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

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: INDEPENDENCE BLUE CROSS, LLC

Employer identification number (EIN): 463867722

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 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DENISE HINES-MCKEOWN KRISTEN CASHMAN 2018-10-08
002 2016-01-01 DENISE HINES-MCKEOWN LAURA GROSSI-TYSON 2017-10-11
002 2015-01-01 DENISE HINES-MCKEOWN LAURA GROSSI-TYSON 2016-10-10
002 2014-01-01 DENISE HINES-MCKEOWN LAURA GROSSI-TYSON 2015-10-12
002 2014-01-01 DENISE HINES-MCKEOWN LAURA GROSSI-TYSON 2015-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DENISE HINES-MCKEOWN	KRISTEN CASHMAN	2018-10-08
002	2016-01-01	DENISE HINES-MCKEOWN	LAURA GROSSI-TYSON	2017-10-11
002	2015-01-01	DENISE HINES-MCKEOWN	LAURA GROSSI-TYSON	2016-10-10
002	2014-01-01	DENISE HINES-MCKEOWN	LAURA GROSSI-TYSON	2015-10-12
002	2014-01-01	DENISE HINES-MCKEOWN	LAURA GROSSI-TYSON	2015-10-12

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
2023: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5,872
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4,285
Number of retired or separated participants receiving benefits 2023-01-01 74
Number of other retired or separated participants entitled to future benefits 2023-01-01 1,624
Total of all active and inactive participants 2023-01-01 5,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 39
Total participants 2023-01-01 6,022
Number of participants with account balances 2023-01-01 5,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5,422
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4,055
Number of retired or separated participants receiving benefits 2022-01-01 73
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,726
Total of all active and inactive participants 2022-01-01 5,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 18
Total participants 2022-01-01 5,872
Number of participants with account balances 2022-01-01 5,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5,563
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,858
Number of retired or separated participants receiving benefits 2021-01-01 67
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,609
Total of all active and inactive participants 2021-01-01 5,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 16
Total participants 2021-01-01 5,550
Number of participants with account balances 2021-01-01 5,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5,687
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4,000
Number of retired or separated participants receiving benefits 2020-01-01 60
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,486
Total of all active and inactive participants 2020-01-01 5,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 17
Total participants 2020-01-01 5,563
Number of participants with account balances 2020-01-01 5,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 144
2019: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5,594
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4,038
Number of retired or separated participants receiving benefits 2019-01-01 59
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,578
Total of all active and inactive participants 2019-01-01 5,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 12
Total participants 2019-01-01 5,687
Number of participants with account balances 2019-01-01 5,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 213
2018: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5,415
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3,953
Number of retired or separated participants receiving benefits 2018-01-01 51
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,582
Total of all active and inactive participants 2018-01-01 5,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 8
Total participants 2018-01-01 5,594
Number of participants with account balances 2018-01-01 5,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5,499
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3,964
Number of retired or separated participants receiving benefits 2017-01-01 43
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,405
Total of all active and inactive participants 2017-01-01 5,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 5,415
Number of participants with account balances 2017-01-01 5,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 44
2016: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5,585
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4,130
Number of retired or separated participants receiving benefits 2016-01-01 46
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,322
Total of all active and inactive participants 2016-01-01 5,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 5,499
Number of participants with account balances 2016-01-01 5,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 72
2015: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5,442
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4,302
Number of retired or separated participants receiving benefits 2015-01-01 39
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,242
Total of all active and inactive participants 2015-01-01 5,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 5,585
Number of participants with account balances 2015-01-01 5,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 131
2014: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5,300
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4,197
Number of retired or separated participants receiving benefits 2014-01-01 36
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,206
Total of all active and inactive participants 2014-01-01 5,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 5,442
Number of participants with account balances 2014-01-01 5,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 142

Measure	Date	Value
2023: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5,872
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4,285
Number of retired or separated participants receiving benefits	2023-01-01	74
Number of other retired or separated participants entitled to future benefits	2023-01-01	1,624
Total of all active and inactive participants	2023-01-01	5,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	39
Total participants	2023-01-01	6,022
Number of participants with account balances	2023-01-01	5,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5,422
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4,055
Number of retired or separated participants receiving benefits	2022-01-01	73
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,726
Total of all active and inactive participants	2022-01-01	5,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	18
Total participants	2022-01-01	5,872
Number of participants with account balances	2022-01-01	5,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5,563
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,858
Number of retired or separated participants receiving benefits	2021-01-01	67
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,609
Total of all active and inactive participants	2021-01-01	5,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	16
Total participants	2021-01-01	5,550
Number of participants with account balances	2021-01-01	5,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5,687
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4,000
Number of retired or separated participants receiving benefits	2020-01-01	60
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,486
Total of all active and inactive participants	2020-01-01	5,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	17
Total participants	2020-01-01	5,563
Number of participants with account balances	2020-01-01	5,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	144
2019: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5,594
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4,038
Number of retired or separated participants receiving benefits	2019-01-01	59
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,578
Total of all active and inactive participants	2019-01-01	5,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	12
Total participants	2019-01-01	5,687
Number of participants with account balances	2019-01-01	5,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	213
2018: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5,415
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3,953
Number of retired or separated participants receiving benefits	2018-01-01	51
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,582
Total of all active and inactive participants	2018-01-01	5,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	8
Total participants	2018-01-01	5,594
Number of participants with account balances	2018-01-01	5,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5,499
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,964
Number of retired or separated participants receiving benefits	2017-01-01	43
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,405
Total of all active and inactive participants	2017-01-01	5,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	5,415
Number of participants with account balances	2017-01-01	5,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	44
2016: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5,585
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4,130
Number of retired or separated participants receiving benefits	2016-01-01	46
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,322
Total of all active and inactive participants	2016-01-01	5,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	5,499
Number of participants with account balances	2016-01-01	5,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	72
2015: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5,442
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4,302
Number of retired or separated participants receiving benefits	2015-01-01	39
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,242
Total of all active and inactive participants	2015-01-01	5,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	5,585
Number of participants with account balances	2015-01-01	5,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	131
2014: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5,300
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4,197
Number of retired or separated participants receiving benefits	2014-01-01	36
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,206
Total of all active and inactive participants	2014-01-01	5,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	5,442
Number of participants with account balances	2014-01-01	5,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	142

Financial Data on INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$204,306,205
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$55,485,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$54,737,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$59,910,698
Value of total assets at end of year	2023-12-31	$958,165,096
Value of total assets at beginning of year	2023-12-31	$809,344,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$748,685
Total interest from all sources	2023-12-31	$3,147,981
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$26,034,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$26,034,374
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$34,530,529
Participant contributions at end of year	2023-12-31	$11,898,519
Participant contributions at beginning of year	2023-12-31	$11,503,158
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$5,579,957
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$1,651,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$1,461,556
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	$148,820,212
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$958,165,096
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$809,344,884
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	$359,430
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$893,475,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$748,045,715
Interest on participant loans	2023-12-31	$670,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$51,139,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$48,334,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$48,334,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$2,477,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$115,213,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
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
Contributions received in cash from employer	2023-12-31	$19,800,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$54,737,308
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2023-12-31	133891517
2022 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$-118,736,381
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$54,490,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$53,769,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$53,509,593
Value of total assets at end of year	2022-12-31	$809,344,884
Value of total assets at beginning of year	2022-12-31	$982,571,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$720,981
Total interest from all sources	2022-12-31	$1,293,659
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$32,258,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$32,258,892
Administrative expenses professional fees incurred	2022-12-31	$99,100
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$33,175,712
Participant contributions at end of year	2022-12-31	$11,503,158
Participant contributions at beginning of year	2022-12-31	$11,442,299
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,855,469
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,461,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$284,066
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	$-173,226,605
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$809,344,884
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$982,571,489
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	$337,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$748,045,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$923,261,447
Interest on participant loans	2022-12-31	$542,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$48,334,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$47,867,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$47,867,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$750,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-205,798,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
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
Contributions received in cash from employer	2022-12-31	$18,478,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$53,769,243
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2022-12-31	133891517
2021 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$174,528,359
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$51,484,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$50,777,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$49,852,233
Value of total assets at end of year	2021-12-31	$982,571,489
Value of total assets at beginning of year	2021-12-31	$859,528,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$707,554
Total interest from all sources	2021-12-31	$576,632
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$46,111,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$46,111,868
Administrative expenses professional fees incurred	2021-12-31	$24,600
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
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
Contributions received from participants	2021-12-31	$30,999,003
Participant contributions at end of year	2021-12-31	$11,442,299
Participant contributions at beginning of year	2021-12-31	$11,210,632
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,714,598
Administrative expenses (other) incurred	2021-12-31	$329,487
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	$123,043,479
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$982,571,489
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$859,528,010
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	$353,467
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$923,261,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$795,646,585
Interest on participant loans	2021-12-31	$571,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$47,867,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$52,670,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$52,670,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$77,987,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
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	$17,138,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$50,777,326
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2021-12-31	133891517
2020 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$182,416,105
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$47,047,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$46,367,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$49,419,155
Value of total assets at end of year	2020-12-31	$859,528,010
Value of total assets at beginning of year	2020-12-31	$724,158,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$679,285
Total interest from all sources	2020-12-31	$830,242
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$25,575,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$25,575,109
Administrative expenses professional fees incurred	2020-12-31	$68,750
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
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
Contributions received from participants	2020-12-31	$29,228,402
Participant contributions at end of year	2020-12-31	$11,210,632
Participant contributions at beginning of year	2020-12-31	$11,685,554
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,424,240
Administrative expenses (other) incurred	2020-12-31	$610,535
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	$135,369,017
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$859,528,010
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$724,158,993
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$795,646,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$671,899,492
Interest on participant loans	2020-12-31	$631,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$52,670,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$40,573,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$40,573,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$198,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$106,591,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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	$16,766,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$46,367,803
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	Disclaimer
Accountancy firm name	2020-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2020-12-31	133891517
2019 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$181,549,289
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$40,221,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$39,581,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$45,150,549
Value of total assets at end of year	2019-12-31	$724,158,993
Value of total assets at beginning of year	2019-12-31	$582,830,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$640,163
Total interest from all sources	2019-12-31	$1,441,779
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$20,024,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$20,024,408
Administrative expenses professional fees incurred	2019-12-31	$52,600
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Contributions received from participants	2019-12-31	$26,972,748
Participant contributions at end of year	2019-12-31	$11,685,554
Participant contributions at beginning of year	2019-12-31	$10,521,096
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,985,879
Administrative expenses (other) incurred	2019-12-31	$587,563
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	$141,328,111
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$724,158,993
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$582,830,882
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$671,899,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$533,480,104
Interest on participant loans	2019-12-31	$604,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$40,573,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$38,829,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$38,829,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$836,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$114,932,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	$15,191,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$39,581,015
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	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2019-12-31	133891517
2018 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$15,216,931
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$65,536,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$64,923,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$44,126,215
Value of total assets at end of year	2018-12-31	$582,830,882
Value of total assets at beginning of year	2018-12-31	$633,150,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$613,636
Total interest from all sources	2018-12-31	$1,169,029
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$23,355,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$23,355,371
Administrative expenses professional fees incurred	2018-12-31	$80,100
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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
Contributions received from participants	2018-12-31	$25,183,014
Participant contributions at end of year	2018-12-31	$10,521,096
Participant contributions at beginning of year	2018-12-31	$11,833,040
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,390,589
Administrative expenses (other) incurred	2018-12-31	$533,536
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	$-50,319,994
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$582,830,882
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$633,150,876
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$533,480,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$583,877,143
Interest on participant loans	2018-12-31	$503,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$38,829,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$37,440,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$37,440,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$665,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-53,433,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
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	$13,552,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$64,923,289
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2018-12-31	133891517
2017 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$134,290,273
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$40,750,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$40,213,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$40,024,169
Value of total assets at end of year	2017-12-31	$633,150,876
Value of total assets at beginning of year	2017-12-31	$539,611,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$536,953
Total interest from all sources	2017-12-31	$839,033
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$19,048,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$19,048,404
Administrative expenses professional fees incurred	2017-12-31	$13,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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
Contributions received from participants	2017-12-31	$25,195,586
Participant contributions at end of year	2017-12-31	$11,833,040
Participant contributions at beginning of year	2017-12-31	$11,749,074
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,975,528
Administrative expenses (other) incurred	2017-12-31	$337,562
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	$93,539,823
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$633,150,876
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$539,611,053
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	$186,391
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$583,877,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$486,552,272
Interest on participant loans	2017-12-31	$514,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$37,440,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$41,309,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$41,309,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$324,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$74,378,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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	$12,853,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$40,213,497
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2017-12-31	133891517
2016 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$80,293,870
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$50,770,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$50,197,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$38,912,554
Value of total assets at end of year	2016-12-31	$539,611,053
Value of total assets at beginning of year	2016-12-31	$510,087,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$572,788
Total interest from all sources	2016-12-31	$717,552
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$13,748,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$13,748,251
Administrative expenses professional fees incurred	2016-12-31	$572,788
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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
Contributions received from participants	2016-12-31	$24,553,280
Participant contributions at end of year	2016-12-31	$11,749,074
Participant contributions at beginning of year	2016-12-31	$12,114,298
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,454,071
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	$29,523,867
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$539,611,053
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$510,087,186
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$486,552,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$459,369,620
Interest on participant loans	2016-12-31	$512,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$41,309,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$38,603,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$38,603,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$205,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$26,915,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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	$11,905,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$50,197,215
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2016-12-31	133891517
2015 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$37,052,129
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$36,920,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$36,556,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$38,837,553
Value of total assets at end of year	2015-12-31	$510,087,186
Value of total assets at beginning of year	2015-12-31	$509,955,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$364,095
Total interest from all sources	2015-12-31	$538,785
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$14,837,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$14,837,318
Administrative expenses professional fees incurred	2015-12-31	$364,095
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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
Contributions received from participants	2015-12-31	$23,851,211
Participant contributions at end of year	2015-12-31	$12,114,298
Participant contributions at beginning of year	2015-12-31	$12,124,453
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,582,152
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	$131,619
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$510,087,186
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$509,955,567
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$459,369,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$458,014,143
Interest on participant loans	2015-12-31	$507,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$38,603,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$39,816,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$39,816,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$31,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-17,161,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$11,404,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$36,556,415
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2015-12-31	133891517
2014 : INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 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	$67,537,299
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$41,672,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$41,345,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$32,526,295
Value of total assets at end of year	2014-12-31	$509,955,567
Value of total assets at beginning of year	2014-12-31	$484,090,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$326,455
Total interest from all sources	2014-12-31	$507,391
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$18,039,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$18,039,913
Administrative expenses professional fees incurred	2014-12-31	$326,455
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$22,044,094
Participant contributions at end of year	2014-12-31	$12,124,453
Participant contributions at beginning of year	2014-12-31	$12,039,385
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$619,700
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,476,959
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	$25,865,175
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$509,955,567
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$484,090,392
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$458,014,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$427,465,392
Interest on participant loans	2014-12-31	$503,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$39,816,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$43,664,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$43,664,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$4,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$16,463,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$9,005,242
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$301,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$41,345,669
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2014-12-31	133891517

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

2023: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INDEPENDENCE BLUE CROSS BLUE CHIP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INDEPENDENCE BLUE CROSS, LLC
Employer identification number (EIN):	463867722
NAIC Classification:	524140