Anthem Supplemental Unemployment Benefit Trust

EIN: 826729294 Mutual Benefit

Indianapolis, IN

Total Revenue
$19,267,163
Total Expenses
$19,133,920
Total Assets
$236,794
Net Assets
$236,794
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
IN
Phone
3174886000
Tax Period
2023-01-01 to 2023-12-31

Anthem Supplemental Unemployment Benefit Trust, founded in 2017, is a mid-sized nonprofit in the Mutual Benefit sector that reported $19.3M in total revenue in fiscal year 2023. Revenue surged 246% from the prior year, signaling strong growth momentum.

Mission

To provide for Supplemental Unemployment Pay to Eligible Associates of Elevance Health, Inc. (FKA Anthem, Inc.) and Affiliated Companies participating in this Plan to aid the Associates transition to new employment.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $19,258,763
Investment Income $8,400
Other Revenue $0
TOTAL REVENUE $19,267,163

Expense Breakdown

Grants Paid $0
Salaries & Benefits $128
Fundraising Expenses $0
Program Expenses $0
Other Expenses $0
TOTAL EXPENSES $19,133,920

Year-over-Year Comparison

2023 2022 Change
Revenue $19,267,163 $5,571,174 +2.5%
Expenses $19,133,920 $5,841,716 +2.3%
Net Income $133,243 $-270,542 -1.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$128 $0 $128
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $19,267,163 $19,133,920 $236,794 $133,243
2022 $5,571,174 $5,841,716 $103,551 $-270,542
2021 $14,195,196 $13,921,838 $374,093 $273,358
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