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BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 401k Plan overview

Plan NameBLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN
Plan identification number 001

BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RECOVERY MANAGEMENT DBA CARGO LARGO has sponsored the creation of one or more 401k plans.

Company Name:RECOVERY MANAGEMENT DBA CARGO LARGO
Employer identification number (EIN):431257251
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN

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
0012019-01-01
0012018-01-01
0012017-01-01TERRENCE COONEY KIM WHITE2018-10-08
0012016-10-01GLEN DAVIS
0012016-01-01TERRENCE COONEY JILL BECKMAN2017-10-04
0012015-01-01TERRENCE COONEY JILL BECKMAN2016-10-17
0012014-01-01TERRENCE COONEY DAN WALSTROM2015-10-12
0012013-01-01TERRENCE COONEY DAN WALSTROM2014-10-14
0012012-01-01TERRENCE COONEY DAN WALSTROM2013-10-15
0012011-01-01DAVID MANUSZAK DAN WALSTROM2012-10-12
0012009-01-01DAVID MANUSZAK SHERRI ENRIGHT2010-10-13

Plan Statistics for BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN

401k plan membership statisitcs for BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN

Measure Date Value
2022: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31159,699,077
Acturial value of plan assets2022-12-31175,668,984
Funding target for retired participants and beneficiaries receiving payment2022-12-3121,086,588
Number of terminated vested participants2022-12-31506
Fundng target for terminated vested participants2022-12-3138,460,302
Active participant vested funding target2022-12-3193,326,018
Number of active participants2022-12-31464
Total funding liabilities for active participants2022-12-3198,450,491
Total participant count2022-12-311,168
Total funding target for all participants2022-12-31157,997,381
Balance at beginning of prior year after applicable adjustments2022-12-3120,507,241
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
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3120,507,241
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-3121,884,310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31325,032
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 cost2022-12-319,274,981
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
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-year2022-01-011,168
Total number of active participants reported on line 7a of the Form 55002022-01-01346
Number of retired or separated participants receiving benefits2022-01-01170
Number of other retired or separated participants entitled to future benefits2022-01-01518
Total of all active and inactive participants2022-01-011,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31167,022,818
Acturial value of plan assets2021-12-31183,725,099
Funding target for retired participants and beneficiaries receiving payment2021-12-3119,473,568
Number of terminated vested participants2021-12-31498
Fundng target for terminated vested participants2021-12-3134,784,581
Active participant vested funding target2021-12-3193,122,882
Number of active participants2021-12-31515
Total funding liabilities for active participants2021-12-3199,078,523
Total participant count2021-12-311,212
Total funding target for all participants2021-12-31153,336,672
Balance at beginning of prior year after applicable adjustments2021-12-3150,115,446
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3150,115,446
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3171,342,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3175,101,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-3120,507,241
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 cost2021-12-319,159,208
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
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-year2021-01-011,212
Total number of active participants reported on line 7a of the Form 55002021-01-01464
Number of retired or separated participants receiving benefits2021-01-01170
Number of other retired or separated participants entitled to future benefits2021-01-01504
Total of all active and inactive participants2021-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-011,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,168
2020: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31219,924,260
Acturial value of plan assets2020-12-31203,688,310
Funding target for retired participants and beneficiaries receiving payment2020-12-3120,169,896
Number of terminated vested participants2020-12-31518
Fundng target for terminated vested participants2020-12-3137,693,994
Active participant vested funding target2020-12-3192,223,666
Number of active participants2020-12-31545
Total funding liabilities for active participants2020-12-3195,708,901
Total participant count2020-12-311,258
Total funding target for all participants2020-12-31153,572,791
Balance at beginning of prior year after applicable adjustments2020-12-3140,918,507
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-311,237,826
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3139,680,681
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-31604,400
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3150,115,446
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3187,000,000
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 date2020-12-3179,776,758
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 cost2020-12-318,434,672
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-318,434,599
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-318,434,599
Contributions allocatedtoward minimum required contributions for current year2020-12-3179,776,758
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,258
Total number of active participants reported on line 7a of the Form 55002020-01-01515
Number of retired or separated participants receiving benefits2020-01-01171
Number of other retired or separated participants entitled to future benefits2020-01-01496
Total of all active and inactive participants2020-01-011,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0130
Total participants2020-01-011,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31186,294,596
Acturial value of plan assets2019-12-31198,046,773
Funding target for retired participants and beneficiaries receiving payment2019-12-3118,586,770
Number of terminated vested participants2019-12-31528
Fundng target for terminated vested participants2019-12-3135,147,904
Active participant vested funding target2019-12-3193,442,020
Number of active participants2019-12-31594
Total funding liabilities for active participants2019-12-3197,045,670
Total participant count2019-12-311,307
Total funding target for all participants2019-12-31150,780,344
Balance at beginning of prior year after applicable adjustments2019-12-3144,197,998
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 balance2019-12-3144,197,998
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3140,918,507
Balance of prefunding at beginning of current year2019-12-310
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 date2019-12-310
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 cost2019-12-317,585,748
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,237,826
Carryover balance elected to use to offset funding requirement2019-12-311,237,826
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,307
Total number of active participants reported on line 7a of the Form 55002019-01-01545
Number of retired or separated participants receiving benefits2019-01-01170
Number of other retired or separated participants entitled to future benefits2019-01-01518
Total of all active and inactive participants2019-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125
Total participants2019-01-011,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31220,153,893
Acturial value of plan assets2018-12-31202,601,876
Funding target for retired participants and beneficiaries receiving payment2018-12-3118,686,115
Number of terminated vested participants2018-12-31563
Fundng target for terminated vested participants2018-12-3136,611,854
Active participant vested funding target2018-12-3189,955,146
Number of active participants2018-12-31647
Total funding liabilities for active participants2018-12-3194,561,125
Total participant count2018-12-311,391
Total funding target for all participants2018-12-31149,859,094
Balance at beginning of prior year after applicable adjustments2018-12-3137,351,473
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 balance2018-12-3137,351,473
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3144,197,998
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-318,083,959
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,391
Total number of active participants reported on line 7a of the Form 55002018-01-01594
Number of retired or separated participants receiving benefits2018-01-01160
Number of other retired or separated participants entitled to future benefits2018-01-01528
Total of all active and inactive participants2018-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-011,307
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 OF KANSAS CITY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31195,323,819
Acturial value of plan assets2017-12-31193,548,673
Funding target for retired participants and beneficiaries receiving payment2017-12-3118,049,838
Number of terminated vested participants2017-12-31554
Fundng target for terminated vested participants2017-12-3132,057,620
Active participant vested funding target2017-12-3183,121,920
Number of active participants2017-12-31705
Total funding liabilities for active participants2017-12-3189,459,507
Total participant count2017-12-311,440
Total funding target for all participants2017-12-31139,566,965
Balance at beginning of prior year after applicable adjustments2017-12-3133,722,890
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 balance2017-12-3133,722,890
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3137,351,473
Balance of prefunding at beginning of current year2017-12-310
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 date2017-12-310
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 cost2017-12-317,830,742
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,440
Total number of active participants reported on line 7a of the Form 55002017-01-01647
Number of retired or separated participants receiving benefits2017-01-01159
Number of other retired or separated participants entitled to future benefits2017-01-01563
Total of all active and inactive participants2017-01-011,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-011,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31185,613,991
Acturial value of plan assets2016-12-31191,202,591
Funding target for retired participants and beneficiaries receiving payment2016-12-3117,004,530
Number of terminated vested participants2016-12-31545
Fundng target for terminated vested participants2016-12-3127,460,489
Active participant vested funding target2016-12-3179,035,158
Number of active participants2016-12-31754
Total funding liabilities for active participants2016-12-3186,202,104
Total participant count2016-12-311,478
Total funding target for all participants2016-12-31130,667,123
Balance at beginning of prior year after applicable adjustments2016-12-3133,191,821
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3133,191,821
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-3133,722,890
Balance of prefunding at beginning of current year2016-12-310
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 date2016-12-310
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 cost2016-12-316,753,548
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
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 year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-10-01262
Total number of active participants reported on line 7a of the Form 55002016-10-01278
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-0117
Total of all active and inactive participants2016-10-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01296
Number of participants with account balances2016-10-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0111
Total participants, beginning-of-year2016-01-011,478
Total number of active participants reported on line 7a of the Form 55002016-01-01705
Number of retired or separated participants receiving benefits2016-01-01160
Number of other retired or separated participants entitled to future benefits2016-01-01554
Total of all active and inactive participants2016-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-011,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,516
Total number of active participants reported on line 7a of the Form 55002015-01-01754
Number of retired or separated participants receiving benefits2015-01-01158
Number of other retired or separated participants entitled to future benefits2015-01-01545
Total of all active and inactive participants2015-01-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-011,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,638
Total number of active participants reported on line 7a of the Form 55002014-01-01796
Number of retired or separated participants receiving benefits2014-01-01153
Number of other retired or separated participants entitled to future benefits2014-01-01546
Total of all active and inactive participants2014-01-011,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0121
Total participants2014-01-011,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,617
Total number of active participants reported on line 7a of the Form 55002013-01-01883
Number of retired or separated participants receiving benefits2013-01-01139
Number of other retired or separated participants entitled to future benefits2013-01-01550
Total of all active and inactive participants2013-01-011,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0121
Total participants2013-01-011,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,606
Total number of active participants reported on line 7a of the Form 55002012-01-01855
Number of retired or separated participants receiving benefits2012-01-01141
Number of other retired or separated participants entitled to future benefits2012-01-01547
Total of all active and inactive participants2012-01-011,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0119
Total participants2012-01-011,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,616
Total number of active participants reported on line 7a of the Form 55002011-01-01893
Number of retired or separated participants receiving benefits2011-01-01134
Number of other retired or separated participants entitled to future benefits2011-01-01532
Total of all active and inactive participants2011-01-011,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-011,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,641
Total number of active participants reported on line 7a of the Form 55002009-01-01919
Number of retired or separated participants receiving benefits2009-01-01120
Number of other retired or separated participants entitled to future benefits2009-01-01546
Total of all active and inactive participants2009-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-011,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN

Measure Date Value
2022 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,866,686
Total unrealized appreciation/depreciation of assets2022-12-31$-1,866,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$242,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,464
Total income from all sources (including contributions)2022-12-31$62,062,517
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$62,076,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,460,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$160,299,747
Value of total assets at beginning of year2022-12-31$160,076,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,616,063
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$857,871
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$857,871
Administrative expenses professional fees incurred2022-12-31$289,855
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$248,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,880,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$242,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,464
Other income not declared elsewhere2022-12-31$90,468,342
Administrative expenses (other) incurred2022-12-31$802,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,238
Value of net assets at end of year (total assets less liabilities)2022-12-31$160,057,394
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$160,071,632
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$35,421,201
Assets. partnership/joint venture interests at beginning of year2022-12-31$26,298,059
Investment advisory and management fees2022-12-31$152,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,649,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$113,213,361
Value of interest in common/collective trusts at end of year2022-12-31$83,981,174
Value of interest in common/collective trusts at beginning of year2022-12-31$4,683,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,689,834
Net investment gain or loss from common/collective trusts2022-12-31$-11,707,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,460,692
Contract administrator fees2022-12-31$372,153
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$101,832
Aggregate carrying amount (costs) on sale of assets2022-12-31$101,832
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565598
2021 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$298,059
Total unrealized appreciation/depreciation of assets2021-12-31$298,059
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,562,527
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,366,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,711,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$160,076,096
Value of total assets at beginning of year2021-12-31$169,875,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,654,472
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,551,412
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$1,551,412
Administrative expenses professional fees incurred2021-12-31$640,582
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,880,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$832,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-9,803,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$160,071,632
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$169,875,270
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$26,298,059
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$152,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$113,213,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$4,683,732
Value of interest in common/collective trusts at beginning of year2021-12-31$0
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$82,875,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,040,191
Net investment gain or loss from common/collective trusts2021-12-31$79,777
Net gain/loss from 103.12 investment entities2021-12-31$5,593,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$87,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,711,693
Contract administrator fees2021-12-31$28,839
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565598
2020 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$-38,945,496
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,006,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,509,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$87,000,000
Value of total assets at end of year2020-12-31$169,875,270
Value of total assets at beginning of year2020-12-31$219,827,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$497,416
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$323,565
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-49,952,466
Value of net assets at end of year (total assets less liabilities)2020-12-31$169,875,270
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$219,827,736
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
Investment advisory and management fees2020-12-31$100,919
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$82,875,270
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$219,827,736
Net gain/loss from 103.12 investment entities2020-12-31$-125,945,496
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
Contributions received in cash from employer2020-12-31$87,000,000
Employer contributions (assets) at end of year2020-12-31$87,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,509,554
Contract administrator fees2020-12-31$72,932
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$49,832,242
Total income from all sources (including contributions)2019-12-31$49,832,242
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,212,063
Total of all expenses incurred2019-12-31$16,212,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,945,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,945,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$219,827,736
Value of total assets at end of year2019-12-31$219,827,736
Value of total assets at beginning of year2019-12-31$186,207,557
Value of total assets at beginning of year2019-12-31$186,207,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,514
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$117,690
Administrative expenses professional fees incurred2019-12-31$117,690
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
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
Value of net income/loss2019-12-31$33,620,179
Value of net income/loss2019-12-31$33,620,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$219,827,736
Value of net assets at end of year (total assets less liabilities)2019-12-31$219,827,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$186,207,557
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$186,207,557
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
Investment advisory and management fees2019-12-31$100,746
Investment advisory and management fees2019-12-31$100,746
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$219,827,736
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$219,827,736
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$186,207,557
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$186,207,557
Net gain/loss from 103.12 investment entities2019-12-31$49,832,242
Net gain/loss from 103.12 investment entities2019-12-31$49,832,242
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,945,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,945,549
Contract administrator fees2019-12-31$48,078
Contract administrator fees2019-12-31$48,078
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
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 name2019-12-31GRANT THORNTON, LLP
Accountancy firm name2019-12-31GRANT THORNTON, LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-15,503,950
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,348,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,014,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$186,207,557
Value of total assets at beginning of year2018-12-31$220,059,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$334,426
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$130,621
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,852,396
Value of net assets at end of year (total assets less liabilities)2018-12-31$186,207,557
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$220,059,953
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
Investment advisory and management fees2018-12-31$151,937
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$186,207,557
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$220,059,953
Net gain/loss from 103.12 investment entities2018-12-31$-15,503,950
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,014,020
Contract administrator fees2018-12-31$51,868
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
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 name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$35,037,859
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,223,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,915,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$220,059,953
Value of total assets at beginning of year2017-12-31$195,246,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$308,813
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$127,203
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
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$24,813,873
Value of net assets at end of year (total assets less liabilities)2017-12-31$220,059,953
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$195,246,080
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
Investment advisory and management fees2017-12-31$127,502
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$220,059,953
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$195,246,080
Net gain/loss from 103.12 investment entities2017-12-31$35,037,859
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,915,173
Contract administrator fees2017-12-31$54,108
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
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 name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total transfer of assets from this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Expenses. Interest paid2017-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-09-30$0
Total income from all sources (including contributions)2017-09-30$577,378
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$133,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$114,827
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$232,749
Value of total assets at end of year2017-09-30$3,088,574
Value of total assets at beginning of year2017-09-30$2,644,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$18,428
Total interest from all sources2017-09-30$2,774
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$101,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$101,519
Assets. Real estate other than employer real property at end of year2017-09-30$0
Assets. Real estate other than employer real property at beginning of year2017-09-30$0
Administrative expenses professional fees incurred2017-09-30$7,929
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$275,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$168,591
Participant contributions at end of year2017-09-30$77,429
Participant contributions at beginning of year2017-09-30$76,942
Participant contributions at end of year2017-09-30$3,453
Participant contributions at beginning of year2017-09-30$2,989
Assets. Other investments not covered elsewhere at end of year2017-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Assets. Loans (other than to participants) at end of year2017-09-30$0
Assets. Loans (other than to participants) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$3,142
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at end of year2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Income. Non cash contributions2017-09-30$0
Value of net income/loss2017-09-30$444,123
Value of net assets at end of year (total assets less liabilities)2017-09-30$3,088,574
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,644,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$0
Assets. partnership/joint venture interests at beginning of year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$2,620,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$2,177,258
Value of interest in pooled separate accounts at end of year2017-09-30$0
Value of interest in pooled separate accounts at beginning of year2017-09-30$0
Interest on participant loans2017-09-30$2,774
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$0
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Value of interest in master investment trust accounts at end of year2017-09-30$0
Value of interest in master investment trust accounts at beginning of year2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$385,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$386,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$386,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Asset value of US Government securities at end of year2017-09-30$0
Asset value of US Government securities at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$237,194
Net investment gain/loss from pooled separate accounts2017-09-30$0
Net investment gain or loss from common/collective trusts2017-09-30$0
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$0
Assets. Invements in employer securities at beginning of year2017-09-30$0
Assets. Value of employer real property at end of year2017-09-30$0
Assets. Value of employer real property at beginning of year2017-09-30$0
Contributions received in cash from employer2017-09-30$64,158
Employer contributions (assets) at end of year2017-09-30$1,228
Employer contributions (assets) at beginning of year2017-09-30$1,121
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$114,827
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$0
Contract administrator fees2017-09-30$10,499
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$0
Liabilities. Value of benefit claims payable at end of year2017-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-09-30431947695
2016 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$19,661,654
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,942,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,648,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$195,246,080
Value of total assets at beginning of year2016-12-31$185,527,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$294,099
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$135,774
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
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$9,718,824
Value of net assets at end of year (total assets less liabilities)2016-12-31$195,246,080
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$185,527,256
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
Investment advisory and management fees2016-12-31$119,428
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$195,246,080
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$185,527,256
Net gain/loss from 103.12 investment entities2016-12-31$19,661,654
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,648,731
Contract administrator fees2016-12-31$38,897
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 OF KANSAS CITY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,227,237
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,037,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,633,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$185,527,256
Value of total assets at beginning of year2015-12-31$188,337,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$403,905
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$150,764
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,810,532
Value of net assets at end of year (total assets less liabilities)2015-12-31$185,527,256
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$188,337,788
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
Investment advisory and management fees2015-12-31$216,269
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$185,527,256
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$188,337,788
Net gain/loss from 103.12 investment entities2015-12-31$3,227,237
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,633,864
Contract administrator fees2015-12-31$36,872
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 OF KANSAS CITY PENSION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,494,885
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,375,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,868,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$188,337,788
Value of total assets at beginning of year2014-12-31$214,217,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$506,694
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$55,402
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-25,880,210
Value of net assets at end of year (total assets less liabilities)2014-12-31$188,337,788
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$214,217,998
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
Investment advisory and management fees2014-12-31$426,338
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$188,337,788
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$214,217,998
Net gain/loss from 103.12 investment entities2014-12-31$16,494,885
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,868,401
Contract administrator fees2014-12-31$24,954
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 OF KANSAS CITY PENSION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$21,677,909
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,367,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,895,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$214,217,998
Value of total assets at beginning of year2013-12-31$205,907,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$472,143
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$48,611
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
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$8,310,250
Value of net assets at end of year (total assets less liabilities)2013-12-31$214,217,998
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$205,907,748
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
Investment advisory and management fees2013-12-31$400,139
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$214,217,998
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$149,907,748
Net gain/loss from 103.12 investment entities2013-12-31$21,677,909
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
Employer contributions (assets) at beginning of year2013-12-31$56,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,895,516
Contract administrator fees2013-12-31$23,393
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 OF KANSAS CITY PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$75,753,994
Total of all expenses incurred2012-12-31$18,944,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,565,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$56,000,000
Value of total assets at end of year2012-12-31$205,907,748
Value of total assets at beginning of year2012-12-31$149,098,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$379,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$68,560
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$56,809,042
Value of net assets at end of year (total assets less liabilities)2012-12-31$205,907,748
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$149,098,706
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
Investment advisory and management fees2012-12-31$289,608
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$149,907,748
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$123,098,706
Net gain/loss from 103.12 investment entities2012-12-31$19,753,994
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$56,000,000
Employer contributions (assets) at end of year2012-12-31$56,000,000
Employer contributions (assets) at beginning of year2012-12-31$26,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,565,532
Contract administrator fees2012-12-31$21,252
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 OF KANSAS CITY PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$28,368,899
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,722,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,397,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,000,000
Value of total assets at end of year2011-12-31$149,098,706
Value of total assets at beginning of year2011-12-31$132,452,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$324,517
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$61,137
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
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$16,646,476
Value of net assets at end of year (total assets less liabilities)2011-12-31$149,098,706
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$132,452,230
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
Investment advisory and management fees2011-12-31$238,217
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$123,098,706
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$129,452,230
Net gain/loss from 103.12 investment entities2011-12-31$2,368,899
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$26,000,000
Employer contributions (assets) at end of year2011-12-31$26,000,000
Employer contributions (assets) at beginning of year2011-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,397,906
Contract administrator fees2011-12-31$25,163
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 OF KANSAS CITY PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$27,560,580
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,531,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,179,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,700,000
Value of total assets at end of year2010-12-31$132,452,230
Value of total assets at beginning of year2010-12-31$119,423,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$352,049
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$71,964
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,028,876
Value of net assets at end of year (total assets less liabilities)2010-12-31$132,452,230
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$119,423,354
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
Investment advisory and management fees2010-12-31$257,340
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$129,452,230
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$108,423,354
Net gain/loss from 103.12 investment entities2010-12-31$15,860,580
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$11,700,000
Employer contributions (assets) at end of year2010-12-31$3,000,000
Employer contributions (assets) at beginning of year2010-12-31$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,179,655
Contract administrator fees2010-12-31$22,745
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
2009 : BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN

2022: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN 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 KANSAS CITY PENSION PLAN 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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