2023 Form 5500 filing — Blue Cross And Blue Shield Of Massachusetts, Inc. Retirement Income Trust
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 20241011085637NAL0043735522001) for Blue Cross And Blue Shield Of Massachusetts, Inc. Retirement Income Trust, reported by Blue Cross Blue Shield Of Massachusetts, Inc. under EIN 04-1045815 and plan number 001. It reports 5,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085637NAL0043735522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross Blue Shield Of Massachusetts, Inc.
- EIN
- 04-1045815
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 5,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $906,917,670
- Total liabilities (EOY)
- $2,902,389
- Net assets (EOY)
- $904,015,281
- Employer contributions
- $4,143,300
- Total income / additions
- $64,436,916
- Benefits paid
- $65,629,826
- Administrative expenses
- $3,636,066
- Total expenses
- $69,265,892
- Net increase / (decrease)
- -$4,828,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus | NONE | $460,349 | not reported in the loaded dataset |
| Ubs Realty Investors | NONE | $334,848 | not reported in the loaded dataset |
| Brookfield Real Estate Funds | NONE | $283,827 | $0 |
| Comvest Capital Iv | NONE | $277,948 | $0 |
| Mellon Trust | NONE | $228,626 | not reported in the loaded dataset |
| L&G Inv Mgmt ,Inc-Long Credit | NONE | $216,333 | $0 |
| Income Research+Mgmt, Long Duration | NONE | $189,173 | $0 |
| Schroders | NONE | $160,597 | $0 |
| Nepc | NONE | $150,000 | not reported in the loaded dataset |
| Wellington Trust Research Equity | NONE | $143,674 | $0 |
| William Blair | NONE | $135,488 | $0 |
| Mercer | NONE | $134,295 | not reported in the loaded dataset |
| Income Research+Mgmt, Inter Credit | NONE | $94,453 | $0 |
| Statestreet Global Advisors-Long Us | NONE | $44,898 | $0 |
| Sprucegrove | NONE | $44,088 | $0 |
| Ernst & Young Audit Fees | NONE | $43,733 | not reported in the loaded dataset |
| Statestreet Global Advisors-3 To 1o | NONE | $22,713 | $0 |
| Vaughan Nelson Investment Mgmt | NONE | $14,056 | $0 |
| Ernst & Young Tax Consulting Fees | NONE | $12,557 | not reported in the loaded dataset |
| Mellon Capital Mgmt Small Cap | NONE | $9,173 | $0 |
| State Street Global Advisors S&P500 | NONE | $4,759 | $0 |
| Mellon Capital Mgmt Small Cap Grwth | NONE | $38 | $0 |