Blue Cross And Blue Shield Of Alabama Retirement Plan — Form 5500 plan (Blue Cross And Blue Shield Of Alabama)
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 Alabama Retirement Plan is a benefit plan reported by Blue Cross And Blue Shield Of Alabama under EIN 63-0103830 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,483 participants and $737,313,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of Alabama
- EIN
- 63-0103830
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 2,483
- End-of-year plan assets
- $737,313,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,483 | H, C | 20241007125830NAL0015192145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $737,313,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $737,313,284
- Net assets (BOY)
- $655,441,132
Income & contributions
- Employer contributions
- $70,000,000
- Total contributions
- $70,000,000
- Total income / additions
- $110,957,375
Expenses & distributions
- Benefits paid
- $27,790,851
- Administrative expenses
- $1,294,372
- Total expenses
- $29,085,223
- Net increase / (decrease)
- $81,872,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank | TRUSTEE | $445,374 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | ACTUARY | $420,509 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $160,131 | not reported in the loaded dataset | 2023 |
| Warren Averett LLC | NONE | $26,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Of Alabama
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Regions Bank — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Warren Averett LLC — Schedule C compensation