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
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20241113104139NAL0026258320001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
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
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $34,942 | $0 | 2023 |