2023 Form 5500 filing — 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 20241015112552NAL0029395297001) for Tax Favored Savings Program, reported by Blue Cross And Blue Shield Of Mississippi, A Mutual Insurance Company under EIN 64-0295748 and plan number 003. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112552NAL0029395297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Of Mississippi, A Mutual Insurance Company
- EIN
- 64-0295748
- Plan number
- 003
- Location
- Flowood, MS
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,482,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,482,093
- Employer contributions
- $4,959,345
- Participant contributions
- $3,475,595
- Total income / additions
- $27,372,276
- Benefits paid
- $11,064,570
- Administrative expenses
- $39,331
- Total expenses
- $11,103,901
- Net increase / (decrease)
- $16,268,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,331 | $0 |
| Wealth Management Systems Inc | NONE | $0 | $0 |