2023 Form 5500 filing — Blue Cross And Blue Shield Of Arizona, Inc. 401(K) Savings Plan
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 20240927130404NAL0004308114001) for Blue Cross And Blue Shield Of Arizona, Inc. 401(K) Savings Plan, reported by Blue Cross And Blue Shield Of Arizona, Inc. under EIN 86-0004538 and plan number 002. It reports 3,437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$445.9MReported net assets$445,871,414
Participants3.4K3,437
Provider compensation$244.9K1 Schedule C row(s)$244,865
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927130404NAL0004308114001
- Plan sponsor
- Blue Cross And Blue Shield Of Arizona, Inc.
- EIN
- 86-0004538
- Plan number
- 002
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$445.9M total assets
Net assets$445.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $445,871,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $445,871,414
- Employer contributions
- $24,014,932
- Participant contributions
- $23,529,465
- Total income / additions
- $168,231,270
- Benefits paid
- $42,640,221
- Administrative expenses
- $244,865
- Total expenses
- $42,944,344
- Net increase / (decrease)
- $125,286,926
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $244,865 | $0 |