PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.
Sponsor portfolioTH

BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.

EIN 59-2015694-investment management-Latest filing 2024
Plans
4
Retirement
2
$2.14B assets
Welfare
2
$155.9M premiums
Participants
28,081
4800 DEERWOOD CAMPUS PARKWAY - JACKSONVILLE, FL 322466498800-477-3736LinkedIn1-10 employeesinvestment management
Plans on this EIN
4 filings
#002401k-$1.67B - 10,868 part#001CashBalance-$463.5M - 4,647 part#502Mixed-$155.8M - 17,863 lives#525Mixed-$38K - 1,885 lives

Retirement portfolio analytics

2 plans aggregated / $2.14B assets / 15,515 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) RETIREMENT Savings (#002)78%
  • OF FLORIDA INC. (#001)22%
Total $2.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)10,868
  • OF FLORIDA INC. (#001)4,647
Total 15,515Click row to drill in

Benefits portfolio analytics

2 plans / $155.9M premiums / 19,748 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$145.2M
  • Other$9.0M
  • Life$9.0M
  • Vision$1.4M
  • Dental$221K
Total $155.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • UPMC HEALTH OPTIONS12%
  • USABLE LIFE6%
  • COMBINED INSURANCE COMPANY OF AMERICA0%
  • TRULI0%
  • +1 more
Total $155.9M6 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 FLORIDA, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$1.67B
Participants10,868
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 OF FLORIDA INC.

CashBalance

Assets$463.5M
Participants4,647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. GROUP BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$155.8M
Covered lives17,863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

GUIDEWELL MUTUAL HOLDING CORPORATION, INC. RETIREE GROUP BENEFIT PLAN

Mixed - USABLE LIFE

Premiums$38K
Covered lives1,885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. 401(K) RETIREMENT SAVINGS PLAN401k$1.67B10,8682024
001NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF FLORIDA INC.CashBalance$463.5M4,6472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. GROUP BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF FLORIDA$155.8M17,8632024
525GUIDEWELL MUTUAL HOLDING CORPORATION, INC. RETIREE GROUP BENEFIT PLANMixedUSABLE LIFE$38K1,8852024
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