Plan Snapshot
- Plan Sponsor: Capital Blue Cross
- Sponsor EIN: 230455154
- Sponsor Address: 2500 ELMERTON AVENUE, HARRISBURG, PA, 17177
- Plan Type: 401(k)
- Total Participants: 2,240
- Total Assets: $507.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 2,240 | $507.8M | $13.7M | $17.3M |
| 2023 | 2,260 | $454.0M | $13.0M | $16.4M |
| 2022 | 2,250 | $380.2M | $12.4M | $15.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $78,194 | — | — | — | — |
| 2023 | $85,954 | — | — | — | — |
| 2022 | $82,510 | — | — | — | $82,510 |