PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
Sponsor portfolioTH

BLUE CROSS AND BLUE SHIELD OF KANSAS CITY

EIN 43-1257251-insurance-Latest filing 2025
Plans
3
Retirement
2
$448.0M assets
Welfare
1
$2.0M premiums
Participants
4,736
1400 BALTIMORE AVE - KANSAS CITY, MO 641051903816-395-2222bluekc.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
3 filings
#002401k-$282.4M - 1,860 part#001TraditionalDB-$165.6M - 994 part#503Mixed-$2.0M - 2,875 lives

Retirement portfolio analytics

2 plans aggregated / $448.0M assets / 2,854 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • KANSAS CITY 401(K) (#002)63%
  • KANSAS CITY PENSION (#001)37%
Total $448.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • WELLINGTON TRUST COMPANY37%
Total $448.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KANSAS CITY 401(K) (#002)1,860
  • KANSAS CITY PENSION (#001)994
Total 2,854Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,875 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Other$1.1M
  • Prescription drug$709K
  • Vision$217K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • BLUE CROSS OF CALIFORNIA47%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $95K2 slices

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 KANSAS CITY 401(K) PLAN

401k

Assets$282.4M
Participants1,860
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN

TraditionalDB

Assets$165.6M
Participants994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BLUE CROSS AND BLUE SHIELD OF KANSAS CITY WELFARE BENEFIT PLAN

Mixed - BLUE MEDICARE ADVANTAGE

Premiums$2.0M
Covered lives2,875
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN401k$282.4M1,8602024
001BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLANTraditionalDB$165.6M9942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BLUE CROSS AND BLUE SHIELD OF KANSAS CITY WELFARE BENEFIT PLANMixedBLUE MEDICARE ADVANTAGE$2.0M2,8752025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica