# Blue Cross And Blue Shield Association 401(k) Plan
Source: https://planprovider.pro/companies/blue-cross-and-blue-shield-association-366041816-001

> Blue Cross And Blue Shield Association's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — Actuary

- [WINSTON AND STRAWN](https://planprovider.pro/provider/winston-and-strawn-llp) — ERISA Attorney

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

## Similar Plans

- [Mcdonalds Licensees Health And Welfare Trust](https://planprovider.pro/companies/mcdonalds-licensees-health-and-welfare-trust-367112271-501) — 20,809 participants

- [Overture Promotions INC.](https://planprovider.pro/companies/overture-promotions-inc-401k-plan) — 257 participants

- [Abbott Laboratories](https://planprovider.pro/companies/abbott-laboratories-360698440-337) — 0 participants

- [Abbvie INC.](https://planprovider.pro/companies/abbvie-inc-320375147-004) — 0 participants

- [Aon Investments Usa, INC.](https://planprovider.pro/companies/aon-investments-usa-inc-611866344-001) — 0 participants

- [Aon Investments Usa, INC.](https://planprovider.pro/companies/aon-investments-usa-inc-873885623-001) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blue-cross-and-blue-shield-association-366041816-001)

© 2026 PlanProvider.Pro