Blue Cross And Blue Shield Of Minnesota Pension Plan
Sponsored by Blue Cross & Blue Shield Of Minnesota · EIN 410984460 · Plan #001
- Total assets
- $232M
- Net assets
- $231M
- Active participants
- 2,994
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
| Emerald Investments, Inc. CRD 120750 | fuzzy_auto · 99% | 2024 |
| Leeward Investments, Llc CRD 312557 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Direct payment from the plan | $584,546 |
| J.P. Morgan Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $152,720 |
| Lsv Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $137,984 |
| Principal | Trustee (institutional), Investment management, Direct payment from the plan | $77,815 |
| R.V. Kuhns & Associates, Inc. | Consulting (general), Direct payment from the plan | $67,500 |
| Rsm Us Llc | Accounting, Direct payment from the plan | $43,924 |
| Emerald Investment | Investment management, Direct payment from the plan, Investment management fees (direct) | $40,838 |
| Leeward Investments, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $39,355 |
| Mercer | Investment management, Direct payment from the plan, Investment management fees (direct) | $37,500 |
| Prudential Insurance Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $27,396 |
| Pension Benefit Information Llc | Other services, Direct payment from the plan | $7,473 |