Non-Contributory Retirement Program For Certain Employees Of Blue Cross & Blue Shield Of Mississippi — Form 5500 plan (Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co.)
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 & Blue Shield Of Mississippi is a benefit plan reported by Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co. under EIN 64-0295748 and plan number 002. The latest loaded filing year is 2023. The filing reports 882 participants and $163,293,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co.
- EIN
- 64-0295748
- Plan number
- 002
- Plan type
- 2
- Location
- Flowood, MS
- Latest filing year
- 2023
- Participants
- 882
- End-of-year plan assets
- $163,293,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 882 | H, C | 20241007091936NAL0014974465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,293,613
- Total liabilities (EOY)
- $874,000
- Net assets (EOY)
- $162,419,613
- Net assets (BOY)
- $164,797,945
Income & contributions
- Total contributions
- $0
- Total income / additions
- $12,330,053
Expenses & distributions
- Benefits paid
- $13,179,134
- Administrative expenses
- $1,529,251
- Total expenses
- $14,708,385
- Net increase / (decrease)
- -$2,378,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | INVESTMENT MGMT | $531,109 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | ACTUARIAL | $268,696 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Association | PLAN ADMIN | $256,312 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $209,072 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MGMT. | $25,298 | not reported in the loaded dataset | 2023 |
| Grant Thornton, Llp | ACCOUNTING | $19,633 | not reported in the loaded dataset | 2023 |
| L&S Ventures, LLC | CONSULTING | $11,891 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | INVESTMENT MGMT. | $9,249 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | INVEST MGMT | $5,628 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Flowood, MS
- Mercer Investment Management — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Blue Cross Blue Shield Association — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Blackrock — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- L&S Ventures, LLC — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Legal & General Investment — Schedule C compensation