2023 Form 5500 filing — Spinoff 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 20241113104139NAL0026258320001) for Spinoff 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 003. It reports 517 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)$7.6MReported net assets$7,632,030
Participants517
Provider compensation$34.9K1 Schedule C row(s)$34,942
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241113104139NAL0026258320001
- Plan sponsor
- Blue Cross And Blue Shield Of Arizona, Inc.
- EIN
- 86-0004538
- Plan number
- 003
- 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)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,632,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,632,030
- Total income / additions
- $4,318,111
- Benefits paid
- $188,275,033
- Administrative expenses
- $146,614
- Total expenses
- $188,421,647
- Net increase / (decrease)
- -$184,103,536
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | NONE | $34,942 | $0 |