Blue Cross And Blue Shield Of Minnesota Pension Plan — Form 5500 plan (Blue Cross & Blue Shield Of Minnesota)
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 Of Minnesota Pension Plan is a benefit plan reported by Blue Cross & Blue Shield Of Minnesota under EIN 41-0984460 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,326 participants and $221,019,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross & Blue Shield Of Minnesota
- EIN
- 41-0984460
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 4,326
- End-of-year plan assets
- $221,019,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,326 | H, C | 20241015141630NAL0016596739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $221,019,031
- Total liabilities (EOY)
- $16,580
- Net assets (EOY)
- $221,002,451
- Net assets (BOY)
- $203,758,626
Income & contributions
- Employer contributions
- $8,000,000
- Total contributions
- $8,000,000
- Total income / additions
- $33,761,037
Expenses & distributions
- Benefits paid
- $14,673,475
- Administrative expenses
- $1,843,737
- Total expenses
- $16,517,212
- Net increase / (decrease)
- $17,243,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $712,397 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Asset Management | NONE | $135,073 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $120,770 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $91,645 | not reported in the loaded dataset | 2023 |
| R.V. Kuhns & Associates, Inc. | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Leeward Investments, LLC | NONE | $88,864 | not reported in the loaded dataset | 2023 |
| Jpm Global Emerging Markets | NONE | $54,658 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $54,091 | $0 | 2023 |
| Emerald Investment | NONE | $37,696 | not reported in the loaded dataset | 2023 |
| Intech Investment Management | NONE | $10,421 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | NONE | $10,217 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $7,213 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | NONE | $6,142 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross & Blue Shield Of Minnesota
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Willis Towers Watson — Schedule C compensation
- J.P. Morgan Asset Management — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Principal — Schedule C compensation
- R.V. Kuhns & Associates, Inc. — Schedule C compensation
- Leeward Investments, LLC — Schedule C compensation
- Jpm Global Emerging Markets — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Emerald Investment — Schedule C compensation
- Intech Investment Management — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation