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Original filing (PDF)20251008151514NAL0003103475001
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
Form 5500
FILING_RECEIVED
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN
Defined-benefit pension plan
Signals · 2
53% in single holding6 service providers
Active participants
310
Accounts w/ balance
—
Plan assets (EOY)
$165.6M
Net assets (EOY)
$165.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Knocking points off
- Top holding "Wellington Trust Company, NA Long Bond Fund" is 53% of plan.
- 36 bps in Schedule C fees — 257% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS AND BLUE SHIELD OF KANSAS CITY.
Plan sponsor
Name
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
EIN
43-1257251
Address
1400 BALTIMORE AVENUE · KANSAS CITY, MO · 64105
Phone
(816) 395-2222
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-3275867 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | ACTUARIAL | $164K | — |
| MERCER | 13-2834414 | — | ACTUARIAL | $139K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $50K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | 04-2755549 | — | INV-MGMT | $192K | — |
| SPENCER FANE LLP | 44-0561981 | — | NONE | $14K | — |
Investments
7 direct securities · 5 pooled funds· $165.2M(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
$92.4M
5 holdings
Uncategorized
$72.8M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTC-CIF II LONG BOND WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 080 | Common Collective Trust | — | $102.6M | $87.3M | 52.7% | |
| Registered investment companies Fidelity* 500 Index Fund | — | — | — | $25.4M | 15.3% | |
| T. Rowe Price Overseas Stock Fund I Class | — | — | $12.0M | $11.5M | 7.0% | |
| TA Realty TA Realty Core Property Fund, L.P. | — | — | $11.2M | $10.1M | 6.1% | |
| Ares Management Corporation Ares Global Multi-Asset Credit, L.P. | — | — | $8.5M | $9.8M | 5.9% | |
| Apollo Investment Corporation Apollo Total Return Fund (Exempt), L.P. | — | — | $5.1M | $6.1M | 3.7% | |
| Ninety One Emerging Markets Equity Fund I | — | — | $6.2M | $5.4M | 3.2% | |
| KKR Global Credit Opportunities Fund KKR & Co Inc. (Overseas) L.P. | — | — | $3.7M | $4.6M | 2.8% | |
| WTC-CIF II SMID CAP RESEARCH EQUITY WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | $3.7M | $4.0M | 2.4% | |
| NTGI COLLECTIVE SHORT-TERM INV. FD NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $1.1M | $1.1M | 0.7% | |
| BARING INTERNATIONAL SMALL CAP GLOBAL TRUST COMPANY · EIN 30-6617568 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM GLOBAL LOW VOL COMM FD FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 145 | Common Collective Trust | — | — | $0 | <0.1% |