# Blue Cross Blue Shield Of Massachusetts, INC. DB Plan
Source: https://planprovider.pro/companies/blue-cross-blue-shield-of-massachusetts-inc-plan-001

> Blue Cross Blue Shield Of Massachusetts, INC.'s DB plan: 2,586 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:** 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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [NEPC](https://planprovider.pro/provider/milliman) — NONE

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

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