2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Florida Inc.
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 20241007081602NAL0031236226001) for Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Florida Inc., reported by Blue Cross And Blue Shield Of Florida, Inc. under EIN 59-2015694 and plan number 001. It reports 5,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081602NAL0031236226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Of Florida, Inc.
- EIN
- 59-2015694
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 5,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $497,456,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $497,456,441
- Total income / additions
- $44,924,244
- Benefits paid
- $35,091,091
- Administrative expenses
- $1,510,114
- Total expenses
- $36,601,205
- Net increase / (decrease)
- $8,323,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Mangement | INVESTMENT MGMT | $519,290 | not reported in the loaded dataset |
| Blue Cross Blue Shield Association | PLAN ADMIN | $380,360 | not reported in the loaded dataset |
| Pacific Investment Management Co. | INVEST MGMT. | $236,176 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $163,835 | not reported in the loaded dataset |
| Grant Thornton, Llp | ACCOUNTING | $62,294 | not reported in the loaded dataset |
| Aon Consulting | ACTUARIAL | $43,673 | not reported in the loaded dataset |
| Legal & General Investment | INVESTMENT MANAGEMENT | $40,374 | not reported in the loaded dataset |
| Metlife Investment Mgmt | INV MGMT. | $30,540 | not reported in the loaded dataset |
| L&S Ventures LLC | CONSULTING | $11,891 | not reported in the loaded dataset |
| Bloomberg Finance L.P. | OTHER INVEST. FEES,EXPENS | $11,234 | not reported in the loaded dataset |
| Morningstar | OTHER INV FEES EXPENSE | $6,637 | not reported in the loaded dataset |