Kelsey Owen signed Blue Cross & Blue Shield of Rhode Island's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Cross & Blue Shield of Rhode Island's EIN is 05-0158952.
Download the official 2024 Form 5500 (PDF) for Blue Cross & Blue Shield of Rhode Island from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Cross & Blue Shield of Rhode Island's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $267K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | NONE | $116K | — |
| CITRIN COOPERMAN & COMPANY LLP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investments at contract value * Massachusetts Mutual Life Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $70.0M | 25.9% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $30.2M | 11.2% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $18.7M | 6.9% | |
| Dodge & Cox Dodge & Cox Large Cap Value Fund | Mutual Funds | — | — | $17.0M | 6.3% | |
| T. ROWE PRICE BLUE CHIP GROWTH TR-T T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $16.2M | 6.0% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 318 | Common Collective Trust | — | — | $14.6M | 5.4% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 317 | Common Collective Trust | — | — | $13.1M | 4.9% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 319 | Common Collective Trust | — | — | $11.6M | 4.3% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 316 | Common Collective Trust | — | — | $11.0M | 4.1% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $9.1M | 3.4% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 320 | Common Collective Trust | — | — | $8.9M | 3.3% | |
| * Massachusetts Mutual Life Insurance Company T. Rowe Price New Horizons | Pooled Separate Accounts | — | — | $8.8M | 3.3% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 325 | Common Collective Trust | — | — | $7.6M | 2.8% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $7.2M | 2.7% | |
| William Blair William Blair International Leaders Fund | Mutual Funds | — | — | $6.6M | 2.4% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $4.8M | 1.8% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 454 | Common Collective Trust | — | — | $3.7M | 1.4% | |
| State Street Global International Cap Fund | Other securities | — | — | $2.9M | 1.1% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 444 | Common Collective Trust | — | — | $2.9M | 1.1% | |
| State Street U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 0.9% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 477 | Common Collective Trust | — | — | $2.4M | 0.9% | |
| maturing through 12/31/2029 | Other securities | — | — | $1.9M | 0.7% | |
| CAUSEWAY INTERNATIONAL VALUE EQ CIT CAUSEWAY CIT FUNDS · EIN 65-4984161 / PN 654 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 454 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| STATE ST TARGET RET 2065 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0779283 / PN 326 | Common Collective Trust | — | — | $845K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2035 TRUST T ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| NONE |
| $23K |
| — |
