Civic Intelligence

Elevance Health Retiree Veba Trust

990 • Fiscal year 2018 • EIN 01-0477639

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization ProfileN/A
220 Virginia Avenue Attn Sean GrayIndianapolis, IN 46204

(317) 488-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$297,922,757

Down $18,381,783 (-5.8%) from 2017

Net Assets

Down

$297,922,757

Down $18,381,783 (-5.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$5,841,936

Down $29,337,540 (-83%) from 2017

Expenses

Up

$7,838,648

Up $2,866,539 (+58%) from 2017

Net Income

Down

-$1,996,712

Down $32,204,079 (-107%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$297,922,757
Liabilities$0
Net Assets$297,922,757
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$5,841,936
Expenses$7,838,648
Net Income-$1,996,712
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$10,938,543
Mission and Program Overview

Mission

Provide post-retirement benefits to retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$47,818,231$27,243,991▼ $20,574,240
Cash and Non-Interest-Bearing Accounts$0$21,727,766▲ $21,727,766
Accounts Receivable$15,014$0▼ $15,014
Savings and Temporary Cash Investments$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$316,304,540$297,922,757▼ $18,381,783
Other Assets Total$268,471,295$248,951,000▼ $19,520,295
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
Unrestricted Net Assets$316,304,540$297,922,757▼ $18,381,783
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$316,304,540$297,922,757▼ $18,381,783
Total Liabilities and Net Assets / Fund Balance$316,304,540$297,922,757▼ $18,381,783

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$248,951,000--
Compensation and Service Providers
Top Officer Pay28th percentile

Board Members and Trustees

NameTitle
Jp Morgan Chase Bank NaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,000,000
Investment Income
$841,936
Other Revenue
$0
Change in Net Assets
$-1,996,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,250,382
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$5,071,203
Benefits to Members---$2,588,266
Other Expenses---$144,236
Fees for Services Other---$26,827
Fees for Services Accounting---$8,116
Total Functional Expenses$0$0$0$7,838,648
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
Anthem Retiree VEBA Trust
EIN
01-0477639
In Care Of
% SARA SCHLUGE
Phone
3174886000
Address
220 VIRGINIA AVENUE ATTN SEAN GRAY, INDIANAPOLIS, IN 46204

Signing Officer

Name
Jim Farrell
Title
VP
Phone
2625234711
Signed
2019-11-07
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
111 MONUMENT CIRCLE 4000, INDIANAPOLIS, IN 46204
Preparer
Janice K Martin
Phone
3176817000
Supplemental Narrative

Additional Explanations

Significant Changes to Governing Documents

“FORM 990, PART VI, SECTION A, LINE 4 Anthem amended its organizing documents to change its institutional trustee. 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 Appendix369 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt015014
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide post-retirement benefits to retirees.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt02588266
IRS990/BooksInCareOfDetail/PersonNm0SARA SCHLUGE
IRS990/BooksInCareOfDetail/PhoneNum03174886544
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 VIRGINIA AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Indianapolis
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046204
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt021727766
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02588266
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0841936
IRS990/CYOtherExpensesAmt05250382
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05000000
IRS990/CYRevenuesLessExpensesAmt0-1996712
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07838648
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05841936
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/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt08116
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt026827
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/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-210575
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/SecuritiesAmt04886032
IRS990/GrossReceiptsAmt010938543
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt05071203
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0711418
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01052511
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0341093
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt047818231
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027243991
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05096607
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
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0316304540
IRS990/NetAssetsOrFundBalancesEOYAmt0297922757
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-210575
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-210575
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0319742
IRS990/NetUnrlzdGainsLossesInvstAmt0-16385071
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0268471295
IRS990/OtherAssetsTotalGrp/EOYAmt0248951000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0UBTI TAX EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0144236
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JP MORGAN CHASE BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0DEATH BENEFITS PAID
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05000000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05000000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02333476
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035178448
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02602245
IRS990/PYOtherRevenueAmt01028
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt030207367
IRS990/PYSalariesCompEmpBnftPaidAmt036388
IRS990/PYTotalExpensesAmt04972109
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035179476
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1996712
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0248951000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE CONTRACTS
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0248951000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION A, LINE 4 Anthem amended its organizing documents to change its institutional trustee. 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0113713086
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ATH HOLDING COMPANY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0220 VIRGINIA AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd046204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0316304540
IRS990/TotalAssetsEOYAmt0297922757
IRS990/TotalAssetsGrp/BOYAmt0316304540
IRS990/TotalAssetsGrp/EOYAmt0297922757
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07838648
IRS990/TotalGrossUBIAmt0341093
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0316304540
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0297922757
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt05000000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0500843
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05000000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05841936
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0341093
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0316304540
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297922757
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0316304540
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0297922757
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE BEACON STREET
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0021083002
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM FARRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum02625234711
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anthem Retiree VEBA Trust
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0010477639
ReturnHeader/Filer/InCareOfNm0% SARA SCHLUGE
ReturnHeader/Filer/PhoneNum03174886000
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 VIRGINIA AVENUE ATTN SEAN GRAY
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03EE0EA4077A952E7D1F71D0CD73736AA8FC8EC2C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03EE0EA4077A952E7D1F71D0CD73736AA8FC8EC2C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId035057220193155000010
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.57.159.254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE K MARTIN
ReturnHeader/ReturnTs02019-11-11T12:23:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,922,757
Liabilities
$0
Net assets
$297,922,757
Revenue
$5,841,936
Expenses
$7,838,648
Net income
-$1,996,712
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
2018Detailed filing. Detailed filing data is available for this year.$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