Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INDEPENDENCE BLUE CROSS, LLC
EIN 46-3867722insuranceLatest filing 2024
Plans
6
Retirement
2
$1.61B assets
Welfare
4
$82.7M premiums
Participants
16,255
1901 MARKET STREET - PHILADELPHIA, PA 191031480215-241-2751ibx.comLinkedIn5001-10000 employeesinsurance
Retirement portfolio analytics
2 plans aggregated / $1.61B assets / 9,859 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- THE VANGUARD GROUP, INC.57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $82.7M premiums / 10,090 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$76.8M
- Prescription drug$20.7M
- Life$2.5M
- Long-term disability$2.2M
- Vision$1.2M
- Other$212K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- KEYSTONE HEALTH PLAN EAST80%
- BLUE CROSS OF CALIFORNIA8%
- DEARBORN LIFE INSURANCE COMPANY3%
- PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- +3 more
Broker market share
Schedule A broker compensation
54%top
- JAMES R NELLIGAN & ASSOCIATES LLC54%
- BGRAND BENEFITS, LLC24%
- SAGEWELL PARTNERS INC21%
- MERCER HEALTH AND BENEFITS, LLC1%
- THE STERLING GROUP INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN
401k
Assets$918.9M
Participants6,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN OF INDEPENDENCE BLUE CROSS
CashBalance
Assets$687.1M
Participants3,786
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INDEPENDENCE BLUE CROSS WELFARE AND FLEXIBLE BENEFITS PLAN
Mixed - IBC PERSONAL CHOICE
Premiums$71.9M
Covered lives7,556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
INDEPENDENCE BLUE CROSS RETIREE HEALTH AND WELFARE PLAN
Mixed - INDEPENDENCE BLUE CROSS RETIREE RX
Premiums$10.8M
Covered lives2,221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PUERTO RICO HEALTH PLAN, INC. MEDICAL PLAN
Fully Insured - TRIPLE-S SALUD, INC.
Premiums$0
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PUERTO RICO HEALTH PLAN, INC. GROUP LIFE INS PLAN
Fully Insured - FORT DEARBORN LIFE INSURANCE COMPANY
Premiums$0
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN | 401k | $918.9M | 6,073 | 2024 | |
| 001 | PENSION PLAN OF INDEPENDENCE BLUE CROSS | CashBalance | $687.1M | 3,786 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INDEPENDENCE BLUE CROSS WELFARE AND FLEXIBLE BENEFITS PLAN | Mixed | IBC PERSONAL CHOICE | $71.9M | 7,556 | 2024 | |
| 510 | INDEPENDENCE BLUE CROSS RETIREE HEALTH AND WELFARE PLAN | Mixed | INDEPENDENCE BLUE CROSS RETIREE RX | $10.8M | 2,221 | 2024 | |
| 502 | PUERTO RICO HEALTH PLAN, INC. MEDICAL PLAN | Fully Insured | TRIPLE-S SALUD, INC. | $0 | 148 | 2024 | |
| 503 | PUERTO RICO HEALTH PLAN, INC. GROUP LIFE INS PLAN | Fully Insured | FORT DEARBORN LIFE INSURANCE COMPANY | $0 | 165 | 2024 |
Retirement plans
Welfare plans