# Independence Blue Cross, LLC DB Plan
Source: https://planprovider.pro/companies/independence-blue-cross-llc-plan-001

> Independence Blue Cross, LLC's DB plan: 1,133 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, PHILADELPHIA, PA, 19103

- **Plan Type:** DB

- **Total Participants:** 1,133

- **Total Assets:** $687.1M

## 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|1,133|$687.1M|$0|$0|

| 2023|1,245|$705.1M|$0|$0|

| 2022|1,292|$702.5M|$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|

| WILLIS TOWERS WATSON US, LLC|NONE|$970,571|—|$970,571|

| ARROWSTREET CAPITAL LP|NONE|$860,057|—|$860,057|

| SEI INVESTMENTS COMPANY|NONE|$688,208|—|$688,208|

| US BANK ASSET MANAGEMENT LLC|NONE|$142,500|—|$142,500|

| DELAWARE CHARTER DBA PRINCIPALTRUST|TRUSTEE|$119,355|—|$119,355|

| CENTERSQUARE INVESTMENT MANAGEMENT|NONE|$74,184|—|$74,184|

| BIRCH RUN INVESTMENTS, LLC|NONE|$73,738|—|$73,738|

| EAGLE ASSET MANAGEMENT, INC|NONE|$59,599|—|$59,599|

| VILLANOVA INVESTMENT MANAGEMENT COM|NONE|$53,800|—|$53,800|

| THE HAVERFORD TRUST COMPANY|NONE|$37,674|—|$37,674|

| WEAVER C. BARKSDALE & ASSOC.|NONE|$34,598|—|$34,598|

| DELOITTE & TOUCHE LLP|NONE|$29,587|—|$29,587|

| GLENMEDE TRUST|NONE|$25,357|—|$25,357|

| MORGAN, LEWIS & BOCKIUS LLP|NONE|$24,017|—|$24,017|

| RHUMBLINE ADVISERS LP|NONE|$22,773|—|$22,773|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US, LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [US BANK ASSET MANAGEMENT LLC](https://planprovider.pro/provider/john-hancock) — NONE

- [DELAWARE CHARTER DBA PRINCIPALTRUST](https://planprovider.pro/provider/principal-financial-group-inc) — TRUSTEE

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — NONE

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/morgan-lewis-and-bockius-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,216,018

- **Estimated Expense Ratio:** 0.468% 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|$3,606,297|$2,072,489|—|—|—|

| 2023|$3,278,254|$1,831,971|—|—|—|

| 2022|$4,499,241|$3,208,221|—|—|$932,892|

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