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  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 2024
Plans
3
Retirement
2
$448.0M assets
Welfare
1
$2.3M premiums
Participants
4,842
1400 BALTIMORE AVENUE - KANSAS CITY, MO 64105816-395-2222bluekc.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
3 filings
#002401k-$282.4M - 1,860 part#001TraditionalDB-$165.6M - 994 part#503Mixed-$2.3M - 3,214 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 / $2.3M premiums / 3,214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Other$1.4M
  • Prescription drug$681K
  • Vision$258K
Total $2.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • ANTHEM LIFE INSURANCE COMPANY29%
  • BLUE CROSS OF CALIFORNIA11%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $124K2 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 - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.3M
Covered lives3,214
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 PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.3M3,2142024
Retirement plans
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