Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BLUE CROSS & BLUE SHIELD OF MINNESOTA
EIN 41-0984460Finance and InsuranceLatest filing 2024
Plans
3
Retirement
2
$1.12B assets
Welfare
1
$2.5M premiums
Participants
13,493
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.12B assets / 9,211 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 3,032 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.5M
- Life$2.5M
- Long-term disability$2.5M
Carrier market share
Premium dollars by Schedule A carrier
99%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA99%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
83%top
- WILLIS TOWERS WATSON US LLC83%
- CETERA ADVISOR NETWORKS LLC9%
- LPL FINANCIAL CORP4%
- REUBEN WARNER ASSOCIATES, INC.3%
- BROWN AND BROWN OF FLORIDA, INC.2%
- +1 more
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 MINNESOTA EMPLOYEE SAVINGS PLAN
401k
Assets$884.6M
Participants4,858
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLUE CROSS AND BLUE SHIELD OF MINNESOTA PENSION PLAN
CashBalance
Assets$231.8M
Participants4,353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLUE CROSS AND BLUE SHIELD OF MINNESOTA WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.5M
Covered lives3,032
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 MINNESOTA EMPLOYEE SAVINGS PLAN | 401k | $884.6M | 4,858 | 2024 | |
| 001 | BLUE CROSS AND BLUE SHIELD OF MINNESOTA PENSION PLAN | CashBalance | $231.8M | 4,353 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLUE CROSS AND BLUE SHIELD OF MINNESOTA WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.5M | 3,032 | 2024 |
Retirement plans
Welfare plans