Blue Cross And Blue Shield Of Massachusetts, Inc. Retirement Income Trust — Form 5500 plan (Blue Cross Blue Shield Of Massachusetts, Inc.)
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, Blue Cross And Blue Shield Of Massachusetts, Inc. Retirement Income Trust is a benefit plan reported by Blue Cross Blue Shield Of Massachusetts, Inc. under EIN 04-1045815 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,601 participants and $906,917,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross Blue Shield Of Massachusetts, Inc.
- EIN
- 04-1045815
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 5,601
- End-of-year plan assets
- $906,917,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,601 | H, C | 20241011085637NAL0043735522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $906,917,670
- Total liabilities (EOY)
- $2,902,389
- Net assets (EOY)
- $904,015,281
- Net assets (BOY)
- $908,844,257
Income & contributions
- Employer contributions
- $4,143,300
- Total contributions
- $4,143,300
- Total income / additions
- $64,436,916
Expenses & distributions
- Benefits paid
- $65,629,826
- Administrative expenses
- $3,636,066
- Total expenses
- $69,265,892
- Net increase / (decrease)
- -$4,828,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus | NONE | $460,349 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors | NONE | $334,848 | not reported in the loaded dataset | 2023 |
| Brookfield Real Estate Funds | NONE | $283,827 | $0 | 2023 |
| Comvest Capital Iv | NONE | $277,948 | $0 | 2023 |
| Mellon Trust | NONE | $228,626 | not reported in the loaded dataset | 2023 |
| L&G Inv Mgmt ,Inc-Long Credit | NONE | $216,333 | $0 | 2023 |
| Income Research+Mgmt, Long Duration | NONE | $189,173 | $0 | 2023 |
| Schroders | NONE | $160,597 | $0 | 2023 |
| Nepc | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Wellington Trust Research Equity | NONE | $143,674 | $0 | 2023 |
| William Blair | NONE | $135,488 | $0 | 2023 |
| Mercer | NONE | $134,295 | not reported in the loaded dataset | 2023 |
| Income Research+Mgmt, Inter Credit | NONE | $94,453 | $0 | 2023 |
| Statestreet Global Advisors-Long Us | NONE | $44,898 | $0 | 2023 |
| Sprucegrove | NONE | $44,088 | $0 | 2023 |
| Ernst & Young Audit Fees | NONE | $43,733 | not reported in the loaded dataset | 2023 |
| Statestreet Global Advisors-3 To 1o | NONE | $22,713 | $0 | 2023 |
| Vaughan Nelson Investment Mgmt | NONE | $14,056 | $0 | 2023 |
| Ernst & Young Tax Consulting Fees | NONE | $12,557 | not reported in the loaded dataset | 2023 |
| Mellon Capital Mgmt Small Cap | NONE | $9,173 | $0 | 2023 |
| State Street Global Advisors S&P500 | NONE | $4,759 | $0 | 2023 |
| Mellon Capital Mgmt Small Cap Grwth | NONE | $38 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross Blue Shield Of Massachusetts, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Telus — Schedule C compensation
- Ubs Realty Investors — Schedule C compensation
- Brookfield Real Estate Funds — Schedule C compensation
- Comvest Capital Iv — Schedule C compensation
- Mellon Trust — Schedule C compensation
- L&G Inv Mgmt ,Inc-Long Credit — Schedule C compensation
- Income Research+Mgmt, Long Duration — Schedule C compensation
- Schroders — Schedule C compensation
- Nepc — Schedule C compensation
- Wellington Trust Research Equity — Schedule C compensation
- William Blair — Schedule C compensation
- Mercer — Schedule C compensation
- Income Research+Mgmt, Inter Credit — Schedule C compensation
- Statestreet Global Advisors-Long Us — Schedule C compensation
- Sprucegrove — Schedule C compensation
- Ernst & Young Audit Fees — Schedule C compensation
- Statestreet Global Advisors-3 To 1o — Schedule C compensation
- Vaughan Nelson Investment Mgmt — Schedule C compensation
- Ernst & Young Tax Consulting Fees — Schedule C compensation
- Mellon Capital Mgmt Small Cap — Schedule C compensation
- State Street Global Advisors S&P500 — Schedule C compensation
- Mellon Capital Mgmt Small Cap Grwth — Schedule C compensation