Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Of Florida, INC.
- Sponsor EIN: 592015694
- Sponsor Address: 4800 DEERWOOD CAMPUS PARKWAY, JACKSONVILLE, FL, 322466498
- Plan Type: 401(k)
- Total Participants: 8,954
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,954 | $1.7B | $31.7M | $72.2M |
| 2023 | 8,959 | $1.5B | $55.9M | $65.9M |
| 2022 | 8,600 | $1.2B | $52.5M | $62.3M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | $1,563,560 | — | $1,563,560 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $392,935 | — | $392,935 |
| BCBSA NEBA | PLAN ADMINISTRATOR | $21,218 | — | $21,218 |
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,977,713
- Estimated Expense Ratio: 0.118% 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 | $1,914,808 | $1,563,560 | — | — | — |
| 2023 | $1,594,015 | $1,100,462 | — | — | — |
| 2022 | $1,459,691 | — | — | — | — |