Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Arizona Inc. — Form 5500 plan (Blue Cross And Blue Shield Of Arizona, Inc.)
Plain-English plan 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, Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Arizona Inc. is a benefit plan reported by Blue Cross And Blue Shield Of Arizona, Inc. under EIN 86-0004538 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,090 participants and $220,803,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Cross And Blue Shield Of Arizona, Inc.
- EIN
- 86-0004538
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,090
- End-of-year plan assets
- $220,803,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,090 | H, C | 20241121160531NAL0001482642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,803,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,803,442
- Net assets (BOY)
- $401,860,629
Income & contributions
- Total contributions
- $0
- Total income / additions
- $27,062,077
Expenses & distributions
- Benefits paid
- $15,045,424
- Administrative expenses
- $1,338,274
- Total expenses
- $16,383,698
- Net increase / (decrease)
- $10,678,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | ACTUARIAL | $506,144 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $149,831 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MGMT | $131,768 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops | PLAN ADMIN | $128,085 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARIAL | $125,850 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Association | PLAN ADMIN | $71,405 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | ACTUARIAL | $48,151 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDIT | $43,150 | not reported in the loaded dataset | 2023 |
| Erisa Benefits Law, Pl | LEGAL | $29,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Cross And Blue Shield Of Arizona, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Aon Consulting — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Blackrock — Schedule C compensation
- Fid Inv Inst Ops — Schedule C compensation
- Mercer — Schedule C compensation
- Blue Cross Blue Shield Association — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Erisa Benefits Law, Pl — Schedule C compensation