BLUE CROSS & BLUE SHIELD OF MISSISSIPPI A MUTUAL INSURANCE CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS
401k plan membership statisitcs for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS
Measure | Date | Value |
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2023: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 882 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 539 |
Total of all active and inactive participants | 2023-01-01 | 772 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 5 |
Total participants | 2023-01-01 | 777 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 133,053,670 |
Acturial value of plan assets | 2022-12-31 | 146,359,037 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 8,460,791 |
Number of terminated vested participants | 2022-12-31 | 659 |
Fundng target for terminated vested participants | 2022-12-31 | 43,268,126 |
Active participant vested funding target | 2022-12-31 | 53,517,707 |
Number of active participants | 2022-12-31 | 183 |
Total funding liabilities for active participants | 2022-12-31 | 60,829,389 |
Total participant count | 2022-12-31 | 913 |
Total funding target for all participants | 2022-12-31 | 112,558,306 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 17,607,790 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 17,607,790 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 18,312,102 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 601,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 913 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 637 |
Total of all active and inactive participants | 2022-01-01 | 875 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 882 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 153,714,343 |
Acturial value of plan assets | 2021-12-31 | 169,085,777 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 8,262,692 |
Number of terminated vested participants | 2021-12-31 | 697 |
Fundng target for terminated vested participants | 2021-12-31 | 51,467,841 |
Active participant vested funding target | 2021-12-31 | 60,200,317 |
Number of active participants | 2021-12-31 | 208 |
Total funding liabilities for active participants | 2021-12-31 | 68,325,840 |
Total participant count | 2021-12-31 | 976 |
Total funding target for all participants | 2021-12-31 | 128,056,373 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 32,272,342 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 32,272,342 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 11,469,371 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 12,061,191 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 17,607,790 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 313,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 976 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 183 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 659 |
Total of all active and inactive participants | 2021-01-01 | 906 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 7 |
Total participants | 2021-01-01 | 913 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 240,164,602 |
Acturial value of plan assets | 2020-12-31 | 228,064,228 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 8,215,807 |
Number of terminated vested participants | 2020-12-31 | 717 |
Fundng target for terminated vested participants | 2020-12-31 | 45,369,419 |
Active participant vested funding target | 2020-12-31 | 66,387,195 |
Number of active participants | 2020-12-31 | 233 |
Total funding liabilities for active participants | 2020-12-31 | 74,662,060 |
Total participant count | 2020-12-31 | 1,018 |
Total funding target for all participants | 2020-12-31 | 128,247,286 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 25,435,326 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 25,435,326 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 65,311,176 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 68,785,731 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 32,272,342 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 12,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 11,469,371 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 5,388,708 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 11,469,371 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,018 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 697 |
Total of all active and inactive participants | 2020-01-01 | 967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 9 |
Total participants | 2020-01-01 | 976 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 144,077,682 |
Acturial value of plan assets | 2019-12-31 | 152,793,270 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 6,324,531 |
Number of terminated vested participants | 2019-12-31 | 759 |
Fundng target for terminated vested participants | 2019-12-31 | 43,061,075 |
Active participant vested funding target | 2019-12-31 | 60,217,586 |
Number of active participants | 2019-12-31 | 247 |
Total funding liabilities for active participants | 2019-12-31 | 68,136,874 |
Total participant count | 2019-12-31 | 1,060 |
Total funding target for all participants | 2019-12-31 | 117,522,480 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 27,391,047 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 27,391,047 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 5,534,897 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 5,840,423 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 25,435,326 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 71,350,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 65,311,176 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 4,999,177 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 65,311,176 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,060 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 233 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 717 |
Total of all active and inactive participants | 2019-01-01 | 1,011 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 1,018 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 154,774,585 |
Acturial value of plan assets | 2018-12-31 | 143,387,946 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 5,527,415 |
Number of terminated vested participants | 2018-12-31 | 767 |
Fundng target for terminated vested participants | 2018-12-31 | 41,417,015 |
Active participant vested funding target | 2018-12-31 | 56,872,680 |
Number of active participants | 2018-12-31 | 263 |
Total funding liabilities for active participants | 2018-12-31 | 64,355,418 |
Total participant count | 2018-12-31 | 1,082 |
Total funding target for all participants | 2018-12-31 | 111,299,848 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 24,980,173 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 24,980,173 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 1,933,178 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 27,391,047 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 6,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 5,534,897 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 4,697,051 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 5,534,897 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,082 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 247 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 759 |
Total of all active and inactive participants | 2018-01-01 | 1,055 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 5 |
Total participants | 2018-01-01 | 1,060 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 148,551,731 |
Acturial value of plan assets | 2017-12-31 | 147,337,055 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 5,207,828 |
Number of terminated vested participants | 2017-12-31 | 794 |
Fundng target for terminated vested participants | 2017-12-31 | 38,865,176 |
Active participant vested funding target | 2017-12-31 | 57,967,142 |
Number of active participants | 2017-12-31 | 290 |
Total funding liabilities for active participants | 2017-12-31 | 64,993,276 |
Total participant count | 2017-12-31 | 1,133 |
Total funding target for all participants | 2017-12-31 | 109,066,280 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 22,598,311 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 22,598,311 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 11,020,908 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 11,676,652 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 24,980,173 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 4,394,701 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,133 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 767 |
Total of all active and inactive participants | 2017-01-01 | 1,077 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 1,082 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 130,152,637 |
Acturial value of plan assets | 2016-12-31 | 133,987,581 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 5,062,063 |
Number of terminated vested participants | 2016-12-31 | 818 |
Fundng target for terminated vested participants | 2016-12-31 | 34,647,985 |
Active participant vested funding target | 2016-12-31 | 52,716,596 |
Number of active participants | 2016-12-31 | 303 |
Total funding liabilities for active participants | 2016-12-31 | 57,648,081 |
Total participant count | 2016-12-31 | 1,169 |
Total funding target for all participants | 2016-12-31 | 97,358,129 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 22,146,522 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 22,146,522 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 5,218,264 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 5,539,187 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 22,598,311 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 12,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 11,020,908 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 3,961,878 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 11,020,908 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,169 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 290 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 794 |
Total of all active and inactive participants | 2016-01-01 | 1,128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 1,133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,217 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 303 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 818 |
Total of all active and inactive participants | 2015-01-01 | 1,162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 1,169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 1,243 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 333 |
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 | 839 |
Total of all active and inactive participants | 2014-01-01 | 1,208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 9 |
Total participants | 2014-01-01 | 1,217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 1,289 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 354 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 844 |
Total of all active and inactive participants | 2013-01-01 | 1,235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 1,243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 1,333 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 380 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 861 |
Total of all active and inactive participants | 2012-01-01 | 1,281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 1,289 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1,358 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 421 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 870 |
Total of all active and inactive participants | 2011-01-01 | 1,324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 1,333 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 1,382 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 453 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 871 |
Total of all active and inactive participants | 2010-01-01 | 1,351 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 7 |
Total participants | 2010-01-01 | 1,358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 7 |
2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,469 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 517 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 835 |
Total of all active and inactive participants | 2009-01-01 | 1,378 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 1,382 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 32 |
Measure | Date | Value |
---|
2023 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $874,000 |
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 | $12,330,053 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $14,708,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $13,179,134 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
Value of total assets at end of year | 2023-12-31 | $163,293,613 |
Value of total assets at beginning of year | 2023-12-31 | $164,797,945 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,529,251 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-12-31 | $0 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $252,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $874,000 |
Other income not declared elsewhere | 2023-12-31 | $252,000 |
Administrative expenses (other) incurred | 2023-12-31 | $173,676 |
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 | $-2,378,332 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $162,419,613 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $164,797,945 |
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 | $580,166 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $163,041,613 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $164,797,945 |
Net gain/loss from 103.12 investment entities | 2023-12-31 | $12,078,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $13,179,134 |
Contract administrator fees | 2023-12-31 | $256,312 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2023-12-31 | 366055568 |
2022 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $44,196,370 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $12,315,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $11,601,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $164,797,945 |
Value of total assets at beginning of year | 2022-12-31 | $132,917,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $714,191 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $422,874 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $80,344 |
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 | $31,880,517 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $164,797,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $132,917,428 |
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 | $138,485 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $164,797,945 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $132,917,428 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $44,196,370 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $11,601,662 |
Contract administrator fees | 2022-12-31 | $72,488 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2022-12-31 | 366055568 |
2021 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $6,033,818 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $26,653,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $25,686,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $132,917,428 |
Value of total assets at beginning of year | 2021-12-31 | $153,536,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $966,629 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $535,157 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-20,619,347 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $132,917,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $153,536,775 |
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 | $372,143 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $132,917,428 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $153,536,775 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $6,033,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $25,686,536 |
Contract administrator fees | 2021-12-31 | $59,329 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $-74,111,816 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $14,995,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $14,529,552 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,000,000 |
Value of total assets at end of year | 2020-12-31 | $153,536,775 |
Value of total assets at beginning of year | 2020-12-31 | $242,643,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $465,567 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $283,957 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-89,106,935 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $153,536,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $242,643,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $117,030 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $153,536,775 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $172,643,710 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $-86,111,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $70,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,529,552 |
Contract administrator fees | 2020-12-31 | $64,580 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $108,145,714 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,674,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,439,008 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $71,350,000 |
Value of total assets at end of year | 2019-12-31 | $242,643,710 |
Value of total assets at beginning of year | 2019-12-31 | $144,172,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $235,728 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $119,295 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $98,470,978 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $242,643,710 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $144,172,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $75,512 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $172,643,710 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $138,172,732 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $36,795,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $71,350,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $70,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,439,008 |
Contract administrator fees | 2019-12-31 | $40,921 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $-4,734,727 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,790,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,521,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,000,000 |
Value of total assets at end of year | 2018-12-31 | $144,172,732 |
Value of total assets at beginning of year | 2018-12-31 | $154,698,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $269,542 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $110,600 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-10,525,334 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $144,172,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $154,698,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $114,352 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $138,172,732 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $154,698,066 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-10,734,727 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $6,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,521,065 |
Contract administrator fees | 2018-12-31 | $44,590 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2018-12-31 | 366055558 |
2017 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $23,481,472 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $17,595,508 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $17,339,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $154,698,066 |
Value of total assets at beginning of year | 2017-12-31 | $148,812,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $255,915 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $112,984 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $1 |
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 | $5,885,964 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $154,698,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $148,812,102 |
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 | $95,480 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $154,698,066 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $136,812,102 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $23,481,472 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at beginning of year | 2017-12-31 | $12,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $17,339,593 |
Contract administrator fees | 2017-12-31 | $47,450 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2017-12-31 | 366055558 |
2016 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $25,232,551 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,677,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,444,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $12,000,000 |
Value of total assets at end of year | 2016-12-31 | $148,812,102 |
Value of total assets at beginning of year | 2016-12-31 | $130,256,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $232,036 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $114,529 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $18,555,547 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $148,812,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $130,256,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $83,153 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $136,812,102 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $125,556,555 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $13,232,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $12,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $4,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,444,968 |
Contract administrator fees | 2016-12-31 | $34,354 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $8,464,282 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $15,917,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $15,629,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,700,000 |
Value of total assets at end of year | 2015-12-31 | $130,256,555 |
Value of total assets at beginning of year | 2015-12-31 | $137,709,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $288,055 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $112,756 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-7,453,293 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $130,256,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $137,709,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $143,112 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $125,556,555 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $132,709,848 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $2,764,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $5,700,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $4,700,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $15,629,520 |
Contract administrator fees | 2015-12-31 | $32,187 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 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 | $14,599,141 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,273,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,952,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,000,000 |
Value of total assets at end of year | 2014-12-31 | $137,709,848 |
Value of total assets at beginning of year | 2014-12-31 | $128,384,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $321,318 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $44,732 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $9,325,347 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $137,709,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $128,384,501 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $254,880 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $132,709,848 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $126,384,501 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $9,599,141 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $5,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,952,476 |
Contract administrator fees | 2014-12-31 | $21,706 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $18,171,873 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $12,844,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $12,555,352 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,700,000 |
Value of total assets at end of year | 2013-12-31 | $128,384,501 |
Value of total assets at beginning of year | 2013-12-31 | $123,056,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $288,658 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $36,586 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,327,863 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $128,384,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $123,056,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $232,028 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $126,384,501 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $117,956,638 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $14,471,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,700,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $5,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $12,555,352 |
Contract administrator fees | 2013-12-31 | $20,044 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $20,588,846 |
Total of all expenses incurred | 2012-12-31 | $18,153,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $17,855,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,100,000 |
Value of total assets at end of year | 2012-12-31 | $123,056,638 |
Value of total assets at beginning of year | 2012-12-31 | $120,621,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $297,860 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $56,675 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,435,541 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $123,056,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $120,621,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $222,313 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $117,956,638 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $108,421,097 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $15,488,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,100,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $5,100,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $12,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $17,855,445 |
Contract administrator fees | 2012-12-31 | $18,872 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $16,307,058 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $8,342,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,069,423 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $15,400,000 |
Value of total assets at end of year | 2011-12-31 | $120,621,097 |
Value of total assets at beginning of year | 2011-12-31 | $112,656,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $272,907 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $58,319 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $7,964,728 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $120,621,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $112,656,369 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $191,973 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $108,421,097 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $103,656,369 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $907,058 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $15,400,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $12,200,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $9,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,069,423 |
Contract administrator fees | 2011-12-31 | $22,615 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $26,939,443 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $5,213,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,923,896 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $14,000,000 |
Value of total assets at end of year | 2010-12-31 | $112,656,369 |
Value of total assets at beginning of year | 2010-12-31 | $90,930,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $289,438 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $67,981 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $21,726,109 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $112,656,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $90,930,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $200,691 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $103,656,369 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $84,930,260 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $12,939,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $14,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $9,000,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,923,896 |
Contract administrator fees | 2010-12-31 | $20,766 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2010-12-31 | 135381590 |
2009 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |