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NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 401k Plan overview

Plan NameNON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS
Plan identification number 002

NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE CROSS & BLUE SHIELD OF MISSISSIPPI A MUTUAL INSURANCE CO. has sponsored the creation of one or more 401k plans.

Company Name:BLUE CROSS & BLUE SHIELD OF MISSISSIPPI A MUTUAL INSURANCE CO.
Employer identification number (EIN):640295748
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TERRENCE COONEY CHERI GREEN2018-10-04
0022016-01-01TERRENCE COONEY CHERI GREEN2017-10-06
0022015-01-01TERRENCE COONEY CHERI GREEN2016-10-07
0022014-01-01TERRENCE COONEY CHERI GREEN2015-10-07
0022013-01-01TERRENCE COONEY ALISON TYLER2014-10-13
0022012-01-01TERRENCE COONEY ALISON TYLER2013-10-14
0022011-01-01DAVID MANUSZAK ALISON TYLER2012-10-12
0022010-01-01DAVID MANUSZAK AMY AYERS2011-10-17
0022009-01-01DAVID MANUSZAK AMY AYERS2010-10-14

Plan Statistics for 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
2023: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2023 401k membership
Total participants, beginning-of-year2023-01-01882
Total number of active participants reported on line 7a of the Form 55002023-01-01149
Number of retired or separated participants receiving benefits2023-01-0184
Number of other retired or separated participants entitled to future benefits2023-01-01539
Total of all active and inactive participants2023-01-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-01777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2022 401k membership
Market value of plan assets2022-12-31133,053,670
Acturial value of plan assets2022-12-31146,359,037
Funding target for retired participants and beneficiaries receiving payment2022-12-318,460,791
Number of terminated vested participants2022-12-31659
Fundng target for terminated vested participants2022-12-3143,268,126
Active participant vested funding target2022-12-3153,517,707
Number of active participants2022-12-31183
Total funding liabilities for active participants2022-12-3160,829,389
Total participant count2022-12-31913
Total funding target for all participants2022-12-31112,558,306
Balance at beginning of prior year after applicable adjustments2022-12-3117,607,790
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3117,607,790
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3118,312,102
Balance of prefunding at beginning of current year2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31601,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01913
Total number of active participants reported on line 7a of the Form 55002022-01-01166
Number of retired or separated participants receiving benefits2022-01-0172
Number of other retired or separated participants entitled to future benefits2022-01-01637
Total of all active and inactive participants2022-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2021 401k membership
Market value of plan assets2021-12-31153,714,343
Acturial value of plan assets2021-12-31169,085,777
Funding target for retired participants and beneficiaries receiving payment2021-12-318,262,692
Number of terminated vested participants2021-12-31697
Fundng target for terminated vested participants2021-12-3151,467,841
Active participant vested funding target2021-12-3160,200,317
Number of active participants2021-12-31208
Total funding liabilities for active participants2021-12-3168,325,840
Total participant count2021-12-31976
Total funding target for all participants2021-12-31128,056,373
Balance at beginning of prior year after applicable adjustments2021-12-3132,272,342
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3132,272,342
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3111,469,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3112,061,191
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3117,607,790
Balance of prefunding at beginning of current year2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31313,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01976
Total number of active participants reported on line 7a of the Form 55002021-01-01183
Number of retired or separated participants receiving benefits2021-01-0164
Number of other retired or separated participants entitled to future benefits2021-01-01659
Total of all active and inactive participants2021-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2020 401k membership
Market value of plan assets2020-12-31240,164,602
Acturial value of plan assets2020-12-31228,064,228
Funding target for retired participants and beneficiaries receiving payment2020-12-318,215,807
Number of terminated vested participants2020-12-31717
Fundng target for terminated vested participants2020-12-3145,369,419
Active participant vested funding target2020-12-3166,387,195
Number of active participants2020-12-31233
Total funding liabilities for active participants2020-12-3174,662,060
Total participant count2020-12-311,018
Total funding target for all participants2020-12-31128,247,286
Balance at beginning of prior year after applicable adjustments2020-12-3125,435,326
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3125,435,326
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3165,311,176
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3168,785,731
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3132,272,342
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3112,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3111,469,371
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,388,708
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3111,469,371
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,018
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-01697
Total of all active and inactive participants2020-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2019 401k membership
Market value of plan assets2019-12-31144,077,682
Acturial value of plan assets2019-12-31152,793,270
Funding target for retired participants and beneficiaries receiving payment2019-12-316,324,531
Number of terminated vested participants2019-12-31759
Fundng target for terminated vested participants2019-12-3143,061,075
Active participant vested funding target2019-12-3160,217,586
Number of active participants2019-12-31247
Total funding liabilities for active participants2019-12-3168,136,874
Total participant count2019-12-311,060
Total funding target for all participants2019-12-31117,522,480
Balance at beginning of prior year after applicable adjustments2019-12-3127,391,047
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3127,391,047
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-315,534,897
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,840,423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3125,435,326
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3171,350,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3165,311,176
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-314,999,177
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3165,311,176
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,060
Total number of active participants reported on line 7a of the Form 55002019-01-01233
Number of retired or separated participants receiving benefits2019-01-0161
Number of other retired or separated participants entitled to future benefits2019-01-01717
Total of all active and inactive participants2019-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2018 401k membership
Market value of plan assets2018-12-31154,774,585
Acturial value of plan assets2018-12-31143,387,946
Funding target for retired participants and beneficiaries receiving payment2018-12-315,527,415
Number of terminated vested participants2018-12-31767
Fundng target for terminated vested participants2018-12-3141,417,015
Active participant vested funding target2018-12-3156,872,680
Number of active participants2018-12-31263
Total funding liabilities for active participants2018-12-3164,355,418
Total participant count2018-12-311,082
Total funding target for all participants2018-12-31111,299,848
Balance at beginning of prior year after applicable adjustments2018-12-3124,980,173
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3124,980,173
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-311,933,178
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3127,391,047
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-316,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,534,897
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-314,697,051
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-315,534,897
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,082
Total number of active participants reported on line 7a of the Form 55002018-01-01247
Number of retired or separated participants receiving benefits2018-01-0149
Number of other retired or separated participants entitled to future benefits2018-01-01759
Total of all active and inactive participants2018-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2017 401k membership
Market value of plan assets2017-12-31148,551,731
Acturial value of plan assets2017-12-31147,337,055
Funding target for retired participants and beneficiaries receiving payment2017-12-315,207,828
Number of terminated vested participants2017-12-31794
Fundng target for terminated vested participants2017-12-3138,865,176
Active participant vested funding target2017-12-3157,967,142
Number of active participants2017-12-31290
Total funding liabilities for active participants2017-12-3164,993,276
Total participant count2017-12-311,133
Total funding target for all participants2017-12-31109,066,280
Balance at beginning of prior year after applicable adjustments2017-12-3122,598,311
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3122,598,311
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3111,020,908
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3111,676,652
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3124,980,173
Balance of prefunding at beginning of current year2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,394,701
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,133
Total number of active participants reported on line 7a of the Form 55002017-01-01263
Number of retired or separated participants receiving benefits2017-01-0147
Number of other retired or separated participants entitled to future benefits2017-01-01767
Total of all active and inactive participants2017-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2016 401k membership
Market value of plan assets2016-12-31130,152,637
Acturial value of plan assets2016-12-31133,987,581
Funding target for retired participants and beneficiaries receiving payment2016-12-315,062,063
Number of terminated vested participants2016-12-31818
Fundng target for terminated vested participants2016-12-3134,647,985
Active participant vested funding target2016-12-3152,716,596
Number of active participants2016-12-31303
Total funding liabilities for active participants2016-12-3157,648,081
Total participant count2016-12-311,169
Total funding target for all participants2016-12-3197,358,129
Balance at beginning of prior year after applicable adjustments2016-12-3122,146,522
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3122,146,522
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-315,218,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,539,187
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3122,598,311
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3112,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3111,020,908
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,961,878
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3111,020,908
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,169
Total number of active participants reported on line 7a of the Form 55002016-01-01290
Number of retired or separated participants receiving benefits2016-01-0144
Number of other retired or separated participants entitled to future benefits2016-01-01794
Total of all active and inactive participants2016-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2015 401k membership
Total participants, beginning-of-year2015-01-011,217
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-0141
Number of other retired or separated participants entitled to future benefits2015-01-01818
Total of all active and inactive participants2015-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2014 401k membership
Total participants, beginning-of-year2014-01-011,243
Total number of active participants reported on line 7a of the Form 55002014-01-01333
Number of retired or separated participants receiving benefits2014-01-0136
Number of other retired or separated participants entitled to future benefits2014-01-01839
Total of all active and inactive participants2014-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-011,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2013 401k membership
Total participants, beginning-of-year2013-01-011,289
Total number of active participants reported on line 7a of the Form 55002013-01-01354
Number of retired or separated participants receiving benefits2013-01-0137
Number of other retired or separated participants entitled to future benefits2013-01-01844
Total of all active and inactive participants2013-01-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2012 401k membership
Total participants, beginning-of-year2012-01-011,333
Total number of active participants reported on line 7a of the Form 55002012-01-01380
Number of retired or separated participants receiving benefits2012-01-0140
Number of other retired or separated participants entitled to future benefits2012-01-01861
Total of all active and inactive participants2012-01-011,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2011 401k membership
Total participants, beginning-of-year2011-01-011,358
Total number of active participants reported on line 7a of the Form 55002011-01-01421
Number of retired or separated participants receiving benefits2011-01-0133
Number of other retired or separated participants entitled to future benefits2011-01-01870
Total of all active and inactive participants2011-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-011,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2010 401k membership
Total participants, beginning-of-year2010-01-011,382
Total number of active participants reported on line 7a of the Form 55002010-01-01453
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-01871
Total of all active and inactive participants2010-01-011,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-011,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2009 401k membership
Total participants, beginning-of-year2009-01-011,469
Total number of active participants reported on line 7a of the Form 55002009-01-01517
Number of retired or separated participants receiving benefits2009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-01835
Total of all active and inactive participants2009-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS

Measure Date Value
2023 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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 assets2023-12-31$0
Total of all expenses incurred2023-12-31$14,708,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$163,293,613
Value of total assets at beginning of year2023-12-31$164,797,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,529,251
Total interest from all sources2023-12-31$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 year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$252,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$874,000
Other income not declared elsewhere2023-12-31$252,000
Administrative expenses (other) incurred2023-12-31$173,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$580,166
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$163,041,613
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$164,797,945
Net gain/loss from 103.12 investment entities2023-12-31$12,078,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,179,134
Contract administrator fees2023-12-31$256,312
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT THORNTON, LLP
Accountancy firm EIN2023-12-31366055568
2022 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,315,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$164,797,945
Value of total assets at beginning of year2022-12-31$132,917,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$714,191
Total interest from all sources2022-12-31$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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$422,874
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$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 appraiser2022-12-31No
Value of net income/loss2022-12-31$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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$138,485
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$164,797,945
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$132,917,428
Net gain/loss from 103.12 investment entities2022-12-31$44,196,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,601,662
Contract administrator fees2022-12-31$72,488
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055568
2021 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$26,653,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$132,917,428
Value of total assets at beginning of year2021-12-31$153,536,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$966,629
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$535,157
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$372,143
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$132,917,428
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$153,536,775
Net gain/loss from 103.12 investment entities2021-12-31$6,033,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$25,686,536
Contract administrator fees2021-12-31$59,329
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,995,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$153,536,775
Value of total assets at beginning of year2020-12-31$242,643,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$465,567
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$283,957
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$117,030
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$153,536,775
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$172,643,710
Net gain/loss from 103.12 investment entities2020-12-31$-86,111,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,000,000
Employer contributions (assets) at beginning of year2020-12-31$70,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,529,552
Contract administrator fees2020-12-31$64,580
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,674,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$242,643,710
Value of total assets at beginning of year2019-12-31$144,172,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$235,728
Total interest from all sources2019-12-31$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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$119,295
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$75,512
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$172,643,710
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$138,172,732
Net gain/loss from 103.12 investment entities2019-12-31$36,795,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$71,350,000
Employer contributions (assets) at end of year2019-12-31$70,000,000
Employer contributions (assets) at beginning of year2019-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,439,008
Contract administrator fees2019-12-31$40,921
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANT THORNTON, LLP
Accountancy firm EIN2019-12-31366055558
2018 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,790,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$144,172,732
Value of total assets at beginning of year2018-12-31$154,698,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$269,542
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$110,600
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$114,352
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$138,172,732
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$154,698,066
Net gain/loss from 103.12 investment entities2018-12-31$-10,734,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,000,000
Employer contributions (assets) at end of year2018-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,521,065
Contract administrator fees2018-12-31$44,590
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,595,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$154,698,066
Value of total assets at beginning of year2017-12-31$148,812,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$255,915
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$112,984
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$95,480
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$154,698,066
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$136,812,102
Net gain/loss from 103.12 investment entities2017-12-31$23,481,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at beginning of year2017-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,339,593
Contract administrator fees2017-12-31$47,450
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,677,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$148,812,102
Value of total assets at beginning of year2016-12-31$130,256,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$232,036
Total interest from all sources2016-12-31$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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$114,529
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$83,153
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$136,812,102
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$125,556,555
Net gain/loss from 103.12 investment entities2016-12-31$13,232,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,000,000
Employer contributions (assets) at end of year2016-12-31$12,000,000
Employer contributions (assets) at beginning of year2016-12-31$4,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,444,968
Contract administrator fees2016-12-31$34,354
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,917,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$130,256,555
Value of total assets at beginning of year2015-12-31$137,709,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$288,055
Total interest from all sources2015-12-31$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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$112,756
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$143,112
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$125,556,555
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$132,709,848
Net gain/loss from 103.12 investment entities2015-12-31$2,764,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,700,000
Employer contributions (assets) at end of year2015-12-31$4,700,000
Employer contributions (assets) at beginning of year2015-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,629,520
Contract administrator fees2015-12-31$32,187
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,273,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$137,709,848
Value of total assets at beginning of year2014-12-31$128,384,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$321,318
Total interest from all sources2014-12-31$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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$44,732
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$254,880
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$132,709,848
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$126,384,501
Net gain/loss from 103.12 investment entities2014-12-31$9,599,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,000,000
Employer contributions (assets) at end of year2014-12-31$5,000,000
Employer contributions (assets) at beginning of year2014-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,952,476
Contract administrator fees2014-12-31$21,706
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,844,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$128,384,501
Value of total assets at beginning of year2013-12-31$123,056,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$288,658
Total interest from all sources2013-12-31$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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$36,586
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$232,028
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$126,384,501
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$117,956,638
Net gain/loss from 103.12 investment entities2013-12-31$14,471,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,700,000
Employer contributions (assets) at end of year2013-12-31$2,000,000
Employer contributions (assets) at beginning of year2013-12-31$5,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,555,352
Contract administrator fees2013-12-31$20,044
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
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 incurred2012-12-31$18,153,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$123,056,638
Value of total assets at beginning of year2012-12-31$120,621,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$297,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$56,675
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$222,313
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$117,956,638
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$108,421,097
Net gain/loss from 103.12 investment entities2012-12-31$15,488,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,100,000
Employer contributions (assets) at end of year2012-12-31$5,100,000
Employer contributions (assets) at beginning of year2012-12-31$12,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,855,445
Contract administrator fees2012-12-31$18,872
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,342,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$120,621,097
Value of total assets at beginning of year2011-12-31$112,656,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$272,907
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$58,319
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$191,973
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$108,421,097
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$103,656,369
Net gain/loss from 103.12 investment entities2011-12-31$907,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$15,400,000
Employer contributions (assets) at end of year2011-12-31$12,200,000
Employer contributions (assets) at beginning of year2011-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,069,423
Contract administrator fees2011-12-31$22,615
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,213,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$112,656,369
Value of total assets at beginning of year2010-12-31$90,930,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$289,438
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$67,981
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$200,691
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$103,656,369
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$84,930,260
Net gain/loss from 103.12 investment entities2010-12-31$12,939,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,000,000
Employer contributions (assets) at end of year2010-12-31$9,000,000
Employer contributions (assets) at beginning of year2010-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,923,896
Contract administrator fees2010-12-31$20,766
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS

2023: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPL OF BCBSMS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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