2023 Form 5500 filing — 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 20241121160531NAL0001482642001) for 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 001. It reports 1,090 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121160531NAL0001482642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Cross And Blue Shield Of Arizona, Inc.
- EIN
- 86-0004538
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,090
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,803,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,803,442
- Total income / additions
- $27,062,077
- Benefits paid
- $15,045,424
- Administrative expenses
- $1,338,274
- Total expenses
- $16,383,698
- Net increase / (decrease)
- $10,678,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | ACTUARIAL | $506,144 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $149,831 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MGMT | $131,768 | not reported in the loaded dataset |
| Fid Inv Inst Ops | PLAN ADMIN | $128,085 | not reported in the loaded dataset |
| Mercer | ACTUARIAL | $125,850 | not reported in the loaded dataset |
| Blue Cross Blue Shield Association | PLAN ADMIN | $71,405 | not reported in the loaded dataset |
| Buck Global, LLC | ACTUARIAL | $48,151 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDIT | $43,150 | not reported in the loaded dataset |
| Erisa Benefits Law, Pl | LEGAL | $29,250 | not reported in the loaded dataset |