Plan Snapshot
- Plan Sponsor: Capital Blue Cross
- Sponsor EIN: 230455154
- Sponsor Address: 2500 ELMERTON AVE., HARRISBURG, PA, 17110
- Plan Type: DB
- Plan Number: 001
- Total Participants: 100
- Total Assets: $83.0M
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. |
|---|---|---|---|---|
| 2023 | 100 | $83.0M | $0 | $0 |
| 2022 | 778 | $153.8M | $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 |
|---|---|---|---|---|
| CONRAD SIEGEL | Other Service Provider | $180,524 | — | $180,524 |
| MORGAN, LEWIS & BOCKIUS LLP | Other Service Provider | $104,013 | — | $104,013 |
| SEIX INVESTMENT ADVISORS | Other Service Provider | $74,280 | — | $74,280 |
| PNC BANK, NA | Other Service Provider | $64,104 | — | $64,104 |
| ZIEGLER CAPITAL MANAGEMENT, LLC | Other Service Provider | $48,920 | — | $48,920 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $28,544 | — | $28,544 |
| WILMINGTON TRUST | Other Service Provider | $16,794 | — | $16,794 |
| BRENTWOOD CAPITAL ADVISORS | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $522,179
- Estimated Expense Ratio: 0.629% 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 |
|---|---|---|---|---|---|
| 2023 | $975,140 | $227,919 | — | — | — |
| 2022 | $1,415,411 | $265,683 | — | — | $155,371 |