Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Of Nebraska
- Sponsor EIN: 470095156
- Sponsor Address: 1919 AKSARBEN DRIVE, OMAHA, NE, 68180
- Plan Type: 401(k)
- Total Participants: 1,228
- Total Assets: $207.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,228 | $207.8M | $9.2M | $9.2M |
| 2023 | 1,169 | $190.6M | $8.7M | $8.8M |
| 2022 | 1,142 | $162.2M | $8.7M | $8.1M |
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 |
|---|---|---|---|---|
| LUTZ | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.008% 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 | $176,466 | $55,963 | $23,988 | $16,500 | — |
| 2023 | $167,743 | $50,000 | $90,774 | $26,000 | — |
| 2022 | $159,479 | $50,000 | $89,799 | — | $18,105 |