Blue Cross And Blue Shield Of Massachusetts, Inc. Retirement Income Trust
Sponsored by Blue Cross Blue Shield Of Massachusetts, Inc. · EIN 041045815 · Plan #001
- Total assets
- $867M
- Net assets
- $867M
- Active participants
- 2,586
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
| Comet Capital Investments, L.P. CRD 307547 | fuzzy_auto · 94% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity | Recordkeeping | $370,941 |
| Ubs Realty Investors | Investment management | $356,547 |
| Brookfield Real Estate Funds | Investment management fees (indirect) | $224,665 |
| Mellon Trust | Trustee (institutional) | $209,126 |
| L&G Inv Mgmt ,Inc Long Credit | Investment management fees (direct) | $207,068 |
| Wellington Trust Research Equity | Investment management fees (direct) | $188,252 |
| Comvest Capital Iv | Investment management | $173,516 |
| Income Research+Mgmt, Long Duration | Investment management fees (direct) | $166,641 |
| Nepc | Investment advisory (plan) | $150,000 |
| Income Research+Mgmt, Inter Credit | Investment management fees (direct) | $134,746 |
| William Blair | Other fees | $125,388 |
| Mercer | Actuarial | $101,935 |
| Telus | Recordkeeping | $76,818 |
| Ernst & Young Audit Fees | Accounting | $65,933 |
| Statestreet Global Advisors Long Us | Investment management fees (direct) | $42,062 |
| Sprucegrove | Investment management fees (direct) | $38,288 |
| Statestreet Global Advisors 3 To 1 O | Investment management fees (direct) | $25,911 |
| Mellon Capital Mgmt Small Cap | Investment management fees (direct) | $5,599 |
| State Street Global Advisors S&P500 | Investment management fees (direct) | $5,422 |