John Banta signed Blue Cross and Blue Shield Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Cross and Blue Shield Association's EIN is 13-5656874.
Download the official 2024 Form 5500 (PDF) for Blue Cross and Blue Shield Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Cross and Blue Shield Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $261K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $80.6M | 16.8% | |
| FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $71.6M | 14.9% | |
| PARTICIPANT-DIRECTED * FID US BOND IDX Registered Investment Companies | Common Collective Trusts | — | — | $31.8M | 6.6% | |
| SP EXT MKT IDX CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $31.8M | 6.6% | |
| VANG IS TOT INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $31.4M | 6.5% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $28.4M | 5.9% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $28.1M | 5.8% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $25.0M | 5.2% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $23.8M | 5.0% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $17.8M | 3.7% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $16.2M | 3.4% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $10.4M | 2.2% | |
| BTC TOTAL RETURN L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $8.4M | 1.8% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $8.3M | 1.7% | |
| FIDELITY INVESTMENTS Money Market Investment | Mutual Funds | — | — | $7.9M | 1.6% | |
| FIMM GOVT INST Registered Investment Companies | Other securities | — | — | $7.0M | 1.5% | |
| GALLIARD STABLE RETURN X Common Collective Trust | Common Collective Trusts | — | — | $7.0M | 1.5% | |
| GALLIARD STBLE RTN X SEI TRUST COMPANY · EIN 82-6843145 / PN 001 | Common Collective Trust | — | — | $7.0M | 1.5% | |
| HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $6.4M | 1.3% | |
| DH LARGE CAP FEE L GREAT GRAY TRUST COMPANY, LLC · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $6.1M | 1.3% | |
| BROKERAGELINK NON-FIDELITY INVESTMENTS Money Market Investment | Mutual Funds | — | — | $4.8M | 1.0% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $3.8M | 0.8% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $3.3M | 0.7% | |
| MFS GLOBAL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 008 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| WT SMID CAP RES EQ 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| FIDELITY CASH RESERVES Money Market Investment | Mutual Funds | — | — | $1.6M | 0.3% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $167K | <0.1% | |
| Common Stock | Common Stocks | — | — | $82K | <0.1% | |
| NON-INTEREST BEARING CASH Money Market Investment | Cash / Money Market | — | — | $25K | <0.1% | |
| BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SS&C | 04-3157927 | — | NONE | $0 | — |
