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Original filing (PDF)20251009141627NAL0003988595001
INDEPENDENCE BLUE CROSS, LLC
Form 5500
FILING_RECEIVED
INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
4,620
Accounts w/ balance
5,518
Plan assets (EOY)
$918.9M
Net assets (EOY)
$918.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "State Street S&P 500 Indx SL Cl II" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENCE BLUE CROSS, LLC.
Plan sponsor
Name
INDEPENDENCE BLUE CROSS, LLC
EIN
46-3867722
Address
1901 MARKET STREET, 26TH FLOOR · PHILADELPHIA, PA · 191031480
Phone
(215) 241-3230
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $309K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-1945930 | — | NONE | $231K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $36K | — |
Investments
2 direct securities · 19 pooled funds· $917.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$903.5M
19 holdings
Uncategorized
$13.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $240.3M | 26.2% | |
| STATE STREET TRGT RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 070 | Common Collective Trust | — | — | $74.7M | 8.1% | |
| STATE STREET TRGT RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 068 | Common Collective Trust | — | — | $62.8M | 6.8% | |
| STATE STREET TRGT RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 069 | Common Collective Trust | — | — | $59.6M | 6.5% | |
| STATE STREET US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $55.2M | 6.0% | |
| STATE STREET TRGT RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 073 | Common Collective Trust | — | — | $49.7M | 5.4% | |
| STATE STREET RUSSELL SMALL/MID IDX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $49.1M | 5.3% | |
| STATE STREET TRGT RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 072 | Common Collective Trust | — | — | $47.8M | 5.2% | |
| STATE STREET TRGT RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 071 | Common Collective Trust | — | — | $41.9M | 4.6% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $39.7M | 4.3% | |
| MERCER SMALL/MID CAP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $37.2M | 4.0% | |
| STATE STREET TRGT RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 074 | Common Collective Trust | — | — | $32.7M | 3.6% | |
| STATE STREET GLOBAL ALLCP EQ EX-US STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $30.6M | 3.3% | |
| MERCER INTERNATIONAL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $28.4M | 3.1% | |
| STATE STREET TRGT RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 075 | Common Collective Trust | — | — | $17.1M | 1.9% | |
| STATE STREET TRGT RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 067 | Common Collective Trust | — | — | $15.9M | 1.7% | |
| STATE STREET TRGT RET INC SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $14.8M | 1.6% | |
| Notes Receivable | — | — | — | $13.1M | 1.4% | |
| MERCER DIVERSIFIED BOND COLLECTIVE MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $3.4M | 0.4% | |
| STATE STREET TRGT RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 076 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| Dreyfus Government Cash Mgmt Inst | — | — | — | $525K | <0.1% |
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