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BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 401k Plan overview

Plan NameBLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM
Plan identification number 501

BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

BLUE CROSS AND BLUE SHIELD ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:BLUE CROSS AND BLUE SHIELD ASSOCIATION
Employer identification number (EIN):135656874
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01
5012017-01-01TERRENCE COONEY
5012016-01-01TERRENCE COONEY
5012015-01-01TERRENCE COONEY
5012014-01-01TERRENCE COONEY
5012013-01-01TERRENCE COONEY
5012012-01-01TERRENCE COONEY
5012011-01-01DAVID MANUSZAK
5012009-01-01DAVID MANUSZAK

Plan Statistics for BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM

401k plan membership statisitcs for BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM

Measure Date Value
2018: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
2016: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-017,339
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-0132,235
Total number of active participants reported on line 7a of the Form 55002015-01-016,803
Number of retired or separated participants receiving benefits2015-01-01839
Total of all active and inactive participants2015-01-017,642
2014: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-0131,647
Total number of active participants reported on line 7a of the Form 55002014-01-0132,486
Number of retired or separated participants receiving benefits2014-01-01958
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0133,444
2013: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-0130,928
Total number of active participants reported on line 7a of the Form 55002013-01-0130,647
Number of retired or separated participants receiving benefits2013-01-011,112
Total of all active and inactive participants2013-01-0131,759
2012: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-0130,417
Total number of active participants reported on line 7a of the Form 55002012-01-0129,723
Number of retired or separated participants receiving benefits2012-01-011,120
Total of all active and inactive participants2012-01-0130,843
2011: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-0130,714
Total number of active participants reported on line 7a of the Form 55002011-01-0129,671
Number of retired or separated participants receiving benefits2011-01-011,135
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0130,806
2009: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-0133,631
Total number of active participants reported on line 7a of the Form 55002009-01-0130,297
Number of retired or separated participants receiving benefits2009-01-011,137
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0131,434

Financial Data on BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM

Measure Date Value
2018 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2018 401k financial data
Transfers to/from the plan2018-12-31$-2,909,857
Total plan liabilities at end of year2018-12-31$0
Total income from all sources2018-12-31$729,719
Expenses. Total of all expenses incurred2018-12-31$47,556
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$2,227,694
Value of fidelity bond covering the plan2018-12-31$222,770
Other income received2018-12-31$31,380
Net income (gross income less expenses)2018-12-31$682,163
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,227,694
Total contributions received or receivable from employer(s)2018-12-31$698,339
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$47,556
2017 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$200,777
Total income from all sources2017-12-31$28,452
Expenses. Total of all expenses incurred2017-12-31$275,743
Total plan assets at end of year2017-12-31$2,227,694
Total plan assets at beginning of year2017-12-31$2,675,762
Value of fidelity bond covering the plan2017-12-31$247,499
Other income received2017-12-31$20,790
Net income (gross income less expenses)2017-12-31$-247,291
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,227,694
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,474,985
Total contributions received or receivable from employer(s)2017-12-31$7,662
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$275,743
2016 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$14,100,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$200,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$195,647
Total income from all sources (including contributions)2016-12-31$5,171,407
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$39,726,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,270,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,415,925
Value of total assets at end of year2016-12-31$2,675,762
Value of total assets at beginning of year2016-12-31$51,325,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,455,687
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$749,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$749,002
Administrative expenses professional fees incurred2016-12-31$736,959
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$119,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$119,653
Other income not declared elsewhere2016-12-31$1,457,110
Administrative expenses (other) incurred2016-12-31$6
Liabilities. Value of operating payables at end of year2016-12-31$200,777
Liabilities. Value of operating payables at beginning of year2016-12-31$75,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-34,555,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,474,985
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,130,101
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$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$11,689,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,137,102
Value of interest in common/collective trusts at end of year2016-12-31$2,106,813
Value of interest in common/collective trusts at beginning of year2016-12-31$1,310,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$933,198
Net investment gain or loss from common/collective trusts2016-12-31$616,172
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
Contributions received in cash from employer2016-12-31$1,398,289
Employer contributions (assets) at end of year2016-12-31$568,399
Employer contributions (assets) at beginning of year2016-12-31$68,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$38,270,836
Contract administrator fees2016-12-31$718,722
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
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$474,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$195,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,699,305
Total income from all sources (including contributions)2015-12-31$5,420,964
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,259,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,034,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,940,769
Value of total assets at end of year2015-12-31$51,325,748
Value of total assets at beginning of year2015-12-31$64,142,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,224,376
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,518,138
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$2,518,138
Administrative expenses professional fees incurred2015-12-31$587,302
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$27,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$119,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,506,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$119,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,518,979
Other income not declared elsewhere2015-12-31$1,392
Administrative expenses (other) incurred2015-12-31$665
Liabilities. Value of operating payables at end of year2015-12-31$75,994
Liabilities. Value of operating payables at beginning of year2015-12-31$180,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,838,171
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,130,101
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,443,195
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$11,689,117
Assets. partnership/joint venture interests at beginning of year2015-12-31$15,143,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,137,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,565,190
Value of interest in common/collective trusts at end of year2015-12-31$1,310,879
Value of interest in common/collective trusts at beginning of year2015-12-31$1,523,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,085,146
Net investment gain or loss from common/collective trusts2015-12-31$45,811
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
Contributions received in cash from employer2015-12-31$4,913,616
Employer contributions (assets) at end of year2015-12-31$68,807
Employer contributions (assets) at beginning of year2015-12-31$404,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,034,759
Contract administrator fees2015-12-31$636,409
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
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,699,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,377,059
Total income from all sources (including contributions)2014-12-31$10,461,375
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,945,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,448,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,029,581
Value of total assets at end of year2014-12-31$64,142,500
Value of total assets at beginning of year2014-12-31$66,304,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,497,374
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,893,209
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$1,893,209
Administrative expenses professional fees incurred2014-12-31$689,118
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,506,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,213,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,518,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,213,016
Liabilities. Value of operating payables at end of year2014-12-31$180,326
Liabilities. Value of operating payables at beginning of year2014-12-31$164,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,484,534
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,443,195
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,927,729
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$15,143,306
Assets. partnership/joint venture interests at beginning of year2014-12-31$16,105,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,565,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,072,777
Value of interest in common/collective trusts at end of year2014-12-31$1,523,153
Value of interest in common/collective trusts at beginning of year2014-12-31$857,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$299,960
Net investment gain or loss from common/collective trusts2014-12-31$2,238,625
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
Contributions received in cash from employer2014-12-31$6,004,174
Employer contributions (assets) at end of year2014-12-31$404,178
Employer contributions (assets) at beginning of year2014-12-31$55,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,448,535
Contract administrator fees2014-12-31$808,256
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
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,377,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$262,174
Total income from all sources (including contributions)2013-12-31$9,975,759
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,125,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,762,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,897,658
Value of total assets at end of year2013-12-31$66,304,788
Value of total assets at beginning of year2013-12-31$66,339,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,362,899
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,133,720
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$1,133,720
Administrative expenses professional fees incurred2013-12-31$651,997
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$25,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,213,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$106,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,213,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$106,381
Liabilities. Value of operating payables at end of year2013-12-31$164,043
Liabilities. Value of operating payables at beginning of year2013-12-31$155,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,149,434
Value of net assets at end of year (total assets less liabilities)2013-12-31$64,927,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,077,163
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$16,105,627
Assets. partnership/joint venture interests at beginning of year2013-12-31$16,342,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,072,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,158,673
Value of interest in common/collective trusts at end of year2013-12-31$857,648
Value of interest in common/collective trusts at beginning of year2013-12-31$1,035,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-2,019,996
Net investment gain or loss from common/collective trusts2013-12-31$4,964,377
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$5,871,983
Employer contributions (assets) at end of year2013-12-31$55,712
Employer contributions (assets) at beginning of year2013-12-31$695,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,762,294
Contract administrator fees2013-12-31$710,902
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
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$262,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$306,351
Total income from all sources (including contributions)2012-12-31$12,647,139
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,372,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,818,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,791,213
Value of total assets at end of year2012-12-31$66,339,337
Value of total assets at beginning of year2012-12-31$65,109,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,554,731
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,054,784
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$2,054,784
Administrative expenses professional fees incurred2012-12-31$845,247
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$106,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$145,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$106,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$145,185
Liabilities. Value of operating payables at end of year2012-12-31$155,793
Liabilities. Value of operating payables at beginning of year2012-12-31$161,166
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$1,274,150
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,077,163
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,803,013
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$16,342,713
Assets. partnership/joint venture interests at beginning of year2012-12-31$13,186,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$48,158,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,960,938
Value of interest in common/collective trusts at end of year2012-12-31$1,035,714
Value of interest in common/collective trusts at beginning of year2012-12-31$1,628,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,842,712
Net investment gain or loss from common/collective trusts2012-12-31$2,958,430
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$4,766,440
Employer contributions (assets) at end of year2012-12-31$695,794
Employer contributions (assets) at beginning of year2012-12-31$188,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,818,258
Contract administrator fees2012-12-31$709,484
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
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$73,642
Total unrealized appreciation/depreciation of assets2011-12-31$73,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$306,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$298,652
Total income from all sources (including contributions)2011-12-31$7,748,710
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,526,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,012,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,558,497
Value of total assets at end of year2011-12-31$65,109,364
Value of total assets at beginning of year2011-12-31$68,879,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,513,392
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$695,971
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$28,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$145,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$170,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$145,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$170,727
Liabilities. Value of operating payables at end of year2011-12-31$161,166
Liabilities. Value of operating payables at beginning of year2011-12-31$127,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,777,660
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,803,013
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$68,580,673
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$13,186,177
Assets. partnership/joint venture interests at beginning of year2011-12-31$14,212,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,960,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$53,345,763
Value of interest in common/collective trusts at end of year2011-12-31$1,628,857
Value of interest in common/collective trusts at beginning of year2011-12-31$1,067,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,115,176
Net investment gain or loss from common/collective trusts2011-12-31$1,395
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$5,530,398
Employer contributions (assets) at end of year2011-12-31$188,197
Employer contributions (assets) at beginning of year2011-12-31$82,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,012,978
Contract administrator fees2011-12-31$817,421
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
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,315,526
Total unrealized appreciation/depreciation of assets2010-12-31$2,315,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$298,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$281,369
Total income from all sources (including contributions)2010-12-31$11,832,603
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,243,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,625,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,179,385
Value of total assets at end of year2010-12-31$68,879,325
Value of total assets at beginning of year2010-12-31$68,272,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,617,516
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$758,660
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$34,984
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$170,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$158,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$170,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$158,495
Administrative expenses (other) incurred2010-12-31$6,366
Liabilities. Value of operating payables at end of year2010-12-31$127,925
Liabilities. Value of operating payables at beginning of year2010-12-31$122,874
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$589,586
Value of net assets at end of year (total assets less liabilities)2010-12-31$68,580,673
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$67,991,087
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$14,212,534
Assets. partnership/joint venture interests at beginning of year2010-12-31$16,997,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$53,345,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,509,082
Value of interest in common/collective trusts at end of year2010-12-31$1,067,897
Value of interest in common/collective trusts at beginning of year2010-12-31$1,236,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,336,680
Net investment gain or loss from common/collective trusts2010-12-31$1,012
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$5,144,401
Employer contributions (assets) at end of year2010-12-31$82,287
Employer contributions (assets) at beginning of year2010-12-31$370,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,625,501
Contract administrator fees2010-12-31$852,490
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
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM

2018: BLUE CROSS AND BLUE SHIELD ASSOCIATION LONG TERM DISABILITY PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 ASSOCIATION LONG TERM DISABILITY PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

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