Blue Cross Blue Shield Of Michigan Employees' Retirement Account Plan — Form 5500 plan (Blue Cross Blue Shield Of Michigan)
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 Blue Shield Of Michigan Employees' Retirement Account Plan is a benefit plan reported by Blue Cross Blue Shield Of Michigan under EIN 38-2069753 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,303 participants and $914,016,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross Blue Shield Of Michigan
- EIN
- 38-2069753
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 11,303
- End-of-year plan assets
- $914,016,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,303 | H, C | 20241015110053NAL0048946928003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $914,016,654
- Net assets (EOY)
- $914,016,654
- Net assets (BOY)
- $882,882,820
Income & contributions
- Employer contributions
- $11,000,000
- Total contributions
- $11,000,000
- Total income / additions
- $84,993,951
Expenses & distributions
- Benefits paid
- $43,217,488
- Administrative expenses
- $10,642,629
- Total expenses
- $53,860,117
- Net increase / (decrease)
- $31,133,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | CONSULTANT | $548,934 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | INVESTMENT MANAGER | $251,894 | not reported in the loaded dataset | 2023 |
| Snyder Capital | INVESTMENT MANAGER | $199,695 | not reported in the loaded dataset | 2023 |
| Legal & General Inv. Co. | INVESTMENT MANAGER | $133,760 | not reported in the loaded dataset | 2023 |
| Western Asset Management | INVESTMENT MANAGER | $119,010 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | RECORDKEEPING | $82,548 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | CONSULTANT | $79,452 | not reported in the loaded dataset | 2023 |
| Franklin Templeton | INVESTMENT MANAGER | $78,034 | not reported in the loaded dataset | 2023 |
| Gjc Cpa'S & Advisors | AUDITOR | $19,948 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MANAGER | $17,019 | not reported in the loaded dataset | 2023 |
| Hewitt Consulting | CONSULTANT | $10,618 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross Blue Shield Of Michigan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Fidelity Investments — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Snyder Capital — Schedule C compensation
- Legal & General Inv. Co. — Schedule C compensation
- Western Asset Management — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation
- Blackrock — Schedule C compensation
- Hewitt Consulting — Schedule C compensation