2023 Form 5500 filing — Blue Cross And Blue Shield Of Minnesota Pension 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 20241015141630NAL0016596739001) for Blue Cross And Blue Shield Of Minnesota Pension Plan, reported by Blue Cross & Blue Shield Of Minnesota under EIN 41-0984460 and plan number 001. It reports 4,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141630NAL0016596739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross & Blue Shield Of Minnesota
- EIN
- 41-0984460
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 4,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $221,019,031
- Total liabilities (EOY)
- $16,580
- Net assets (EOY)
- $221,002,451
- Employer contributions
- $8,000,000
- Total income / additions
- $33,761,037
- Benefits paid
- $14,673,475
- Administrative expenses
- $1,843,737
- Total expenses
- $16,517,212
- Net increase / (decrease)
- $17,243,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $712,397 | not reported in the loaded dataset |
| J.P. Morgan Asset Management | NONE | $135,073 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $120,770 | not reported in the loaded dataset |
| Principal | NONE | $91,645 | not reported in the loaded dataset |
| R.V. Kuhns & Associates, Inc. | NONE | $90,000 | not reported in the loaded dataset |
| Leeward Investments, LLC | NONE | $88,864 | not reported in the loaded dataset |
| Jpm Global Emerging Markets | NONE | $54,658 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $54,091 | $0 |
| Emerald Investment | NONE | $37,696 | not reported in the loaded dataset |
| Intech Investment Management | NONE | $10,421 | not reported in the loaded dataset |
| Foley & Lardner Llp | NONE | $10,217 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $7,213 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $6,142 | not reported in the loaded dataset |