Back to filter
Original filing (PDF)20251006093448NAL0003428241001
BLUE CROSS BLUE SHIELD OF ALABAMA
Form 5500
FILING_RECEIVED
BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,358
Accounts w/ balance
5,157
Plan assets (EOY)
$880.4M
Net assets (EOY)
$880.4M
How this plan invests
This plan
20 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS BLUE SHIELD OF ALABAMA.
Plan sponsor
Name
BLUE CROSS BLUE SHIELD OF ALABAMA
EIN
63-0103830
Address
450 RIVERCHASE PKWY E · BIRMINGHAM, AL · 352442858
Phone
(205) 220-7209
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
2025-10-06
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $300K | — |
| AON INVESTMENTS USA INC | — | CHICAGO, IL | NONE | $134K | — |
| WARREN AVERETT, LLC | — | BIRMINGHAM, AL | NONE | $31K | — |
Investments
6 direct securities · 20 pooled funds· $880.4M(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
$696.2M
20 holdings
Uncategorized
$184.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET RUSSELL LG CAP GR IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $141.2M | 16.0% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $100.8M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $68.5M | 7.8% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $63.4M | 7.2% | |
| STATE STREET RUSSELL LG CAP VL IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $61.3M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $59.4M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $51.8M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $42.8M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $41.8M | 4.7% | |
| WILLIAM BLAIR SMID GROWTH CIT CLASS WILLIAM BLAIR FUNDS · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $34.5M | 3.9% | |
| EARNEST PARTNERS SMID CAP CORE 1 SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $29.8M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $27.5M | 3.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $26.2M | 3.0% | |
| American Europacific Fund Mutual Fund | — | — | — | $23.3M | 2.6% | |
| BLACKROCK TOTAL RETURN BOND FUND L BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $21.4M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $18.5M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $17.9M | 2.0% | |
| various maturities | — | — | — | $17.9M | 2.0% | |
| Vangaurd Total BND Market Index Mutual Fund | — | — | — | $10.4M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $7.7M | 0.9% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $5.7M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TR-F T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1753138 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.1% | |
| WILLIAM BLAIR SMALL-MID CAP GROWTH WILLIAM BLAIR FUNDS · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |