Tax-Favored Savings Program — Form 5500 plan (Blue Cross And Blue Shield Of Nebraska)
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, Tax-Favored Savings Program is a benefit plan reported by Blue Cross And Blue Shield Of Nebraska under EIN 47-0095156 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,523 participants and $190,581,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of Nebraska
- EIN
- 47-0095156
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,523
- End-of-year plan assets
- $190,581,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,523 | H, C | 20241007140850NAL0026366320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $190,581,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,581,891
- Net assets (BOY)
- $162,242,176
Income & contributions
- Employer contributions
- $8,738,532
- Participant contributions
- $8,750,827
- Total contributions
- $18,136,935
- Total income / additions
- $43,623,726
Expenses & distributions
- Benefits paid
- $15,116,268
- Administrative expenses
- $167,743
- Total expenses
- $15,284,011
- Net increase / (decrease)
- $28,339,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $90,775 | $0 | 2023 |
| Nfp Retirement, Inc. | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Lutz & Company, Pc | NONE | $26,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Of Nebraska
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Prudential Retirement Insurance And — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Lutz & Company, Pc — Schedule C compensation