?>
Logo

BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 401k Plan overview

Plan NameBLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST
Plan identification number 001

BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Employer identification number (EIN):041045815
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREANA SANTANGELO
0012016-01-01ANDREANA SANTANGELO
0012015-01-01ALLEN MALTZ
0012014-01-01ALLEN MALTZ
0012013-01-01ALLEN MALTZ ALLEN MALTZ2014-10-10
0012012-01-01ALLEN MALTZ ALLEN MALTZ2014-10-09
0012011-01-01ALLEN MALTZ ALLEN MALTZ2012-10-11
0012009-01-01ALLEN MALTZ ALLEN MALTZ2010-09-29

Plan Statistics for BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST

401k plan membership statisitcs for BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST

Measure Date Value
2022: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2022 401k membership
Market value of plan assets2022-12-311,130,216,176
Acturial value of plan assets2022-12-311,085,652,210
Funding target for retired participants and beneficiaries receiving payment2022-12-31279,867,088
Number of terminated vested participants2022-12-311,523
Fundng target for terminated vested participants2022-12-31118,098,074
Active participant vested funding target2022-12-31342,806,832
Number of active participants2022-12-313,181
Total funding liabilities for active participants2022-12-31361,607,597
Total participant count2022-12-315,853
Total funding target for all participants2022-12-31759,572,759
Balance at beginning of prior year after applicable adjustments2022-12-3184,434,106
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3184,434,106
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3191,273,269
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,319,586
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-015,843
Total number of active participants reported on line 7a of the Form 55002022-01-012,901
Number of retired or separated participants receiving benefits2022-01-011,052
Number of other retired or separated participants entitled to future benefits2022-01-011,543
Total of all active and inactive participants2022-01-015,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01105
Total participants2022-01-015,601
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2021 401k membership
Market value of plan assets2021-12-311,115,416,144
Acturial value of plan assets2021-12-311,034,473,234
Funding target for retired participants and beneficiaries receiving payment2021-12-31287,777,421
Number of terminated vested participants2021-12-311,436
Fundng target for terminated vested participants2021-12-31116,120,127
Active participant vested funding target2021-12-31377,577,011
Number of active participants2021-12-313,515
Total funding liabilities for active participants2021-12-31391,225,709
Total participant count2021-12-316,124
Total funding target for all participants2021-12-31795,123,257
Balance at beginning of prior year after applicable adjustments2021-12-3174,169,102
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-3174,169,102
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3121,880,183
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3123,081,405
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3184,434,106
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,400,920
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,091
Total number of active participants reported on line 7a of the Form 55002021-01-013,181
Number of retired or separated participants receiving benefits2021-01-011,059
Number of other retired or separated participants entitled to future benefits2021-01-011,509
Total of all active and inactive participants2021-01-015,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0194
Total participants2021-01-015,843
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0164
2020: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2020 401k membership
Market value of plan assets2020-12-311,016,220,607
Acturial value of plan assets2020-12-31995,361,103
Funding target for retired participants and beneficiaries receiving payment2020-12-31268,915,880
Number of terminated vested participants2020-12-311,386
Fundng target for terminated vested participants2020-12-31105,289,900
Active participant vested funding target2020-12-31361,995,196
Number of active participants2020-12-313,492
Total funding liabilities for active participants2020-12-31375,910,701
Total participant count2020-12-316,025
Total funding target for all participants2020-12-31750,116,481
Balance at beginning of prior year after applicable adjustments2020-12-3163,257,230
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-3163,257,230
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3194,132,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3199,459,927
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3174,169,102
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3123,200,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3121,880,183
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3113,815,944
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3121,880,183
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,003
Total number of active participants reported on line 7a of the Form 55002020-01-013,491
Number of retired or separated participants receiving benefits2020-01-011,080
Number of other retired or separated participants entitled to future benefits2020-01-011,423
Total of all active and inactive participants2020-01-015,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0197
Total participants2020-01-016,091
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0149
2019: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2019 401k membership
Market value of plan assets2019-12-31822,872,091
Acturial value of plan assets2019-12-31877,067,642
Funding target for retired participants and beneficiaries receiving payment2019-12-31259,240,182
Number of terminated vested participants2019-12-311,289
Fundng target for terminated vested participants2019-12-3187,948,899
Active participant vested funding target2019-12-31353,456,755
Number of active participants2019-12-313,487
Total funding liabilities for active participants2019-12-31367,678,380
Total participant count2019-12-315,910
Total funding target for all participants2019-12-31714,867,461
Balance at beginning of prior year after applicable adjustments2019-12-3168,069,762
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3168,069,762
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3144,221,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3146,803,540
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3163,257,230
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31100,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3194,132,053
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3118,312,284
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3194,132,053
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015,893
Total number of active participants reported on line 7a of the Form 55002019-01-013,477
Number of retired or separated participants receiving benefits2019-01-011,059
Number of other retired or separated participants entitled to future benefits2019-01-011,370
Total of all active and inactive participants2019-01-015,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0197
Total participants2019-01-016,003
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2018 401k membership
Market value of plan assets2018-12-31889,482,903
Acturial value of plan assets2018-12-31843,700,749
Funding target for retired participants and beneficiaries receiving payment2018-12-31244,013,717
Number of terminated vested participants2018-12-311,234
Fundng target for terminated vested participants2018-12-3187,101,757
Active participant vested funding target2018-12-31333,433,793
Number of active participants2018-12-313,483
Total funding liabilities for active participants2018-12-31347,478,389
Total participant count2018-12-315,837
Total funding target for all participants2018-12-31678,593,863
Balance at beginning of prior year after applicable adjustments2018-12-3158,914,456
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3158,914,456
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3156,223,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3159,624,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3168,069,762
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3147,150,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3144,221,032
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3119,914,473
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3144,221,032
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-015,823
Total number of active participants reported on line 7a of the Form 55002018-01-013,474
Number of retired or separated participants receiving benefits2018-01-011,052
Number of other retired or separated participants entitled to future benefits2018-01-011,272
Total of all active and inactive participants2018-01-015,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0195
Total participants2018-01-015,893
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0155
2017: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2017 401k membership
Market value of plan assets2017-12-31754,185,918
Acturial value of plan assets2017-12-31770,431,685
Funding target for retired participants and beneficiaries receiving payment2017-12-31220,516,508
Number of terminated vested participants2017-12-311,184
Fundng target for terminated vested participants2017-12-3180,518,117
Active participant vested funding target2017-12-31304,195,596
Number of active participants2017-12-313,382
Total funding liabilities for active participants2017-12-31313,577,775
Total participant count2017-12-315,681
Total funding target for all participants2017-12-31614,612,400
Balance at beginning of prior year after applicable adjustments2017-12-3154,885,836
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3154,885,836
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3128,113,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3129,870,726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3158,914,456
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3160,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3156,223,099
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3119,821,739
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3156,223,099
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015,677
Total number of active participants reported on line 7a of the Form 55002017-01-013,473
Number of retired or separated participants receiving benefits2017-01-011,045
Number of other retired or separated participants entitled to future benefits2017-01-011,221
Total of all active and inactive participants2017-01-015,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0184
Total participants2017-01-015,823
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2016 401k membership
Market value of plan assets2016-12-31714,069,365
Acturial value of plan assets2016-12-31758,221,198
Funding target for retired participants and beneficiaries receiving payment2016-12-31213,271,947
Number of terminated vested participants2016-12-311,116
Fundng target for terminated vested participants2016-12-3177,467,758
Active participant vested funding target2016-12-31270,640,849
Number of active participants2016-12-313,344
Total funding liabilities for active participants2016-12-31290,655,721
Total participant count2016-12-315,584
Total funding target for all participants2016-12-31581,395,426
Balance at beginning of prior year after applicable adjustments2016-12-3155,926,061
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-3155,926,061
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3155,036,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3158,580,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3154,885,836
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3130,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3128,113,624
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3118,903,993
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3128,113,624
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,573
Total number of active participants reported on line 7a of the Form 55002016-01-013,382
Number of retired or separated participants receiving benefits2016-01-011,042
Number of other retired or separated participants entitled to future benefits2016-01-011,169
Total of all active and inactive participants2016-01-015,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0184
Total participants2016-01-015,677
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0152
2015: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015,543
Total number of active participants reported on line 7a of the Form 55002015-01-013,337
Number of retired or separated participants receiving benefits2015-01-011,050
Number of other retired or separated participants entitled to future benefits2015-01-011,109
Total of all active and inactive participants2015-01-015,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0177
Total participants2015-01-015,573
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0181
2014: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015,258
Total number of active participants reported on line 7a of the Form 55002014-01-013,317
Number of retired or separated participants receiving benefits2014-01-011,028
Number of other retired or separated participants entitled to future benefits2014-01-011,119
Total of all active and inactive participants2014-01-015,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0179
Total participants2014-01-015,543
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015,203
Total number of active participants reported on line 7a of the Form 55002013-01-013,193
Number of retired or separated participants receiving benefits2013-01-011,008
Number of other retired or separated participants entitled to future benefits2013-01-01980
Total of all active and inactive participants2013-01-015,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0177
Total participants2013-01-015,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0168
2012: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015,215
Total number of active participants reported on line 7a of the Form 55002012-01-013,238
Number of retired or separated participants receiving benefits2012-01-01970
Number of other retired or separated participants entitled to future benefits2012-01-01921
Total of all active and inactive participants2012-01-015,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0174
Total participants2012-01-015,203
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0178
2011: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015,187
Total number of active participants reported on line 7a of the Form 55002011-01-013,329
Number of retired or separated participants receiving benefits2011-01-01957
Number of other retired or separated participants entitled to future benefits2011-01-01855
Total of all active and inactive participants2011-01-015,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0174
Total participants2011-01-015,215
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0185
2009: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015,216
Total number of active participants reported on line 7a of the Form 55002009-01-013,477
Number of retired or separated participants receiving benefits2009-01-01951
Number of other retired or separated participants entitled to future benefits2009-01-01740
Total of all active and inactive participants2009-01-015,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0160
Total participants2009-01-015,228
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01113

Financial Data on BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST

Measure Date Value
2022 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-203,058,912
Total unrealized appreciation/depreciation of assets2022-12-31$-203,058,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,796,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,208,565
Total income from all sources (including contributions)2022-12-31$-240,700,738
Total loss/gain on sale of assets2022-12-31$-18,353,196
Total of all expenses incurred2022-12-31$103,801,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$100,289,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$219,170
Value of total assets at end of year2022-12-31$910,640,506
Value of total assets at beginning of year2022-12-31$1,257,555,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,512,291
Total interest from all sources2022-12-31$19,085,288
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,401,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,263,204
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$727,466
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$24,504,403
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$388,240,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,473,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,738,926
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,163,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,441,834
Other income not declared elsewhere2022-12-31$1,348,699
Administrative expenses (other) incurred2022-12-31$514,184
Liabilities. Value of operating payables at end of year2022-12-31$632,556
Liabilities. Value of operating payables at beginning of year2022-12-31$766,731
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-344,502,681
Value of net assets at end of year (total assets less liabilities)2022-12-31$908,844,257
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,253,346,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$105,601,825
Assets. partnership/joint venture interests at beginning of year2022-12-31$96,561,317
Investment advisory and management fees2022-12-31$2,270,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,729,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,029,507
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest earned on other investments2022-12-31$1,109,755
Income. Interest from US Government securities2022-12-31$389,206
Income. Interest from corporate debt instruments2022-12-31$17,585,736
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$367,491,066
Value of interest in common/collective trusts at beginning of year2022-12-31$198,592,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$682,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$710,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$710,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$591
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$15,890,100
Asset value of US Government securities at beginning of year2022-12-31$24,159,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,799,576
Net investment gain or loss from common/collective trusts2022-12-31$-40,543,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$219,170
Employer contributions (assets) at end of year2022-12-31$219,170
Employer contributions (assets) at beginning of year2022-12-31$4,661,434
Income. Dividends from common stock2022-12-31$138,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$100,289,652
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$365,709,123
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$501,737,872
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$9,339,012
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$14,123,565
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$206,507,621
Aggregate carrying amount (costs) on sale of assets2022-12-31$224,860,817
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$21,275,736
Total unrealized appreciation/depreciation of assets2021-12-31$21,275,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,208,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,863,275
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$104,617,873
Total loss/gain on sale of assets2021-12-31$4,671,921
Total of all expenses incurred2021-12-31$79,779,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$75,758,984
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,661,434
Value of total assets at end of year2021-12-31$1,257,555,503
Value of total assets at beginning of year2021-12-31$1,231,372,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,021,013
Total interest from all sources2021-12-31$14,389,779
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,143,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,898,939
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$693,726
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$388,240,293
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$55,378,724
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,738,926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,385,406
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,441,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,919,748
Other income not declared elsewhere2021-12-31$1,576,109
Administrative expenses (other) incurred2021-12-31$523,824
Liabilities. Value of operating payables at end of year2021-12-31$766,731
Liabilities. Value of operating payables at beginning of year2021-12-31$943,527
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,837,876
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,253,346,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,228,509,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$96,561,317
Assets. partnership/joint venture interests at beginning of year2021-12-31$87,200,829
Investment advisory and management fees2021-12-31$2,803,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,029,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$74,380,239
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$809,224
Income. Interest from US Government securities2021-12-31$230,230
Income. Interest from corporate debt instruments2021-12-31$13,358,239
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$198,592,287
Value of interest in common/collective trusts at beginning of year2021-12-31$710,002,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$710,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$637,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$637,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-7,914
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$24,159,691
Asset value of US Government securities at beginning of year2021-12-31$4,493,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$652,429
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$51,246,503
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$4,661,434
Employer contributions (assets) at end of year2021-12-31$4,661,434
Employer contributions (assets) at beginning of year2021-12-31$28,047,362
Income. Dividends from common stock2021-12-31$245,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,758,984
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$501,737,872
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$234,120,902
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$14,123,565
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$34,725,315
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$407,191,580
Aggregate carrying amount (costs) on sale of assets2021-12-31$402,519,659
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$21,040,608
Total unrealized appreciation/depreciation of assets2020-12-31$21,040,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,863,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,171,296
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$181,552,310
Total loss/gain on sale of assets2020-12-31$-2,894,219
Total of all expenses incurred2020-12-31$66,991,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$62,569,982
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,047,362
Value of total assets at end of year2020-12-31$1,231,372,337
Value of total assets at beginning of year2020-12-31$1,117,119,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,421,776
Total interest from all sources2020-12-31$7,582,235
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,756,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,364,662
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$766,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$55,378,724
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$712,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,385,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,175,621
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,919,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,971,322
Other income not declared elsewhere2020-12-31$3,824,040
Administrative expenses (other) incurred2020-12-31$498,249
Liabilities. Value of operating payables at end of year2020-12-31$943,527
Liabilities. Value of operating payables at beginning of year2020-12-31$1,199,974
Total non interest bearing cash at end of year2020-12-31$1
Total non interest bearing cash at beginning of year2020-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$114,560,552
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,228,509,062
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,113,948,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$87,200,829
Assets. partnership/joint venture interests at beginning of year2020-12-31$132,896,212
Investment advisory and management fees2020-12-31$3,157,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$74,380,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$104,423,652
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$972,100
Income. Interest from US Government securities2020-12-31$67,270
Income. Interest from corporate debt instruments2020-12-31$6,543,201
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$710,002,356
Value of interest in common/collective trusts at beginning of year2020-12-31$639,641,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$637,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,031,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,031,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-336
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$4,493,922
Asset value of US Government securities at beginning of year2020-12-31$7,934,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,126,747
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$121,322,156
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$28,047,362
Employer contributions (assets) at end of year2020-12-31$28,047,362
Employer contributions (assets) at beginning of year2020-12-31$106,342,203
Income. Dividends from common stock2020-12-31$392,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$62,569,982
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$234,120,902
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$92,470,592
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$34,725,315
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$30,491,852
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$160,282,896
Aggregate carrying amount (costs) on sale of assets2020-12-31$163,177,115
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,357,744
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,357,744
Total unrealized appreciation/depreciation of assets2019-12-31$5,357,744
Total unrealized appreciation/depreciation of assets2019-12-31$5,357,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,171,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,171,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$910,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$910,000
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$261,692,193
Total loss/gain on sale of assets2019-12-31$3,551,235
Total loss/gain on sale of assets2019-12-31$3,551,235
Total of all expenses incurred2019-12-31$52,257,451
Total of all expenses incurred2019-12-31$52,257,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,367,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,367,919
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$108,492,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$108,492,203
Value of total assets at end of year2019-12-31$1,117,119,806
Value of total assets at end of year2019-12-31$1,117,119,806
Value of total assets at beginning of year2019-12-31$905,423,768
Value of total assets at beginning of year2019-12-31$905,423,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,889,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,889,532
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$1,894,334
Total interest from all sources2019-12-31$1,894,334
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,843,732
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,843,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,401,117
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,401,117
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$699,800
Administrative expenses professional fees incurred2019-12-31$699,800
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$712,125
Assets. Other investments not covered elsewhere at end of year2019-12-31$712,125
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,175,621
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,175,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$490,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$490,062
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,971,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,971,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$3,857,362
Other income not declared elsewhere2019-12-31$3,857,362
Administrative expenses (other) incurred2019-12-31$471,440
Administrative expenses (other) incurred2019-12-31$471,440
Liabilities. Value of operating payables at end of year2019-12-31$1,199,974
Liabilities. Value of operating payables at end of year2019-12-31$1,199,974
Liabilities. Value of operating payables at beginning of year2019-12-31$910,000
Liabilities. Value of operating payables at beginning of year2019-12-31$910,000
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$209,434,742
Value of net income/loss2019-12-31$209,434,742
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,113,948,510
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,113,948,510
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$904,513,768
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$904,513,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$132,896,212
Assets. partnership/joint venture interests at end of year2019-12-31$132,896,212
Assets. partnership/joint venture interests at beginning of year2019-12-31$140,169,216
Assets. partnership/joint venture interests at beginning of year2019-12-31$140,169,216
Investment advisory and management fees2019-12-31$3,718,292
Investment advisory and management fees2019-12-31$3,718,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$104,423,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$104,423,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,306,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,306,085
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$261,561
Interest earned on other investments2019-12-31$261,561
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$1,633,123
Income. Interest from corporate debt instruments2019-12-31$1,633,123
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$639,641,674
Value of interest in common/collective trusts at end of year2019-12-31$639,641,674
Value of interest in common/collective trusts at beginning of year2019-12-31$449,139,419
Value of interest in common/collective trusts at beginning of year2019-12-31$449,139,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,031,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,031,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-350
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$7,934,762
Asset value of US Government securities at end of year2019-12-31$7,934,762
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,887,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,887,629
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$115,807,954
Net investment gain or loss from common/collective trusts2019-12-31$115,807,954
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$108,492,203
Contributions received in cash from employer2019-12-31$108,492,203
Employer contributions (assets) at end of year2019-12-31$106,342,203
Employer contributions (assets) at end of year2019-12-31$106,342,203
Employer contributions (assets) at beginning of year2019-12-31$49,908,502
Employer contributions (assets) at beginning of year2019-12-31$49,908,502
Income. Dividends from common stock2019-12-31$442,615
Income. Dividends from common stock2019-12-31$442,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,367,919
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$92,470,592
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$92,470,592
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$30,491,852
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$30,491,852
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$24,410,483
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$24,410,483
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$99,251,253
Aggregate proceeds on sale of assets2019-12-31$99,251,253
Aggregate carrying amount (costs) on sale of assets2019-12-31$95,700,018
Aggregate carrying amount (costs) on sale of assets2019-12-31$95,700,018
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-8,434,941
Total unrealized appreciation/depreciation of assets2018-12-31$-8,434,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$910,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,290,825
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-13,338,447
Total loss/gain on sale of assets2018-12-31$101,424
Total of all expenses incurred2018-12-31$60,642,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$55,963,796
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$49,908,502
Value of total assets at end of year2018-12-31$905,423,768
Value of total assets at beginning of year2018-12-31$979,785,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,678,369
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$115,498
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,264,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,858,232
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$680,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$490,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$808,860
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$333,825
Other income not declared elsewhere2018-12-31$2,852,380
Administrative expenses (other) incurred2018-12-31$430,902
Liabilities. Value of operating payables at end of year2018-12-31$910,000
Liabilities. Value of operating payables at beginning of year2018-12-31$957,000
Total non interest bearing cash at end of year2018-12-31$1
Total non interest bearing cash at beginning of year2018-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-73,980,612
Value of net assets at end of year (total assets less liabilities)2018-12-31$904,513,768
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$978,494,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$140,169,216
Assets. partnership/joint venture interests at beginning of year2018-12-31$137,647,074
Investment advisory and management fees2018-12-31$3,566,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$241,306,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$270,520,657
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$114,755
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$449,139,419
Value of interest in common/collective trusts at beginning of year2018-12-31$475,991,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,450,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,450,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$743
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,302,344
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-38,843,847
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$49,908,502
Employer contributions (assets) at end of year2018-12-31$49,908,502
Employer contributions (assets) at beginning of year2018-12-31$65,307,654
Income. Dividends from common stock2018-12-31$406,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$55,963,796
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$24,410,483
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$28,059,753
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$29,622,342
Aggregate carrying amount (costs) on sale of assets2018-12-31$29,520,918
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,776,711
Total unrealized appreciation/depreciation of assets2017-12-31$10,776,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,290,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$963,862
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$193,953,231
Total loss/gain on sale of assets2017-12-31$-269,754
Total of all expenses incurred2017-12-31$46,078,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$41,121,972
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$65,307,654
Value of total assets at end of year2017-12-31$979,785,205
Value of total assets at beginning of year2017-12-31$831,583,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,956,641
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$31,874
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,139,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,823,088
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$602,252
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$808,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$531,603
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$333,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,962
Other income not declared elsewhere2017-12-31$3,492,179
Administrative expenses (other) incurred2017-12-31$774,757
Liabilities. Value of operating payables at end of year2017-12-31$957,000
Liabilities. Value of operating payables at beginning of year2017-12-31$949,900
Total non interest bearing cash at end of year2017-12-31$1
Total non interest bearing cash at beginning of year2017-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$147,874,618
Value of net assets at end of year (total assets less liabilities)2017-12-31$978,494,380
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$830,619,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$137,647,074
Assets. partnership/joint venture interests at beginning of year2017-12-31$121,807,339
Investment advisory and management fees2017-12-31$3,579,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$270,520,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$251,600,220
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$32,307
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$475,991,112
Value of interest in common/collective trusts at beginning of year2017-12-31$397,502,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,450,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-433
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,854,122
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$77,621,113
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$65,307,654
Employer contributions (assets) at end of year2017-12-31$65,307,654
Employer contributions (assets) at beginning of year2017-12-31$35,633,862
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$316,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$41,121,972
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$28,059,753
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$24,508,197
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$34,282,465
Aggregate carrying amount (costs) on sale of assets2017-12-31$34,552,219
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,177,717
Total unrealized appreciation/depreciation of assets2016-12-31$8,177,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$963,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$855,003
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$122,818,043
Total loss/gain on sale of assets2016-12-31$479,383
Total of all expenses incurred2016-12-31$48,019,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,153,131
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$65,633,862
Value of total assets at end of year2016-12-31$831,583,624
Value of total assets at beginning of year2016-12-31$756,676,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,866,707
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$259
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,762,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,478,022
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$604,994
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$531,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$791,765
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,003
Other income not declared elsewhere2016-12-31$3,181,581
Administrative expenses (other) incurred2016-12-31$779,402
Liabilities. Value of operating payables at end of year2016-12-31$949,900
Liabilities. Value of operating payables at beginning of year2016-12-31$850,000
Total non interest bearing cash at end of year2016-12-31$1
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$74,798,205
Value of net assets at end of year (total assets less liabilities)2016-12-31$830,619,762
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$755,821,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$121,807,339
Assets. partnership/joint venture interests at beginning of year2016-12-31$87,654,411
Investment advisory and management fees2016-12-31$3,482,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$251,600,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$207,768,488
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$397,502,402
Value of interest in common/collective trusts at beginning of year2016-12-31$409,581,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$259
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,062,945
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$33,520,148
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$65,633,862
Employer contributions (assets) at end of year2016-12-31$35,633,862
Employer contributions (assets) at beginning of year2016-12-31$32,703,574
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$284,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$43,153,131
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$24,508,197
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$18,176,831
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,778,012
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,298,629
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-874,108
Total unrealized appreciation/depreciation of assets2015-12-31$-874,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$855,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$976,071
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$52,239,707
Total loss/gain on sale of assets2015-12-31$366,378
Total of all expenses incurred2015-12-31$52,589,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,222,743
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$62,703,574
Value of total assets at end of year2015-12-31$756,676,560
Value of total assets at beginning of year2015-12-31$757,147,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,367,023
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,025,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,491,816
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$657,760
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$791,765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$738,314
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$46,071
Other income not declared elsewhere2015-12-31$2,861,970
Administrative expenses (other) incurred2015-12-31$315,951
Liabilities. Value of operating payables at end of year2015-12-31$850,000
Liabilities. Value of operating payables at beginning of year2015-12-31$930,000
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-350,059
Value of net assets at end of year (total assets less liabilities)2015-12-31$755,821,557
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$756,171,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$87,654,411
Assets. partnership/joint venture interests at beginning of year2015-12-31$86,691,233
Investment advisory and management fees2015-12-31$3,393,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$207,768,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$200,577,847
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$409,581,491
Value of interest in common/collective trusts at beginning of year2015-12-31$399,434,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,745,741
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-10,098,186
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$62,703,574
Employer contributions (assets) at end of year2015-12-31$32,703,574
Employer contributions (assets) at beginning of year2015-12-31$32,638,968
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$534,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,222,743
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$18,176,831
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$37,066,813
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$34,802,613
Aggregate carrying amount (costs) on sale of assets2015-12-31$34,436,235
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,204,789
Total unrealized appreciation/depreciation of assets2014-12-31$7,204,789
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$976,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$865,800
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$66,772,392
Total loss/gain on sale of assets2014-12-31$563,962
Total of all expenses incurred2014-12-31$46,328,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,457,201
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$32,638,968
Value of total assets at end of year2014-12-31$757,147,687
Value of total assets at beginning of year2014-12-31$736,593,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,871,712
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$2,329
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,958,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,288,508
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$791,536
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$738,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$911,679
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$46,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,941,838
Administrative expenses (other) incurred2014-12-31$779,968
Liabilities. Value of operating payables at end of year2014-12-31$930,000
Liabilities. Value of operating payables at beginning of year2014-12-31$865,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$20,443,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$756,171,616
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$735,728,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$86,691,233
Assets. partnership/joint venture interests at beginning of year2014-12-31$80,045,357
Investment advisory and management fees2014-12-31$3,300,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$200,577,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$206,420,879
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$399,434,512
Value of interest in common/collective trusts at beginning of year2014-12-31$373,475,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,505,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,505,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,329
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-750,436
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$16,212,634
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$32,638,968
Employer contributions (assets) at end of year2014-12-31$32,638,968
Employer contributions (assets) at beginning of year2014-12-31$36,989,193
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$669,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,457,201
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$37,066,813
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$37,246,307
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$44,527,327
Aggregate carrying amount (costs) on sale of assets2014-12-31$43,963,365
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$9,884,167
Total unrealized appreciation/depreciation of assets2013-12-31$9,884,167
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$865,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$812,853
Total income from all sources (including contributions)2013-12-31$111,605,024
Total loss/gain on sale of assets2013-12-31$8,336,214
Total of all expenses incurred2013-12-31$41,184,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,461,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$36,989,193
Value of total assets at end of year2013-12-31$736,593,937
Value of total assets at beginning of year2013-12-31$666,119,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,722,953
Total interest from all sources2013-12-31$2,917,263
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,487,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,749,650
Administrative expenses professional fees incurred2013-12-31$502,387
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$911,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,290,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$113,333
Other income not declared elsewhere2013-12-31$44,036
Administrative expenses (other) incurred2013-12-31$468,654
Liabilities. Value of operating payables at end of year2013-12-31$865,800
Liabilities. Value of operating payables at beginning of year2013-12-31$699,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$70,420,995
Value of net assets at end of year (total assets less liabilities)2013-12-31$735,728,137
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$665,307,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$80,045,357
Assets. partnership/joint venture interests at beginning of year2013-12-31$56,304,881
Investment advisory and management fees2013-12-31$2,751,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$206,420,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$198,709,645
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest earned on other investments2013-12-31$2,909,184
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$373,475,007
Value of interest in common/collective trusts at beginning of year2013-12-31$291,853,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,505,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,079
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$42,025,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,206,281
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$50,286,532
Net gain/loss from 103.12 investment entities2013-12-31$-5,546,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,989,193
Employer contributions (assets) at end of year2013-12-31$36,989,193
Employer contributions (assets) at beginning of year2013-12-31$31,348,984
Income. Dividends from common stock2013-12-31$738,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,461,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$37,246,307
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$44,586,362
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$57,046,266
Aggregate carrying amount (costs) on sale of assets2013-12-31$48,710,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,942,688
Total unrealized appreciation/depreciation of assets2012-12-31$6,942,688
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$812,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$770,206
Total income from all sources (including contributions)2012-12-31$160,719,490
Total loss/gain on sale of assets2012-12-31$731,683
Total of all expenses incurred2012-12-31$31,174,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,604,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$87,348,984
Value of total assets at end of year2012-12-31$666,119,995
Value of total assets at beginning of year2012-12-31$536,532,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,570,261
Total interest from all sources2012-12-31$3,057,311
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,381,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,577,329
Administrative expenses professional fees incurred2012-12-31$460,711
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,290,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,096,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$113,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$155,606
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$612,419
Liabilities. Value of operating payables at end of year2012-12-31$699,520
Liabilities. Value of operating payables at beginning of year2012-12-31$614,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$129,544,894
Value of net assets at end of year (total assets less liabilities)2012-12-31$665,307,142
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$535,762,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$56,304,881
Assets. partnership/joint venture interests at beginning of year2012-12-31$47,889,578
Investment advisory and management fees2012-12-31$2,497,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$198,709,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$154,173,538
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$3,057,060
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$291,853,604
Value of interest in common/collective trusts at beginning of year2012-12-31$266,039,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$251
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$42,025,452
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$29,769,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,024,248
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$33,977,543
Net gain/loss from 103.12 investment entities2012-12-31$4,255,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$87,348,984
Employer contributions (assets) at end of year2012-12-31$31,348,984
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$803,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,604,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$44,586,362
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$37,554,698
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$34,177,446
Aggregate carrying amount (costs) on sale of assets2012-12-31$33,445,763
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$2,538,890
Total unrealized appreciation/depreciation of assets2011-12-31$2,538,890
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$770,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$814,464
Total income from all sources (including contributions)2011-12-31$32,380,174
Total loss/gain on sale of assets2011-12-31$-690,896
Total of all expenses incurred2011-12-31$33,915,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$30,736,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$36,000,000
Value of total assets at end of year2011-12-31$536,532,454
Value of total assets at beginning of year2011-12-31$538,111,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,178,385
Total interest from all sources2011-12-31$2,622,303
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,080,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,312,246
Administrative expenses professional fees incurred2011-12-31$437,682
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,096,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,678,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$155,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$159,774
Administrative expenses (other) incurred2011-12-31$182,545
Liabilities. Value of operating payables at end of year2011-12-31$614,600
Liabilities. Value of operating payables at beginning of year2011-12-31$654,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,534,875
Value of net assets at end of year (total assets less liabilities)2011-12-31$535,762,248
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$537,297,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$47,889,578
Assets. partnership/joint venture interests at beginning of year2011-12-31$45,436,064
Investment advisory and management fees2011-12-31$2,558,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$154,173,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$153,190,289
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$2,622,292
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$266,039,586
Value of interest in common/collective trusts at beginning of year2011-12-31$246,489,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$29,769,702
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$30,359,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,326,748
Net investment gain or loss from common/collective trusts2011-12-31$-1,753,920
Net gain/loss from 103.12 investment entities2011-12-31$-8,090,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$36,000,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$768,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$30,736,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$37,554,698
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$58,947,615
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$71,768,926
Aggregate carrying amount (costs) on sale of assets2011-12-31$72,459,822
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$10,103,625
Total unrealized appreciation/depreciation of assets2010-12-31$10,103,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$814,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$725,379
Total income from all sources (including contributions)2010-12-31$82,509,531
Total loss/gain on sale of assets2010-12-31$49,741
Total of all expenses incurred2010-12-31$29,722,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,637,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,300,000
Value of total assets at end of year2010-12-31$538,111,587
Value of total assets at beginning of year2010-12-31$485,235,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,085,421
Total interest from all sources2010-12-31$2,628,960
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,158,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,498,415
Administrative expenses professional fees incurred2010-12-31$478,376
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,678,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,785,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$159,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$173,250
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$498,650
Liabilities. Value of operating payables at end of year2010-12-31$654,690
Liabilities. Value of operating payables at beginning of year2010-12-31$552,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$52,786,534
Value of net assets at end of year (total assets less liabilities)2010-12-31$537,297,123
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$484,510,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$45,436,064
Assets. partnership/joint venture interests at beginning of year2010-12-31$42,693,871
Investment advisory and management fees2010-12-31$2,108,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$153,190,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$134,912,709
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest earned on other investments2010-12-31$2,628,889
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$246,489,442
Value of interest in common/collective trusts at beginning of year2010-12-31$228,944,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,317,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,317,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$71
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$30,359,903
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$35,515,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,807,715
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$27,629,110
Net gain/loss from 103.12 investment entities2010-12-31$6,831,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,300,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$10,000,000
Income. Dividends from common stock2010-12-31$660,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,637,576
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$58,947,615
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$30,066,717
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$44,485,722
Aggregate carrying amount (costs) on sale of assets2010-12-31$44,435,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST

2022: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3