2023 Form 5500 filing — Blue Cross And Blue Shield Association Tax-Favored Savings Program

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 20241010075258NAL0040128290001) for Blue Cross And Blue Shield Association Tax-Favored Savings Program, reported by Blue Cross And Blue Shield Association under EIN 13-5656874 and plan number 002. It reports 1,824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$424.9MReported net assets$424,947,384
Participants1.8K1,824
Provider compensation$344.5K4 Schedule C row(s)$344,538
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010075258NAL0040128290001
Plan sponsor
Blue Cross And Blue Shield Association
EIN
13-5656874
Plan number
002
Location
Chicago, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$424.9M total assets
Net assets$424.9MLiabilities$0
Money in vs. money out
Total income / additions$106.4M
Total expenses$33.1M
Benefits paid / distributions$32.7M
Contributions
Employer$12.6M
Participant$17.1M
Full reported line items
Total assets (EOY)
$424,947,384
Total liabilities (EOY)
$0
Net assets (EOY)
$424,947,384
Employer contributions
$12,566,841
Participant contributions
$17,056,336
Total income / additions
$106,380,672
Benefits paid
$32,739,730
Administrative expenses
$343,646
Total expenses
$33,092,280
Net increase / (decrease)
$73,288,392
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $238.9K
  2. 2
    RECORDKEEPER · Direct $92.7K · Indirect $0
  3. 3
    Adp, Inc.$12.9K
    CONSULTANT · Direct $12.9K
  4. 4
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages