Elevance Health matches 100% of the first 4% contributed and 50% of the next 2%.
See reviewed source ↓Department of Labor filing
Spot something wrong?MUSICAL THEATRE OF ANTHEM INC
MUSICAL THEATRE OF ANTHEM INC 401(K) PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jun 18, 2026Verified current terms Source dated Dec 31, 2025
Plan summary
What matters most
This plan has a strong employer match and a documented vesting schedule. Peer filing context is shown below.
100%current benefits covered
7 of 7 fields
7 of 7 fields
At $100,000 of eligible pay, after contributing 6% to capture the full amount. Annual limits and eligibility rules may reduce it.
The Elevance Health match becomes fully vested after two years of service.
Some administrative costs and loan-processing fees are paid from plan or participant assets, while Elevance Health may pay others.
The plan offers target-date funds, mutual funds, collective trusts, Elevance Health stock, and a brokerage option.
Employees of participating Elevance Health companies are generally eligible 30 days after hire.
Employees are automatically enrolled at 6% of eligible pay.
Available. Employees may divide contributions between pre-tax and Roth 401(k) accounts.
Not reported per active participant in 2025.
Participation up 0.0% · assets up 0.0%
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Reviewed current terms appear below.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributionsNot enough dataTypical peer $1,102 · based on 34,089 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $40 · based on 30,048 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. Limitations: employer_contribution_measure_unavailable,administrative_cost_measure_unavailable_or_zero
The short version
What employees should know
For the year ended Dec 31, 2025, MUSICAL THEATRE OF ANTHEM INC reported Not reported in employer contributions across this plan, or Not reported per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- Not reported Not reported per active participant
- Participant contributions
- $16,184
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- Not reported
- Active participants
- 3 Small plan
- Total participants
- 3 3 at the beginning of the year
- Ending assets
- $16,389 $5,463 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $0
- Ending net assets
- $16,389
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $16,389
- Total expenses
- $0
- Administrative expenses
- Not reported Not reported per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
Not reported
2025
Not reported
2025
3
2025
$16,389
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | Not reported | 3 | 16.4K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 262408540-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Nov 1, 2025
- Industry
- Other services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- Yes
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
Verified plan terms
What dated primary sources say
These terms come from reviewed official sources. Blank items remain unknown rather than inferred.
- Employer contribution
- Elevance Health matches 100% of the first 4% contributed and 50% of the next 2%. Contributing 6% therefore earns the maximum company match equal to 5% of eligible pay. The plan also provides a year-end true-up.
- Eligibility
- Employees of participating Elevance Health companies are generally eligible 30 days after hire.
- Vesting
- The Elevance Health match becomes fully vested after two years of service.
- Investment information
- The plan offers target-date funds, mutual funds, collective trusts, Elevance Health stock, and a brokerage option. Employees who make no investment choice default into the target-date fund aligned with the year they turn 65.
- Automatic enrollment
- Employees are automatically enrolled at 6% of eligible pay. Their rate rises by 1 percentage point annually until it reaches 15%, unless they choose otherwise.
- Roth contributions
- Available. Employees may divide contributions between pre-tax and Roth 401(k) accounts.
- Participant fees
- Some administrative costs and loan-processing fees are paid from plan or participant assets, while Elevance Health may pay others. The plan reported $6.4 million in administrative expenses for 2025.
Source: Elevance Health 401(k) Plan — 2025 Form 11-K ↗ · dated Dec 31, 2025
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260618091303NAL0003885024001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗