Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Of North Carolina
- Sponsor EIN: 560894904
- Sponsor Address: PO BOX 2291, DURHAM, NC, 27702
- Plan Type: 401(k)
- Total Participants: 5,395
- Total Assets: $1.4B
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 | 5,395 | $1.4B | $29.5M | $54.5M |
| 2023 | 5,572 | $1.3B | $26.1M | $49.8M |
| 2022 | 5,138 | $1.1B | $24.3M | $45.4M |
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 |
|---|---|---|---|---|
| GREERWALKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $716,159 | $674,965 | — | — | — |
| 2023 | $562,580 | $506,264 | — | $15,600 | — |
| 2022 | $531,213 | $483,700 | $31,213 | — | $16,300 |