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Original filing (PDF)20251013114546NAL0000550739001
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.
Form 5500
FILING_RECEIVED
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
8,954
Accounts w/ balance
10,730
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
23 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 136% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC..
Plan sponsor
Name
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.
EIN
59-2015694
Address
4800 DEERWOOD CAMPUS PARKWAY · JACKSONVILLE, FL · 322466498
Phone
(904) 791-6111
Industry
Finance & Insurancesee all
Plan administrator
Name
NATIONAL EMPLOYEE BENEFITS COMMITTEE
EIN
36-3025560
City
CHICAGO, IL
Phone
(312) 297-6000
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $393K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $1.6M | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBSA NEBA | 13-5656874 | — | PLAN ADMINISTRATOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SS&C | 04-3157927 | — | NONE | $0 | — |
Investments
15 direct securities · 23 pooled funds· $1.7B(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
$1.4B
23 holdings
Uncategorized
$163.2M
12 holdings
Mutual Funds
$132.1M
1 holding
CORPORATE BOND
$249K
1 holding
Preferred Stocks
$120K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $30.2M | 1.8% | |
| Money Market Mutual Funds * FIMM GOVT INST Money Market Mutual Fund | — | — | — | $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 | — | — | — | $19.4M | 1.2% | |
| FIDELITY FUND Brokerage account | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $3.4M | 0.2% | |
| CERT. OF DEP. Brokerage account | — | — | — | $1.8M | 0.1% | |
| NON INTEREST BEARING CASH Brokerage account | — | — | — | $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 | — | — | — | $153K | <0.1% | |
| Brokerage account | Preferred Stocks | — | — | $120K | <0.1% | |
| RIGHTS/WARRANTS Brokerage account | — | — | — | $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% |