2023 Form 5500 filing — Blue Cross And Blue Shield Of North Carolina 401(K) 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 20241015135240NAL0057941314001) for Blue Cross And Blue Shield Of North Carolina 401(K) Plan, reported by Blue Cross And Blue Shield Of North Carolina under EIN 56-0894904 and plan number 003. It reports 7,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135240NAL0057941314001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Blue Cross And Blue Shield Of North Carolina
- EIN
- 56-0894904
- Plan number
- 003
- Location
- Durham, NC
- Participants
- 7,412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,270,759,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,270,759,852
- Employer contributions
- $26,096,532
- Participant contributions
- $49,835,312
- Total income / additions
- $274,395,339
- Benefits paid
- $94,778,137
- Administrative expenses
- $562,580
- Total expenses
- $95,403,262
- Net increase / (decrease)
- $178,992,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | INVESTMENT ADVISOR | $451,264 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $50,735 | $0 |
| Greer Walker | ACCOUNTANT AUDITOR | $15,600 | not reported in the loaded dataset |