Form 5500 Search

WORKIVA

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
2,138
Total plan assets
$8.3B
Filings (rows)
4
Direct comp
$107K
Indirect comp
$0

SERVICES PROVIDED

Recordkeeper4

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BLUE CROSS AND BLUE SHIELD ASSOCIATION
NATIONAL RETIREMENT TRUST
CHICAGO, IL
Recordkeeper
RECORDKEEPING, INFO MGMT
$2.6B$31K
BLUE CROSS AND BLUE SHIELD ASSOCIATION
NATIONAL RETIREMENT TRUST
CHICAGO, IL
Recordkeeper
RECORDKEEPING, INFO MGMT.
$2.5B$31K
BLUE CROSS AND BLUE SHIELD ASSOCIATION
NATIONAL RETIREMENT TRUST
CHICAGO, IL
Recordkeeper
RECORDKEEPING, INFO MGMT.
$2.4B$34K
EXCELLUS HEALTH PLAN, INC.
EXCELLUS RETIREMENT PLAN
ROCHESTER, NY
Recordkeeper
RECORDKEEPING
2,138$782.4M$10K