2023 Form 5500 filing — Blue Cross And Blue Shield Plans' National Retiree Health Benefits Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004110322NAL0006626243001) for Blue Cross And Blue Shield Plans' National Retiree Health Benefits Trust, reported by Blue Cross And Blue Shield Association under EIN 36-7008317 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004110322NAL0006626243001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Blue Cross And Blue Shield Association
- EIN
- 36-7008317
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,430,210
- Total liabilities (EOY)
- $9,978,923
- Net assets (EOY)
- $194,451,287
- Total income / additions
- $25,580,508
- Benefits paid
- $0
- Administrative expenses
- $3,814,099
- Total expenses
- $3,814,099
- Net increase / (decrease)
- $21,766,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | TRUSTEE | $444,180 | not reported in the loaded dataset |
| Plante Moran | ACCOUNTING | $36,250 | not reported in the loaded dataset |
| Mercer Investment Company | INV MGMT | $19,984 | not reported in the loaded dataset |