# Blue Cross And Blue Shield Of Florida, INC. DB Plan
Source: https://planprovider.pro/companies/blue-cross-and-blue-shield-of-florida-inc-plan-001

> Blue Cross And Blue Shield Of Florida, INC.'s DB plan: 2,092 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 Of Florida, INC.

- **Sponsor EIN:** 592015694

- **Sponsor Address:** 4800 DEERWOOD CAMPUS PARKWAY, JACKSONVILLE, FL, 32246

- **Plan Type:** DB

- **Total Participants:** 2,092

- **Total Assets:** $463.5M

## 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|2,092|$463.5M|$0|$0|

| 2023|2,181|$497.5M|$0|$0|

| 2022|2,348|$489.1M|$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 MANGEMENT|INVESTMENT MGMT|$726,388|—|$726,388|

| BLUE CROSS BLUE SHIELD ASSOCIATION|PLAN ADMIN|$383,599|—|$383,599|

| NORTHERN TRUST COMPANY|TRUSTEE|$156,227|—|$156,227|

| PLANTE & MORAN, PLLC|ACCOUNTING|$59,925|—|$59,925|

| AON CONSULTING|ACTUARIAL|$51,783|—|$51,783|

| BLOOMBERG FINANCE L.P.|OTHER INVEST. FEES,EXPENS|$11,402|—|$11,402|

| L&S VENTURES LLC|CONSULTING|$10,331|—|$10,331|

| GRANT THORNTON, LLP|ACCOUNTING|$8,855|—|$8,855|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTING

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

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — ACCOUNTING

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,408,510

- **Estimated Expense Ratio:** 0.304% 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|$1,417,746|$726,388|$383,599|$68,780|—|

| 2023|$1,510,114|$826,380|$380,360|$62,294|—|

| 2022|$1,889,454|$890,974|$258,177|—|$740,303|

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