2023 Form 5500 filing — Blue Cross And Blue Shield Association 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 20241010075258NAL0040128290001) for Blue Cross And Blue Shield Association Tax-Favored Savings Program, reported by Blue Cross And Blue Shield Association under EIN 13-5656874 and plan number 002. It reports 1,824 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)$424.9MReported net assets$424,947,384
Participants1.8K1,824
Provider compensation$344.5K4 Schedule C row(s)$344,538
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010075258NAL0040128290001
- Plan sponsor
- Blue Cross And Blue Shield Association
- EIN
- 13-5656874
- Plan number
- 002
- Location
- Chicago, IL
- 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)$424.9M total assets
Net assets$424.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $424,947,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,947,384
- Employer contributions
- $12,566,841
- Participant contributions
- $17,056,336
- Total income / additions
- $106,380,672
- Benefits paid
- $32,739,730
- Administrative expenses
- $343,646
- Total expenses
- $33,092,280
- Net increase / (decrease)
- $73,288,392
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $238,868 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $92,720 | $0 |
| Adp, Inc. | CONSULTANT | $12,950 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |