Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
TraditionalDB
TraditionalDB
Mixed - BLUE CROSS & BLUE SHIELD OF ARIZONA, INC.
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Fully Insured - METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO.
Self Funded
Unknown
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC. 401(K) SAVINGS PLAN | 401k | $516.9M | 3,932 | 2024 | |
| 001 | NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF ARIZONA INC. | TraditionalDB | $227.9M | 513 | 2024 | |
| 003 | SPINOFF NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC. | TraditionalDB | $234K | 24 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | EMPLOYEE HEALTH PLAN | Mixed | BLUE CROSS & BLUE SHIELD OF ARIZONA, INC. | $51.1M | 3,231 | 2024 | |
| 504 | EMPLOYEE DISABILITY PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $2.3M | 3,298 | 2024 | |
| 501 | C J S ENTERPRISES LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $283K | 88 | 2025 | |
| 507 | BLUE CROSS BLUE SHIELD OF ARIZONA, INC VOLUNTARY LEGAL BENEFIT PLAN | Fully Insured | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $162K | 656 | 2024 | |
| 505 | BLUE CROSS BLUE SHIELD OF ARIZONA, INC. SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 506 | BLUE CROSS BLUE SHIELD OF ARIZONA, INC. EMPLOYEE ASSISTANCE PROGRAM | Unknown | - | $0 | 0 | 2024 | |
| 508 | BLUE CROSS BLUE SHIELD OF ARIZONA, INC. EXECUTIVE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |