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Original filing (PDF)20251002150910NAL0000384387001
CAPITAL BLUE CROSS
Form 5500
FILING_RECEIVED
CAPITAL BLUE CROSS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL BLUE CROSS.
Plan sponsor
Name
CAPITAL BLUE CROSS
EIN
23-0455154
Address
2500 ELMERTON AVE. · HARRISBURG, PA · 17110
Phone
(717) 541-6009
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | — | NONE | $441K | — |
| BRENTWOOD CAPITAL ADVISORS | — | NASHVILLE, TN | NONE | $60K | — |
| PNC BANK, NA | 51-0015380 | — | NONE | $30K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 83-8091050 | — | NONE | $23K | — |
| WILMINGTON TRUST | — | BUFFALO, NY | NONE | $21K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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