2023 Form 5500 filing — Bluecross Blueshield Of Tennessee Employee Retirement Savings Program
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905145436NAL0021174625001) for Bluecross Blueshield Of Tennessee Employee Retirement Savings Program, reported by Blue Cross Blue Shield Of Tennessee under EIN 62-0427913 and plan number 002. It reports 7,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905145436NAL0021174625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross Blue Shield Of Tennessee
- EIN
- 62-0427913
- Plan number
- 002
- Location
- Chattanooga, TN
- Participants
- 7,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,128,826,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,128,826,066
- Employer contributions
- $30,979,524
- Participant contributions
- $36,869,624
- Total income / additions
- $242,134,895
- Benefits paid
- $80,780,880
- Administrative expenses
- $987,571
- Total expenses
- $81,796,274
- Net increase / (decrease)
- $160,338,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $511,871 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $348,517 | $0 |
| Bcbsa Neba | PLAN ADMINISTRATOR | $105,238 | not reported in the loaded dataset |
| Ernst & Young | ACCOUNTANT/AUDITOR | $21,944 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |