Blue Cross And Blue Shield Plans' National Retiree Health Benefits Trust — 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, Blue Cross And Blue Shield Plans' National Retiree Health Benefits Trust is a benefit plan reported by Blue Cross And Blue Shield Association under EIN 36-7008317 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $204,430,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Association
- EIN
- 36-7008317
- Plan number
- 001
- Plan type
- 4
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $204,430,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241004110322NAL0006626243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,430,210
- Total liabilities (EOY)
- $9,978,923
- Net assets (EOY)
- $194,451,287
- Net assets (BOY)
- $181,003,560
Income & contributions
- Total contributions
- $0
- Total income / additions
- $25,580,508
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,814,099
- Total expenses
- $3,814,099
- Net increase / (decrease)
- $21,766,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | TRUSTEE | $444,180 | not reported in the loaded dataset | 2023 |
| Plante Moran | ACCOUNTING | $36,250 | not reported in the loaded dataset | 2023 |
| Mercer Investment Company | INV MGMT | $19,984 | not reported in the loaded dataset | 2023 |