# Ath Holding Company LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/ath-holding-company-llc-113713086-535

> Ath Holding Company LLC's Health & Welfare plan: 656 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ath Holding Company LLC

- **Sponsor EIN:** 113713086

- **Sponsor Address:** 220 VIRGINIA AVENUE, INDIANAPOLIS, IN, 46204

- **Plan Type:** Health & Welfare

- **Plan Number:** 535

- **Total Participants:** 656

- **Total Assets:** $13.5M

## 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|656|$13.5M|$7.2M|$1.8M|

| 2023|605|$13.9M|$7.0M|$1.8M|

| 2022|606|$13.0M|$6.6M|$1.5M|

## 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|

| ELEVANCE HEALTH, INC.|Recordkeeper|$27,535|—|$27,535|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,535

- **Estimated Expense Ratio:** 0.204% 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|$307,255|—|—|—|—|

| 2023|$192,514|—|—|—|—|

| 2022|$24,291|—|—|—|—|

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