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BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 401k Plan overview

Plan NameBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN
Plan identification number 003

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ATLANTIC MEDICAL MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:ATLANTIC MEDICAL MANAGEMENT LLC
Employer identification number (EIN):560894904
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ATLANTIC MEDICAL MANAGEMENT LLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0166498

More information about ATLANTIC MEDICAL MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MICHAEL O'CONNOR
0032016-01-01MICHAEL O'CONNOR
0032015-01-01MICHAEL O'CONNOR
0032014-01-01MICHAEL O'CONNOR
0032014-01-01MICHAEL O'CONNOR
0032013-01-01MICHAEL O'CONNOR MICHAEL O'CONNOR2014-10-14
0032012-01-01MICHAEL O'CONNOR MICHAEL O'CONNOR2013-10-24
0032011-01-01MICHAEL O'CONNOR MICHAEL O'CONNOR2012-10-14
0032009-01-01MICHAEL O'CONNOR MICHAEL O'CONNOR2010-10-13

Plan Statistics for BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN

401k plan membership statisitcs for BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN

Measure Date Value
2022: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,846
Total number of active participants reported on line 7a of the Form 55002022-01-015,138
Number of retired or separated participants receiving benefits2022-01-01210
Number of other retired or separated participants entitled to future benefits2022-01-012,008
Total of all active and inactive participants2022-01-017,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0156
Total participants2022-01-017,412
Number of participants with account balances2022-01-017,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0157
2021: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,817
Total number of active participants reported on line 7a of the Form 55002021-01-015,029
Number of retired or separated participants receiving benefits2021-01-0145
Number of other retired or separated participants entitled to future benefits2021-01-011,751
Total of all active and inactive participants2021-01-016,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-016,846
Number of participants with account balances2021-01-016,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01138
2020: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,605
Total number of active participants reported on line 7a of the Form 55002020-01-015,160
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-011,612
Total of all active and inactive participants2020-01-016,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-016,817
Number of participants with account balances2020-01-016,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,412
Total number of active participants reported on line 7a of the Form 55002019-01-014,889
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-011,659
Total of all active and inactive participants2019-01-016,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-016,605
Number of participants with account balances2019-01-016,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0167
2018: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,393
Total number of active participants reported on line 7a of the Form 55002018-01-014,759
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-011,602
Total of all active and inactive participants2018-01-016,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0120
Total participants2018-01-016,412
Number of participants with account balances2018-01-016,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01129
2017: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,406
Total number of active participants reported on line 7a of the Form 55002017-01-014,821
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-011,527
Total of all active and inactive participants2017-01-016,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0121
Total participants2017-01-016,393
Number of participants with account balances2017-01-016,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01102
2016: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,358
Total number of active participants reported on line 7a of the Form 55002016-01-014,958
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-011,411
Total of all active and inactive participants2016-01-016,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-016,406
Number of participants with account balances2016-01-016,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0165
2015: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,164
Total number of active participants reported on line 7a of the Form 55002015-01-014,793
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-011,530
Total of all active and inactive participants2015-01-016,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-016,358
Number of participants with account balances2015-01-016,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01128
2014: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,967
Total number of active participants reported on line 7a of the Form 55002014-01-014,856
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-011,280
Total of all active and inactive participants2014-01-016,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-016,164
Number of participants with account balances2014-01-016,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01227
2013: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,119
Total number of active participants reported on line 7a of the Form 55002013-01-014,732
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-011,215
Total of all active and inactive participants2013-01-015,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-015,967
Number of participants with account balances2013-01-015,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01122
2012: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,901
Total number of active participants reported on line 7a of the Form 55002012-01-013,108
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01992
Total of all active and inactive participants2012-01-014,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-014,119
Number of participants with account balances2012-01-013,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01205
2011: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,779
Total number of active participants reported on line 7a of the Form 55002011-01-012,996
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01891
Total of all active and inactive participants2011-01-013,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-013,901
Number of participants with account balances2011-01-013,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0179
2009: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,987
Total number of active participants reported on line 7a of the Form 55002009-01-013,118
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01659
Total of all active and inactive participants2009-01-013,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,782
Number of participants with account balances2009-01-013,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01172

Financial Data on BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN

Measure Date Value
2022 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$106,950,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-88,822,284
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$89,209,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$88,677,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$121,268,827
Value of total assets at end of year2022-12-31$1,091,767,775
Value of total assets at beginning of year2022-12-31$1,162,848,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$531,213
Total interest from all sources2022-12-31$515,977
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,835,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,835,440
Administrative expenses professional fees incurred2022-12-31$16,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$45,426,829
Participant contributions at end of year2022-12-31$13,360,788
Participant contributions at beginning of year2022-12-31$13,955,061
Assets. Other investments not covered elsewhere at end of year2022-12-31$44,152,423
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$50,039,051
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,548,512
Other income not declared elsewhere2022-12-31$-11,333,253
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$-178,031,435
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,091,767,775
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,162,848,626
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
Investment advisory and management fees2022-12-31$483,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$183,442,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$208,553,591
Value of interest in pooled separate accounts at end of year2022-12-31$164,829,056
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,696,720
Interest on participant loans2022-12-31$515,977
Value of interest in common/collective trusts at end of year2022-12-31$685,982,563
Value of interest in common/collective trusts at beginning of year2022-12-31$867,854,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,655,891
Net investment gain/loss from pooled separate accounts2022-12-31$940,540
Net investment gain or loss from common/collective trusts2022-12-31$-169,393,924
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$24,293,486
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$18,749,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$88,677,938
Contract administrator fees2022-12-31$31,213
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREERWALKER
Accountancy firm EIN2022-12-31561434747
2021 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$231,240,299
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$71,158,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$70,670,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$89,742,200
Value of total assets at end of year2021-12-31$1,162,848,626
Value of total assets at beginning of year2021-12-31$1,002,766,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$488,411
Total interest from all sources2021-12-31$571,520
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,748,193
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$7,748,193
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$41,570,653
Participant contributions at end of year2021-12-31$13,955,061
Participant contributions at beginning of year2021-12-31$13,884,890
Assets. Other investments not covered elsewhere at end of year2021-12-31$50,039,051
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$43,552,445
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,163,332
Other income not declared elsewhere2021-12-31$5,527,665
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$160,081,758
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,162,848,626
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,002,766,868
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
Investment advisory and management fees2021-12-31$454,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$208,553,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$171,818,156
Value of interest in pooled separate accounts at end of year2021-12-31$3,696,720
Interest on participant loans2021-12-31$571,520
Value of interest in common/collective trusts at end of year2021-12-31$867,854,312
Value of interest in common/collective trusts at beginning of year2021-12-31$754,059,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,358,057
Net investment gain/loss from pooled separate accounts2021-12-31$27,715
Net investment gain or loss from common/collective trusts2021-12-31$118,264,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$41,008,215
Employer contributions (assets) at end of year2021-12-31$18,749,891
Employer contributions (assets) at beginning of year2021-12-31$19,452,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$70,670,130
Contract administrator fees2021-12-31$33,510
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 name2021-12-31GREERWALKER
Accountancy firm EIN2021-12-31561434747
2020 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) 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$251,168,596
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$48,568,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,238,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$88,768,041
Value of total assets at end of year2020-12-31$1,002,766,868
Value of total assets at beginning of year2020-12-31$800,166,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$329,880
Total interest from all sources2020-12-31$635,704
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,167,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,167,896
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$38,565,330
Participant contributions at end of year2020-12-31$13,884,890
Participant contributions at beginning of year2020-12-31$14,250,879
Assets. Other investments not covered elsewhere at end of year2020-12-31$43,552,445
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$28,645,267
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,355,966
Other income not declared elsewhere2020-12-31$8,737,493
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$202,600,170
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,002,766,868
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$800,166,698
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$289,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$171,818,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$121,149,773
Interest on participant loans2020-12-31$635,704
Value of interest in common/collective trusts at end of year2020-12-31$754,059,339
Value of interest in common/collective trusts at beginning of year2020-12-31$607,781,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,817,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,817,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,921,916
Net investment gain or loss from common/collective trusts2020-12-31$137,937,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$40,846,745
Employer contributions (assets) at end of year2020-12-31$19,452,038
Employer contributions (assets) at beginning of year2020-12-31$16,521,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,238,546
Contract administrator fees2020-12-31$40,336
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREERWALKER
Accountancy firm EIN2020-12-31561434747
2019 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) 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$219,551,094
Total income from all sources (including contributions)2019-12-31$219,551,094
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$44,974,004
Total of all expenses incurred2019-12-31$44,974,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,696,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,696,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$74,501,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$74,501,140
Value of total assets at end of year2019-12-31$800,166,698
Value of total assets at end of year2019-12-31$800,166,698
Value of total assets at beginning of year2019-12-31$625,589,608
Value of total assets at beginning of year2019-12-31$625,589,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$277,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$277,561
Total interest from all sources2019-12-31$769,294
Total interest from all sources2019-12-31$769,294
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,317,514
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,317,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,317,514
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,317,514
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$32,176,823
Contributions received from participants2019-12-31$32,176,823
Participant contributions at end of year2019-12-31$14,250,879
Participant contributions at end of year2019-12-31$14,250,879
Participant contributions at beginning of year2019-12-31$13,037,189
Participant contributions at beginning of year2019-12-31$13,037,189
Assets. Other investments not covered elsewhere at end of year2019-12-31$28,645,267
Assets. Other investments not covered elsewhere at end of year2019-12-31$28,645,267
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$23,188,817
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$23,188,817
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,457,757
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,457,757
Other income not declared elsewhere2019-12-31$4,643,447
Other income not declared elsewhere2019-12-31$4,643,447
Administrative expenses (other) incurred2019-12-31$29,538
Administrative expenses (other) incurred2019-12-31$29,538
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$174,577,090
Value of net income/loss2019-12-31$174,577,090
Value of net assets at end of year (total assets less liabilities)2019-12-31$800,166,698
Value of net assets at end of year (total assets less liabilities)2019-12-31$800,166,698
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$625,589,608
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$625,589,608
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$189,545
Investment advisory and management fees2019-12-31$189,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$121,149,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$121,149,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,058,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,058,537
Interest on participant loans2019-12-31$591,456
Interest on participant loans2019-12-31$591,456
Value of interest in common/collective trusts at end of year2019-12-31$607,781,501
Value of interest in common/collective trusts at end of year2019-12-31$607,781,501
Value of interest in common/collective trusts at beginning of year2019-12-31$487,382,768
Value of interest in common/collective trusts at beginning of year2019-12-31$487,382,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,817,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,817,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,416,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,416,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,416,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,416,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$177,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$177,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,554,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,554,395
Net investment gain or loss from common/collective trusts2019-12-31$121,765,304
Net investment gain or loss from common/collective trusts2019-12-31$121,765,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$34,866,560
Contributions received in cash from employer2019-12-31$34,866,560
Employer contributions (assets) at end of year2019-12-31$16,521,322
Employer contributions (assets) at end of year2019-12-31$16,521,322
Employer contributions (assets) at beginning of year2019-12-31$16,505,384
Employer contributions (assets) at beginning of year2019-12-31$16,505,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,696,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,696,443
Contract administrator fees2019-12-31$58,478
Contract administrator fees2019-12-31$58,478
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREERWALKER LLP
Accountancy firm name2019-12-31GREERWALKER LLP
Accountancy firm EIN2019-12-31561434747
Accountancy firm EIN2019-12-31561434747
2018 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$86,313
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$27,760,803
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,180,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,899,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$63,944,201
Value of total assets at end of year2018-12-31$625,589,608
Value of total assets at beginning of year2018-12-31$636,923,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$281,146
Total interest from all sources2018-12-31$598,506
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,239,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,239,386
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$27,727,851
Participant contributions at end of year2018-12-31$13,037,189
Participant contributions at beginning of year2018-12-31$11,505,849
Assets. Other investments not covered elsewhere at end of year2018-12-31$23,188,817
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$23,287,249
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,580,793
Other income not declared elsewhere2018-12-31$-1,091,775
Administrative expenses (other) incurred2018-12-31$10,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,420,065
Value of net assets at end of year (total assets less liabilities)2018-12-31$625,589,608
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$636,923,360
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$76,058,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$435,274,949
Interest on participant loans2018-12-31$463,394
Value of interest in common/collective trusts at end of year2018-12-31$487,382,768
Value of interest in common/collective trusts at beginning of year2018-12-31$141,864,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,416,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,289,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,289,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$135,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,608,525
Net investment gain or loss from common/collective trusts2018-12-31$-37,320,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$32,635,557
Employer contributions (assets) at end of year2018-12-31$16,505,384
Employer contributions (assets) at beginning of year2018-12-31$15,700,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,899,722
Contract administrator fees2018-12-31$200,896
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREERWALKER LLP
Accountancy firm EIN2018-12-31561434747
2017 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,549,631
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$50,049
Total income from all sources (including contributions)2017-12-31$158,823,273
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$40,462,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$40,309,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$58,760,533
Value of total assets at end of year2017-12-31$636,923,360
Value of total assets at beginning of year2017-12-31$517,062,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$152,740
Total interest from all sources2017-12-31$420,582
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,401,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$23,401,926
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$24,976,825
Participant contributions at end of year2017-12-31$11,505,849
Participant contributions at beginning of year2017-12-31$10,763,172
Assets. Other investments not covered elsewhere at end of year2017-12-31$23,287,249
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$19,072,094
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,198,619
Other income not declared elsewhere2017-12-31$3,341,595
Administrative expenses (other) incurred2017-12-31$13,626
Liabilities. Value of operating payables at beginning of year2017-12-31$50,049
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$118,361,096
Value of net assets at end of year (total assets less liabilities)2017-12-31$636,923,360
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$517,012,633
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$435,274,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$345,900,136
Interest on participant loans2017-12-31$375,280
Value of interest in common/collective trusts at end of year2017-12-31$141,864,961
Value of interest in common/collective trusts at beginning of year2017-12-31$116,915,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,289,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,069,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,069,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$45,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$44,248,649
Net investment gain or loss from common/collective trusts2017-12-31$28,649,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$30,585,089
Employer contributions (assets) at end of year2017-12-31$15,700,682
Employer contributions (assets) at beginning of year2017-12-31$15,342,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$40,309,437
Contract administrator fees2017-12-31$69,114
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2017-12-31561285792
2016 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) 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$50,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$46,165
Total income from all sources (including contributions)2016-12-31$89,612,500
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$32,943,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,748,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$55,559,500
Value of total assets at end of year2016-12-31$517,062,682
Value of total assets at beginning of year2016-12-31$460,389,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$194,480
Total interest from all sources2016-12-31$348,399
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,668,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$12,668,258
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$23,416,441
Participant contributions at end of year2016-12-31$10,763,172
Participant contributions at beginning of year2016-12-31$10,544,172
Assets. Other investments not covered elsewhere at end of year2016-12-31$19,072,094
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,702,304
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,519,584
Other income not declared elsewhere2016-12-31$1,036,852
Administrative expenses (other) incurred2016-12-31$59,799
Liabilities. Value of operating payables at end of year2016-12-31$50,049
Liabilities. Value of operating payables at beginning of year2016-12-31$46,165
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$56,669,224
Value of net assets at end of year (total assets less liabilities)2016-12-31$517,012,633
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$460,343,409
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$65,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$345,900,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$302,241,747
Interest on participant loans2016-12-31$344,593
Value of interest in common/collective trusts at end of year2016-12-31$116,915,407
Value of interest in common/collective trusts at beginning of year2016-12-31$110,336,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,069,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,066,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,066,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,175,122
Net investment gain or loss from common/collective trusts2016-12-31$7,824,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$29,623,475
Employer contributions (assets) at end of year2016-12-31$15,342,287
Employer contributions (assets) at beginning of year2016-12-31$14,497,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,748,796
Contract administrator fees2016-12-31$69,481
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2016-12-31561285792
2015 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) 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$46,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$45,689
Total income from all sources (including contributions)2015-12-31$56,552,455
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$34,381,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,204,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$53,274,034
Value of total assets at end of year2015-12-31$460,389,574
Value of total assets at beginning of year2015-12-31$438,217,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176,474
Total interest from all sources2015-12-31$308,725
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,802,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,802,335
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$22,403,102
Participant contributions at end of year2015-12-31$10,544,172
Participant contributions at beginning of year2015-12-31$8,870,148
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,702,304
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,191,282
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,533,875
Other income not declared elsewhere2015-12-31$-164,820
Administrative expenses (other) incurred2015-12-31$60,046
Liabilities. Value of operating payables at end of year2015-12-31$46,165
Liabilities. Value of operating payables at beginning of year2015-12-31$45,689
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$22,171,136
Value of net assets at end of year (total assets less liabilities)2015-12-31$460,343,409
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$438,172,273
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$48,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$302,241,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$288,308,948
Interest on participant loans2015-12-31$306,508
Value of interest in common/collective trusts at end of year2015-12-31$110,336,849
Value of interest in common/collective trusts at beginning of year2015-12-31$103,610,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,066,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,394,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,394,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,694,716
Net investment gain or loss from common/collective trusts2015-12-31$5,026,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$28,337,057
Employer contributions (assets) at end of year2015-12-31$14,497,716
Employer contributions (assets) at beginning of year2015-12-31$15,842,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,204,845
Contract administrator fees2015-12-31$67,885
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2015-12-31561285792
2014 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) 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$45,689
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$79,692,351
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$49,891,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$49,719,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$53,390,422
Value of total assets at end of year2014-12-31$438,217,962
Value of total assets at beginning of year2014-12-31$408,371,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$171,381
Total interest from all sources2014-12-31$288,488
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25,754,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$25,754,817
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$21,377,419
Participant contributions at end of year2014-12-31$8,870,148
Participant contributions at beginning of year2014-12-31$8,952,065
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,191,282
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,588,820
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,765,801
Other income not declared elsewhere2014-12-31$306,671
Administrative expenses (other) incurred2014-12-31$171,381
Liabilities. Value of operating payables at end of year2014-12-31$45,689
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$29,801,037
Value of net assets at end of year (total assets less liabilities)2014-12-31$438,172,273
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$408,371,236
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$288,308,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$317,123,920
Interest on participant loans2014-12-31$287,675
Value of interest in common/collective trusts at end of year2014-12-31$103,610,690
Value of interest in common/collective trusts at beginning of year2014-12-31$53,360,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,394,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,830,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,830,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,995,284
Net investment gain or loss from common/collective trusts2014-12-31$4,947,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$29,247,202
Employer contributions (assets) at end of year2014-12-31$15,842,450
Employer contributions (assets) at beginning of year2014-12-31$6,516,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$49,719,933
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2014-12-31561285792
2013 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$165,692,261
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$67,738,828
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,471,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,433,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,196,294
Value of total assets at end of year2013-12-31$408,371,236
Value of total assets at beginning of year2013-12-31$190,411,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,749
Total interest from all sources2013-12-31$183,443
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,433,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,433,165
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$13,655,714
Participant contributions at end of year2013-12-31$8,952,065
Participant contributions at beginning of year2013-12-31$5,109,545
Participant contributions at beginning of year2013-12-31$370,326
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,588,820
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,251,788
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,895,673
Other income not declared elsewhere2013-12-31$1,167,079
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$52,267,291
Value of net assets at end of year (total assets less liabilities)2013-12-31$408,371,236
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$190,411,684
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$317,123,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$152,816,902
Interest on participant loans2013-12-31$183,101
Value of interest in common/collective trusts at end of year2013-12-31$53,360,195
Value of interest in common/collective trusts at beginning of year2013-12-31$16,079,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,830,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,046,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,046,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,974,492
Net investment gain or loss from common/collective trusts2013-12-31$2,784,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,644,907
Employer contributions (assets) at end of year2013-12-31$6,516,052
Employer contributions (assets) at beginning of year2013-12-31$5,737,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,433,788
Contract administrator fees2013-12-31$37,749
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2013-12-31561285792
2012 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$688,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$47,370,185
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,520,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,492,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,700,813
Value of total assets at end of year2012-12-31$190,411,684
Value of total assets at beginning of year2012-12-31$157,874,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,501
Total interest from all sources2012-12-31$161,033
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,400,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,400,687
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,694,174
Participant contributions at end of year2012-12-31$5,109,545
Participant contributions at beginning of year2012-12-31$4,981,831
Participant contributions at end of year2012-12-31$370,326
Participant contributions at beginning of year2012-12-31$351,728
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,251,788
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,816,275
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,839,998
Other income not declared elsewhere2012-12-31$532,195
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$31,849,425
Value of net assets at end of year (total assets less liabilities)2012-12-31$190,411,684
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$157,874,214
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$152,816,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$125,783,586
Interest on participant loans2012-12-31$160,436
Value of interest in common/collective trusts at end of year2012-12-31$16,079,240
Value of interest in common/collective trusts at beginning of year2012-12-31$13,080,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,046,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,257,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,257,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,471,074
Net investment gain or loss from common/collective trusts2012-12-31$1,104,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$14,166,641
Employer contributions (assets) at end of year2012-12-31$5,737,629
Employer contributions (assets) at beginning of year2012-12-31$5,602,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,492,259
Contract administrator fees2012-12-31$28,501
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2012-12-31561285792
2011 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-6,801
Total unrealized appreciation/depreciation of assets2011-12-31$-6,801
Total transfer of assets to this plan2011-12-31$1,284,938
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$22,153,230
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,381,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,363,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,554,959
Value of total assets at end of year2011-12-31$157,874,214
Value of total assets at beginning of year2011-12-31$146,817,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,547
Total interest from all sources2011-12-31$162,029
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,519,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,519,426
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,519,298
Participant contributions at end of year2011-12-31$4,981,831
Participant contributions at beginning of year2011-12-31$4,505,425
Participant contributions at end of year2011-12-31$351,728
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,816,275
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$982,100
Other income not declared elsewhere2011-12-31$-595,813
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$9,771,771
Value of net assets at end of year (total assets less liabilities)2011-12-31$157,874,214
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$146,817,505
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$125,783,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$118,152,000
Interest on participant loans2011-12-31$161,365
Value of interest in common/collective trusts at end of year2011-12-31$13,080,566
Value of interest in common/collective trusts at beginning of year2011-12-31$14,859,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,257,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,170,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,170,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,849,900
Net investment gain or loss from common/collective trusts2011-12-31$369,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$14,053,561
Employer contributions (assets) at end of year2011-12-31$5,602,870
Employer contributions (assets) at beginning of year2011-12-31$5,130,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,363,912
Contract administrator fees2011-12-31$17,547
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2011-12-31561285792
2010 : BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$188,345
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$41,980,767
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,840,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,824,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,638,458
Value of total assets at end of year2010-12-31$146,817,505
Value of total assets at beginning of year2010-12-31$112,488,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,906
Total interest from all sources2010-12-31$164,822
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,518,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,518,462
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,090,033
Participant contributions at end of year2010-12-31$4,505,425
Participant contributions at beginning of year2010-12-31$3,435,976
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$903,505
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$34,140,371
Value of net assets at end of year (total assets less liabilities)2010-12-31$146,817,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$112,488,789
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$118,152,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$87,258,533
Interest on participant loans2010-12-31$162,607
Value of interest in common/collective trusts at end of year2010-12-31$14,859,548
Value of interest in common/collective trusts at beginning of year2010-12-31$13,217,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,170,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,363,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,363,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,443,645
Net investment gain or loss from common/collective trusts2010-12-31$1,215,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,644,920
Employer contributions (assets) at end of year2010-12-31$5,130,202
Employer contributions (assets) at beginning of year2010-12-31$5,213,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,824,490
Contract administrator fees2010-12-31$15,906
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2010-12-31561285792

Form 5500 Responses for BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN

2022: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 NORTH CAROLINA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 NORTH CAROLINA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final 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 NORTH CAROLINA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) 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 NORTH CAROLINA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 NORTH CAROLINA 401(K) 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 NORTH CAROLINA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) 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 NORTH CAROLINA 401(K) 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32125
Policy instance 1
Insurance contract or identification numberGA32125
Number of Individuals Covered689
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32229
Policy instance 2
Insurance contract or identification numberGA32229
Number of Individuals Covered0
Insurance policy start date2022-12-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32125
Policy instance 1
Insurance contract or identification numberGA32125
Number of Individuals Covered255
Insurance policy start date2021-04-16
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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