Civic Intelligence

Elevance Health Retiree Veba Trust

EIN 01-0477639 • 501(c)9 • Indianapolis, IN

Profile

Provide post-retirement benefits to retirees.

220 Virginia AvenueIndianapolis, IN 46204

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

1st percentile

-2807%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

15th percentile

$2,316

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$250M-$1B nonprofits • Source year 2023

Asset Growth

41st percentile

3.5%

Faster asset growth than 41% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-73%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$316,837,689

Up $10,658,279 (+3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$316,837,689

Up $10,658,279 (+3.5%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin1st percentile

Revenue

Down

$651,970

Down $1,777,542 (-73%) from 2023

Expenses

Down

$18,952,556

Down $3,881,560 (-17%) from 2023

Net Income

Up

-$18,300,586

Up $2,104,018 (+10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2011: $226,683,154Liabilities 2011: $0Net Assets 2011: $226,683,1542011Assets 2012: $239,784,966Liabilities 2012: $0Net Assets 2012: $239,784,9662012Assets 2013: $264,096,248Liabilities 2013: $0Net Assets 2013: $264,096,2482013Assets 2014: $271,960,454Liabilities 2014: $0Net Assets 2014: $271,960,4542014Assets 2015: $266,499,330Liabilities 2015: $0Net Assets 2015: $266,499,3302015Assets 2016: $284,764,934Liabilities 2016: $0Net Assets 2016: $284,764,9342016Assets 2017: $316,304,540Liabilities 2017: $0Net Assets 2017: $316,304,5402017Assets 2018: $297,922,757Liabilities 2018: $0Net Assets 2018: $297,922,7572018Assets 2019: $332,959,735Liabilities 2019: $0Net Assets 2019: $332,959,7352019Assets 2020: $357,804,901Liabilities 2020: $0Net Assets 2020: $357,804,9012020Assets 2021: $364,235,099Liabilities 2021: $0Net Assets 2021: $364,235,0992021Assets 2022: $287,681,873Liabilities 2022: $0Net Assets 2022: $287,681,8732022Assets 2023: $306,179,410Liabilities 2023: $0Net Assets 2023: $306,179,4102023Assets 2024: $316,837,689Liabilities 2024: $0Net Assets 2024: $316,837,6892024

Highlighted filing

2024

Assets$316,837,689
Liabilities$0
Net Assets$316,837,689
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2011: $30,662,987Expenses 2011: $284,407Net Income 2011: $30,378,5802011Revenue 2012: $17,354,283Expenses 2012: $4,336,968Net Income 2012: $13,017,3152012Revenue 2013: $29,673,951Expenses 2013: $5,192,884Net Income 2013: $24,481,0672013Revenue 2014: $13,631,304Expenses 2014: $6,239,291Net Income 2014: $7,392,0132014Revenue 2015: $3,622,486Expenses 2015: $7,723,767Net Income 2015: -$4,101,2812015Revenue 2016: $32,946,650Expenses 2016: $16,246,240Net Income 2016: $16,700,4102016Revenue 2017: $35,179,476Expenses 2017: $4,972,109Net Income 2017: $30,207,3672017Revenue 2018: $5,841,936Expenses 2018: $7,838,648Net Income 2018: -$1,996,7122018Revenue 2019: $1,659,400Expenses 2019: $16,562,540Net Income 2019: -$14,903,1402019Revenue 2020: $1,102,824Expenses 2020: $8,568,099Net Income 2020: -$7,465,2752020Revenue 2021: $6,305,042Expenses 2021: $26,383,167Net Income 2021: -$20,078,1252021Revenue 2022: $500,721Expenses 2022: $21,873,734Net Income 2022: -$21,373,0132022Revenue 2023: $2,429,512Expenses 2023: $22,834,116Net Income 2023: -$20,404,6042023Revenue 2024: $651,970Expenses 2024: $18,952,556Net Income 2024: -$18,300,5862024

Highlighted filing

2024

Revenue$651,970
Expenses$18,952,556
Net Income-$18,300,586
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,837,689
Liabilities
$0
Net assets
$316,837,689
Revenue
$651,970
Expenses
$18,952,556
Net income
-$18,300,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$317$0.00$317$0.65$19.0$18.3
2023Detailed filing. Detailed filing data is available for this year.$306$0.00$306$2.43$22.8$20.4
2022Detailed filing. Detailed filing data is available for this year.$288$0.00$288$0.50$21.9$21.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$364$0.00$364$6.31$26.4$20.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$358$0.00$358$1.10$8.57$7.47
2019Detailed filing. Detailed filing data is available for this year.$333$0.00$333$1.66$16.6$14.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$298$0.00$298$5.84$7.84$2.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$316$0.00$316$35.2$4.97$30.2
2016Detailed filing. Detailed filing data is available for this year.$285$0.00$285$32.9$16.2$16.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$266$0.00$266$3.62$7.72$4.10
2014Summary only. Only limited summary data is available for this year.$272$0.00$272$13.6$6.24$7.39
2013Summary only. Only limited summary data is available for this year.$264$0.00$264$29.7$5.19$24.5
2012Summary only. Only limited summary data is available for this year.$240$0.00$240$17.4$4.34$13.0
2011Summary only. Only limited summary data is available for this year.$227$0.00$227$30.7$0.28$30.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$20,230,634
Mission and Program Overview

Mission

Provide post-retirement benefits to retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,994,990$16,088,992▼ $905,998
Savings and Temporary Cash Investments$205,923$85,479▼ $120,444
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$306,179,410$316,837,689▲ $10,658,279
Other Assets Total$288,978,497$300,663,218▲ $11,684,721
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$306,179,410$316,837,689▲ $10,658,279
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$306,179,410$316,837,689▲ $10,658,279
Total Liabilities and Net Assets / Fund Balance$306,179,410$316,837,689▲ $10,658,279

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$300,663,218--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleBaseTotal
Jp Morgan Chase Bank NaTrustee$3,881$3,881
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$651,970
Other Revenue
$0
Change in Net Assets
$-18,300,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,677,428
Salaries, Compensation, and Employee Benefits$3,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$16,271,247
Other Expenses---$2,490,734
Fees for Services Accounting---$54,194
Fees for Services Other---$11,500
Current Officers, Directors, Trustees, and Key Employees---$3,881
Total Functional Expenses$0$0$0$18,952,556
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Elevance Health Retiree Veba Trust
EIN
01-0477639
In Care Of
% SARA SCHLUGE
Phone
3174886000
Address
220 VIRGINIA AVENUE, INDIANAPOLIS, IN 46204

Signing Officer

Name
Rino Mermini
Title
Vice President
Phone
2625234711
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jp Morgan Chase Bank Na
Formed
2000
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Morgan E Eads
Phone
3128792000
Supplemental Narrative

Additional Explanations

Tax Return Review

“FORM 990, PART VI, SECTION B, LINE 11B Form 990 is prepared by an outside firm and reviewed by the Tax Manager before being provided to the trustee at the time of filing.”

Compliance Policies

“Form 990, Part VI, Section B, Line 12c Guidelines set forth in the Trust Agreement Section 8 and 9 provide for such oversight.”

Process for Determining Compensation

“Form 990, Part VI, Section B, Line 15a & 15b These questions are not applicable to the trust, additionally, the trust does not have any employees. Therefore, no processes related to employee compensation are in place.”

Governing Documents Availability

“Form 990, Part VI, Section C, Line 19 These documents are made available upon request.”

Compensation

“Form 990, Part VII, Section A J.P. Morgan Chase Bank, N.A. serves as the trustee of the trust. The plan sponsor is ATH HOLDING COMPANY, LLC. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the VEBA does not have a governing body that exercises discretion.”

Accounting Method

“Form 990, Part XII, Line 1 Modified Cash Basis”

Raw XML Appendix377 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide post-retirement benefits to retirees.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt016271247
IRS990/BooksInCareOfDetail/PersonNm0SARA SCHLUGE
IRS990/BooksInCareOfDetail/PhoneNum03174886000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 VIRGINIA AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Indianapolis
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046204
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03881
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt016271247
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0651970
IRS990/CYOtherExpensesAmt02677428
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-18300586
IRS990/CYSalariesCompEmpBnftPaidAmt03881
IRS990/CYTotalExpensesAmt018952556
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0651970
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide post-retirement benefits to retirees.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt054194
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt011500
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JP MORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03881
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt014591
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019593255
IRS990/GrossReceiptsAmt020230634
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0590682
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0637379
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt046697
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016994990
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016088992
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019578664
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE POST-RETIREMENT BENEFITS TO RETIREES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014591
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt042999
IRS990/NetUnrlzdGainsLossesInvstAmt028958865
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IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0300663218
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0UBTI TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1LIFE INSURANCE CONTRACT FEES
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IRS990/OtherExpensesGrp/TotalAmt12490734
IRS990/OtherLiabilitiesGrp/BOYAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
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IRS990/PYProgramServiceRevenueAmt00
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IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-18300586
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION B, LINE 11B Form 990 is prepared by an outside firm and reviewed by the Tax Manager before being provided to the trustee at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Section B, Line 12c Guidelines set forth in the Trust Agreement Section 8 and 9 provide for such oversight.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, Section B, Line 15a & 15b These questions are not applicable to the trust, additionally, the trust does not have any employees. Therefore, no processes related to employee compensation are in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part VI, Section C, Line 19 These documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990, Part VII, Section A J.P. Morgan Chase Bank, N.A. serves as the trustee of the trust. The plan sponsor is ATH HOLDING COMPANY, LLC. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the VEBA does not have a governing body that exercises discretion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990, Part XII, Line 1 Modified Cash Basis
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0TAX RETURN REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1COMPLIANCE POLICIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3GOVERNING DOCUMENTS AVAILABILITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5ACCOUNTING METHOD
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ELEVANCE HEALTH INC
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IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0021083002
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RINO MERMINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625234711
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELEVANCE HEALTH RETIREE VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELEV
ReturnHeader/Filer/EIN0010477639
ReturnHeader/Filer/InCareOfNm0% SARA SCHLUGE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN E EADS
ReturnHeader/ReturnTs02025-10-24T16:42:54-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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