Capital Blue Cross Employee Savings Plan — Form 5500 plan (Capital Blue Cross)
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, Capital Blue Cross Employee Savings Plan is a benefit plan reported by Capital Blue Cross under EIN 23-0455154 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,857 participants and $454,048,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Blue Cross
- EIN
- 23-0455154
- Plan number
- 002
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 2,857
- End-of-year plan assets
- $454,048,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,857 | H, C | 20241010135557NAL0040955506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $454,048,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,048,452
- Net assets (BOY)
- $380,211,672
Income & contributions
- Employer contributions
- $13,023,419
- Participant contributions
- $16,385,407
- Total contributions
- $42,224,517
- Total income / additions
- $107,885,152
Expenses & distributions
- Benefits paid
- $33,962,418
- Administrative expenses
- $85,954
- Total expenses
- $34,048,372
- Net increase / (decrease)
- $73,836,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 | 2023 |
| Harbor Capital Advisors Inc | NONE | $0 | $0 | 2023 |
| Invesco Advisers Inc | NONE | $0 | $0 | 2023 |
| Janus Henderson Investors Us LLC | NONE | $0 | $0 | 2023 |
| Janus Capital LLC | NONE | $0 | $0 | 2023 |
| North Square Investments, LLC | NONE | $0 | $0 | 2023 |
| Victory Capital Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Blue Cross
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Blackrock Advisors LLC — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation
- Harbor Capital Advisors Inc — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation
- Janus Henderson Investors Us LLC — Schedule C compensation
- Janus Capital LLC — Schedule C compensation
- North Square Investments, LLC — Schedule C compensation
- Victory Capital Inc. — Schedule C compensation