# Independence Blue Cross, LLC 401(k) Plan
Source: https://planprovider.pro/companies/independence-blue-cross-llc-401k-plan

> Independence Blue Cross, LLC's 401(k) plan: 4,620 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independence Blue Cross, LLC

- **Sponsor EIN:** 463867722

- **Sponsor Address:** 1901 MARKET STREET, 26TH FLOOR, PHILADELPHIA, PA, 191031480

- **Plan Type:** 401(k)

- **Total Participants:** 4,620

- **Total Assets:** $918.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|4,620|$918.9M|$37.3M|$21.8M|

| 2023|4,285|$958.2M|$19.8M|$34.5M|

| 2022|4,055|$809.3M|$18.5M|$33.2M|

## 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|

| VANGUARD ADVISERS INC.|NONE|$308,940|—|$308,940|

| VANGUARD FIDUCIARY TRUST COMPANY|NONE|$230,689|—|$230,689|

| DELOITTE TAX LLP|NONE|$35,800|—|$35,800|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $575,429

- **Estimated Expense Ratio:** 0.063% 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|$576,115|$308,940|—|—|—|

| 2023|$748,685|$359,430|—|$20,360|—|

| 2022|$720,981|$337,815|—|—|$99,100|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/independence-blue-cross-llc-401k-plan)

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