Spinoff 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, Spinoff 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 003. The latest loaded filing year is 2023. The filing reports 517 participants and $7,632,030 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
003
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
517
End-of-year plan assets
$7,632,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023517H, C20241113104139NAL0026258320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,632,030
Total liabilities (EOY)
$0
Net assets (EOY)
$7,632,030
Net assets (BOY)
$0

Income & contributions

Total contributions
$0
Total income / additions
$4,318,111

Expenses & distributions

Benefits paid
$188,275,033
Administrative expenses
$146,614
Total expenses
$188,421,647
Net increase / (decrease)
-$184,103,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northern Trust CompanyNONE$34,942$02023

Related Form 5500 pages