2023 Form 5500 filing — Bcbs Of Vermont 401(K) Retirement 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 20241015105502NAL0029318849001) for Bcbs Of Vermont 401(K) Retirement Program, reported by Blue Cross And Blue Shield Of Vermont under EIN 03-0277307 and plan number 003. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105502NAL0029318849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Of Vermont
- EIN
- 03-0277307
- Plan number
- 003
- Location
- Berlin, VT
- Participants
- 546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,719,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,719,121
- Employer contributions
- $2,265,041
- Participant contributions
- $3,122,534
- Total income / additions
- $18,957,919
- Benefits paid
- $5,924,602
- Administrative expenses
- $57,305
- Total expenses
- $5,981,907
- Net increase / (decrease)
- $12,976,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,685 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $21,617 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |