Original filing (PDF)20250902180143NAL0008631763001

BLUE CROSS BLUE SHIELD OF TENNESSEE

Name: BLUE CROSS BLUE SHIELD OF TENNESSEE — BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM, Form 5500 (2024)
Creator: BLUE CROSS BLUE SHIELD OF TENNESSEE

Form 5500

FILING_RECEIVED

BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM

401(k) retirement plan

Signals · 2

Corrective distributions issued6 service providers

Active participants

6,823

Accounts w/ balance

8,272

Plan assets (EOY)

$1.3B

Net assets (EOY)

$1.3B

How this plan invests

This plan

23 pooled trusts

Schedule D

18 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS BLUE SHIELD OF TENNESSEE.

Plan sponsor

Name

BLUE CROSS BLUE SHIELD OF TENNESSEE

EIN

62-0427913

Address

1 CAMERON HILL CIRCLE · CHATTANOOGA, TN · 374022520

Phone

(423) 755-5600

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

2025-09-02

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$293K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$512K	—

Investments

18 direct securities · 23 pooled funds· $2.0B(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

$1.2B

23 holdings

Other securities

$795.0M

15 holdings

Cash / Money Market

$67.6M

1 holding

Common Stock

$5.1M

1 holding

Common Collective Trusts

$1.1M

1 holding

					% of plan
FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135	Common Collective Trust	—	—	$179.1M	14.2%
SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024	Common Collective Trust	—	—	$126.7M	10.0%
State Street Global Advisors State Street Target Retirement 2035 IV	Other securities	—	—	$126.7M	10.0%
State Street Global Advisors State Street Target Retirement 2040 IV	Other securities	—	—	$116.3M	9.2%
SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025	Common Collective Trust	—	—	$116.3M	9.2%
State Street Global Advisors State Street Target Retirement 2030 IV	Other securities	—	—	$105.0M	8.3%
SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023	Common Collective Trust	—	—	$105.0M	8.3%
SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026	Common Collective Trust	—	—	$103.6M	8.2%
State Street Global Advisors State Street Target Retirement 2045 IV	Other securities	—	—	$103.6M	8.2%
SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001	Common Collective Trust	—	—	$94.3M	7.5%
State Street Global Advisors State Street Target Retirement 2050 IV	Other securities	—	—	$75.8M	6.0%
SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027	Common Collective Trust	—	—	$75.8M	6.0%
Geode Capital Management Trust Company Fidelity Investments Money Market Government Portfolio Institutional	Cash / Money Market	—	—	$67.6M	5.4%
State Street Global Advisors State Street Target Retirement 2025 IV	Other securities	—	—	$52.3M	4.1%
SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022	Common Collective Trust	—	—	$52.3M	4.1%
DH LARGE CAP FEE L GREAT GRAY TRUST COMPANY, LLC · EIN 20-4705609 / PN 059	Common Collective Trust	—	—	$50.7M	4.0%
Vanguard Fiduciary Trust Company Vanguard Institutional Total International Stock Market Index Trust	Other securities	—	—	$45.8M	3.6%
VANG IS TOT INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001	Common Collective Trust	—	—	$45.8M	3.6%
State Street Global Advisors State Street Target Retirement 2055 IV	Other securities	—	—	$42.1M	3.3%
SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028	Common Collective Trust	—	—	$42.1M	3.3%
BTC TOTAL RETURN L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001	Common Collective Trust	—	—	$40.4M	3.2%
GALLIARD STBLE RTN X SEI TRUST COMPANY · EIN 82-6843145 / PN 001	Common Collective Trust	—	—	$38.4M	3.0%
SEI Trust Company Galliard Stable Return Fund X	Other securities	—	—	$38.4M	3.0%
Geode Capital Management Trust Company Spartan Extended Market Index Fund	Other securities	—	—	$30.3M	2.4%
SP EXT MKT IDX CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010	Common Collective Trust	—	—	$30.3M	2.4%
SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029	Common Collective Trust	—	—	$16.3M	1.3%
State Street Global Advisors State Street Target Retirement 2060 IV	Other securities	—	—	$16.3M	1.3%
SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021	Common Collective Trust	—	—	$15.1M	1.2%
State Street Global Advisors State Street Target Retirement 2020 IV	Other securities	—	—	$15.1M	1.2%
Geode Capital Management Trust Company Fidelity US Bond Index Fund	Other securities	—	—	$14.9M	1.2%
HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003	Common Collective Trust	—	—	$8.3M	0.7%
Global Trust Company Harding Loenver International Equity Fund Class M	Other securities	—	—	$8.3M	0.7%
MFS GLOBAL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 008	Common Collective Trust	—	—	$7.8M	0.6%
SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030	Common Collective Trust	—	—	$5.1M	0.4%
State Street Global Advisors State Street Target Retirement INC INV	Common Stock	—	—	$5.1M	0.4%
WT SMID CAP RES EQ 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 157	Common Collective Trust	—	—	$4.2M	0.3%
SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045	Common Collective Trust	—	—	$4.1M	0.3%
State Street Global Advisors State Street Target Retirement 2065 IV	Other securities	—	—	$4.1M	0.3%
PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001	Common Collective Trust	—	—	$1.1M	<0.1%
Principal Global Investors Trust Company Principal Diversified Real Asset CIT Tier 3	Common Collective Trusts	—	—	$1.1M	<0.1%
BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001	Common Collective Trust	—	—	$1	<0.1%