Bluecross Blueshield Of Tennessee Employee Retirement Savings Program — Form 5500 plan (Blue Cross Blue Shield Of Tennessee)
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, Bluecross Blueshield Of Tennessee Employee Retirement Savings Program is a benefit plan reported by Blue Cross Blue Shield Of Tennessee under EIN 62-0427913 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,902 participants and $1,128,826,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross Blue Shield Of Tennessee
- EIN
- 62-0427913
- Plan number
- 002
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 7,902
- End-of-year plan assets
- $1,128,826,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,902 | H, C | 20240905145436NAL0021174625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,128,826,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,128,826,066
- Net assets (BOY)
- $896,267,961
Income & contributions
- Employer contributions
- $30,979,524
- Participant contributions
- $36,869,624
- Total contributions
- $70,875,050
- Total income / additions
- $242,134,895
Expenses & distributions
- Benefits paid
- $80,780,880
- Administrative expenses
- $987,571
- Total expenses
- $81,796,274
- Net increase / (decrease)
- $160,338,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $511,871 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $348,517 | $0 | 2023 |
| Bcbsa Neba | PLAN ADMINISTRATOR | $105,238 | not reported in the loaded dataset | 2023 |
| Ernst & Young | ACCOUNTANT/AUDITOR | $21,944 | 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 Blue Shield Of Tennessee
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Chattanooga, TN
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Bcbsa Neba — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation