Blue Cross And Blue Shield Of Arizona, Inc. 401(K) Savings Plan — 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, Blue Cross And Blue Shield Of Arizona, Inc. 401(K) Savings Plan is a benefit plan reported by Blue Cross And Blue Shield Of Arizona, Inc. under EIN 86-0004538 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,437 participants and $445,871,414 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$445.9MPlan net assets, end of year$445,871,414
Participants3.4KCovered participants reported3,437
Assets / participant$129.7KComputed: assets ÷ participants$129,727 (computed)
Provider compensation$244.9K1 Schedule C provider row(s)$244,865
- Plan sponsor
- Blue Cross And Blue Shield Of Arizona, Inc.
- EIN
- 86-0004538
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,437 | H, C | 20240927130404NAL0004308114001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$445.9M total assets
Net assets$445.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $445,871,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $445,871,414
- Net assets (BOY)
- $320,584,488
Income & contributions
- Employer contributions
- $24,014,932
- Participant contributions
- $23,529,465
- Total contributions
- $107,558,019
- Total income / additions
- $168,231,270
Expenses & distributions
- Benefits paid
- $42,640,221
- Administrative expenses
- $244,865
- Total expenses
- $42,944,344
- Net increase / (decrease)
- $125,286,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $244,865 | $0 | 2023 |