CARING FOR MONTANANS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC.
401k plan membership statisitcs for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC.
| Measure | Date | Value |
|---|
| 2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 752 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 287 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 63 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 349 |
| Total of all active and inactive participants | 2012-01-01 | 699 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 20 |
| Total participants | 2012-01-01 | 719 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 779 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 319 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 74 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 342 |
| Total of all active and inactive participants | 2011-01-01 | 735 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 17 |
| Total participants | 2011-01-01 | 752 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 799 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 378 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 62 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 323 |
| Total of all active and inactive participants | 2010-01-01 | 763 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 16 |
| Total participants | 2010-01-01 | 779 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 822 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 414 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 51 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 318 |
| Total of all active and inactive participants | 2009-01-01 | 783 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 16 |
| Total participants | 2009-01-01 | 799 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2012 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $24,354,388 |
| Total of all expenses incurred | 2012-12-31 | $5,329,908 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,175,336 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $17,465,259 |
| Value of total assets at end of year | 2012-12-31 | $71,422,532 |
| Value of total assets at beginning of year | 2012-12-31 | $52,398,052 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $154,572 |
| Administrative expenses professional fees incurred | 2012-12-31 | $36,892 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $19,024,480 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $71,422,532 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $52,398,052 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $103,058 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $57,457,273 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $46,898,052 |
| Net gain/loss from 103.12 investment entities | 2012-12-31 | $6,889,129 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $17,465,259 |
| Employer contributions (assets) at end of year | 2012-12-31 | $13,965,259 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $5,500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,175,336 |
| Contract administrator fees | 2012-12-31 | $14,622 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2012-12-31 | 135381590 |
| 2011 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $6,123,572 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $4,786,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,641,438 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,500,000 |
| Value of total assets at end of year | 2011-12-31 | $52,398,052 |
| Value of total assets at beginning of year | 2011-12-31 | $51,060,550 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $144,632 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Administrative expenses professional fees incurred | 2011-12-31 | $41,249 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $1,337,502 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $52,398,052 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $51,060,550 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $86,609 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $46,898,052 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $42,060,550 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $623,572 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $5,500,000 |
| Employer contributions (assets) at end of year | 2011-12-31 | $5,500,000 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $9,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,641,438 |
| Contract administrator fees | 2011-12-31 | $16,774 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2011-12-31 | 135381590 |
| 2010 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $14,430,570 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $5,349,533 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,203,427 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $9,000,000 |
| Value of total assets at end of year | 2010-12-31 | $51,060,550 |
| Value of total assets at beginning of year | 2010-12-31 | $41,979,513 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $146,106 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Administrative expenses professional fees incurred | 2010-12-31 | $38,940 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Administrative expenses (other) incurred | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $9,081,037 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $51,060,550 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $41,979,513 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $91,169 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $42,060,550 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $35,279,513 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $5,430,570 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $9,000,000 |
| Employer contributions (assets) at end of year | 2010-12-31 | $9,000,000 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $6,700,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,203,427 |
| Contract administrator fees | 2010-12-31 | $15,997 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2010-12-31 | 135381590 |
| 2009 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF MONTANA, INC. 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
