401k Plan data: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN plan

INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN
Plan identification number	002

INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

INDEPENDENCE BLUE CROSS has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENCE BLUE CROSS

Employer identification number (EIN): 230370270

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 DENISE HINES-MCKEOWN LAURA GROSSI-TYSON 2014-10-13
002 2012-01-01 DENISE HINES-MCKEOWN LAURA GROSSI-TYSON 2013-10-08
002 2011-01-01 DENISE HINES-MCKEOWN DANIEL J. DOUGHERTY 2012-10-09
002 2009-01-01 DENISE HINES-MCKEOWN DANIEL J. DOUGHERTY 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	DENISE HINES-MCKEOWN	LAURA GROSSI-TYSON	2014-10-13
002	2012-01-01	DENISE HINES-MCKEOWN	LAURA GROSSI-TYSON	2013-10-08
002	2011-01-01	DENISE HINES-MCKEOWN	DANIEL J. DOUGHERTY	2012-10-09
002	2009-01-01	DENISE HINES-MCKEOWN	DANIEL J. DOUGHERTY	2010-10-15

Plan Statistics for INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN

Measure Date Value
2013: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5,148
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4,147
Number of retired or separated participants receiving benefits 2013-01-01 30
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,121
Total of all active and inactive participants 2013-01-01 5,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 5,300
Number of participants with account balances 2013-01-01 5,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 133
2012: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5,159
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,994
Number of retired or separated participants receiving benefits 2012-01-01 35
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,113
Total of all active and inactive participants 2012-01-01 5,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 5,148
Number of participants with account balances 2012-01-01 5,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 136
2011: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5,260
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3,981
Number of retired or separated participants receiving benefits 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,138
Total of all active and inactive participants 2011-01-01 5,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 7
Total participants 2011-01-01 5,159
Number of participants with account balances 2011-01-01 5,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 133
2009: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6,048
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4,530
Number of retired or separated participants receiving benefits 2009-01-01 25
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,106
Total of all active and inactive participants 2009-01-01 5,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 6
Total participants 2009-01-01 5,667
Number of participants with account balances 2009-01-01 5,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 103

Measure	Date	Value
2013: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5,148
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4,147
Number of retired or separated participants receiving benefits	2013-01-01	30
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,121
Total of all active and inactive participants	2013-01-01	5,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	5,300
Number of participants with account balances	2013-01-01	5,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	133
2012: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5,159
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,994
Number of retired or separated participants receiving benefits	2012-01-01	35
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,113
Total of all active and inactive participants	2012-01-01	5,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	5,148
Number of participants with account balances	2012-01-01	5,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	136
2011: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5,260
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3,981
Number of retired or separated participants receiving benefits	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,138
Total of all active and inactive participants	2011-01-01	5,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	7
Total participants	2011-01-01	5,159
Number of participants with account balances	2011-01-01	5,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	133
2009: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6,048
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4,530
Number of retired or separated participants receiving benefits	2009-01-01	25
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,106
Total of all active and inactive participants	2009-01-01	5,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	6
Total participants	2009-01-01	5,667
Number of participants with account balances	2009-01-01	5,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	103

Financial Data on INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2013 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$112,677,892
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$28,293,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$28,069,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$32,521,787
Value of total assets at end of year	2013-12-31	$484,090,392
Value of total assets at beginning of year	2013-12-31	$399,705,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$223,822
Total interest from all sources	2013-12-31	$545,291
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$14,670,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$14,670,346
Administrative expenses professional fees incurred	2013-12-31	$223,822
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$23,339,891
Participant contributions at end of year	2013-12-31	$12,039,385
Participant contributions at beginning of year	2013-12-31	$11,928,648
Participant contributions at end of year	2013-12-31	$619,700
Participant contributions at beginning of year	2013-12-31	$573,273
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	$84,384,776
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$484,090,392
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$399,705,616
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$427,465,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$341,821,856
Interest on participant loans	2013-12-31	$503,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$43,664,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$45,127,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$45,127,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$42,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$64,940,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$9,181,896
Employer contributions (assets) at end of year	2013-12-31	$301,304
Employer contributions (assets) at beginning of year	2013-12-31	$254,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$28,069,294
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2013-12-31	133891517
2012 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$71,587,382
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$35,669,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$35,440,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$30,518,214
Value of total assets at end of year	2012-12-31	$399,705,616
Value of total assets at beginning of year	2012-12-31	$363,787,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$229,011
Total interest from all sources	2012-12-31	$515,221
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$8,957,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$8,957,688
Administrative expenses professional fees incurred	2012-12-31	$229,011
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Contributions received from participants	2012-12-31	$20,381,131
Participant contributions at end of year	2012-12-31	$11,928,648
Participant contributions at beginning of year	2012-12-31	$11,653,125
Participant contributions at end of year	2012-12-31	$573,273
Participant contributions at beginning of year	2012-12-31	$562,091
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,071,243
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	$35,917,646
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$399,705,616
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$363,787,970
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$341,821,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$304,256,441
Interest on participant loans	2012-12-31	$497,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$45,127,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$47,086,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$47,086,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$17,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$31,596,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$8,065,840
Employer contributions (assets) at end of year	2012-12-31	$254,258
Employer contributions (assets) at beginning of year	2012-12-31	$230,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$35,440,725
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2012-12-31	133891517
2011 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2011 401k financial data
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	$30,859,395
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$33,065,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$32,813,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$27,951,038
Value of total assets at end of year	2011-12-31	$363,787,970
Value of total assets at beginning of year	2011-12-31	$365,993,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$251,347
Total interest from all sources	2011-12-31	$544,346
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$6,809,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$6,809,147
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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
Contributions received from participants	2011-12-31	$19,723,730
Participant contributions at end of year	2011-12-31	$11,653,125
Participant contributions at beginning of year	2011-12-31	$11,694,814
Participant contributions at end of year	2011-12-31	$562,091
Participant contributions at beginning of year	2011-12-31	$602,005
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,048,096
Administrative expenses (other) incurred	2011-12-31	$251,347
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	$-2,205,951
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$363,787,970
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$365,993,921
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$304,256,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$309,590,460
Interest on participant loans	2011-12-31	$524,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$47,086,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$43,887,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$43,887,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$20,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,445,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$7,179,212
Employer contributions (assets) at end of year	2011-12-31	$230,066
Employer contributions (assets) at beginning of year	2011-12-31	$219,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$32,813,999
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2011-12-31	133891517
2010 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$1,684,828
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	$67,006,053
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$46,312,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$46,047,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$27,360,031
Value of total assets at end of year	2010-12-31	$365,993,921
Value of total assets at beginning of year	2010-12-31	$346,985,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$265,273
Total interest from all sources	2010-12-31	$634,940
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$6,408,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$6,408,963
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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
Contributions received from participants	2010-12-31	$19,614,845
Participant contributions at end of year	2010-12-31	$11,694,814
Participant contributions at beginning of year	2010-12-31	$12,631,681
Participant contributions at end of year	2010-12-31	$602,005
Participant contributions at beginning of year	2010-12-31	$659,232
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,058,903
Administrative expenses (other) incurred	2010-12-31	$265,273
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	$20,693,310
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$365,993,921
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$346,985,439
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$309,590,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$283,849,363
Interest on participant loans	2010-12-31	$606,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$43,887,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$49,620,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$49,620,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$28,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$32,602,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$6,686,283
Employer contributions (assets) at end of year	2010-12-31	$219,580
Employer contributions (assets) at beginning of year	2010-12-31	$224,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$46,047,470
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2010-12-31	133891517
2009 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN

2013: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INDEPENDENCE BLUE CROSS
Employer identification number (EIN):	230370270
NAIC Classification:	524140