Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Vermont — Form 5500 plan (Blue Cross And Blue Shield Of Vermont)
Plain-English plan 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, Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Vermont is a benefit plan reported by Blue Cross And Blue Shield Of Vermont under EIN 03-0277307 and plan number 001. The latest loaded filing year is 2023. The filing reports 665 participants and $65,512,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of Vermont
- EIN
- 03-0277307
- Plan number
- 001
- Plan type
- 2
- Location
- Berlin, VT
- Latest filing year
- 2023
- Participants
- 665
- End-of-year plan assets
- $65,512,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 665 | H, C | 20241008121048NAL0029773312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,512,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,512,531
- Net assets (BOY)
- $61,215,941
Income & contributions
- Total contributions
- $0
- Total income / additions
- $7,571,920
Expenses & distributions
- Benefits paid
- $3,020,504
- Administrative expenses
- $254,826
- Total expenses
- $3,275,330
- Net increase / (decrease)
- $4,296,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Association | PLAN ADMIN | $86,225 | not reported in the loaded dataset | 2023 |
| Mercer Investment | INVESTMENT MGMT | $58,649 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | ACTUARIAL | $38,904 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MGMT. | $22,580 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $17,808 | not reported in the loaded dataset | 2023 |
| L & S Ventures LLC | CONSULTING | $11,891 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTING | $7,841 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Of Vermont
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Berlin, VT
- Blue Cross Blue Shield Association — Schedule C compensation
- Mercer Investment — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Blackrock — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- L & S Ventures LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation