Blue Cross Blue Shield Of Wyoming Tax-Favored Savings Program — Form 5500 plan (Blue Cross & Blue Shield Of Wyoming)
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 Blue Shield Of Wyoming Tax-Favored Savings Program is a benefit plan reported by Blue Cross & Blue Shield Of Wyoming under EIN 83-0231011 and plan number 002. The latest loaded filing year is 2023. The filing reports 351 participants and $36,494,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross & Blue Shield Of Wyoming
- EIN
- 83-0231011
- Plan number
- 002
- Plan type
- 2
- Location
- Cheyenne, WY
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $36,494,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20241010080328NAL0035221600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,494,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,494,027
- Net assets (BOY)
- $31,564,330
Income & contributions
- Employer contributions
- $990,616
- Participant contributions
- $1,808,600
- Total contributions
- $2,818,794
- Total income / additions
- $8,709,843
Expenses & distributions
- Benefits paid
- $3,765,600
- Administrative expenses
- $14,546
- Total expenses
- $3,780,146
- Net increase / (decrease)
- $4,929,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,094 | $0 | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |