2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Blue Cross & Blue Shield Of Mississippi
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 20241007091936NAL0014974465001) for Non-Contributory Retirement Program For Certain Employees Of Blue Cross & Blue Shield Of Mississippi, reported by Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co. under EIN 64-0295748 and plan number 002. It reports 882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007091936NAL0014974465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co.
- EIN
- 64-0295748
- Plan number
- 002
- Location
- Flowood, MS
- Participants
- 882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,293,613
- Total liabilities (EOY)
- $874,000
- Net assets (EOY)
- $162,419,613
- Total income / additions
- $12,330,053
- Benefits paid
- $13,179,134
- Administrative expenses
- $1,529,251
- Total expenses
- $14,708,385
- Net increase / (decrease)
- -$2,378,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | INVESTMENT MGMT | $531,109 | not reported in the loaded dataset |
| Aon Consulting, Inc. | ACTUARIAL | $268,696 | not reported in the loaded dataset |
| Blue Cross Blue Shield Association | PLAN ADMIN | $256,312 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $209,072 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MGMT. | $25,298 | not reported in the loaded dataset |
| Grant Thornton, Llp | ACCOUNTING | $19,633 | not reported in the loaded dataset |
| L&S Ventures, LLC | CONSULTING | $11,891 | not reported in the loaded dataset |
| Pacific Investment Management Co. | INVESTMENT MGMT. | $9,249 | not reported in the loaded dataset |
| Legal & General Investment | INVEST MGMT | $5,628 | not reported in the loaded dataset |