Blue Cross And Blue Shield Of North Carolina 401(K) Plan — Form 5500 plan (Blue Cross And Blue Shield Of North Carolina)
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 North Carolina 401(K) Plan is a benefit plan reported by Blue Cross And Blue Shield Of North Carolina under EIN 56-0894904 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,412 participants and $1,270,759,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of North Carolina
- EIN
- 56-0894904
- Plan number
- 003
- Plan type
- 3
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 7,412
- End-of-year plan assets
- $1,270,759,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,412 | H, C | 20241015135240NAL0057941314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,270,759,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,270,759,852
- Net assets (BOY)
- $1,091,767,775
Income & contributions
- Employer contributions
- $26,096,532
- Participant contributions
- $49,835,312
- Total contributions
- $83,504,733
- Total income / additions
- $274,395,339
Expenses & distributions
- Benefits paid
- $94,778,137
- Administrative expenses
- $562,580
- Total expenses
- $95,403,262
- Net increase / (decrease)
- $178,992,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | INVESTMENT ADVISOR | $451,264 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $50,735 | $0 | 2023 |
| Greer Walker | ACCOUNTANT AUDITOR | $15,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Of North Carolina
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Durham, NC
- Financial Engines — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Greer Walker — Schedule C compensation