Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Association
- Sponsor EIN: 367008317
- Sponsor Address: 200 EAST RANDOLPH STREET, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $207.7M
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 | $207.7M | $0 | $0 |
| 2023 | 0 | $204.4M | $0 | $0 |
| 2022 | 0 | $194.0M | $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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Custodian / Trustee | $488,849 | — | $488,849 |
| PLANTE MORAN | Other Service Provider | $28,250 | — | $28,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $517,099
- Estimated Expense Ratio: 0.249% 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 | $2,312,609 | $1,833 | — | $28,250 | — |
| 2023 | $3,814,099 | $19,984 | — | $36,434 | — |
| 2022 | $1,556,761 | — | — | — | $535,107 |