DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Elevance Health Cash Balance Plan B
Corporate pensionIndianapolis, IN
Assets
$501M
Total assets, Dec 31, 2024 reported
Funded
109.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: ATH Holding Company LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 5.7%
- Master trust investment accounts 94.3%
Consultants and advisers
5 firms
- Aon General consultantthrough Dec 31, 2024 Form 5500
- Mercer General consultantthrough Dec 31, 2022 Form 5500
- Arthur J. Gallagher & Co. Actuarythrough Dec 31, 2024 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Kayne Anderson Core Real Estate Advplan years 2023
- Sustainable Woodlands Partners LLCplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$911,174 (2023-12) · $705,465 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,126 | $495M | $308M | 109.5% | $501M | n/a | $472M | n/a |
| 2023 to Dec 31, 2023 | 2,256 | $475M | $334M | 112.1% | $515M | n/a | $485M | n/a |
| 2022 to Dec 31, 2022 | 2,393 | $597M | $358M | 110.3% | $497M | n/a | $466M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Jpmorgan Chase Bank N.A. codes 21 28 $646,948 PY2024
- Kayne Anderson Core Real Estate Adv codes 28 $600,507 PY2024
- Arthur J Gallagher & Co codes 11 16 65 $86,411 PY2024
- Elevance Health, Inc. codes 14 $67,379 PY2024
- Mercer codes 16 $52,942 PY2024
- Principal Life Insurance Company codes 13 50 64 $22,764 PY2024
- AON Consulting Inc codes 16 $13,333 PY2024
- Elevance Health Master Trust Sched. D M $472M PY2024
- Buck Global, LLC codes 11 PY2024
- Jpmorgan Chase Bank N.A. codes 21 28 $654,038 PY2023
- Sustainable Woodlands Partners LLC codes 28 $177,444 PY2023
- Kayne Anderson Core Real Estate Adv codes 28 $145,677 PY2023
- Buck Global, LLC codes 11 16 65 $111,218 PY2023
- Elevance Health, Inc. codes 14 $74,101 PY2023
- Mercer codes 16 $59,792 PY2023
- Pension Benefit Information LLC codes 65 $26,918 PY2023
- Lewis Rice LLC codes 29 $8,837 PY2023
- Principal Life Insurance Company codes 13 50 64 $750 PY2023
- Elevance Health Master Trust Sched. D M $485M PY2023
- Buck Global, LLC codes 11 PY2023
- Jpmorgan Chase Bank N.A. codes 21 28 $771,715 PY2022
- Buck Global, LLC codes 11 16 65 $109,155 PY2022
- Elevance Health, Inc. codes 14 $60,345 PY2022
- Mercer codes 16 $43,184 PY2022
- Sustainable Woodlands Partners LLC codes 28 $20,929 PY2022
- Principal Life Insurance Company codes 13 50 64 $1,250 PY2022
- Elevance Health Master Trust Sched. D M $466M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceArthur J Gallagher & Co appears on Elevance Health Cash Balance Plan B's Schedule C as general consultant (plan year 2024 vs 2023)with Arthur J. Gallagher & Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBuck Global, LLC no longer appears on Elevance Health Cash Balance Plan B's Schedule C as general consultant (plan year 2024 vs 2023)with Buck Global, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Consulting Inc appears on Elevance Health Cash Balance Plan B's Schedule C as general consultant (plan year 2024 vs 2023)with Aonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSustainable Woodlands Partners LLC no longer appears on Elevance Health Cash Balance Plan B's Schedule C as investment manager (plan year 2024 vs 2023)with Sustainable Woodlands Partners LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedElevance Health Cash Balance Plan B funded ratio 112.1% -> 109.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedKayne Anderson Core Real Estate Adv appears on Elevance Health Cash Balance Plan B's Schedule C as investment manager (plan year 2023 vs 2022)with Kayne Anderson Core Real Estate Advaskebsa.dol.gov
- Jan 1, 2023Assets changedElevance Health Cash Balance Plan B plan assets $597M -> $475M (-20.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113713086-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.