Bcbs Of Vermont 401(K) Retirement Program — Form 5500 plan (Blue Cross And Blue Shield Of Vermont)
Plain-English plan 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, Bcbs Of Vermont 401(K) Retirement Program is a benefit plan reported by Blue Cross And Blue Shield Of Vermont under EIN 03-0277307 and plan number 003. The latest loaded filing year is 2023. The filing reports 546 participants and $80,719,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of Vermont
- EIN
- 03-0277307
- Plan number
- 003
- Plan type
- 2
- Location
- Berlin, VT
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $80,719,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20241015105502NAL0029318849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,719,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,719,121
- Net assets (BOY)
- $67,743,109
Income & contributions
- Employer contributions
- $2,265,041
- Participant contributions
- $3,122,534
- Total contributions
- $5,855,058
- Total income / additions
- $18,957,919
Expenses & distributions
- Benefits paid
- $5,924,602
- Administrative expenses
- $57,305
- Total expenses
- $5,981,907
- Net increase / (decrease)
- $12,976,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,685 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $21,617 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Of Vermont
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Berlin, VT
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation