Blue Cross And Blue Shield Of Florida, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Blue Cross And Blue Shield Of Florida, Inc.)
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 Of Florida, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Blue Cross And Blue Shield Of Florida, Inc. under EIN 59-2015694 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,645 participants and $1,455,855,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of Florida, Inc.
- EIN
- 59-2015694
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 10,645
- End-of-year plan assets
- $1,455,855,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,645 | H, C | 20241011100557NAL0012352803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,455,855,189
- Total liabilities (EOY)
- $431
- Net assets (EOY)
- $1,455,854,758
- Net assets (BOY)
- $1,188,885,423
Income & contributions
- Employer contributions
- $55,948,913
- Participant contributions
- $65,872,125
- Total contributions
- $133,293,960
- Total income / additions
- $358,838,775
Expenses & distributions
- Benefits paid
- $90,257,086
- Administrative expenses
- $1,594,015
- Total expenses
- $91,869,440
- Net increase / (decrease)
- $266,969,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | ADVISOR | $1,100,462 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $444,925 | $0 | 2023 |
| Bcbsa Neba | PLAN ADMINISTRATOR | $97,611 | 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 Of Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Bcbsa Neba — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation