Plan Snapshot
- Plan Sponsor: Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co.
- Sponsor EIN: 640295748
- Sponsor Address: 3545 LAKELAND DRIVE EAST, FLOWOOD, MS, 39232
- Plan Type: DB
- Total Participants: 141
- Total Assets: $131.8M
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 | 141 | $131.8M | $0 | $0 |
| 2023 | 149 | $163.3M | $0 | $0 |
| 2022 | 166 | $164.8M | $0 | $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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Custodian / Trustee | $234,286 | — | $234,286 |
| AON CONSULTING, INC. | Actuary | $95,808 | — | $95,808 |
| L&S VENTURES, LLC | Other Service Provider | $33,341 | — | $33,341 |
| BLUE CROSS BLUE SHIELD ASSOCIATION | Other Service Provider | $23,570 | — | $23,570 |
| WINSTON AND STRAWN | ERISA Attorney | $12,134 | — | $12,134 |
| GRANT THORNTON, LLP | Auditor | $8,269 | — | $8,269 |
| BLOOMBERG | Other Service Provider | $7,327 | — | $7,327 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — Actuary
- WINSTON AND STRAWN — ERISA Attorney
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $414,735
- Estimated Expense Ratio: 0.315% 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 | $456,401 | -$26,206 | $23,570 | $25,291 | — |
| 2023 | $1,529,251 | $580,166 | $256,312 | $19,633 | — |
| 2022 | $714,191 | $138,485 | $72,488 | — | $422,874 |