Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Association — Form 5500 plan (Blue Cross And Blue Shield Association)
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 Association is a benefit plan reported by Blue Cross And Blue Shield Association under EIN 13-5656874 and plan number 001. The latest loaded filing year is 2023. The filing reports 998 participants and $218,943,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Association
- EIN
- 13-5656874
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 998
- End-of-year plan assets
- $218,943,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 998 | H, C | 20241008092702NAL0016394897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $218,943,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $218,943,444
- Net assets (BOY)
- $215,882,241
Income & contributions
- Total contributions
- $0
- Total income / additions
- $15,131,837
Expenses & distributions
- Benefits paid
- $11,586,531
- Administrative expenses
- $484,103
- Total expenses
- $12,070,634
- Net increase / (decrease)
- $3,061,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | INVESTMENT MGMT. | $183,603 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $51,514 | not reported in the loaded dataset | 2023 |
| Aon Consulting | ACTUARIAL | $37,451 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTING | $25,502 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | INVEST MGMT | $22,542 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | INVESTMENT MGMT. | $22,251 | not reported in the loaded dataset | 2023 |
| Metlife Investment | INVST. MGMT. | $16,829 | not reported in the loaded dataset | 2023 |
| L&S Ventures | CONSULTING | $11,891 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Association
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mercer Investment Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Metlife Investment — Schedule C compensation
- L&S Ventures — Schedule C compensation