Capital Blue Cross 401(k) Plan
What public Form 5500 filings show about the Capital Blue Cross 401(k) plan — and how to find and check your own account.
The Capital Blue Cross 401(k) on its latest Form 5500
Capital Blue Cross (EIN 23-0455154) reports CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $507.8M in plan assets across 2,240 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Capital Blue Cross filing — schedules, fees, and providers.
Who runs the Capital Blue Cross 401(k)?
Capital Blue Cross’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Capital Blue CrossHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL ADVANTAGE ASSURANCE, JANUS HENDERSON INVESTORS US, CAPITAL ADVANTAGE INSURANCE, CONRAD SIEGEL, BLACKROCK ADVISORS, WILMINGTON TRUST.
How to check your Capital Blue Cross 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Capital Blue Cross HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).