2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Nebraska
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 20241007140506NAL0026358912001) for Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Nebraska, reported by Blue Cross And Blue Shield Of Nebraska under EIN 47-0095156 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140506NAL0026358912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Of Nebraska
- EIN
- 47-0095156
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,611,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,611,084
- Employer contributions
- $1,100,000
- Total income / additions
- $5,843,658
- Benefits paid
- $2,718,399
- Administrative expenses
- $251,811
- Total expenses
- $2,970,210
- Net increase / (decrease)
- $2,873,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Association | PLAN ADMN | $66,692 | not reported in the loaded dataset |
| Aon Consulting, Inc. | ACTUARIAL | $51,773 | not reported in the loaded dataset |
| Mercer Investment | INV MGMT | $40,107 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $20,970 | not reported in the loaded dataset |
| L & S Ventures, LLC | CONSULTING | $11,891 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MGMT | $6,576 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTING | $5,756 | not reported in the loaded dataset |