2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Association
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 20241008092702NAL0016394897001) for Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Association, reported by Blue Cross And Blue Shield Association under EIN 13-5656874 and plan number 001. It reports 998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092702NAL0016394897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Association
- EIN
- 13-5656874
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $218,943,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $218,943,444
- Total income / additions
- $15,131,837
- Benefits paid
- $11,586,531
- Administrative expenses
- $484,103
- Total expenses
- $12,070,634
- Net increase / (decrease)
- $3,061,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | INVESTMENT MGMT. | $183,603 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $51,514 | not reported in the loaded dataset |
| Aon Consulting | ACTUARIAL | $37,451 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTING | $25,502 | not reported in the loaded dataset |
| Pacific Investment Management Co. | INVEST MGMT | $22,542 | not reported in the loaded dataset |
| Legal & General Investment | INVESTMENT MGMT. | $22,251 | not reported in the loaded dataset |
| Metlife Investment | INVST. MGMT. | $16,829 | not reported in the loaded dataset |
| L&S Ventures | CONSULTING | $11,891 | not reported in the loaded dataset |