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NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 401k Plan overview

Plan NameNON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ
Plan identification number 001

NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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 ARIZONA, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUE CROSS & BLUE SHIELD OF ARIZONA, INC.
Employer identification number (EIN):860004538
NAIC Classification:524140

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERRENCE COONEY WILLIAM ARTHUR2018-10-05
0012016-01-01TERRENCE COONEY KAREN ABRAHAM2017-10-09
0012015-01-01TERRENCE COONEY KAREN ABRAHAM2016-10-04
0012015-01-01TERRENCE COONEY KAREN ABRAHAM2016-10-12
0012014-01-01TERRENCE COONEY KAREN ABRAHAM2015-10-08
0012013-01-01TERRENCE COONEY KATHRYN BAKER2014-10-15
0012012-01-01TERRENCE COONEY KATHRYN BAKER2013-10-11
0012011-01-01DAVID MANUSZAK KATHRYN BAKER2012-10-10
0012010-01-01DAVID MANUSZAK KATHRYN BAKER2011-10-12
0012009-01-01DAVID MANUSZAK KATHRYN BAKER2010-10-12

Plan Statistics for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ

401k plan membership statisitcs for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ

Measure Date Value
2022: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2022 401k membership
Market value of plan assets2022-12-31277,989,515
Acturial value of plan assets2022-12-31305,788,466
Funding target for retired participants and beneficiaries receiving payment2022-12-3123,445,663
Number of terminated vested participants2022-12-31410
Fundng target for terminated vested participants2022-12-3131,760,527
Active participant vested funding target2022-12-31160,785,972
Number of active participants2022-12-31608
Total funding liabilities for active participants2022-12-31174,740,173
Total participant count2022-12-311,198
Total funding target for all participants2022-12-31229,946,363
Balance at beginning of prior year after applicable adjustments2022-12-3167,327,851
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 balance2022-12-3167,327,851
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3119,429,422
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3120,488,325
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 year2022-12-3173,811,523
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
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 cost2022-12-311,154,000
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-year2022-01-011,198
Total number of active participants reported on line 7a of the Form 55002022-01-01514
Number of retired or separated participants receiving benefits2022-01-01174
Number of other retired or separated participants entitled to future benefits2022-01-01383
Total of all active and inactive participants2022-01-011,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-011,090
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 EMP OF BCBSAZ 2021 401k membership
Market value of plan assets2021-12-31261,364,491
Acturial value of plan assets2021-12-31287,500,940
Funding target for retired participants and beneficiaries receiving payment2021-12-3121,735,326
Number of terminated vested participants2021-12-31454
Fundng target for terminated vested participants2021-12-3140,637,386
Active participant vested funding target2021-12-31160,384,168
Number of active participants2021-12-31668
Total funding liabilities for active participants2021-12-31174,345,772
Total participant count2021-12-311,295
Total funding target for all participants2021-12-31236,718,484
Balance at beginning of prior year after applicable adjustments2021-12-31132,953,892
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 balance2021-12-31132,953,892
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3142,511,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3144,730,960
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 year2021-12-3167,327,851
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3139,500,000
Total employee contributions2021-12-310
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 date2021-12-3136,996,001
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 cost2021-12-3117,566,579
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3117,566,579
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3117,566,579
Contributions allocatedtoward minimum required contributions for current year2021-12-3136,996,001
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,295
Total number of active participants reported on line 7a of the Form 55002021-01-01608
Number of retired or separated participants receiving benefits2021-01-01162
Number of other retired or separated participants entitled to future benefits2021-01-01410
Total of all active and inactive participants2021-01-011,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,198
2020: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2020 401k membership
Market value of plan assets2020-12-31473,995,689
Acturial value of plan assets2020-12-31443,678,286
Funding target for retired participants and beneficiaries receiving payment2020-12-3121,232,108
Number of terminated vested participants2020-12-31519
Fundng target for terminated vested participants2020-12-3141,702,058
Active participant vested funding target2020-12-31163,609,771
Number of active participants2020-12-31716
Total funding liabilities for active participants2020-12-31180,646,391
Total participant count2020-12-311,404
Total funding target for all participants2020-12-31243,580,557
Balance at beginning of prior year after applicable adjustments2020-12-31104,179,511
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 balance2020-12-31104,179,511
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3154,880,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3157,827,930
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 year2020-12-31132,953,892
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3145,000,000
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 date2020-12-3142,511,842
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 cost2020-12-3112,285,699
Net shortfall amortization installment of oustanding balance2020-12-310
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 year2020-12-3142,511,842
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,404
Total number of active participants reported on line 7a of the Form 55002020-01-01668
Number of retired or separated participants receiving benefits2020-01-01160
Number of other retired or separated participants entitled to future benefits2020-01-01454
Total of all active and inactive participants2020-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-011,295
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 EMP OF BCBSAZ 2019 401k membership
Market value of plan assets2019-12-31349,004,025
Acturial value of plan assets2019-12-31371,256,525
Funding target for retired participants and beneficiaries receiving payment2019-12-3119,086,950
Number of terminated vested participants2019-12-31544
Fundng target for terminated vested participants2019-12-3140,013,286
Active participant vested funding target2019-12-31151,036,177
Number of active participants2019-12-31769
Total funding liabilities for active participants2019-12-31168,004,496
Total participant count2019-12-311,473
Total funding target for all participants2019-12-31227,104,732
Balance at beginning of prior year after applicable adjustments2019-12-31112,565,652
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 balance2019-12-31112,565,652
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-31104,179,511
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3160,000,000
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 date2019-12-3154,880,829
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 cost2019-12-3112,703,155
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 year2019-12-3154,880,829
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,473
Total number of active participants reported on line 7a of the Form 55002019-01-01716
Number of retired or separated participants receiving benefits2019-01-01151
Number of other retired or separated participants entitled to future benefits2019-01-01519
Total of all active and inactive participants2019-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-011,404
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 EMP OF BCBSAZ 2018 401k membership
Market value of plan assets2018-12-31409,374,744
Acturial value of plan assets2018-12-31377,100,174
Funding target for retired participants and beneficiaries receiving payment2018-12-3117,833,463
Number of terminated vested participants2018-12-31569
Fundng target for terminated vested participants2018-12-3138,171,831
Active participant vested funding target2018-12-31154,237,420
Number of active participants2018-12-31848
Total funding liabilities for active participants2018-12-31171,519,183
Total participant count2018-12-311,571
Total funding target for all participants2018-12-31227,524,477
Balance at beginning of prior year after applicable adjustments2018-12-3195,329,990
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 balance2018-12-3195,329,990
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 elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31112,565,652
Balance of prefunding at beginning of current year2018-12-310
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 date2018-12-310
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 cost2018-12-3113,322,141
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 year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,571
Total number of active participants reported on line 7a of the Form 55002018-01-01769
Number of retired or separated participants receiving benefits2018-01-01141
Number of other retired or separated participants entitled to future benefits2018-01-01544
Total of all active and inactive participants2018-01-011,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-011,473
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 EMP OF BCBSAZ 2017 401k membership
Market value of plan assets2017-12-31368,954,217
Acturial value of plan assets2017-12-31365,738,952
Funding target for retired participants and beneficiaries receiving payment2017-12-3116,436,235
Number of terminated vested participants2017-12-31579
Fundng target for terminated vested participants2017-12-3132,836,357
Active participant vested funding target2017-12-31140,988,716
Number of active participants2017-12-31918
Total funding liabilities for active participants2017-12-31158,706,341
Total participant count2017-12-311,647
Total funding target for all participants2017-12-31207,978,933
Balance at beginning of prior year after applicable adjustments2017-12-3186,115,619
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 balance2017-12-3186,115,619
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-3195,329,990
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 cost2017-12-3112,917,146
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-year2017-01-011,647
Total number of active participants reported on line 7a of the Form 55002017-01-01848
Number of retired or separated participants receiving benefits2017-01-01137
Number of other retired or separated participants entitled to future benefits2017-01-01569
Total of all active and inactive participants2017-01-011,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-011,571
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 EMP OF BCBSAZ 2016 401k membership
Market value of plan assets2016-12-31350,191,491
Acturial value of plan assets2016-12-31361,232,673
Funding target for retired participants and beneficiaries receiving payment2016-12-3115,585,832
Number of terminated vested participants2016-12-31573
Fundng target for terminated vested participants2016-12-3126,144,960
Active participant vested funding target2016-12-31129,686,478
Number of active participants2016-12-31991
Total funding liabilities for active participants2016-12-31147,130,074
Total participant count2016-12-311,710
Total funding target for all participants2016-12-31188,860,866
Balance at beginning of prior year after applicable adjustments2016-12-3184,651,154
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 balance2016-12-3184,651,154
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-3186,115,619
Balance of prefunding at beginning of current year2016-12-310
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 date2016-12-310
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 cost2016-12-3113,024,935
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 year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,710
Total number of active participants reported on line 7a of the Form 55002016-01-01918
Number of retired or separated participants receiving benefits2016-01-01134
Number of other retired or separated participants entitled to future benefits2016-01-01579
Total of all active and inactive participants2016-01-011,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2015 401k membership
Total participants, beginning-of-year2015-01-011,794
Total number of active participants reported on line 7a of the Form 55002015-01-01991
Number of retired or separated participants receiving benefits2015-01-01130
Number of other retired or separated participants entitled to future benefits2015-01-01573
Total of all active and inactive participants2015-01-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-011,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2014 401k membership
Total participants, beginning-of-year2014-01-011,889
Total number of active participants reported on line 7a of the Form 55002014-01-011,070
Number of retired or separated participants receiving benefits2014-01-01124
Number of other retired or separated participants entitled to future benefits2014-01-01584
Total of all active and inactive participants2014-01-011,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-011,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2013 401k membership
Total participants, beginning-of-year2013-01-011,939
Total number of active participants reported on line 7a of the Form 55002013-01-011,146
Number of retired or separated participants receiving benefits2013-01-01118
Number of other retired or separated participants entitled to future benefits2013-01-01608
Total of all active and inactive participants2013-01-011,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-011,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2012 401k membership
Total participants, beginning-of-year2012-01-011,964
Total number of active participants reported on line 7a of the Form 55002012-01-011,235
Number of retired or separated participants receiving benefits2012-01-01111
Number of other retired or separated participants entitled to future benefits2012-01-01546
Total of all active and inactive participants2012-01-011,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-011,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2011 401k membership
Total participants, beginning-of-year2011-01-012,007
Total number of active participants reported on line 7a of the Form 55002011-01-011,308
Number of retired or separated participants receiving benefits2011-01-01105
Number of other retired or separated participants entitled to future benefits2011-01-01525
Total of all active and inactive participants2011-01-011,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-011,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0142
2010: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2010 401k membership
Total participants, beginning-of-year2010-01-012,006
Total number of active participants reported on line 7a of the Form 55002010-01-011,398
Number of retired or separated participants receiving benefits2010-01-01100
Number of other retired or separated participants entitled to future benefits2010-01-01479
Total of all active and inactive participants2010-01-011,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0111
Total participants2010-01-011,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2009 401k membership
Total participants, beginning-of-year2009-01-011,947
Total number of active participants reported on line 7a of the Form 55002009-01-011,400
Number of retired or separated participants receiving benefits2009-01-0185
Number of other retired or separated participants entitled to future benefits2009-01-01455
Total of all active and inactive participants2009-01-011,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-011,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ

Measure Date Value
2022 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$756,801
Total unrealized appreciation/depreciation of assets2022-12-31$756,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$114,988
Total income from all sources (including contributions)2022-12-31$154,834,890
Total loss/gain on sale of assets2022-12-31$1,022,145
Total of all expenses incurred2022-12-31$84,497,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$82,673,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$195,709,784
Value of total assets at end of year2022-12-31$392,293,784
Value of total assets at beginning of year2022-12-31$307,071,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,824,266
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$649,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$649,897
Administrative expenses professional fees incurred2022-12-31$415,139
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$15,173,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$115,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,000,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$114,988
Administrative expenses (other) incurred2022-12-31$1,249,123
Total non interest bearing cash at end of year2022-12-31$1,243
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$70,337,226
Value of net assets at end of year (total assets less liabilities)2022-12-31$377,293,784
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$306,956,558
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$160,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,479,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,369,014
Value of interest in common/collective trusts at end of year2022-12-31$224,433,878
Value of interest in common/collective trusts at beginning of year2022-12-31$241,087,522
Asset value of US Government securities at end of year2022-12-31$149,205,662
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,047,999
Net investment gain or loss from common/collective trusts2022-12-31$-40,255,738
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
Contributions received in cash from employer2022-12-31$195,709,784
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$14,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$82,673,398
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
Aggregate proceeds on sale of assets2022-12-31$183,228,303
Aggregate carrying amount (costs) on sale of assets2022-12-31$182,206,158
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 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$114,988
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$66,314,781
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$46,213,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,425,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,500,000
Value of total assets at end of year2021-12-31$307,071,546
Value of total assets at beginning of year2021-12-31$286,855,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,787,756
Total interest from all sources2021-12-31$286,893,465
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$326,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$326,069
Administrative expenses professional fees incurred2021-12-31$835,515
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$115,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$114,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$355,618
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$20,101,425
Value of net assets at end of year (total assets less liabilities)2021-12-31$306,956,558
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$286,855,133
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$562,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,369,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Interest earned on other investments2021-12-31$126,131,673
Value of interest in common/collective trusts at end of year2021-12-31$241,087,522
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$160,761,792
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$276,855,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$128,401
Net investment gain or loss from common/collective trusts2021-12-31$19,575
Net gain/loss from 103.12 investment entities2021-12-31$-235,552,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$14,500,000
Employer contributions (assets) at end of year2021-12-31$14,500,000
Employer contributions (assets) at beginning of year2021-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$44,425,600
Contract administrator fees2021-12-31$34,198
Did the plan have assets held for investment2021-12-31No
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 EMP OF BCBSAZ 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$0
Total income from all sources (including contributions)2020-12-31$-215,543,470
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$32,877,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,784,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$45,000,000
Value of total assets at end of year2020-12-31$286,855,133
Value of total assets at beginning of year2020-12-31$535,276,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,093,474
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$639,456
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
Administrative expenses (other) incurred2020-12-31$116,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-248,421,336
Value of net assets at end of year (total assets less liabilities)2020-12-31$286,855,133
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$535,276,469
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$255,049
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$276,855,133
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$475,276,469
Net gain/loss from 103.12 investment entities2020-12-31$-260,543,470
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$45,000,000
Employer contributions (assets) at end of year2020-12-31$10,000,000
Employer contributions (assets) at beginning of year2020-12-31$60,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,784,392
Contract administrator fees2020-12-31$82,437
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 EMP OF BCBSAZ 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$166,194,087
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$26,177,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,601,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$60,000,000
Value of total assets at end of year2019-12-31$535,276,469
Value of total assets at beginning of year2019-12-31$395,260,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$576,476
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$190,579
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
Administrative expenses (other) incurred2019-12-31$117,840
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$140,016,346
Value of net assets at end of year (total assets less liabilities)2019-12-31$535,276,469
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$395,260,123
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$215,842
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$475,276,469
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$395,260,123
Net gain/loss from 103.12 investment entities2019-12-31$106,194,087
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$60,000,000
Employer contributions (assets) at end of year2019-12-31$60,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,601,265
Contract administrator fees2019-12-31$52,215
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 EMP OF BCBSAZ 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$0
Total income from all sources (including contributions)2018-12-31$-32,919,073
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$31,341,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$30,624,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$395,260,123
Value of total assets at beginning of year2018-12-31$459,520,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$717,638
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$226,251
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
Administrative expenses (other) incurred2018-12-31$116,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-64,260,715
Value of net assets at end of year (total assets less liabilities)2018-12-31$395,260,123
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$459,520,838
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$318,358
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$395,260,123
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$459,520,838
Net gain/loss from 103.12 investment entities2018-12-31$-32,919,073
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$30,624,004
Contract administrator fees2018-12-31$56,775
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 EMP OF BCBSAZ 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$72,676,234
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$24,474,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,818,052
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$459,520,838
Value of total assets at beginning of year2017-12-31$411,319,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$656,448
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$219,423
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$113,643
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$48,201,734
Value of net assets at end of year (total assets less liabilities)2017-12-31$459,520,838
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$411,319,104
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$264,252
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$459,520,838
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$411,319,104
Net gain/loss from 103.12 investment entities2017-12-31$72,676,234
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,818,052
Contract administrator fees2017-12-31$59,130
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 EMP OF BCBSAZ 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$41,125,435
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,157,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,574,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$411,319,104
Value of total assets at beginning of year2016-12-31$388,350,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$582,823
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$178,899
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
Administrative expenses (other) incurred2016-12-31$109,440
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$22,968,324
Value of net assets at end of year (total assets less liabilities)2016-12-31$411,319,104
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$388,350,780
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$251,406
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$411,319,104
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$388,350,780
Net gain/loss from 103.12 investment entities2016-12-31$41,125,435
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,574,288
Contract administrator fees2016-12-31$43,078
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 EMP OF BCBSAZ 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$7,338,446
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$28,389,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,732,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$388,350,780
Value of total assets at beginning of year2015-12-31$409,401,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$656,259
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$122,796
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-21,050,675
Value of net assets at end of year (total assets less liabilities)2015-12-31$388,350,780
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$409,401,455
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$495,038
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$388,350,780
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$409,401,455
Net gain/loss from 103.12 investment entities2015-12-31$7,338,446
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,732,862
Contract administrator fees2015-12-31$38,425
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 EMP OF BCBSAZ 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$31,276,062
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,690,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,755,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$409,401,455
Value of total assets at beginning of year2014-12-31$390,815,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$934,759
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$84,665
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$18,585,561
Value of net assets at end of year (total assets less liabilities)2014-12-31$409,401,455
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$390,815,894
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$822,338
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$409,401,455
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$390,815,894
Net gain/loss from 103.12 investment entities2014-12-31$31,276,062
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,755,742
Contract administrator fees2014-12-31$27,756
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 EMP OF BCBSAZ 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$78,594,514
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$31,297,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$30,475,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,600,000
Value of total assets at end of year2013-12-31$390,815,894
Value of total assets at beginning of year2013-12-31$343,519,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$821,729
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$53,343
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$47,296,847
Value of net assets at end of year (total assets less liabilities)2013-12-31$390,815,894
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$343,519,047
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$742,056
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$390,815,894
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$343,519,047
Net gain/loss from 103.12 investment entities2013-12-31$43,994,514
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$34,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$30,475,938
Contract administrator fees2013-12-31$26,330
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 EMP OF BCBSAZ 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$89,476,623
Total of all expenses incurred2012-12-31$10,858,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,054,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$44,800,000
Value of total assets at end of year2012-12-31$343,519,047
Value of total assets at beginning of year2012-12-31$264,901,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$804,735
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$117,385
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$78,617,629
Value of net assets at end of year (total assets less liabilities)2012-12-31$343,519,047
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$264,901,418
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$664,109
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$343,519,047
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$264,901,418
Net gain/loss from 103.12 investment entities2012-12-31$44,676,623
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$44,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,054,259
Contract administrator fees2012-12-31$23,241
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 EMP OF BCBSAZ 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$4,511,391
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,710,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,071,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$264,901,418
Value of total assets at beginning of year2011-12-31$273,100,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$639,799
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$89,872
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$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,199,476
Value of net assets at end of year (total assets less liabilities)2011-12-31$264,901,418
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$273,100,894
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$519,379
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$264,901,418
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$273,100,894
Net gain/loss from 103.12 investment entities2011-12-31$4,511,391
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
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,071,068
Contract administrator fees2011-12-31$30,548
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 EMP OF BCBSAZ 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$34,682,124
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,107,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,381,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$273,100,894
Value of total assets at beginning of year2010-12-31$246,526,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$726,342
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$127,136
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$26,574,455
Value of net assets at end of year (total assets less liabilities)2010-12-31$273,100,894
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$246,526,439
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$572,618
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$273,100,894
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$181,166,945
Net gain/loss from 103.12 investment entities2010-12-31$34,682,124
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$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$65,359,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,381,327
Contract administrator fees2010-12-31$26,588
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 EMP OF BCBSAZ 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 EMP OF BCBSAZ

2022: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMP OF BCBSAZ 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 EMP OF BCBSAZ 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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 EMP OF BCBSAZ 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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