Blue Cross Blue Shield Of Michigan Retiree Medical Benefit 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 Retiree Medical Benefit Plan is a benefit plan reported by Blue Cross Blue Shield Of Michigan under EIN 38-2069753 and plan number 504. The latest loaded filing year is 2023. The filing reports 5,203 participants and $477,236,856 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
- 504
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 5,203
- End-of-year plan assets
- $477,236,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,203 | H, C | 20241015110054NAL0029334961003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $477,236,856
- Total liabilities (EOY)
- $24,046
- Net assets (EOY)
- $477,212,810
- Net assets (BOY)
- $480,089,999
Income & contributions
- Employer contributions
- $99,972
- Total contributions
- $18,055,236
- Total income / additions
- $79,949,993
Expenses & distributions
- Benefits paid
- $81,821,716
- Administrative expenses
- $1,005,466
- Total expenses
- $82,827,182
- Net increase / (decrease)
- -$2,877,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors, LLC | INVESTMENT ADVISOR | $238,157 | not reported in the loaded dataset | 2023 |
| Western Asset Management | INVESTMENT MANAGER | $234,656 | not reported in the loaded dataset | 2023 |
| Synder Capital Management Lp | INVESTMENT MANAGER | $184,462 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $158,969 | not reported in the loaded dataset | 2023 |
| Mackay Shields | INVESTMENT MANAGER | $70,717 | not reported in the loaded dataset | 2023 |
| Extend Health | CONSULTANT | $43,304 | not reported in the loaded dataset | 2023 |
| Gjc Cpa'S & Advisors | AUDITOR | $18,800 | 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
- Nisa Investment Advisors, LLC — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Synder Capital Management Lp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Extend Health — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation