2023 Form 5500 filing — Pension Plan Of Independence Blue Cross
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 20241008144039NAL0009790003001) for Pension Plan Of Independence Blue Cross, reported by Independence Blue Cross, LLC under EIN 46-3867722 and plan number 001. It reports 3,989 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144039NAL0009790003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independence Blue Cross, LLC
- EIN
- 46-3867722
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 3,989
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $705,060,649
- Total liabilities (EOY)
- $661,419
- Net assets (EOY)
- $704,399,230
- Total income / additions
- $63,281,406
- Benefits paid
- $57,387,181
- Administrative expenses
- $3,278,254
- Total expenses
- $60,665,435
- Net increase / (decrease)
- $2,615,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us, LLC | NONE | $905,030 | not reported in the loaded dataset |
| Arrowstreet Capital Lp | NONE | $485,015 | not reported in the loaded dataset |
| Sei Investments Company | NONE | $483,729 | $0 |
| Pfm Asset Management LLC | NONE | $150,000 | not reported in the loaded dataset |
| Eagle Asset Management, Inc | NONE | $99,397 | $0 |
| Philadelphia Trust Company | NONE | $94,159 | not reported in the loaded dataset |
| Delaware Charter Dba Principaltrust | TRUSTEE | $84,533 | $0 |
| Hardman Johnston Global Advisors | NONE | $77,503 | not reported in the loaded dataset |
| Birch Run Investments, LLC | NONE | $68,817 | not reported in the loaded dataset |
| Centersquare Investment Management | NONE | $64,861 | $0 |
| Great Lakes Advisors, LLC | NONE | $60,803 | not reported in the loaded dataset |
| Villanova Investment Management Com | NONE | $59,742 | not reported in the loaded dataset |
| Glenmede Trust | NONE | $59,605 | not reported in the loaded dataset |
| The Haverford Trust Company | NONE | $51,322 | $0 |
| Morgan, Lewis & Bockius Llp | NONE | $51,063 | not reported in the loaded dataset |
| Weaver C. Barksdale & Assoc. | NONE | $45,204 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $25,956 | not reported in the loaded dataset |
| Rhumbline Advisers Lp | NONE | $19,857 | not reported in the loaded dataset |