Blue Cross & Blue Shield Of Arizona, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Blue Cross & Blue Shield Of Arizona, Inc. (EIN 86-0004538) is a plan sponsor located in Phoenix, AZ with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 86-0004538
- Location
- Phoenix, AZ
- Loaded plans
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $674,306,886
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $674,306,886
Contributions & income
- Employer contributions
- $24,014,932
- Participant contributions
- $23,529,465
- Total income / additions
- $199,611,458
Expenses & distributions
- Benefits paid / distributions
- $245,960,678
- Total expenses
- $247,749,689
- Net increase / (decrease)
- -$48,138,231
Coverage
- Total reported participants
- 16,971
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Blue Cross And Blue Shield Of Arizona, Inc. 401(K) Savings Plan | 002 | 3,437 | $445,871,414 | 2023 |
| Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Arizona Inc. | 001 | 1,090 | $220,803,442 | 2023 |
| Spinoff Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Arizona, Inc. | 003 | 517 | $7,632,030 | 2023 |
| Blue Cross Blue Shield Of Arizona, Inc. Employee Assistance Program | 506 | 2,814 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Arizona, Inc. Severance Plan | 505 | 2,814 | not reported in the loaded dataset | 2023 |
| Employee Disability Plan | 504 | 2,687 | not reported in the loaded dataset | 2023 |
| Employee Health Plan | 503 | 2,616 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Arizona, Inc Voluntary Legal Benefit Plan | 507 | 476 | not reported in the loaded dataset | 2023 |
| Flexible Benefit Plan | 501 | 395 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Arizona, Inc. Executive Severance Plan | 508 | 125 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Blue Cross And Blue Shield Of Arizona, Inc. 401(K) Savings Plan | 3,437 | H, C | 20240927130404NAL0004308114001 |
| 2023 | Flexible Benefit Plan | 395 | — | 20241002135658NAL0015145408001 |
| 2023 | Employee Health Plan | 2,616 | — | 20241002142129NAL0004881811001 |
| 2023 | Employee Disability Plan | 2,687 | — | 20241002144531NAL0004920243001 |
| 2023 | Blue Cross Blue Shield Of Arizona, Inc. Severance Plan | 2,814 | — | 20241002152933NAL0008556657001 |
| 2023 | Blue Cross Blue Shield Of Arizona, Inc. Employee Assistance Program | 2,814 | — | 20241002162407NAL0004210499001 |
| 2023 | Blue Cross Blue Shield Of Arizona, Inc Voluntary Legal Benefit Plan | 476 | — | 20241002170124NAL0004236883001 |
| 2023 | Blue Cross Blue Shield Of Arizona, Inc. Executive Severance Plan | 125 | — | 20241002172035NAL0004256275001 |