Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
EIN 04-1045815hospital & health careLatest filing 2024
Plans
5
Retirement
2
$2.08B assets
Welfare
3
$4.7M premiums
Participants
21,580
101 HUNTINGTON AVENUE, SUITE 1300 - BOSTON, MA 02199617-246-5000bluecrossma.orgLinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $2.08B assets / 10,833 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- FIDELITY INVESTMENTS INSTITUTIONAL42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $4.7M premiums / 7,489 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$2.1M
- Life$1.7M
- Other$1.4M
- Health$479K
- Prescription drug$479K
- Vision$428K
Carrier market share
Premium dollars by Schedule A carrier
43%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
- USABLE LIFE36%
- BLUE CROSS OF CALIFORNIA19%
- COMPSYCH1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
76%top
- MERCER HEALTH AND BENEFITS, LLC76%
- INDIGO INSURANCE SERVICES24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. EMPLOYEE SAVINGS PLAN
401k
Assets$1.21B
Participants5,553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST
CashBalance
Assets$867.5M
Participants5,280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. OMNIBUS WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$3.9M
Covered lives6,799
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. RETIREE WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC
Premiums$882K
Covered lives690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. ORGANIZATIONAL CHANGE POLICY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. EMPLOYEE SAVINGS PLAN | 401k | $1.21B | 5,553 | 2024 | |
| 001 | BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | CashBalance | $867.5M | 5,280 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. OMNIBUS WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.9M | 6,799 | 2024 | |
| 513 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. RETIREE WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC | $882K | 690 | 2024 | |
| 504 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. ORGANIZATIONAL CHANGE POLICY | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans