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PENSION PLAN OF INDEPENDENCE BLUE CROSS 401k Plan overview

Plan NamePENSION PLAN OF INDEPENDENCE BLUE CROSS
Plan identification number 001

PENSION PLAN OF INDEPENDENCE BLUE CROSS 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).
  • 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).

401k Sponsoring company profile

INDEPENDENCE BLUE CROSS has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDENCE BLUE CROSS
Employer identification number (EIN):230370270
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF INDEPENDENCE BLUE CROSS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01LAURA GROSSI-TYSON
0012012-01-01LAURA GROSSI-TYSON
0012011-01-01DENISE HINES-MCKEOWN DANIEL J. DOUGHERTY2012-10-09
0012010-01-01DONNA LEE ROACH DANIEL J. DOUGHERTY2011-10-10
0012009-01-01DONNA LEE ROACH DANIEL J. DOUGHERTY2010-10-15

Plan Statistics for PENSION PLAN OF INDEPENDENCE BLUE CROSS

401k plan membership statisitcs for PENSION PLAN OF INDEPENDENCE BLUE CROSS

Measure Date Value
2013: PENSION PLAN OF INDEPENDENCE BLUE CROSS 2013 401k membership
Total participants, beginning-of-year2013-01-016,038
Total number of active participants reported on line 7a of the Form 55002013-01-013,398
Number of retired or separated participants receiving benefits2013-01-01673
Number of other retired or separated participants entitled to future benefits2013-01-011,820
Total of all active and inactive participants2013-01-015,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0151
Total participants2013-01-015,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN OF INDEPENDENCE BLUE CROSS 2012 401k membership
Total participants, beginning-of-year2012-01-018,553
Total number of active participants reported on line 7a of the Form 55002012-01-013,672
Number of retired or separated participants receiving benefits2012-01-01655
Number of other retired or separated participants entitled to future benefits2012-01-011,660
Total of all active and inactive participants2012-01-015,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0151
Total participants2012-01-016,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: PENSION PLAN OF INDEPENDENCE BLUE CROSS 2011 401k membership
Total participants, beginning-of-year2011-01-018,751
Total number of active participants reported on line 7a of the Form 55002011-01-014,029
Number of retired or separated participants receiving benefits2011-01-01536
Number of other retired or separated participants entitled to future benefits2011-01-013,942
Total of all active and inactive participants2011-01-018,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0146
Total participants2011-01-018,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0149
2010: PENSION PLAN OF INDEPENDENCE BLUE CROSS 2010 401k membership
Total participants, beginning-of-year2010-01-019,055
Total number of active participants reported on line 7a of the Form 55002010-01-014,518
Number of retired or separated participants receiving benefits2010-01-01524
Number of other retired or separated participants entitled to future benefits2010-01-013,669
Total of all active and inactive participants2010-01-018,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0140
Total participants2010-01-018,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01209
2009: PENSION PLAN OF INDEPENDENCE BLUE CROSS 2009 401k membership
Total participants, beginning-of-year2009-01-019,593
Total number of active participants reported on line 7a of the Form 55002009-01-015,394
Number of retired or separated participants receiving benefits2009-01-01503
Number of other retired or separated participants entitled to future benefits2009-01-013,120
Total of all active and inactive participants2009-01-019,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0138
Total participants2009-01-019,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01182

Financial Data on PENSION PLAN OF INDEPENDENCE BLUE CROSS

Measure Date Value
2013 : PENSION PLAN OF INDEPENDENCE BLUE CROSS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$53,028,525
Total unrealized appreciation/depreciation of assets2013-12-31$53,028,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,923,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$919,569
Total income from all sources (including contributions)2013-12-31$121,563,156
Total loss/gain on sale of assets2013-12-31$10,599,538
Total of all expenses incurred2013-12-31$21,530,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,444,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,200,000
Value of total assets at end of year2013-12-31$641,257,906
Value of total assets at beginning of year2013-12-31$538,221,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,085,767
Total interest from all sources2013-12-31$4,576,311
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,678,770
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$1,270,240
Administrative expenses professional fees incurred2013-12-31$1,357,434
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$141,800,878
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$119,447,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,385,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,242,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,227,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$275,760
Administrative expenses (other) incurred2013-12-31$380,884
Liabilities. Value of operating payables at end of year2013-12-31$695,616
Liabilities. Value of operating payables at beginning of year2013-12-31$643,809
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$100,032,416
Value of net assets at end of year (total assets less liabilities)2013-12-31$637,334,472
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$537,302,056
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$35,570,012
Assets. partnership/joint venture interests at beginning of year2013-12-31$36,942,751
Investment advisory and management fees2013-12-31$2,347,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$61,312,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,558,893
Interest earned on other investments2013-12-31$22,270
Income. Interest from US Government securities2013-12-31$1,173,927
Income. Interest from corporate debt instruments2013-12-31$3,376,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$44,198,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$27,853,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$27,853,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,861
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$15,905,126
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$15,004,886
Asset value of US Government securities at end of year2013-12-31$45,191,242
Asset value of US Government securities at beginning of year2013-12-31$44,986,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,704,236
Net gain/loss from 103.12 investment entities2013-12-31$-224,224
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$37,200,000
Income. Dividends from common stock2013-12-31$7,408,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,444,973
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$61,660,573
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$62,337,075
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$234,234,517
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$191,848,363
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 appraiser2013-12-31Yes
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$381,710,952
Aggregate carrying amount (costs) on sale of assets2013-12-31$371,111,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : PENSION PLAN OF INDEPENDENCE BLUE CROSS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$28,947,842
Total unrealized appreciation/depreciation of assets2012-12-31$28,947,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$919,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,706,846
Total income from all sources (including contributions)2012-12-31$116,184,798
Total loss/gain on sale of assets2012-12-31$5,286,106
Total of all expenses incurred2012-12-31$98,854,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$94,256,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$64,600,000
Value of total assets at end of year2012-12-31$538,221,625
Value of total assets at beginning of year2012-12-31$525,678,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,597,816
Total interest from all sources2012-12-31$5,094,053
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,271,435
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$1,068,422
Administrative expenses professional fees incurred2012-12-31$2,046,596
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$119,447,778
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$95,999,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,242,370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,392,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$275,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,095,273
Administrative expenses (other) incurred2012-12-31$350,611
Liabilities. Value of operating payables at end of year2012-12-31$643,809
Liabilities. Value of operating payables at beginning of year2012-12-31$611,573
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$548,861
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$17,330,520
Value of net assets at end of year (total assets less liabilities)2012-12-31$537,302,056
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$519,971,536
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$36,942,751
Assets. partnership/joint venture interests at beginning of year2012-12-31$33,824,653
Investment advisory and management fees2012-12-31$2,200,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,558,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,127,323
Interest earned on other investments2012-12-31$26,097
Income. Interest from US Government securities2012-12-31$1,258,702
Income. Interest from corporate debt instruments2012-12-31$3,804,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$27,853,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$46,518,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$46,518,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,809
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$15,004,886
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$23,791,356
Asset value of US Government securities at end of year2012-12-31$44,986,163
Asset value of US Government securities at beginning of year2012-12-31$36,141,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,621,715
Net gain/loss from 103.12 investment entities2012-12-31$363,647
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$64,600,000
Income. Dividends from common stock2012-12-31$7,203,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$94,256,462
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$62,337,075
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$62,942,965
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$191,848,363
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$190,389,640
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 appraiser2012-12-31Yes
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$423,248,219
Aggregate carrying amount (costs) on sale of assets2012-12-31$417,962,113
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : PENSION PLAN OF INDEPENDENCE BLUE CROSS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$763,073
Total unrealized appreciation/depreciation of assets2011-12-31$763,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,706,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$765,275
Total income from all sources (including contributions)2011-12-31$85,808,376
Total loss/gain on sale of assets2011-12-31$-3,087,612
Total of all expenses incurred2011-12-31$19,717,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,313,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$80,000,000
Value of total assets at end of year2011-12-31$525,678,382
Value of total assets at beginning of year2011-12-31$454,646,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,404,159
Total interest from all sources2011-12-31$5,064,805
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,780,912
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$1,026,597
Administrative expenses professional fees incurred2011-12-31$956,640
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$95,999,910
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$28,647,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,392,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,358,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,095,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$47,870
Administrative expenses (other) incurred2011-12-31$335,112
Liabilities. Value of operating payables at end of year2011-12-31$611,573
Liabilities. Value of operating payables at beginning of year2011-12-31$717,405
Total non interest bearing cash at end of year2011-12-31$548,861
Total non interest bearing cash at beginning of year2011-12-31$4,836
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$66,090,787
Value of net assets at end of year (total assets less liabilities)2011-12-31$519,971,536
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$453,880,749
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$33,824,653
Assets. partnership/joint venture interests at beginning of year2011-12-31$23,954,711
Investment advisory and management fees2011-12-31$2,112,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,127,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$47,755,155
Income. Interest from US Government securities2011-12-31$1,084,684
Income. Interest from corporate debt instruments2011-12-31$3,975,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$46,518,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$36,718,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$36,718,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,159
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$23,791,356
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$26,139,637
Asset value of US Government securities at end of year2011-12-31$36,141,964
Asset value of US Government securities at beginning of year2011-12-31$24,550,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,535,431
Net gain/loss from 103.12 investment entities2011-12-31$-2,177,371
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$80,000,000
Income. Dividends from common stock2011-12-31$5,754,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,313,430
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$62,942,965
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$74,059,577
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$190,389,640
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$191,457,355
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 appraiser2011-12-31Yes
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$411,831,877
Aggregate carrying amount (costs) on sale of assets2011-12-31$414,919,489
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DOLOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : PENSION PLAN OF INDEPENDENCE BLUE CROSS 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$27,566,316
Total unrealized appreciation/depreciation of assets2010-12-31$27,566,316
Total transfer of assets from this plan2010-12-31$335,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$765,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$671,151
Total income from all sources (including contributions)2010-12-31$79,617,735
Total loss/gain on sale of assets2010-12-31$6,484,342
Total of all expenses incurred2010-12-31$24,497,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,718,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,000,000
Value of total assets at end of year2010-12-31$454,646,024
Value of total assets at beginning of year2010-12-31$399,767,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,779,151
Total interest from all sources2010-12-31$6,304,510
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,572,307
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$901,850
Administrative expenses professional fees incurred2010-12-31$894,884
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$28,647,011
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,312,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,358,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,512,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$47,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$45,169
Administrative expenses (other) incurred2010-12-31$88,070
Liabilities. Value of operating payables at end of year2010-12-31$717,405
Liabilities. Value of operating payables at beginning of year2010-12-31$625,982
Total non interest bearing cash at end of year2010-12-31$4,836
Total non interest bearing cash at beginning of year2010-12-31$1,199
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$55,120,493
Value of net assets at end of year (total assets less liabilities)2010-12-31$453,880,749
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$399,096,011
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$23,954,711
Assets. partnership/joint venture interests at beginning of year2010-12-31$19,419,073
Investment advisory and management fees2010-12-31$1,796,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$47,755,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$63,162,707
Income. Interest from US Government securities2010-12-31$1,297,909
Income. Interest from corporate debt instruments2010-12-31$4,997,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$36,718,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,875,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,875,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,503
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$26,139,637
Asset value of US Government securities at end of year2010-12-31$24,550,918
Asset value of US Government securities at beginning of year2010-12-31$30,111,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,548,417
Net gain/loss from 103.12 investment entities2010-12-31$1,141,843
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$30,000,000
Income. Dividends from common stock2010-12-31$3,670,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,718,091
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$74,059,577
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$74,478,257
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$191,457,355
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$178,894,700
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 appraiser2010-12-31Yes
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$423,720,415
Aggregate carrying amount (costs) on sale of assets2010-12-31$417,236,073
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for PENSION PLAN OF INDEPENDENCE BLUE CROSS

2013: PENSION PLAN OF INDEPENDENCE BLUE CROSS 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: PENSION PLAN OF INDEPENDENCE BLUE CROSS 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: PENSION PLAN OF INDEPENDENCE BLUE CROSS 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
2010: PENSION PLAN OF INDEPENDENCE BLUE CROSS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF INDEPENDENCE BLUE CROSS 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

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