2023 Form 5500 filing — Capital Blue Cross 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 20241011072612NAL0010696003001) for Capital Blue Cross Retirement Plan, reported by Capital Blue Cross under EIN 23-0455154 and plan number 001. It reports 1,659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011072612NAL0010696003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Blue Cross
- EIN
- 23-0455154
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 1,659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,975,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,975,841
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $12,013,415
- Benefits paid
- $81,739,030
- Administrative expenses
- $975,140
- Total expenses
- $82,714,170
- Net increase / (decrease)
- -$70,700,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $180,524 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $104,013 | not reported in the loaded dataset |
| Seix Investment Advisors | NONE | $74,280 | not reported in the loaded dataset |
| Pnc Bank, Na | NONE | $64,104 | not reported in the loaded dataset |
| Ziegler Capital Management, LLC | NONE | $48,920 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $28,544 | $0 |
| Wilmington Trust | NONE | $16,794 | $0 |
| Brentwood Capital Advisors | NONE | $5,000 | not reported in the loaded dataset |