Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › SS&C
SS&C
- Service provider, as named on Schedule C
- EIN 043157927
- Plan year 2024
- Direct compensation reported $158,320
Assets of those plans
$10,969,205,882
0.14% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$158,320
25% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 49 | Other services | 17 |
| 15 | Recordkeeping and information management | 7 |
| 28 | Investment management | 6 |
| 63 | Distribution (12b-1) fees | 5 |
| 37 | Participant loan processing | 4 |
| 59 | Shareholder servicing fees | 4 |
| 62 | Float revenue | 4 |
| 65 | Account maintenance fees | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Blue Shield of California Tax Deferred Salary Investment Plan | California Physicians Service DBA Blue Shield of CA | $1,682,941,708 | 10,447 | $0 |
| Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan | Blue Cross and Blue Shield of Florida | $1,674,969,402 | 10,730 | $0 |
| Cambia Health Solutions, Inc. 401(k) Savings Plan | Cambia Health Solutions | $1,465,868,925 | 6,816 | $0 |
| Blue Cross Blue Shield of SC Employee Savings and Salary Reduction Plan | Blue Cross and Blue Shield of South Carolina | $1,460,862,801 | 15,179 | $0 |
| Bluecross Blueshield of Tennessee Employee Retirement Savings Program | Blue Cross Blue Shield of Tennessee | $1,263,555,153 | 8,272 | $0 |
| Excellus 401(k) Plan | Excellus Health Plan | $871,621,224 | 5,314 | $0 |
| Louisiana Health Service & Indemnity Co. Tax-favored Savings Program | Louisiana Health Service & Indemnity | $660,565,053 | 4,469 | $0 |
| Blue Cross and Blue Shield Association Tax-favored Savings Program | Blue Cross and Blue Shield Association | $479,815,206 | 1,845 | $0 |
| Tax-favored Savings Program | Blue Cross and Blue Shield of Kansas | $335,207,912 | 2,142 | $0 |
| Blue Cross and Blue Shield of Kansas City 401(k) Plan | Blue Cross and Blue Shield of Kansas City | $282,370,883 | 1,855 | $0 |
| Blue Cross of Idaho Health Service, Inc. 401(k) Plan | Blue Cross of Idaho Health Service | $234,053,169 | 1,804 | $0 |
| Life and Specialty Ventures, LLC 401(k) Plan | Life and Specialty Ventures | $138,195,183 | 771 | $0 |
| Tax Favored Savings Program | Blue Cross and Blue Shield of Mississippi a Mutual Insurance | $121,949,398 | 727 | $0 |
| BCBS of Vermont 401(k) Retirement Program | Blue Cross and Blue Shield of Vermont | $92,947,865 | 555 | $0 |
| Jones Companies 401(k) Planrecordkeeper | Jones Companies | $44,154,502 | 1,412 | $89,964 |
| Blue Cross Blue Shield of Wyoming Tax-favored Savings Program | Blue Cross & Blue Shield of Wyoming | $40,445,254 | 373 | $0 |
| Health Intelligence Company, LLC Tax-favored Savings Program | Health Intelligence Company LLC Doing Business AS BHI | $33,211,428 | 249 | $0 |
| The Anderson Clinic LLC 401(k) Profit Sharing Planrecordkeeper | Anderson Clinic | $30,923,672 | 158 | $2,199 |
| Diagnostic Clinic Medical Group Retirement & Savings Plan | Diagnostic Clinic Medical Group | $25,126,494 | 263 | $0 |
| Electrical Design & Motor Control, Inc. 401(k) Planrecordkeeper | Electrical Design & Motor Control | $12,658,898 | 122 | $9,270 |
| United TN Holdings, Inc. 401(k) Planrecordkeeper | United TN Holdings | $8,351,671 | 397 | $0 |
| Preferred Technologies 401(k) Profit Sharing Plan & Trustrecordkeeper | Preferred Technologies | $4,398,858 | 168 | $3,200 |
| Nacpc 401(k) Planrecordkeeper | North American Chassis Pool Cooperative | $3,610,907 | 157 | $17,559 |
| Kids Individual Development Services, LLC 401(k) Planrecordkeeper | Kids Individual Development Services | $1,400,316 | 629 | $36,128 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.