2023 Form 5500 filing — Blue Cross Blue Shield Of Michigan Retiree Medical Benefit 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 20241015110054NAL0029334961003) for Blue Cross Blue Shield Of Michigan Retiree Medical Benefit Plan, reported by Blue Cross Blue Shield Of Michigan under EIN 38-2069753 and plan number 504. It reports 5,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110054NAL0029334961003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross Blue Shield Of Michigan
- EIN
- 38-2069753
- Plan number
- 504
- Location
- Detroit, MI
- Participants
- 5,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $477,236,856
- Total liabilities (EOY)
- $24,046
- Net assets (EOY)
- $477,212,810
- Employer contributions
- $99,972
- Total income / additions
- $79,949,993
- Benefits paid
- $81,821,716
- Administrative expenses
- $1,005,466
- Total expenses
- $82,827,182
- Net increase / (decrease)
- -$2,877,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors, LLC | INVESTMENT ADVISOR | $238,157 | not reported in the loaded dataset |
| Western Asset Management | INVESTMENT MANAGER | $234,656 | not reported in the loaded dataset |
| Synder Capital Management Lp | INVESTMENT MANAGER | $184,462 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $158,969 | not reported in the loaded dataset |
| Mackay Shields | INVESTMENT MANAGER | $70,717 | not reported in the loaded dataset |
| Extend Health | CONSULTANT | $43,304 | not reported in the loaded dataset |
| Gjc Cpa'S & Advisors | AUDITOR | $18,800 | not reported in the loaded dataset |