Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BLUE CROSS AND BLUE SHIELD ASSOCIATION
EIN 13-5656874Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
6
Retirement
2
$673.7M assets
Welfare
4
$28.4M premiums
Participants
29,642
200 EAST RANDOLPH STREET - CHICAGO, IL 606016400312-297-6000
Retirement portfolio analytics
2 plans aggregated / $673.7M assets / 2,787 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $28.4M premiums / 30,028 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$21.9M
- Dental$21.9M
- Vision$21.9M
- Life$21.9M
- Prescription drug$21.9M
- Stop-loss$21.9M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
77%top
- REFER TO ATTACHED ADDENDUM TO SCHEDULE A77%
- AFLAC21%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- AMERICAN BENEFITS AND COMPENSATION100%
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 ASSOCIATION TAX-FAVORED SAVINGS PROGRAM
401k
Assets$479.8M
Participants1,864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD ASSOCIATION
TraditionalDB
Assets$193.9M
Participants923
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BC AND BS ASSOCIATION HEALTH AND LIFE INSURANCE PROGRAM
Self Funded - REFER TO ATTACHED ADDENDUM TO SCHEDULE A
Premiums$21.9M
Covered lives1,457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
BLUE CROSS BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM
Mewa - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$6.5M
Covered lives27,326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
BLUE CROSS AND BLUE SHIELD ASSOC BUSINESS TRAVEL ACCIDENT
Fully Insured - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$0
Covered lives1,245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
BC AND BS ASSOCIATION FLEXIBLE BENEFITS PLAN
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 ASSOCIATION TAX-FAVORED SAVINGS PROGRAM | 401k | $479.8M | 1,864 | 2024 | |
| 001 | NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD ASSOCIATION | TraditionalDB | $193.9M | 923 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BC AND BS ASSOCIATION HEALTH AND LIFE INSURANCE PROGRAM | Self Funded | REFER TO ATTACHED ADDENDUM TO SCHEDULE A | $21.9M | 1,457 | 2024 | |
| 515 | BLUE CROSS BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM | Mewa | CONTINENTAL AMERICAN INSURANCE COMPANY | $6.5M | 27,326 | 2024 | |
| 507 | BLUE CROSS AND BLUE SHIELD ASSOC BUSINESS TRAVEL ACCIDENT | Fully Insured | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $0 | 1,245 | 2024 | |
| 508 | BC AND BS ASSOCIATION FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans