2023 Form 5500 filing — Capital Blue Cross Employee Savings 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 20241010135557NAL0040955506001) for Capital Blue Cross Employee Savings Plan, reported by Capital Blue Cross under EIN 23-0455154 and plan number 002. It reports 2,857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135557NAL0040955506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Blue Cross
- EIN
- 23-0455154
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 2,857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $454,048,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,048,452
- Employer contributions
- $13,023,419
- Participant contributions
- $16,385,407
- Total income / additions
- $107,885,152
- Benefits paid
- $33,962,418
- Administrative expenses
- $85,954
- Total expenses
- $34,048,372
- Net increase / (decrease)
- $73,836,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Advisors LLC | NONE | $0 | $0 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |
| Harbor Capital Advisors Inc | NONE | $0 | $0 |
| Invesco Advisers Inc | NONE | $0 | $0 |
| Janus Henderson Investors Us LLC | NONE | $0 | $0 |
| Janus Capital LLC | NONE | $0 | $0 |
| North Square Investments, LLC | NONE | $0 | $0 |
| Victory Capital Inc. | NONE | $0 | $0 |