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Original filing (PDF)20251013175816NAL0001703281001
BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC.
Form 5500
FILING_RECEIVED
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF ARIZONA INC.
Defined-benefit pension plan
Signals · 2
59% in single holding7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$227.9M
Net assets (EOY)
$227.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Northern Trust NT Collective Short Term Invt Fund" is 59% of plan.
- 49 bps in Schedule C fees — 389% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC..
Plan sponsor
Name
BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC.
EIN
86-0004538
Address
8220 N. 23RD AVE. · PHOENIX, AZ · 85021
Phone
(602) 864-4100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARIAL | $166K | — |
| BUCK GLOBAL, LLC | 83-1116912 | — | ACTUARIAL | $131K | — |
| MERCER | 13-2834414 | — | ACTUARIAL | $131K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $248K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS | 04-2647786 | — | PLAN ADMIN | $162K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDIT | $54K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK | 94-3112180 | — | INVESTMENT MGMT | $223K | — |
Investments
3 direct securities · 8 pooled funds· $227.3M(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
$210.9M
8 holdings
Uncategorized
$16.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTGI COLLECTIVE SHORT-TERM INV FD NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $134.3M | $134.3M | 58.9% | |
| INTERMEDIATE DURATION CORP CR SR NO BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 82-2229248 / PN 001 | Common Collective Trust | — | $33.6M | $35.1M | 15.4% | |
| BLACKROCK MSCI ACWI IMI IND FD BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 33-6371938 / PN 001 | Common Collective Trust | — | $15.0M | $18.6M | 8.2% | |
| Golden Tree GoldenTree Multi-Sector Fund Offshore ERISA | — | — | $10.0M | $12.4M | 5.5% | |
| LONG DURATION CORP CR SR NON-LND FD BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 27-4520291 / PN 001 | Common Collective Trust | — | $13.3M | $10.9M | 4.8% | |
| BLACKROCK INST TR CO. BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 47-1217136 / PN 001 | Common Collective Trust | — | $8.5M | $7.9M | 3.5% | |
| INTERMEDIATE GOV BOND INDEX FD BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $3.9M | $4.1M | 1.8% | |
| Vanguard MFO Vanguard Fxs Inc Secs Fd | — | — | $3.2M | $3.0M | 1.3% | |
| Blackrock MFO Blackrock Strategic Income Opportunities | — | — | $1.1M | $991K | 0.4% | |
| BLACKROCK MSCI EQUITY INDX FD RU BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 86-1583137 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| LONG TERM GOV INDEX FD BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3118547 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |