Plan5500

Independence Blue Cross Blue Chip Retirement Savings Plan — Form 5500 plan (Independence Blue Cross, LLC)

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, Independence Blue Cross Blue Chip Retirement Savings Plan is a benefit plan reported by Independence Blue Cross, LLC under EIN 46-3867722 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,872 participants and $958,165,096 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$958.2MPlan net assets, end of year$958,165,096
Participants5.9KCovered participants reported5,872
Assets / participant$163.2KComputed: assets ÷ participants$163,175 (computed)
Provider compensation$748.7K4 Schedule C provider row(s)$748,685
Plan sponsor
Independence Blue Cross, LLC
EIN
46-3867722
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5,872 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$958.2M total assets
Net assets$958.2MLiabilities$0
Money in vs. money out
Total income / additions$204.3M
Total expenses$55.5M
Benefits paid / distributions$54.7M
Contributions
Employer$19.8M
Participant$34.5M
Full reported line items

Net assets

Total assets (EOY)
$958,165,096
Total liabilities (EOY)
$0
Net assets (EOY)
$958,165,096
Net assets (BOY)
$809,344,884

Income & contributions

Employer contributions
$19,800,212
Participant contributions
$34,530,529
Total contributions
$59,910,698
Total income / additions
$204,306,205

Expenses & distributions

Benefits paid
$54,737,308
Administrative expenses
$748,685
Total expenses
$55,485,993
Net increase / (decrease)
$148,820,212
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Vanguard Advisers Inc.$359.4K
    NONE · Direct $359.4K
  2. 2
    Vanguard Fiduciary Trust Company$301.1K
    NONE · Direct $301.1K
  3. 3
    Deloitte Tax Llp$67.8K
    NONE · Direct $67.8K
  4. 4
    Deloitte & Touche Llp$20.4K
    NONE · Direct $20.4K

Related Form 5500 pages