AUMdb

Blue Cross And Blue Shield Of Minnesota Employee Savings Plan

Sponsored by Blue Cross & Blue Shield Of Minnesota · EIN 410984460 · Plan #002

Total assets
$885M
Net assets
$885M
Active participants
2,995
With balances
4,813

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan), Direct payment from the plan $172,971
Fidelity Investments Institutional Participant loan processing, Direct payment from the plan, Sub-transfer agency fees $129,756
R.V. Kuhns & Associates, Inc. Consulting (general), Direct payment from the plan $76,125
Mercer Investments Llc Investment advisory (plan), Direct payment from the plan $37,500
Bluecross Blueshield Association Consulting (general), Direct payment from the plan $34,874
Rsm Us Llp Accounting, Direct payment from the plan $21,000
Foley & Lardner Llp Legal, Direct payment from the plan $7,797