Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Of Kansas City
- Sponsor EIN: 431257251
- Sponsor Address: 1400 BALTIMORE AVENUE, KANSAS CITY, MO, 64105
- Plan Type: DB
- Total Participants: 310
- Total Assets: $165.6M
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 | 310 | $165.6M | $0 | $0 |
| 2023 | 329 | $167.1M | $0 | $0 |
| 2022 | 346 | $160.3M | $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 |
|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | Other Service Provider | $191,611 | — | $191,611 |
| BUCK GLOBAL, LLC | Actuary | $163,539 | — | $163,539 |
| MERCER | Actuary | $138,916 | — | $138,916 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $50,000 | — | $50,000 |
| FID INV INST OPS CO | Recordkeeper | $32,769 | — | $32,769 |
| SPENCER FANE LLP | ERISA Attorney | $14,248 | — | $14,248 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $591,083
- Estimated Expense Ratio: 0.357% 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 | $667,696 | $191,611 | — | — | — |
| 2023 | $641,038 | $168,167 | — | — | — |
| 2022 | $1,616,063 | $152,022 | $372,153 | — | $289,855 |