2023 Form 5500 filing — Partners National Health Plans Of Nc, Inc. Target Benefit Pension 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 20241015135253NAL0029857857001) for Partners National Health Plans Of Nc, Inc. Target Benefit Pension Plan, reported by Blue Cross And Blue Shield Of North Carolina under EIN 56-0894904 and plan number 004. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015135253NAL0029857857001
Filing year
2023
Form type
2
Plan sponsor
Blue Cross And Blue Shield Of North Carolina
EIN
56-0894904
Plan number
004
Location
Durham, NC
Participants
251
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,030,638
Total liabilities (EOY)
$0
Net assets (EOY)
$1,030,638
Total income / additions
$57,643
Benefits paid
$48,535
Administrative expenses
$10,280
Total expenses
$58,815
Net increase / (decrease)
-$1,172
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
GreerwalkerACCOUNTANT AUDITOR$9,800not reported in the loaded dataset
Financial EnginesINVESTMENT ADVISOR$480not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$0$0

Related Form 5500 pages