BLUE CROSS AND BLUE SHIELD OF VERMONT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT
401k plan membership statisitcs for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT
Measure | Date | Value |
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2023: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 665 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 324 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 272 |
Total of all active and inactive participants | 2023-01-01 | 669 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 6 |
Total participants | 2023-01-01 | 675 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 47,958,122 |
Acturial value of plan assets | 2022-12-31 | 52,753,934 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 9,901,889 |
Number of terminated vested participants | 2022-12-31 | 274 |
Fundng target for terminated vested participants | 2022-12-31 | 12,729,112 |
Active participant vested funding target | 2022-12-31 | 22,890,835 |
Number of active participants | 2022-12-31 | 354 |
Total funding liabilities for active participants | 2022-12-31 | 27,948,439 |
Total participant count | 2022-12-31 | 693 |
Total funding target for all participants | 2022-12-31 | 50,579,440 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 759,121 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 414,690 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 344,431 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 2,016 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 2,254 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 385,108 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 296,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 693 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 311 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 65 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 282 |
Total of all active and inactive participants | 2022-01-01 | 658 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 665 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 6 |
2021: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 45,476,022 |
Acturial value of plan assets | 2021-12-31 | 50,023,624 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 8,289,576 |
Number of terminated vested participants | 2021-12-31 | 263 |
Fundng target for terminated vested participants | 2021-12-31 | 12,226,193 |
Active participant vested funding target | 2021-12-31 | 26,922,249 |
Number of active participants | 2021-12-31 | 376 |
Total funding liabilities for active participants | 2021-12-31 | 28,748,734 |
Total participant count | 2021-12-31 | 696 |
Total funding target for all participants | 2021-12-31 | 49,264,503 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 2,329,648 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 2,329,648 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 15,215,059 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 16,007,764 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 314,614 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 759,121 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 2,500,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 2,283,277 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,695,951 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 2,695,951 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 414,690 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 2,281,261 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 2,283,277 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 695 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 344 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 274 |
Total of all active and inactive participants | 2021-01-01 | 676 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 7 |
Total participants | 2021-01-01 | 683 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 71,413,703 |
Acturial value of plan assets | 2020-12-31 | 66,304,771 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 7,511,949 |
Number of terminated vested participants | 2020-12-31 | 258 |
Fundng target for terminated vested participants | 2020-12-31 | 12,335,419 |
Active participant vested funding target | 2020-12-31 | 29,136,316 |
Number of active participants | 2020-12-31 | 376 |
Total funding liabilities for active participants | 2020-12-31 | 31,142,769 |
Total participant count | 2020-12-31 | 686 |
Total funding target for all participants | 2020-12-31 | 50,990,137 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,829,471 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 1,829,471 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,873,548 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,974,158 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 2,329,648 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 16,100,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 15,215,059 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 2,440,903 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 15,215,059 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 686 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 367 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 260 |
Total of all active and inactive participants | 2020-01-01 | 677 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 684 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
2019: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 56,768,218 |
Acturial value of plan assets | 2019-12-31 | 60,094,108 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 7,049,230 |
Number of terminated vested participants | 2019-12-31 | 248 |
Fundng target for terminated vested participants | 2019-12-31 | 11,532,122 |
Active participant vested funding target | 2019-12-31 | 26,931,088 |
Number of active participants | 2019-12-31 | 391 |
Total funding liabilities for active participants | 2019-12-31 | 28,882,022 |
Total participant count | 2019-12-31 | 689 |
Total funding target for all participants | 2019-12-31 | 47,463,374 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,974,178 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 1,974,178 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,869,546 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,973,493 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 1,829,471 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 2,000,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,873,548 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 2,457,337 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,873,548 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 674 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 364 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 258 |
Total of all active and inactive participants | 2019-01-01 | 667 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 674 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 60,445,422 |
Acturial value of plan assets | 2018-12-31 | 55,613,865 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 6,623,093 |
Number of terminated vested participants | 2018-12-31 | 237 |
Fundng target for terminated vested participants | 2018-12-31 | 10,687,535 |
Active participant vested funding target | 2018-12-31 | 24,000,611 |
Number of active participants | 2018-12-31 | 396 |
Total funding liabilities for active participants | 2018-12-31 | 25,865,947 |
Total participant count | 2018-12-31 | 677 |
Total funding target for all participants | 2018-12-31 | 43,176,575 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,659,810 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 1,659,810 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 1,860,853 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,968,038 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 1,974,178 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 2,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,869,546 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,353,398 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,869,546 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 677 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 376 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 248 |
Total of all active and inactive participants | 2018-01-01 | 666 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 8 |
Total participants | 2018-01-01 | 674 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 50,744,769 |
Acturial value of plan assets | 2017-12-31 | 49,848,906 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 5,191,281 |
Number of terminated vested participants | 2017-12-31 | 231 |
Fundng target for terminated vested participants | 2017-12-31 | 10,713,934 |
Active participant vested funding target | 2017-12-31 | 21,117,873 |
Number of active participants | 2017-12-31 | 392 |
Total funding liabilities for active participants | 2017-12-31 | 23,040,988 |
Total participant count | 2017-12-31 | 661 |
Total funding target for all participants | 2017-12-31 | 38,946,203 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,488,352 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 1,488,352 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,861,120 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,972,043 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 1,659,810 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 2,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,860,853 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 2,081,009 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,860,853 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 661 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 374 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 237 |
Total of all active and inactive participants | 2017-01-01 | 650 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 655 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 46,325,561 |
Acturial value of plan assets | 2016-12-31 | 47,546,256 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 4,066,263 |
Number of terminated vested participants | 2016-12-31 | 230 |
Fundng target for terminated vested participants | 2016-12-31 | 9,789,985 |
Active participant vested funding target | 2016-12-31 | 20,582,099 |
Number of active participants | 2016-12-31 | 390 |
Total funding liabilities for active participants | 2016-12-31 | 22,534,468 |
Total participant count | 2016-12-31 | 652 |
Total funding target for all participants | 2016-12-31 | 36,390,716 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,445,002 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 1,445,002 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 1,852,962 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,966,919 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 1,488,352 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 2,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,861,120 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 2,146,944 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,861,120 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 652 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 370 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 231 |
Total of all active and inactive participants | 2016-01-01 | 634 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 639 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 614 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 354 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 230 |
Total of all active and inactive participants | 2015-01-01 | 612 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 616 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 574 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 318 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 231 |
Total of all active and inactive participants | 2014-01-01 | 576 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 580 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 568 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 228 |
Total of all active and inactive participants | 2013-01-01 | 559 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 563 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 551 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 297 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 223 |
Total of all active and inactive participants | 2012-01-01 | 547 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 551 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 542 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 294 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 221 |
Total of all active and inactive participants | 2011-01-01 | 540 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 543 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 544 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 310 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 209 |
Total of all active and inactive participants | 2009-01-01 | 534 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 536 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 16 |
Measure | Date | Value |
---|
2023 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $7,571,920 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $3,275,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,020,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
Value of total assets at end of year | 2023-12-31 | $65,512,531 |
Value of total assets at beginning of year | 2023-12-31 | $61,215,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $254,826 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Administrative expenses (other) incurred | 2023-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $4,296,590 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $65,512,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $61,215,941 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $86,044 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $65,512,531 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $61,215,941 |
Net gain/loss from 103.12 investment entities | 2023-12-31 | $7,571,920 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,020,504 |
Contract administrator fees | 2023-12-31 | $86,224 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2023-12-31 | 366055568 |
2022 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $18,269,832 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,052,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,737,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $61,215,941 |
Value of total assets at beginning of year | 2022-12-31 | $47,999,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $314,974 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $189,591 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $13,216,935 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $61,215,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $47,999,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $65,989 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $61,215,941 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $45,499,006 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $18,269,832 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,737,923 |
Contract administrator fees | 2022-12-31 | $59,394 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2022-12-31 | 366055568 |
2021 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,403,716 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,921,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,581,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,500,000 |
Value of total assets at end of year | 2021-12-31 | $47,999,006 |
Value of total assets at beginning of year | 2021-12-31 | $45,516,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $339,706 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $242,765 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,482,408 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $47,999,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $45,516,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $49,682 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $45,499,006 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $42,416,598 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $4,903,716 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,500,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,500,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,581,602 |
Contract administrator fees | 2021-12-31 | $47,259 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $-20,825,924 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,059,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,834,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $16,100,000 |
Value of total assets at end of year | 2020-12-31 | $45,516,598 |
Value of total assets at beginning of year | 2020-12-31 | $71,401,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $224,528 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $143,706 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-25,885,345 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $45,516,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $71,401,943 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $28,932 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $42,416,598 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $69,401,943 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $-36,925,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $16,100,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,100,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,834,893 |
Contract administrator fees | 2020-12-31 | $51,890 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $17,101,562 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,462,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,339,735 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,000,000 |
Value of total assets at end of year | 2019-12-31 | $71,401,943 |
Value of total assets at beginning of year | 2019-12-31 | $56,763,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,121 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $61,984 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,638,706 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,401,943 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $56,763,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $29,520 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $69,401,943 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $54,763,237 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $15,101,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,339,735 |
Contract administrator fees | 2019-12-31 | $31,617 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,302,520 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,377,959 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,229,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,000,000 |
Value of total assets at end of year | 2018-12-31 | $56,763,237 |
Value of total assets at beginning of year | 2018-12-31 | $60,443,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $148,595 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $72,107 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,680,479 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $56,763,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $60,443,716 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $43,086 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $54,763,237 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $58,443,716 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-4,302,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,229,364 |
Contract administrator fees | 2018-12-31 | $33,402 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2018-12-31 | 366055558 |
2017 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $11,400,014 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,699,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,561,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,000,000 |
Value of total assets at end of year | 2017-12-31 | $60,443,716 |
Value of total assets at beginning of year | 2017-12-31 | $50,743,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $138,237 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $66,441 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,700,340 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $60,443,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $50,743,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $35,527 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $58,443,716 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $48,743,376 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $9,400,014 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,561,437 |
Contract administrator fees | 2017-12-31 | $36,269 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2017-12-31 | 366055558 |
2016 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $7,165,417 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,755,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,630,552 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,000,000 |
Value of total assets at end of year | 2016-12-31 | $50,743,376 |
Value of total assets at beginning of year | 2016-12-31 | $46,333,876 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $125,365 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $71,118 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,409,500 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $50,743,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $46,333,876 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $28,976 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $48,743,376 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $44,333,876 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $5,165,417 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,630,552 |
Contract administrator fees | 2016-12-31 | $25,271 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,357,945 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,979,341 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,830,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,000,000 |
Value of total assets at end of year | 2015-12-31 | $46,333,876 |
Value of total assets at beginning of year | 2015-12-31 | $44,955,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $148,981 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $80,410 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,378,604 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $46,333,876 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $44,955,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $44,664 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $44,333,876 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $42,955,272 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $1,357,945 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,830,360 |
Contract administrator fees | 2015-12-31 | $23,907 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,587,416 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,786,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,658,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,000,000 |
Value of total assets at end of year | 2014-12-31 | $44,955,272 |
Value of total assets at beginning of year | 2014-12-31 | $42,154,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $128,476 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $33,927 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,800,749 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $44,955,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $42,154,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $79,393 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $42,955,272 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $40,154,523 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $2,587,416 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,658,191 |
Contract administrator fees | 2014-12-31 | $15,156 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,010,537 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,603,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,489,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,000,000 |
Value of total assets at end of year | 2013-12-31 | $42,154,523 |
Value of total assets at beginning of year | 2013-12-31 | $38,747,743 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $114,525 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $25,245 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,406,780 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $42,154,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $38,747,743 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $76,038 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $40,154,523 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $36,097,743 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $5,010,537 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,650,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,489,232 |
Contract administrator fees | 2013-12-31 | $13,242 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $6,996,669 |
Total of all expenses incurred | 2012-12-31 | $1,425,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,309,912 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,650,000 |
Value of total assets at end of year | 2012-12-31 | $38,747,743 |
Value of total assets at beginning of year | 2012-12-31 | $33,176,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $115,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $35,069 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,571,304 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $38,747,743 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $33,176,439 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $67,491 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $36,097,743 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $27,676,439 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $4,346,669 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,650,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,650,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,309,912 |
Contract administrator fees | 2012-12-31 | $12,893 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,566,843 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $968,781 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $872,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,500,000 |
Value of total assets at end of year | 2011-12-31 | $33,176,439 |
Value of total assets at beginning of year | 2011-12-31 | $28,578,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $96,325 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $28,496 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $4,598,062 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $33,176,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,578,377 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $53,467 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $27,676,439 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $25,678,377 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $66,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,500,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,500,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $872,456 |
Contract administrator fees | 2011-12-31 | $14,362 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,171,055 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,435,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,243,135 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,900,000 |
Value of total assets at end of year | 2010-12-31 | $28,578,377 |
Value of total assets at beginning of year | 2010-12-31 | $23,842,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $191,977 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $122,378 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,735,943 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,578,377 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $23,842,434 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $56,233 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $25,678,377 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $20,957,434 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $3,271,055 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,900,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,900,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,885,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,243,135 |
Contract administrator fees | 2010-12-31 | $13,366 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2010-12-31 | 135381590 |
2009 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |