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Original filing (PDF)20251030144505NAL0001655379001
USABLE MUTUAL INSURANCE COMPANY
Form 5500
FILING_RECEIVED
ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,352
Accounts w/ balance
4,099
Plan assets (EOY)
$788.6M
Net assets (EOY)
$788.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
26 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 USABLE MUTUAL INSURANCE COMPANY.
Plan sponsor
Name
USABLE MUTUAL INSURANCE COMPANY
DBA
AR BLUE CROSS AND BLUE SHIELD
EIN
71-0226428
Address
601 S. GAINES ST · LITTLE ROCK, AR · 72201
Phone
(501) 378-2504
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
2025-10-30
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)
Audit & trust (Schedule H)
Auditor
RASCO WINTER THOMAS GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | VALLEY FORGE, PA | NONE | $553K | — |
Investments
16 direct securities · 13 pooled funds· $857.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$446.4M
16 holdings
Common Collective Trust
$410.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Retirement Savings Trust III | — | — | — | $121.2M | 15.4% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $84.8M | 10.8% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $73.4M | 9.3% | |
| Vanguard Total Bond Mkt Index Fund: Inst'l Shares | — | — | — | $53.2M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $51.7M | 6.6% | |
| Vanguard Target Retirement 2020 Trust II | — | — | — | $51.2M | 6.5% | |
| Vanguard Wellington Fund Admiral Shares | — | — | — | $44.5M | 5.6% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $44.5M | 5.6% | |
| Vanguard REIT Index Fund Admiral Shares | — | — | — | $41.9M | 5.3% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $33.4M | 4.2% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $31.6M | 4.0% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $28.2M | 3.6% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $27.7M | 3.5% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $26.0M | 3.3% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $21.1M | 2.7% | |
| Participant Loans | — | — | — | $20.7M | 2.6% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $20.7M | 2.6% | |
| Vanguard Inflation-Protected Sec Fund: Inst'l Shares | — | — | — | $18.1M | 2.3% | |
| Vanguard Windsor Fund Admiral Shares | — | — | — | $10.3M | 1.3% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $10.3M | 1.3% | |
| Vanguard Target Retirement 2030 Trust II | — | — | — | $9.5M | 1.2% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $9.5M | 1.2% | |
| Vanguard Institutional Index Inst Plus Fund | — | — | — | $7.1M | 0.9% | |
| Putnam International Value Fund Class R6 | — | — | — | $5.9M | 0.8% | |
| Vanguard Extended Market Index Fund Inst'l Shares | — | — | — | $4.2M | 0.5% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $2.5M | 0.3% | |
| Vanguard Cash Reserves Federal Money Market | — | — | — | $2.3M | 0.3% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $116K | <0.1% |