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  2. BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Sponsor portfolioTH

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

EIN 56-0894904-investment management-Latest filing 2024
Plans
4
Retirement
2
$1.42B assets
Welfare
2
$7.2M premiums
Participants
15,390
PO BOX 2291 - DURHAM, NC 27702919-489-7431LinkedIn1-10 employeesinvestment management
Plans on this EIN
4 filings
#003401k-$1.42B - 7,596 part#004TargetBenefit-$1.1M - 225 part#513Mixed-$7.2M - 6,819 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.42B assets / 7,821 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • NORTH CAROLINA 401(K) (#003)100%
  • TARGET BENEFIT PENSION (#004)0%
Total $1.42BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NORTH CAROLINA 401(K) (#003)7,596
  • TARGET BENEFIT PENSION (#004)225
Total 7,821Click row to drill in

Benefits portfolio analytics

2 plans / $7.2M premiums / 6,819 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.3M
  • Long-term disability$1.9M
  • Vision$714K
  • Other$348K
Total $7.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY32%
  • BLUE CROSS OF CALIFORNIA10%
  • UNIMERICA INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $7.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • LOCKTON COMPANIES, LLC64%
  • MOSAIC GROUP SERVICES36%
Total $428K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN

401k

Assets$1.42B
Participants7,596
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN

TargetBenefit

Assets$1.1M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$7.2M
Covered lives6,819
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA RETIREE MEDICAL BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN401k$1.42B7,5962024
004PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLANTargetBenefit$1.1M2252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
513BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$7.2M6,8192024
501BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA RETIREE MEDICAL BENEFITS PLANSelf Funded-$002024
Retirement plans
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