Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
401(k)
Traditional DB
401(k)
Fully insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Self-funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 334 | BEYOND NEW HORIZONS, LLC EMPLOYEES SAVINGS PLAN | 401(k) | $336.3M | 1,471 | 2025 | |
| 001 | AEDC CONTRACTORS EMPLOYEE PENSION PLAN | Traditional DB | $165.1M | 558 | 2025 | |
| 333 | BEYOND NEW HORIZONS, LLC WAGE EMPLOYEES RETIREMENT SAVINGS PLAN | 401(k) | $114.3M | 811 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEYOND NEW HORIZONS LLC | Fully insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $16.6M | 1,998 | 2025 | |
| 502 | WAGE SEVERANCE ALLOWANCE PLAN | Self-funded | - | $0 | 0 | 2025 |