Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Association
- Sponsor EIN: 135656874
- Sponsor Address: 200 EAST RANDOLPH STREET, CHICAGO, IL, 60601
- Plan Type: DB
- Total Participants: 140
- Total Assets: $193.9M
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 | 140 | $193.9M | $0 | $0 |
| 2023 | 159 | $218.9M | $0 | $0 |
| 2022 | 182 | $215.9M | $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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $28,785 | — | $28,785 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,785
- Estimated Expense Ratio: 0.015% 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 | $483,152 | $233,515 | $3,994 | $28,785 | — |
| 2023 | $484,103 | $245,552 | $4,692 | $25,502 | — |
| 2022 | $1,603,668 | $180,802 | $9,493 | — | $688,957 |