# Blue Cross Blue Shield Of Massachusetts, INC. 401(k) Plan
Source: https://planprovider.pro/companies/blue-cross-blue-shield-of-massachusetts-inc-401k-plan

> Blue Cross Blue Shield Of Massachusetts, INC.'s 401(k) plan: 4,420 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 Blue Shield Of Massachusetts, INC.

- **Sponsor EIN:** 041045815

- **Sponsor Address:** 101 HUNTINGTON AVENUE, SUITE 1300, BOSTON, MA, 02199

- **Plan Type:** 401(k)

- **Total Participants:** 4,420

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,420|$1.2B|$31.7M|$36.8M|

| 2023|4,355|$1.0B|$29.3M|$34.2M|

| 2022|4,026|$876.4M|$26.9M|$31.9M|

## 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|

| FIDELITY INVESTMENTS INST OPER CO.|RECORDKEEPER|$208,862|—|$208,862|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INST OPER CO.](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $208,862

- **Estimated Expense Ratio:** 0.017% 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|$207,519|—|—|—|—|

| 2023|$229,877|—|—|—|—|

| 2022|$244,068|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blue-cross-blue-shield-of-massachusetts-inc-401k-plan)

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