CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN

Plan Contact

  • Address: 2500 ELMERTON AVENUE,HARRISBURG,PA
  • Contact person: LINDA BURDGE
  • Phone: (717) 541-6009

Plan General Information

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is $454,048,452.00.This plan was established in 1983.

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is 2857

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is $158,924.00

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is $5,941.00.

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is approximately $4,558.00
Investing in this additonal $4,558.00 for 20 years would give you extra $291,739.00, assuming a 10% annual return.

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN allocates $13,023,419.00 to match its employees' contributions, providing an employer match rate of 79.48% of their contributions

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is 19.42%.

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is 17.09%. This measures the effectiveness of the plan participants' investments in the year.

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN is 0.02%.

Enrollment Features

CAPITAL BLUE CROSS EMPLOYEE SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …