12-31$81,153
Liabilities. Value of operating payables at end of year2022-12-31$1,485,216
Liabilities. Value of operating payables at beginning of year2022-12-31$968,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,996,465
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,563,706
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,560,171
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
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$10,048,222
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$12,530,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,384,528
Net gain/loss from 103.12 investment entities2022-12-31$-1,425,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$29,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,380,506
Liabilities. Value of benefit claims payable at end of year2022-12-31$25,361
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$20,988
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,529,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,015,894
Total income from all sources (including contributions)2022-01-01$-150,278
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,846,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,765,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,275,445
Value of total assets at end of year2022-01-01$10,093,557
Value of total assets at beginning of year2022-01-01$12,576,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$81,153
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,245,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$45,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$45,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$19,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$26,002
Administrative expenses (other) incurred2022-01-01$81,153
Liabilities. Value of operating payables at end of year2022-01-01$1,485,216
Liabilities. Value of operating payables at beginning of year2022-01-01$968,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,996,465
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,563,706
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$11,560,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$10,048,222
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$12,530,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$1,384,528
Net gain/loss from 103.12 investment entities2022-01-01$-1,425,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$29,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,380,506
Liabilities. Value of benefit claims payable at end of year2022-01-01$25,361
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$20,988
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CROWE LLP
Accountancy firm EIN2022-01-01350921680
2021 : ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,015,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,564,944
Total income from all sources (including contributions)2021-12-31$2,786,778
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,026,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,927,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,310,192
Value of total assets at end of year2021-12-31$12,576,065
Value of total assets at beginning of year2021-12-31$12,365,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$99,520
Total interest from all sources2021-12-31$0
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,280,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$45,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$50,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,156
Administrative expenses (other) incurred2021-12-31$99,520
Liabilities. Value of operating payables at end of year2021-12-31$968,904
Liabilities. Value of operating payables at beginning of year2021-12-31$1,185,970
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$759,992
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,560,171
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,800,179
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
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$12,530,648
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$12,314,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,527,470
Net gain/loss from 103.12 investment entities2021-12-31$1,476,586
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
Contributions received in cash from employer2021-12-31$29,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$399,796
Liabilities. Value of benefit claims payable at end of year2021-12-31$20,988
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$372,818
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 VEBA RETIREE HEALTH BENEFITS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,564,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,132,471
Total income from all sources (including contributions)2020-12-31$2,286,498
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,776,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,754,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,420,347
Value of total assets at end of year2020-12-31$12,365,123
Value of total assets at beginning of year2020-12-31$12,423,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,306
Total interest from all sources2020-12-31$0
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,392,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$64,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$50,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$123,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,657
Administrative expenses (other) incurred2020-12-31$22,306
Liabilities. Value of operating payables at end of year2020-12-31$1,185,970
Liabilities. Value of operating payables at beginning of year2020-12-31$898,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-490,356
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,800,179
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,290,535
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
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$12,314,981
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$12,299,157
Net gain/loss from 103.12 investment entities2020-12-31$866,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,689,715
Liabilities. Value of benefit claims payable at end of year2020-12-31$372,818
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$224,587
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 VEBA RETIREE HEALTH BENEFITS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,132,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,132,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$513,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$513,551
Total income from all sources (including contributions)2019-12-31$3,347,943
Total income from all sources (including contributions)2019-12-31$3,347,943
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,363,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,290,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,601,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,601,325
Value of total assets at end of year2019-12-31$12,423,006
Value of total assets at end of year2019-12-31$12,423,006
Value of total assets at beginning of year2019-12-31$10,819,623
Value of total assets at beginning of year2019-12-31$10,819,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,747
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
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
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$515,142
Amount of non-exempt transactions with any party-in-interest2019-12-31$515,142
Contributions received from participants2019-12-31$1,562,001
Contributions received from participants2019-12-31$1,562,001
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$64,324
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$64,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$123,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$123,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$123,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$123,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,036
Other income not declared elsewhere2019-12-31$27,877
Other income not declared elsewhere2019-12-31$27,877
Administrative expenses (other) incurred2019-12-31$72,747
Liabilities. Value of operating payables at end of year2019-12-31$898,227
Liabilities. Value of operating payables at end of year2019-12-31$898,227
Liabilities. Value of operating payables at beginning of year2019-12-31$71,109
Liabilities. Value of operating payables at beginning of year2019-12-31$71,109
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$984,463
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,290,535
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,290,535
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,306,072
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,306,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$12,299,157
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$12,299,157
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$10,696,209
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$10,696,209
Net gain/loss from 103.12 investment entities2019-12-31$1,718,741
Net gain/loss from 103.12 investment entities2019-12-31$1,718,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$39,324
Contributions received in cash from employer2019-12-31$39,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,226,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,226,409
Liabilities. Value of benefit claims payable at end of year2019-12-31$224,587
Liabilities. Value of benefit claims payable at end of year2019-12-31$224,587
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$433,406
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$433,406
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$513,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,777,404
Total income from all sources (including contributions)2018-12-31$1,312,224
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,819,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,669,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,703,337
Value of total assets at end of year2018-12-31$10,819,623
Value of total assets at beginning of year2018-12-31$12,590,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$149,707
Total interest from all sources2018-12-31$0
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$487,265
Contributions received from participants2018-12-31$1,665,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$123,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$259,694
Administrative expenses (other) incurred2018-12-31$149,707
Liabilities. Value of operating payables at end of year2018-12-31$71,109
Liabilities. Value of operating payables at beginning of year2018-12-31$979,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-506,901
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,306,072
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,812,973
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
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$10,696,209
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$12,590,377
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$76,203
Net gain/loss from 103.12 investment entities2018-12-31$-391,113
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$38,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,593,215
Liabilities. Value of benefit claims payable at end of year2018-12-31$433,406
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$538,434
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 VEBA RETIREE HEALTH BENEFITS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,777,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,547,000
Total income from all sources (including contributions)2017-12-31$3,427,386
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,346,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,926,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,925,839
Value of total assets at end of year2017-12-31$12,590,377
Value of total assets at beginning of year2017-12-31$12,279,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$420,593
Total interest from all sources2017-12-31$0
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,753,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$183,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$259,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,863
Administrative expenses (other) incurred2017-12-31$420,593
Liabilities. Value of operating payables at end of year2017-12-31$979,276
Liabilities. Value of operating payables at beginning of year2017-12-31$1,056,452
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$80,396
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,812,973
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,732,577
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
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$12,590,377
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$12,096,437
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$117,668
Net gain/loss from 103.12 investment entities2017-12-31$1,501,547
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
Contributions received in cash from employer2017-12-31$172,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,808,729
Liabilities. Value of benefit claims payable at end of year2017-12-31$538,434
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$474,685
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 VEBA RETIREE HEALTH BENEFITS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,547,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,685,934
Total income from all sources (including contributions)2016-12-31$2,645,372
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,691,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,557,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,797,232
Value of total assets at end of year2016-12-31$12,279,577
Value of total assets at beginning of year2016-12-31$13,464,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,078
Total interest from all sources2016-12-31$0
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,579,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$183,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,074
Administrative expenses (other) incurred2016-12-31$134,078
Liabilities. Value of operating payables at end of year2016-12-31$1,056,452
Liabilities. Value of operating payables at beginning of year2016-12-31$2,099,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-46,048
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,732,577
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,778,625
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
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$12,096,437
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$13,464,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$141,994
Net gain/loss from 103.12 investment entities2016-12-31$848,140
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
Contributions received in cash from employer2016-12-31$217,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,415,348
Liabilities. Value of benefit claims payable at end of year2016-12-31$474,685
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$575,340
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 VEBA RETIREE HEALTH BENEFITS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,685,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,615,272
Total income from all sources (including contributions)2015-12-31$1,877,608
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,189,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,017,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,843,548
Value of total assets at end of year2015-12-31$13,464,559
Value of total assets at beginning of year2015-12-31$16,705,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$171,414
Total interest from all sources2015-12-31$0
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,614,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$22,574
Administrative expenses (other) incurred2015-12-31$171,414
Liabilities. Value of operating payables at end of year2015-12-31$2,099,520
Liabilities. Value of operating payables at beginning of year2015-12-31$3,092,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,311,640
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,778,625
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,090,265
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
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$13,464,559
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$16,705,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$140,476
Net gain/loss from 103.12 investment entities2015-12-31$34,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$229,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,877,358
Liabilities. Value of benefit claims payable at end of year2015-12-31$575,340
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$500,574
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 VEBA RETIREE HEALTH BENEFITS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,615,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,930,622
Total income from all sources (including contributions)2014-12-31$3,238,270
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,616,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,422,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,027,213
Value of total assets at end of year2014-12-31$16,705,537
Value of total assets at beginning of year2014-12-31$17,398,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$193,455
Total interest from all sources2014-12-31$0
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,797,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$22,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$12,579
Administrative expenses (other) incurred2014-12-31$193,455
Liabilities. Value of operating payables at end of year2014-12-31$3,092,124
Liabilities. Value of operating payables at beginning of year2014-12-31$1,809,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,377,858
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,090,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,468,123
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
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$16,705,537
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$17,398,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$154,185
Net gain/loss from 103.12 investment entities2014-12-31$1,211,057
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
Contributions received in cash from employer2014-12-31$229,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,268,488
Liabilities. Value of benefit claims payable at end of year2014-12-31$500,574
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$108,140
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 VEBA RETIREE HEALTH BENEFITS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,930,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,586,946
Total income from all sources (including contributions)2013-12-31$5,317,635
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,337,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,129,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,788,359
Value of total assets at end of year2013-12-31$17,398,745
Value of total assets at beginning of year2013-12-31$18,075,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$207,904
Total interest from all sources2013-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,874,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$12,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,233
Administrative expenses (other) incurred2013-12-31$207,904
Liabilities. Value of operating payables at end of year2013-12-31$1,809,903
Liabilities. Value of operating payables at beginning of year2013-12-31$2,478,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-20,239
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,468,123
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,488,362
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
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$17,398,745
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$18,075,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,664,900
Net gain/loss from 103.12 investment entities2013-12-31$1,529,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,913,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,465,070
Liabilities. Value of benefit claims payable at end of year2013-12-31$108,140
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$92,077
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 VEBA RETIREE HEALTH BENEFITS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,586,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,734,562
Total income from all sources (including contributions)2012-12-31$5,215,022
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,737,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,560,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,384,633
Value of total assets at end of year2012-12-31$18,075,308
Value of total assets at beginning of year2012-12-31$17,745,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$177,751
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,752,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$34,607
Administrative expenses (other) incurred2012-12-31$177,751
Liabilities. Value of operating payables at end of year2012-12-31$2,478,636
Liabilities. Value of operating payables at beginning of year2012-12-31$2,604,483
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$477,178
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,488,362
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,011,184
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
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$18,075,308
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$17,745,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,695,936
Net gain/loss from 103.12 investment entities2012-12-31$1,830,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,631,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,864,157
Liabilities. Value of benefit claims payable at end of year2012-12-31$92,077
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$95,472
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 VEBA RETIREE HEALTH BENEFITS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,734,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,859,095
Total income from all sources (including contributions)2011-12-31$4,099,042
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,629,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,402,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,276,031
Value of total assets at end of year2011-12-31$17,745,746
Value of total assets at beginning of year2011-12-31$18,400,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$226,830
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,330,074
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$157,765
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$134,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$34,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,907
Administrative expenses (other) incurred2011-12-31$226,830
Liabilities. Value of operating payables at end of year2011-12-31$2,604,483
Liabilities. Value of operating payables at beginning of year2011-12-31$2,728,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-530,381
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,011,184
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,541,565
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
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$17,745,746
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$18,400,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,105,089
Net gain/loss from 103.12 investment entities2011-12-31$823,011
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$1,788,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,163,341
Liabilities. Value of benefit claims payable at end of year2011-12-31$95,472
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$115,161
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 VEBA RETIREE HEALTH BENEFITS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,859,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,346,786
Total income from all sources (including contributions)2010-12-31$4,569,735
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,544,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,369,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,397,960
Value of total assets at end of year2010-12-31$18,400,660
Value of total assets at beginning of year2010-12-31$17,863,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$175,609
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,385,226
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$152,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$14,895
Administrative expenses (other) incurred2010-12-31$175,609
Liabilities. Value of operating payables at end of year2010-12-31$2,728,027
Liabilities. Value of operating payables at beginning of year2010-12-31$2,184,408
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$24,751
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,541,565
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,516,814
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
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$18,400,660
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$17,863,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,089,255
Net gain/loss from 103.12 investment entities2010-12-31$1,171,775
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$2,012,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,128,007
Liabilities. Value of benefit claims payable at end of year2010-12-31$115,161
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$147,483
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for ELEVANCE HEALTH VEBA RETIREE HEALTH BENEFITS PLAN

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

ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract numberIN002GRS
Policy instance 1
Insurance contract or identification numberIN002GRS
Number of Individuals Covered436
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Other welfare benefits providedMEDICARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,268,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract numberIN002GRS
Policy instance 1
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract numberIN002GRS
Policy instance 1
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number174013
Policy instance 1
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number174013
Policy instance 1
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number174013
Policy instance 1
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number218630-218633
Policy instance 1
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number174013
Policy instance 2
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number218608-218611
Policy instance 1
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 95473 )
Policy contract number174013
Policy instance 3
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number218630-218633
Policy instance 2
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number200005
Policy instance 1
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number218608
Policy instance 2
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number174013
Policy instance 2
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number200005
Policy instance 1

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