Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Florida Inc. — Form 5500 plan (Blue Cross And Blue Shield Of Florida, Inc.)
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, Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Florida Inc. is a benefit plan reported by Blue Cross And Blue Shield Of Florida, Inc. under EIN 59-2015694 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,071 participants and $497,456,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of Florida, Inc.
- EIN
- 59-2015694
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 5,071
- End-of-year plan assets
- $497,456,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,071 | H, C | 20241007081602NAL0031236226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $497,456,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $497,456,441
- Net assets (BOY)
- $489,133,402
Income & contributions
- Total contributions
- $0
- Total income / additions
- $44,924,244
Expenses & distributions
- Benefits paid
- $35,091,091
- Administrative expenses
- $1,510,114
- Total expenses
- $36,601,205
- Net increase / (decrease)
- $8,323,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Mangement | INVESTMENT MGMT | $519,290 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Association | PLAN ADMIN | $380,360 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | INVEST MGMT. | $236,176 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $163,835 | not reported in the loaded dataset | 2023 |
| Grant Thornton, Llp | ACCOUNTING | $62,294 | not reported in the loaded dataset | 2023 |
| Aon Consulting | ACTUARIAL | $43,673 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | INVESTMENT MANAGEMENT | $40,374 | not reported in the loaded dataset | 2023 |
| Metlife Investment Mgmt | INV MGMT. | $30,540 | not reported in the loaded dataset | 2023 |
| L&S Ventures LLC | CONSULTING | $11,891 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance L.P. | OTHER INVEST. FEES,EXPENS | $11,234 | not reported in the loaded dataset | 2023 |
| Morningstar | OTHER INV FEES EXPENSE | $6,637 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Of Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Mercer Investment Mangement — Schedule C compensation
- Blue Cross Blue Shield Association — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Metlife Investment Mgmt — Schedule C compensation
- L&S Ventures LLC — Schedule C compensation
- Bloomberg Finance L.P. — Schedule C compensation
- Morningstar — Schedule C compensation