2023 Form 5500 filing — Independence Blue Cross Blue Chip Retirement Savings Plan
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 20241008143422NAL0028946112001) for Independence Blue Cross Blue Chip Retirement Savings Plan, reported by Independence Blue Cross, LLC under EIN 46-3867722 and plan number 002. It reports 5,872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$958.2MReported net assets$958,165,096
Participants5.9K5,872
Provider compensation$748.7K4 Schedule C row(s)$748,685
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008143422NAL0028946112001
- Plan sponsor
- Independence Blue Cross, LLC
- EIN
- 46-3867722
- Plan number
- 002
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$958.2M total assets
Net assets$958.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $958,165,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $958,165,096
- Employer contributions
- $19,800,212
- Participant contributions
- $34,530,529
- Total income / additions
- $204,306,205
- Benefits paid
- $54,737,308
- Administrative expenses
- $748,685
- Total expenses
- $55,485,993
- Net increase / (decrease)
- $148,820,212
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $359,430 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $301,095 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $67,800 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $20,360 | not reported in the loaded dataset |