Blue Cross And Blue Shield Association Tax-Favored Savings Program — Form 5500 plan (Blue Cross And Blue Shield Association)
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 Association Tax-Favored Savings Program is a benefit plan reported by Blue Cross And Blue Shield Association under EIN 13-5656874 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,824 participants and $424,947,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Association
- EIN
- 13-5656874
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,824 | H, C | 20241010075258NAL0040128290001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $424,947,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,947,384
- Net assets (BOY)
- $351,658,992
Income & contributions
- Employer contributions
- $12,566,841
- Participant contributions
- $17,056,336
- Total contributions
- $36,854,446
- Total income / additions
- $106,380,672
Expenses & distributions
- Benefits paid
- $32,739,730
- Administrative expenses
- $343,646
- Total expenses
- $33,092,280
- Net increase / (decrease)
- $73,288,392
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | ADVISOR | $238,868 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $92,720 | $0 | 2023 |
| Adp, Inc. | CONSULTANT | $12,950 | 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 Association
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation