2023 Form 5500 filing — Blue Cross And Blue Shield Of Alabama Retirement Plan
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 20241007125830NAL0015192145001) for Blue Cross And Blue Shield Of Alabama Retirement Plan, reported by Blue Cross And Blue Shield Of Alabama under EIN 63-0103830 and plan number 001. It reports 2,483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007125830NAL0015192145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Of Alabama
- EIN
- 63-0103830
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 2,483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $737,313,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $737,313,284
- Employer contributions
- $70,000,000
- Total income / additions
- $110,957,375
- Benefits paid
- $27,790,851
- Administrative expenses
- $1,294,372
- Total expenses
- $29,085,223
- Net increase / (decrease)
- $81,872,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank | TRUSTEE | $445,374 | not reported in the loaded dataset |
| Aon Consulting Inc. | ACTUARY | $420,509 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $160,131 | not reported in the loaded dataset |
| Warren Averett LLC | NONE | $26,850 | not reported in the loaded dataset |