Plan5500

2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Vermont

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 20241008121048NAL0029773312001) for Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Vermont, reported by Blue Cross And Blue Shield Of Vermont under EIN 03-0277307 and plan number 001. It reports 665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008121048NAL0029773312001
Filing year
2023
Form type
2
Plan sponsor
Blue Cross And Blue Shield Of Vermont
EIN
03-0277307
Plan number
001
Location
Berlin, VT
Participants
665
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$65,512,531
Total liabilities (EOY)
$0
Net assets (EOY)
$65,512,531
Total income / additions
$7,571,920
Benefits paid
$3,020,504
Administrative expenses
$254,826
Total expenses
$3,275,330
Net increase / (decrease)
$4,296,590
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue Shield AssociationPLAN ADMIN$86,225not reported in the loaded dataset
Mercer InvestmentINVESTMENT MGMT$58,649not reported in the loaded dataset
Aon Consulting, Inc.ACTUARIAL$38,904not reported in the loaded dataset
BlackrockINVESTMENT MGMT.$22,580not reported in the loaded dataset
Northern Trust CompanyTRUSTEE$17,808not reported in the loaded dataset
L & S Ventures LLCCONSULTING$11,891not reported in the loaded dataset
Grant Thornton LlpACCOUNTING$7,841not reported in the loaded dataset

Related Form 5500 pages