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Original filing (PDF)20251014204146NAL0003595457001
BLUE CROSS & BLUE SHIELD OF MINNESOTA
Form 5500
FILING_RECEIVED
BLUE CROSS AND BLUE SHIELD OF MINNESOTA EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
2,995
Accounts w/ balance
4,813
Plan assets (EOY)
$884.6M
Net assets (EOY)
$884.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS & BLUE SHIELD OF MINNESOTA.
Plan sponsor
Name
BLUE CROSS & BLUE SHIELD OF MINNESOTA
EIN
41-0984460
Address
3535 BLUE CROSS ROAD · EAGEN, MN · 55122
Phone
(651) 662-8000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $173K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $130K | — |
| R.V. KUHNS & ASSOCIATES, INC. | 93-0910652 | — | NONE | $76K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $38K | — |
| BLUECROSS BLUESHIELD ASSOCIATION | 13-5656874 | — | NONE | $35K | — |
| RSM US LLP | 42-0714325 | — | NONE | $21K | — |
| FOLEY & LARDNER LLP | 39-0473800 | — | NONE | $8K | — |
Investments
12 direct securities · 16 pooled funds· $891.9M(100% 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.
Common Collective Trust
$749.0M
16 holdings
Uncategorized
$142.9M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GR CO POOL CL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $159.3M | 18.0% | |
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $126.6M | 14.3% | |
| JPMCB SR PB 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $66.4M | 7.5% | |
| JPMCB SR PB 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $65.4M | 7.4% | |
| GALLIARD MANAGED INCOME FUND SEI TRUST COMPANY · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $54.9M | 6.2% | |
| JPMCB SR PB 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $52.9M | 6.0% | |
| JPMCB SR PB 2045 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $47.6M | 5.4% | |
| JPMCB SR PB 2025 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $46.2M | 5.2% | |
| JPMCB SR PB 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $33.6M | 3.8% | |
| JPMorgan SMID CAP EQ R6 | — | — | — | $30.6M | 3.5% | |
| Dodge and Cox Dodge and Cox Stock Fund | — | — | — | $30.5M | 3.4% | |
| Fidelity Self-directed brokerage accounts | — | — | — | $20.6M | 2.3% | |
| SPARTAN INTERNATIONAL INDEX FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $18.9M | 2.1% | |
| Pimco Total Return Fund—Institutional | — | — | — | $18.5M | 2.1% | |
| ARROWST ACWI EX-US A GLOBAL TRUST COMPANY · EIN 38-7148887 / PN 001 | Common Collective Trust | — | — | $17.2M | 1.9% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $15.0M | 1.7% | |
| JPMCB SR PB 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $14.7M | 1.7% | |
| JPMCB SR PB 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $14.1M | 1.6% | |
| maturities through April 23, 2054 | — | — | — | $11.3M | 1.3% | |
| Fidelity U.S. Bond Index* | — | — | — | $9.0M | 1.0% | |
| JPMorgan JP Morgan SmartRetirement Passive Blend Income Fund | — | — | — | $8.3M | 0.9% | |
| JPMCB SR PB INC CF JPMORGAN CHASE BANK, N.A · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $8.3M | 0.9% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $7.8M | 0.9% | |
| Vanguard Emerging Markets Select Stock | — | — | — | $6.0M | 0.7% | |
| Calvert Balanced Fund (R6) | — | — | — | $5.0M | 0.6% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z Fund | — | — | — | $1.7M | 0.2% | |
| Fidelity Short Term Investment Fund | — | — | — | $1.3M | 0.1% | |
| Fidelity Government Money Market | — | — | — | $157K | <0.1% |