John Banta signed Blue Cross and Blue Shield of Florida, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Cross and Blue Shield of Florida, Inc.'s EIN is 59-2015694.
Download the official 2024 Form 5500 (PDF) for Blue Cross and Blue Shield of Florida, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Cross and Blue Shield of Florida, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 | $393K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $1.6M | — |
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.
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 |
|---|---|---|---|---|---|
| BCBSA NEBA | 13-5656874 | — | PLAN ADMINISTRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SS&C | 04-3157927 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $293.1M | 17.5% | |
| FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $188.2M | 11.2% | |
| s * FID US BOND IDX Mutual Fund | Mutual Funds | — | — | $132.1M | 7.9% | |
| VANG IS TOT INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $124.0M | 7.4% | |
| SP EXT MKT IDX CL F GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $109.9M | 6.6% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $97.3M | 5.8% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $82.2M | 4.9% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $79.7M | 4.8% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $74.2M | 4.4% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $65.3M | 3.9% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $52.4M | 3.1% | |
| GALLIARD STBLE RTN X SEI TRUST COMPANY · EIN 82-6843145 / PN 001 | Common Collective Trust | — | — | $49.3M | 2.9% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $41.6M | 2.5% | |
| 10.00%, maturity dates ranging | Bonds / Notes | — | — | $39.9M | 2.4% | |
| BTC TOTAL RETURN L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $35.7M | 2.1% | |
| Brokerage Account COMMON STOCK Brokerage account | Self-Directed Brokerage | — | — | $30.2M | 1.8% | |
| Money Market Mutual Funds * FIMM GOVT INST Money Market Mutual Fund | Cash / Money Market | — | — | $28.6M | 1.7% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $20.8M | 1.2% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $20.7M | 1.2% | |
| UNIT Brokerage account | Self-Directed Brokerage | — | — | $19.4M | 1.2% | |
| FIDELITY FUND Brokerage account | Self-Directed Brokerage | — | — | $17.1M | 1.0% | |
| DH LARGE CAP FEE L GREAT GRAY TRUST COMPANY, LLC · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $15.6M | 0.9% | |
| CASH Brokerage account | Self-Directed Brokerage | — | — | $13.9M | 0.8% | |
| HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $10.0M | 0.6% | |
| EXTERNAL FUND Brokerage account | Self-Directed Brokerage | — | — | $7.3M | 0.4% | |
| MFS GLOBAL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 008 | Common Collective Trust | — | — | $5.6M | 0.3% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $4.3M | 0.3% | |
| WT SMID CAP RES EQ 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $3.9M | 0.2% | |
| GOVERNMENT BOND Brokerage account | Self-Directed Brokerage | — | — | $3.4M | 0.2% | |
| CERT. OF DEP. Brokerage account | Self-Directed Brokerage | — | — | $1.8M | 0.1% | |
| NON INTEREST BEARING CASH Brokerage account | Self-Directed Brokerage | — | — | $1.5M | <0.1% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $322K | <0.1% | |
| Brokerage account | CORPORATE BOND | — | — | $249K | <0.1% | |
| OPTION Brokerage account | Self-Directed Brokerage | — | — | $153K | <0.1% | |
| Brokerage account | Preferred Stocks | — | — | $120K | <0.1% | |
| RIGHTS/WARRANTS Brokerage account | Self-Directed Brokerage | — | — | $34K | <0.1% | |
| BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
