Pension Plan Of Independence Blue Cross
Sponsored by Independence Blue Cross, Llc · EIN 463867722 · Plan #001
- Total assets
- $687M
- Net assets
- $686M
- Active participants
- 1,133
- 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 |
|---|---|---|
| Centersquare Investment Management Llc CRD 290078 | deterministic · 100% | 2024 |
| Birch Run Investments, Llc CRD 285285 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Villanova Investment Management Company, Llc CRD 287809 | fuzzy_auto · 98% | 2024 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | fuzzy_auto · 95% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us, Llc | Actuarial, Recordkeeping, Direct payment from the plan | $970,571 |
| Arrowstreet Capital Lp | Investment management, Investment management fees (direct) | $860,057 |
| Sei Investments Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $688,208 |
| Us Bank Asset Management Llc | Investment advisory (plan), Direct payment from the plan, Consulting fees | $142,500 |
| Delaware Charter Dba Principaltrust | Trustee (institutional), Trustee (directed), Direct payment from the plan | $119,355 |
| Centersquare Investment Management | Investment management, Investment management fees (direct), Soft dollars commissions | $74,184 |
| Birch Run Investments, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $73,738 |
| Eagle Asset Management, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $59,599 |
| Villanova Investment Management Com | Investment management, Investment management fees (direct) | $53,800 |
| The Haverford Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $37,674 |
| Weaver C. Barksdale & Assoc. | Investment management, Investment management fees (direct) | $34,598 |
| Deloitte & Touche Llp | Accounting, Direct payment from the plan | $29,587 |
| Glenmede Trust | Investment management, Investment management fees (direct) | $25,357 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $24,017 |
| Rhumbline Advisers Lp | Investment management, Investment management fees (direct) | $22,773 |