401k Plan data: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM plan

BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 401k Plan overview

Plan Name	BCBS OF TN RETIREMENT ACCUMULATION PROGRAM
Plan identification number	003

BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 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.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE CROSS BLUE SHIELD OF TENNESSEE has sponsored the creation of one or more 401k plans.

Company Name: BLUE CROSS BLUE SHIELD OF TENNESSEE

Employer identification number (EIN): 620427913

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BCBS OF TN RETIREMENT ACCUMULATION PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 TERRENCE COONEY RALPH WOODARD 2014-08-28
003 2012-01-01 TERRENCE COONEY RALPH WOODARD 2013-08-22
003 2011-01-01 DAVID MANUSZAK
003 2010-01-01 DAVID MANUSZAK RALPH WOODARD 2011-10-13
003 2009-01-01 DAVID MANUSZAK RALPH WOODARD 2010-09-24

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	TERRENCE COONEY	RALPH WOODARD	2014-08-28
003	2012-01-01	TERRENCE COONEY	RALPH WOODARD	2013-08-22
003	2011-01-01	DAVID MANUSZAK
003	2010-01-01	DAVID MANUSZAK	RALPH WOODARD	2011-10-13
003	2009-01-01	DAVID MANUSZAK	RALPH WOODARD	2010-09-24

Plan Statistics for BCBS OF TN RETIREMENT ACCUMULATION PROGRAM

401k plan membership statisitcs for BCBS OF TN RETIREMENT ACCUMULATION PROGRAM

Measure Date Value
2013: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7,141
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7,177
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5,384
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,731
Total of all active and inactive participants 2012-01-01 7,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 15
Total participants 2012-01-01 7,141
Number of participants with account balances 2012-01-01 7,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 154
2011: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6,734
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5,471
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,685
Total of all active and inactive participants 2011-01-01 7,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 14
Total participants 2011-01-01 7,177
Number of participants with account balances 2011-01-01 7,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 263
2010: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6,350
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5,476
Number of retired or separated participants receiving benefits 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,241
Total of all active and inactive participants 2010-01-01 6,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 11
Total participants 2010-01-01 6,734
Number of participants with account balances 2010-01-01 6,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 287
2009: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5,679
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5,445
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 897
Total of all active and inactive participants 2009-01-01 6,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7
Total participants 2009-01-01 6,350
Number of participants with account balances 2009-01-01 6,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 292

Measure	Date	Value
2013: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7,141
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7,177
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5,384
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,731
Total of all active and inactive participants	2012-01-01	7,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	15
Total participants	2012-01-01	7,141
Number of participants with account balances	2012-01-01	7,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	154
2011: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6,734
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5,471
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,685
Total of all active and inactive participants	2011-01-01	7,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	14
Total participants	2011-01-01	7,177
Number of participants with account balances	2011-01-01	7,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	263
2010: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6,350
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5,476
Number of retired or separated participants receiving benefits	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,241
Total of all active and inactive participants	2010-01-01	6,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	11
Total participants	2010-01-01	6,734
Number of participants with account balances	2010-01-01	6,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	287
2009: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5,679
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5,445
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	897
Total of all active and inactive participants	2009-01-01	6,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7
Total participants	2009-01-01	6,350
Number of participants with account balances	2009-01-01	6,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	292

Financial Data on BCBS OF TN RETIREMENT ACCUMULATION PROGRAM

Measure	Date	Value
2013 : BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$73,296,073
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
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$18,836,141
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,749,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,695,827
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,783,222
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$59,209,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$53,488
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$140
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,517,825
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	$1,517,825
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$53,488
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$14,086,826
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$59,209,247
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$55,270,925
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$0
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,188,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$726,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$726,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$140
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,610,379
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$924,575
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$7,783,222
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$23,847
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,695,827
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	No
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	Yes
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
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	ERNST & YOUNG
Accountancy firm EIN	2013-12-31	346565596
2012 : BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2012 401k financial data
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	$17,965,168
Total of all expenses incurred	2012-12-31	$3,495,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,457,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$11,525,208
Value of total assets at end of year	2012-12-31	$59,209,247
Value of total assets at beginning of year	2012-12-31	$44,739,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$38,603
Total interest from all sources	2012-12-31	$175
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,837,908
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	$1,837,908
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
Administrative expenses (other) incurred	2012-12-31	$38,603
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	$14,469,543
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$59,209,247
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$44,739,704
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	$55,270,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$42,018,336
Value of interest in common/collective trusts at end of year	2012-12-31	$3,188,406
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,298,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$726,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$404,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$404,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,272,641
Net investment gain or loss from common/collective trusts	2012-12-31	$329,236
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	$11,525,208
Employer contributions (assets) at end of year	2012-12-31	$23,847
Employer contributions (assets) at beginning of year	2012-12-31	$18,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,457,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2012-12-31	346565596
2011 : BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$10,041,030
Total of all expenses incurred	2011-12-31	$1,893,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,870,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$11,447,899
Value of total assets at end of year	2011-12-31	$44,739,704
Value of total assets at beginning of year	2011-12-31	$36,591,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$22,689
Total interest from all sources	2011-12-31	$191
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,889,298
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	$1,889,298
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
Administrative expenses (other) incurred	2011-12-31	$22,689
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	$8,148,028
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$44,739,704
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$36,591,676
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	$42,018,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$35,405,872
Value of interest in common/collective trusts at end of year	2011-12-31	$2,298,158
Value of interest in common/collective trusts at beginning of year	2011-12-31	$993,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$404,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$175,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$175,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,327,629
Net investment gain or loss from common/collective trusts	2011-12-31	$31,271
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	$11,447,899
Employer contributions (assets) at end of year	2011-12-31	$18,578
Employer contributions (assets) at beginning of year	2011-12-31	$16,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,870,313
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	ERNST & YOUNG
Accountancy firm EIN	2011-12-31	346565596
2010 : BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2010 401k financial data
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	$15,334,420
Total of all expenses incurred	2010-12-31	$1,260,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,250,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$11,167,460
Value of total assets at end of year	2010-12-31	$36,591,676
Value of total assets at beginning of year	2010-12-31	$22,518,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,484
Total interest from all sources	2010-12-31	$4,851
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$811,663
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	$811,663
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
Administrative expenses (other) incurred	2010-12-31	$10,484
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	$14,073,472
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$36,591,676
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,518,204
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	$35,405,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$21,733,445
Value of interest in common/collective trusts at end of year	2010-12-31	$993,331
Value of interest in common/collective trusts at beginning of year	2010-12-31	$304,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$175,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$462,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$462,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,259,494
Net investment gain or loss from common/collective trusts	2010-12-31	$90,952
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	$11,167,460
Employer contributions (assets) at end of year	2010-12-31	$16,474
Employer contributions (assets) at beginning of year	2010-12-31	$18,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,250,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2010-12-31	346565596
2009 : BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 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 BCBS OF TN RETIREMENT ACCUMULATION PROGRAM

2013: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 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	Yes
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: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2010: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BCBS OF TN RETIREMENT ACCUMULATION PROGRAM 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BLUE CROSS BLUE SHIELD OF TENNESSEE
Employer identification number (EIN):	620427913
NAIC Classification:	524290