Tax Favored Savings Program — Form 5500 plan (Blue Cross And Blue Shield Of Mississippi, A Mutual Insurance Company)

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, Tax Favored Savings Program is a benefit plan reported by Blue Cross And Blue Shield Of Mississippi, A Mutual Insurance Company under EIN 64-0295748 and plan number 003. The latest loaded filing year is 2023. The filing reports 725 participants and $106,482,093 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Cross And Blue Shield Of Mississippi, A Mutual Insurance Company
EIN
64-0295748
Plan number
003
Plan type
2
Location
Flowood, MS
Latest filing year
2023
Participants
725
End-of-year plan assets
$106,482,093

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023725H, C20241015112552NAL0029395297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,482,093
Total liabilities (EOY)
$0
Net assets (EOY)
$106,482,093
Net assets (BOY)
$90,213,718

Income & contributions

Employer contributions
$4,959,345
Participant contributions
$3,475,595
Total contributions
$8,575,053
Total income / additions
$27,372,276

Expenses & distributions

Benefits paid
$11,064,570
Administrative expenses
$39,331
Total expenses
$11,103,901
Net increase / (decrease)
$16,268,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$39,331$02023
Wealth Management Systems IncNONE$0$02023

Related Form 5500 pages