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Original filing (PDF)20241015110054NAL0029334961003
BLUE CROSS BLUE SHIELD OF MICHIGAN
Form 5500
FILING_RECEIVED
BLUE CROSS BLUE SHIELD OF MICHIGAN RETIREE MEDICAL BENEFIT PLAN
Health & welfare plan
Signals · 1
7 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$477.2M
Net assets (EOY)
$477.2M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 20 bps in Schedule C fees — 99% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS BLUE SHIELD OF MICHIGAN.
Plan sponsor
Name
BLUE CROSS BLUE SHIELD OF MICHIGAN
EIN
38-2069753
Address
600 LAFAYETTE EAST · MAIL CODE 1801 · DETROIT, MI · 482262998
Phone
(313) 225-9000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
GJC CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 48-1140940 | — | INVESTMENT ADVISOR | $238K | — |
| WESTERN ASSET MANAGEMENT | 95-2705767 | — | INVESTMENT MANAGER | $235K | — |
| SYNDER CAPITAL MANAGEMENT LP | — | SAN FRANCISCO, CA | INVESTMENT MANAGER | $184K | — |
| MACKAY SHIELDS | 13-4080466 | — | INVESTMENT MANAGER | $71K | — |
| EXTEND HEALTH | — | DRAPER, UT | CONSULTANT | $43K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $159K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GJC CPA'S & ADVISORS | 38-2029668 | — | AUDITOR | $19K | — |
Investments
3 pooled funds· $87.1M(18% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INT'L EQUITY ACWI EX-U.S. TRUST ARROWSTREET CAPITAL LIMITED PARTNERSHIP · EIN 81-1414880 / PN 001 | Common Collective Trust | $59.5M | 12.5% |
| COMMON ALL COUNTRY WORLD IMI FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 26-6411809 / PN 001 | Common Collective Trust | $20.9M | 4.4% |
| COMMON SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 36-6452394 / PN 001 | Common Collective Trust | $6.7M | 1.4% |