2023 Form 5500 filing — Tax-Favored 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 20241007140850NAL0026366320001) for Tax-Favored Savings Program, reported by Blue Cross And Blue Shield Of Nebraska under EIN 47-0095156 and plan number 002. It reports 1,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140850NAL0026366320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Of Nebraska
- EIN
- 47-0095156
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 1,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $190,581,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,581,891
- Employer contributions
- $8,738,532
- Participant contributions
- $8,750,827
- Total income / additions
- $43,623,726
- Benefits paid
- $15,116,268
- Administrative expenses
- $167,743
- Total expenses
- $15,284,011
- Net increase / (decrease)
- $28,339,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $90,775 | $0 |
| Nfp Retirement, Inc. | NONE | $50,000 | not reported in the loaded dataset |
| Lutz & Company, Pc | NONE | $26,000 | not reported in the loaded dataset |