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: DB
- Total Participants: 2,586
- Total Assets: $867.5M
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 | 2,586 | $867.5M | $3.6M | $0 |
| 2023 | 2,709 | $906.9M | $4.1M | $0 |
| 2022 | 2,901 | $910.6M | $219,170 | $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 |
|---|---|---|---|---|
| FIDELITY | NONE | $370,941 | — | $370,941 |
| UBS REALTY INVESTORS | NONE | $356,547 | — | $356,547 |
| BROOKFIELD REAL ESTATE FUNDS | NONE | $224,665 | — | $224,665 |
| MELLON TRUST | NONE | $209,126 | — | $209,126 |
| L&G INV MGMT ,INC-LONG CREDIT | NONE | $207,068 | — | $207,068 |
| WELLINGTON TRUST RESEARCH EQUITY | NONE | $188,252 | — | $188,252 |
| COMVEST CAPITAL IV | NONE | $173,516 | — | $173,516 |
| INCOME RESEARCH+MGMT, LONG DURATION | NONE | $166,641 | — | $166,641 |
| NEPC | NONE | $150,000 | — | $150,000 |
| INCOME RESEARCH+MGMT, INTER CREDIT | NONE | $134,746 | — | $134,746 |
| WILLIAM BLAIR | NONE | $125,388 | — | $125,388 |
| MERCER | NONE | $101,935 | — | $101,935 |
| TELUS | NONE | $76,818 | — | $76,818 |
| ERNST & YOUNG AUDIT FEES | NONE | $65,933 | — | $65,933 |
| STATESTREET GLOBAL ADVISORS-LONG US | NONE | $42,062 | — | $42,062 |
| SPRUCEGROVE | NONE | $38,288 | — | $38,288 |
| STATESTREET GLOBAL ADVISORS-3 TO 1O | NONE | $25,911 | — | $25,911 |
| MELLON CAPITAL MGMT SMALL CAP | NONE | $5,599 | — | $5,599 |
| STATE STREET GLOBAL ADVISORS S&P500 | NONE | $5,422 | — | $5,422 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY — NONE
- NEPC — NONE
- ERNST & YOUNG AUDIT FEES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,668,858
- Estimated Expense Ratio: 0.308% 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 | $3,249,174 | $1,922,724 | $447,759 | $21,220 | — |
| 2023 | $3,636,066 | $2,221,551 | $460,349 | $53,549 | — |
| 2022 | $3,512,291 | $2,270,641 | — | — | $727,466 |