Pension Plan Of Independence Blue Cross — Form 5500 plan (Independence Blue Cross, LLC)
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, Pension Plan Of Independence Blue Cross is a benefit plan reported by Independence Blue Cross, LLC under EIN 46-3867722 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,989 participants and $705,060,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independence Blue Cross, LLC
- EIN
- 46-3867722
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 3,989
- End-of-year plan assets
- $705,060,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,989 | H, C | 20241008144039NAL0009790003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $705,060,649
- Total liabilities (EOY)
- $661,419
- Net assets (EOY)
- $704,399,230
- Net assets (BOY)
- $701,783,259
Income & contributions
- Total contributions
- $0
- Total income / additions
- $63,281,406
Expenses & distributions
- Benefits paid
- $57,387,181
- Administrative expenses
- $3,278,254
- Total expenses
- $60,665,435
- Net increase / (decrease)
- $2,615,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us, LLC | NONE | $905,030 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital Lp | NONE | $485,015 | not reported in the loaded dataset | 2023 |
| Sei Investments Company | NONE | $483,729 | $0 | 2023 |
| Pfm Asset Management LLC | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management, Inc | NONE | $99,397 | $0 | 2023 |
| Philadelphia Trust Company | NONE | $94,159 | not reported in the loaded dataset | 2023 |
| Delaware Charter Dba Principaltrust | TRUSTEE | $84,533 | $0 | 2023 |
| Hardman Johnston Global Advisors | NONE | $77,503 | not reported in the loaded dataset | 2023 |
| Birch Run Investments, LLC | NONE | $68,817 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Management | NONE | $64,861 | $0 | 2023 |
| Great Lakes Advisors, LLC | NONE | $60,803 | not reported in the loaded dataset | 2023 |
| Villanova Investment Management Com | NONE | $59,742 | not reported in the loaded dataset | 2023 |
| Glenmede Trust | NONE | $59,605 | not reported in the loaded dataset | 2023 |
| The Haverford Trust Company | NONE | $51,322 | $0 | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $51,063 | not reported in the loaded dataset | 2023 |
| Weaver C. Barksdale & Assoc. | NONE | $45,204 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $25,956 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers Lp | NONE | $19,857 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Independence Blue Cross, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Willis Towers Watson Us, LLC — Schedule C compensation
- Arrowstreet Capital Lp — Schedule C compensation
- Sei Investments Company — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation
- Eagle Asset Management, Inc — Schedule C compensation
- Philadelphia Trust Company — Schedule C compensation
- Delaware Charter Dba Principaltrust — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Birch Run Investments, LLC — Schedule C compensation
- Centersquare Investment Management — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Villanova Investment Management Com — Schedule C compensation
- Glenmede Trust — Schedule C compensation
- The Haverford Trust Company — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Weaver C. Barksdale & Assoc. — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Rhumbline Advisers Lp — Schedule C compensation