2023 Form 5500 filing — Spinoff Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Arizona, Inc.

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241113104139NAL0026258320001) for Spinoff Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Arizona, Inc., reported by Blue Cross And Blue Shield Of Arizona, Inc. under EIN 86-0004538 and plan number 003. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241113104139NAL0026258320001
Filing year
2023
Form type
2
Plan sponsor
Blue Cross And Blue Shield Of Arizona, Inc.
EIN
86-0004538
Plan number
003
Location
Phoenix, AZ
Participants
517
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,632,030
Total liabilities (EOY)
$0
Net assets (EOY)
$7,632,030
Total income / additions
$4,318,111
Benefits paid
$188,275,033
Administrative expenses
$146,614
Total expenses
$188,421,647
Net increase / (decrease)
-$184,103,536
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Northern Trust CompanyNONE$34,942$0

Related Form 5500 pages