Capital Blue Cross Retirement Plan
Sponsored by Capital Blue Cross · EIN 230455154 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $441,467 |
| Brentwood Capital Advisors | Investment advisory (plan), Investment management fees (direct) | $60,000 |
| Pnc Bank, Na | Trustee (institutional), Investment management, Direct payment from the plan | $29,510 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $23,177 |
| Wilmington Trust | Trustee (directed), Investment management, Direct payment from the plan | $20,587 |
| The Bank Of New York Mellon | Trustee (institutional), Investment management, Direct payment from the plan | $6,471 |