Capital Blue Cross Retirement Plan — Form 5500 plan (Capital Blue Cross)
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, Capital Blue Cross Retirement Plan is a benefit plan reported by Capital Blue Cross under EIN 23-0455154 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,659 participants and $82,975,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Blue Cross
- EIN
- 23-0455154
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 1,659
- End-of-year plan assets
- $82,975,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,659 | H, C | 20241011072612NAL0010696003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,975,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,975,841
- Net assets (BOY)
- $153,676,596
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $12,013,415
Expenses & distributions
- Benefits paid
- $81,739,030
- Administrative expenses
- $975,140
- Total expenses
- $82,714,170
- Net increase / (decrease)
- -$70,700,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $180,524 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $104,013 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors | NONE | $74,280 | not reported in the loaded dataset | 2023 |
| Pnc Bank, Na | NONE | $64,104 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management, LLC | NONE | $48,920 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $28,544 | $0 | 2023 |
| Wilmington Trust | NONE | $16,794 | $0 | 2023 |
| Brentwood Capital Advisors | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Blue Cross
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Conrad Siegel — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Seix Investment Advisors — Schedule C compensation
- Pnc Bank, Na — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Brentwood Capital Advisors — Schedule C compensation