Plan Snapshot
- Plan Sponsor: Anthem Holding Corp.
- Sponsor EIN: 611459939
- Sponsor Address: 220 VIRGINIA AVENUE, INDIANAPOLIS, IN, 46204
- Plan Type: DB
- Total Participants: 38
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 38 | $44.0M | $0 | $0 |
| 2023 | 26 | $42.5M | $0 | $0 |
| 2022 | 33 | $39.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BUCK GLOBAL, LLC | Recordkeeper | $44,627 | — | $44,627 |
| ELEVANCE HEALTH, INC. | Recordkeeper | $37,110 | — | $37,110 |
| JPMORGAN CHASE BANK N.A. | Custodian / Trustee | $17,193 | — | $17,193 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK N.A. — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,930
- Estimated Expense Ratio: 0.225% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $195,082 | — | — | — | — |
| 2023 | $476,658 | — | — | — | — |
| 2022 | $157,455 | — | — | — | $26,198 |