Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Association
- Sponsor EIN: 366041816
- Sponsor Address: 200 EAST RANDOLPH STREET, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $2.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $2.4B | $0 | $0 |
| 2023 | 0 | $2.5B | $0 | $0 |
| 2022 | 0 | $2.6B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | Investment Advisor | $2,772,304 | — | $2,772,304 |
| BLUE CROSS AND BLUE SHIELD ASSOC | Other Service Provider | $1,369,365 | — | $1,369,365 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $780,957 | — | $780,957 |
| AON CONSULTING | Actuary | $544,271 | — | $544,271 |
| PLANTE & MORAN, PLLC | Other Service Provider | $280,000 | — | $280,000 |
| L&S VENTURES | Other Service Provider | $103,995 | — | $103,995 |
| BLOOMBERG FINANCE | Other Service Provider | $53,566 | — | $53,566 |
| WINSTON AND STRAWN | ERISA Attorney | $46,416 | — | $46,416 |
| GRANT THORNTON, LLP | Other Service Provider | $40,558 | — | $40,558 |
| WORKIVA, INC. | Recordkeeper | $34,477 | — | $34,477 |
| MORNINGSTAR INC | Recordkeeper | $7,897 | — | $7,897 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENT MANAGEMENT — Investment Advisor
- AON CONSULTING — Actuary
- WINSTON AND STRAWN — ERISA Attorney
- MORNINGSTAR INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,033,806
- Estimated Expense Ratio: 0.248% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,860,237 | $2,772,304 | $1,369,365 | $320,558 | — |
| 2023 | $7,491,669 | $2,917,745 | $1,405,054 | $285,719 | — |
| 2022 | $15,872,142 | $2,884,693 | $1,308,892 | — | $6,282,399 |