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Original filing (PDF)20251013082423NAL0000844305001
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
Form 5500
FILING_RECEIVED
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN
401(k) retirement plan
Active participants
1,327
Accounts w/ balance
1,855
Plan assets (EOY)
$282.4M
Net assets (EOY)
$282.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $123K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $175K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SS&C | 04-3157927 | — | NONE | $0 | — |
Investments
22 direct securities · 14 pooled funds· $407.7M(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.
Uncategorized
$239.4M
22 holdings
Common Collective Trust
$168.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity* 500 Index Fund | — | — | — | $43.4M | 15.4% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $24.1M | 8.5% | |
| Target Retirement 2030 Securities Lending State Street Series Fund Class VI | — | — | — | $22.9M | 8.1% | |
| SS TRGT RET 2030 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $22.9M | 8.1% | |
| Target Retirement 2035 Securities Lending State Street Series Fund Class VI | — | — | — | $21.9M | 7.8% | |
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $21.9M | 7.8% | |
| Target Retirement 2045 Securities Lending State Street Series Fund Class VI | — | — | — | $20.5M | 7.3% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $20.5M | 7.3% | |
| Target Retirement 2040 Securities Lending State Street Series Fund Class VI | — | — | — | $19.5M | 6.9% | |
| SS TRGT RET 2040 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $19.5M | 6.9% | |
| Target Retirement 2050 Securities Lending State Street Series Fund Class VI | — | — | — | $18.7M | 6.6% | |
| SS TRGT RET 2050 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $18.7M | 6.6% | |
| Fidelity* Extended Market Index Fund | — | — | — | $17.6M | 6.2% | |
| Fidelity* U.S. Bond Index Fund | — | — | — | $17.0M | 6.0% | |
| Target Retirement 2025 Securities Lending State Street Series Fund Class VI | — | — | — | $14.9M | 5.3% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $14.9M | 5.3% | |
| Target Retirement 2055 Securities Lending State Street Series Fund Class VI | — | — | — | $11.4M | 4.0% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $11.4M | 4.0% | |
| Galliard* Stable Return Fund E | — | — | — | $5.9M | 2.1% | |
| GALLIARD STBLE RTN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.1% | |
| participants* 9.50% with varying maturity dates | — | — | — | $4.9M | 1.7% | |
| Fidelity* Money Market Funds | — | — | — | $4.6M | 1.6% | |
| Target Retirement 2060 Securities Lending State Street Series Fund Class VI | — | — | — | $4.0M | 1.4% | |
| SS TRGT RET 2060 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $4.0M | 1.4% | |
| Diamond Hill Large Cap Fund Class Y | — | — | — | $3.8M | 1.3% | |
| Blackrock Total Return Fund Institutional Shares | — | — | — | $2.3M | 0.8% | |
| Target Retirement 2020 Securities Lending State Street Series Fund Class VI | — | — | — | $2.0M | 0.7% | |
| SS TRGT RET 2020 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| Harding Loevner International Equity Portfolio Institutional Class | — | — | — | $1.6M | 0.6% | |
| Target Retirement 2065 Securities Lending State Street Series Fund Class VI | — | — | — | $897K | 0.3% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $897K | 0.3% | |
| WT SMID CAP RES EQ 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $835K | 0.3% | |
| Target Retirement Income Securities Lending State Street Series Fund Class VI | — | — | — | $652K | 0.2% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $652K | 0.2% | |
| Vanguard International Value Fund Investor Shares | — | — | — | $496K | 0.2% | |
| DoubleLine Flexible Income Fund Class I | — | — | — | $300K | 0.1% |