Civic Intelligence

Elevance Health Retiree Veba Trust

990 • Fiscal year 2021 • EIN 01-0477639

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization ProfileN/A
220 Virginia AvenueIndianapolis, IN 46204

(317) 488-6000

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Net Margin

1st percentile

-318%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

38th percentile

$3,150

Higher top officer pay than 38% of similar nonprofits.

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Asset Growth

27th percentile

1.8%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

472%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$364,235,099

Up $6,430,198 (+1.8%) from 2020

Net Assets

Up

$364,235,099

Up $6,430,198 (+1.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin1st percentile

Revenue

Up

$6,305,042

Up $5,202,218 (+472%) from 2020

Expenses

Up

$26,383,167

Up $17,815,068 (+208%) from 2020

Net Income

Down

-$20,078,125

Down $12,612,850 (-169%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2021

Assets$364,235,099
Liabilities$0
Net Assets$364,235,099
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$6,305,042
Expenses$26,383,167
Net Income-$20,078,125
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$22,296,878
Mission and Program Overview

Mission

Provide post-retirement benefits to retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$11,184,486$26,027,903▲ $14,843,417
Investments in Publicly Traded Securities$23,584,922$0▼ $23,584,922
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$357,804,901$364,235,099▲ $6,430,198
Other Assets Total$323,035,493$338,207,196▲ $15,171,703
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$357,804,901$364,235,099▲ $6,430,198
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$357,804,901$364,235,099▲ $6,430,198
Total Liabilities and Net Assets / Fund Balance$357,804,901$364,235,099▲ $6,430,198

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$338,207,196--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Jp Morgan Chase Bank NaTrustee$3,150$3,150
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,305,042
Other Revenue
$0
Change in Net Assets
$-20,078,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,851,614
Salaries, Compensation, and Employee Benefits$3,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,528,403
Other Expenses---$3,743,364
Fees for Services Accounting---$55,250
Current Officers, Directors, Trustees, and Key Employees---$3,150
Total Functional Expenses$0$0$0$26,383,167
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
Anthem Retiree VEBA Trust
EIN
01-0477639
In Care Of
% SARA SCHLUGE
Phone
3174886000
Address
220 VIRGINIA AVENUE, INDIANAPOLIS, IN 46204

Signing Officer

Name
Cindy Jean-paul
Title
Vice President
Phone
2625234711
Signed
2022-11-03
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
Kristen G Farr Capizz
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 Appendix366 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.

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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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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0357804901
IRS990/TotalAssetsGrp/EOYAmt0364235099
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IRS990/VotingMembersIndependentCnt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/InCareOfNm0% SARA SCHLUGE
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN G FARR CAPIZZ
ReturnHeader/ReturnTs02022-11-09T11:29:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CINDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JEAN-PAUL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,235,099
Liabilities
$0
Net assets
$364,235,099
Revenue
$6,305,042
Expenses
$26,383,167
Net income
-$20,078,125
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)9 • $250M-$1B nonprofits