Original filing (PDF)20251014153437NAL0001623939001

BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.

Name: BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. — GUIDEWELL MUTUAL HOLDING CORPORATION, INC. RETIREE GROUP BENEFIT PLAN, Form 5500 (2024)
Creator: BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.

Form 5500

FILING_RECEIVED

GUIDEWELL MUTUAL HOLDING CORPORATION, INC. RETIREE GROUP BENEFIT PLAN

Health & welfare plan

Signals · 1

39% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$121.9M

Net assets (EOY)

$120.9M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

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 · DC1-4 · JACKSONVILLE, FL · 32246

Phone

(904) 905-0844

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

525

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4Q · Other

Audit & trust (Schedule H)

Auditor

FORVIS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 direct securities· $119.4M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Intermediate-Term Tax Exempt Fund Adm	—	—	$54.2M	$46.6M	38.2%
Vanguard Long-term Tax Exempt Fund Adm	—	—	$15.1M	$24.4M	20.0%
Vanguard Total Stock Market Index Fund Instl	—	—	$4.7M	$22.3M	18.3%
Vanguard Long-term Inv FD CL	—	—	$19.3M	$13.5M	11.1%

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