?>
Logo

EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANTHEM HOLDING CORP. has sponsored the creation of one or more 401k plans.

Company Name:ANTHEM HOLDING CORP.
Employer identification number (EIN):611459939
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KALEIGH SEIDEL2023-10-16
0012021-01-01KALEIGH SEIDEL2022-10-14
0012020-01-01SEAN GRAY2021-10-15
0012019-01-01SEAN GRAY2020-10-14
0012018-01-01MARK T. SABIN2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK T. SABIN
0012013-01-01MARK T. SABIN
0012012-01-01R. DAVID KRETSCHMER
0012011-01-01R. DAVID KRETSCHMER
0012009-01-01R. DAVID KRETSCHMER

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA

Measure Date Value
2022: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2022 401k membership
Market value of plan assets2022-12-3149,378,629
Acturial value of plan assets2022-12-3147,874,909
Funding target for retired participants and beneficiaries receiving payment2022-12-3121,600,922
Number of terminated vested participants2022-12-31376
Fundng target for terminated vested participants2022-12-318,444,402
Active participant vested funding target2022-12-316,675,571
Number of active participants2022-12-3135
Total funding liabilities for active participants2022-12-317,066,472
Total participant count2022-12-311,003
Total funding target for all participants2022-12-3137,111,796
Balance at beginning of prior year after applicable adjustments2022-12-312,176,980
Prefunding balance at beginning of prior year after applicable adjustments2022-12-314,104,120
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,176,980
Amount remaining of prefunding balance2022-12-314,104,120
Present value of excess contributions2022-12-31391,964
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31413,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31413,875
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-312,426,244
Balance of prefunding at beginning of current year2022-12-314,987,917
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31653,781
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,003
Total number of active participants reported on line 7a of the Form 55002022-01-0133
Number of retired or separated participants receiving benefits2022-01-01590
Number of other retired or separated participants entitled to future benefits2022-01-01306
Total of all active and inactive participants2022-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0151
Total participants2022-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2021 401k membership
Market value of plan assets2021-12-3145,982,641
Acturial value of plan assets2021-12-3145,155,870
Funding target for retired participants and beneficiaries receiving payment2021-12-3120,090,094
Number of terminated vested participants2021-12-31400
Fundng target for terminated vested participants2021-12-318,416,798
Active participant vested funding target2021-12-316,674,549
Number of active participants2021-12-3138
Total funding liabilities for active participants2021-12-317,065,490
Total participant count2021-12-311,019
Total funding target for all participants2021-12-3135,572,382
Balance at beginning of prior year after applicable adjustments2021-12-312,068,979
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-312,068,979
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-313,894,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-314,104,120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-314,104,120
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-312,176,980
Balance of prefunding at beginning of current year2021-12-314,104,120
Total employer contributions2021-12-31425,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31391,964
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31739,254
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31391,964
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,019
Total number of active participants reported on line 7a of the Form 55002021-01-0135
Number of retired or separated participants receiving benefits2021-01-01575
Number of other retired or separated participants entitled to future benefits2021-01-01340
Total of all active and inactive participants2021-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0153
Total participants2021-01-011,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2020 401k membership
Market value of plan assets2020-12-3141,863,594
Acturial value of plan assets2020-12-3141,521,798
Funding target for retired participants and beneficiaries receiving payment2020-12-3120,310,877
Number of terminated vested participants2020-12-31431
Fundng target for terminated vested participants2020-12-319,162,327
Active participant vested funding target2020-12-316,184,439
Number of active participants2020-12-3138
Total funding liabilities for active participants2020-12-316,520,853
Total participant count2020-12-311,034
Total funding target for all participants2020-12-3135,994,057
Balance at beginning of prior year after applicable adjustments2020-12-311,800,365
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-311,800,365
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-312,982,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-313,147,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-312,068,979
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-314,200,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,894,221
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31524,244
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-313,894,221
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,034
Total number of active participants reported on line 7a of the Form 55002020-01-0138
Number of retired or separated participants receiving benefits2020-01-01566
Number of other retired or separated participants entitled to future benefits2020-01-01367
Total of all active and inactive participants2020-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0148
Total participants2020-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2019 401k membership
Market value of plan assets2019-12-3135,727,311
Acturial value of plan assets2019-12-3138,382,767
Funding target for retired participants and beneficiaries receiving payment2019-12-3119,401,311
Number of terminated vested participants2019-12-31450
Fundng target for terminated vested participants2019-12-318,869,107
Active participant vested funding target2019-12-315,983,661
Number of active participants2019-12-3141
Total funding liabilities for active participants2019-12-316,291,543
Total participant count2019-12-311,048
Total funding target for all participants2019-12-3134,561,961
Balance at beginning of prior year after applicable adjustments2019-12-311,930,893
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-311,930,893
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-311,800,365
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-313,230,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,982,346
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31604,355
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-312,982,346
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,048
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-01551
Number of other retired or separated participants entitled to future benefits2019-01-01431
Total of all active and inactive participants2019-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-011,034
2018: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2018 401k membership
Market value of plan assets2018-12-3140,245,689
Acturial value of plan assets2018-12-3138,538,267
Funding target for retired participants and beneficiaries receiving payment2018-12-3117,352,075
Number of terminated vested participants2018-12-31483
Fundng target for terminated vested participants2018-12-316,754,379
Active participant vested funding target2018-12-317,799,432
Number of active participants2018-12-3146
Total funding liabilities for active participants2018-12-318,303,872
Total participant count2018-12-311,070
Total funding target for all participants2018-12-3132,410,326
Balance at beginning of prior year after applicable adjustments2018-12-311,715,282
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-311,715,282
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31431,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31457,257
Balance of carryovers at beginning of current year2018-12-311,930,893
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31573,688
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,070
Total number of active participants reported on line 7a of the Form 55002018-01-0141
Number of retired or separated participants receiving benefits2018-01-01542
Number of other retired or separated participants entitled to future benefits2018-01-01450
Total of all active and inactive participants2018-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2017 401k membership
Market value of plan assets2017-12-3137,037,806
Acturial value of plan assets2017-12-3137,513,894
Funding target for retired participants and beneficiaries receiving payment2017-12-3115,186,200
Number of terminated vested participants2017-12-31506
Fundng target for terminated vested participants2017-12-316,952,516
Active participant vested funding target2017-12-318,445,145
Number of active participants2017-12-3155
Total funding liabilities for active participants2017-12-318,932,564
Total participant count2017-12-311,090
Total funding target for all participants2017-12-3131,071,280
Balance at beginning of prior year after applicable adjustments2017-12-311,577,851
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,577,851
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31225,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31239,803
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-311,715,282
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31475,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31431,741
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31666,487
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31431,741
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,090
Total number of active participants reported on line 7a of the Form 55002017-01-0146
Number of retired or separated participants receiving benefits2017-01-01525
Number of other retired or separated participants entitled to future benefits2017-01-01483
Total of all active and inactive participants2017-01-011,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2016 401k membership
Market value of plan assets2016-12-3135,370,284
Acturial value of plan assets2016-12-3137,726,746
Funding target for retired participants and beneficiaries receiving payment2016-12-3113,316,757
Number of terminated vested participants2016-12-31531
Fundng target for terminated vested participants2016-12-317,222,370
Active participant vested funding target2016-12-318,377,108
Number of active participants2016-12-3161
Total funding liabilities for active participants2016-12-318,929,912
Total participant count2016-12-311,098
Total funding target for all participants2016-12-3129,469,039
Balance at beginning of prior year after applicable adjustments2016-12-311,594,917
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,594,917
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31252,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31268,165
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,577,851
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31250,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31225,995
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31548,548
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31225,995
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,098
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-01514
Number of other retired or separated participants entitled to future benefits2016-01-01506
Total of all active and inactive participants2016-01-011,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-011,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2015 401k membership
Total participants, beginning-of-year2015-01-011,105
Total number of active participants reported on line 7a of the Form 55002015-01-0161
Number of retired or separated participants receiving benefits2015-01-01492
Number of other retired or separated participants entitled to future benefits2015-01-01531
Total of all active and inactive participants2015-01-011,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-011,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2014 401k membership
Total participants, beginning-of-year2014-01-011,137
Total number of active participants reported on line 7a of the Form 55002014-01-0167
Number of retired or separated participants receiving benefits2014-01-01462
Number of other retired or separated participants entitled to future benefits2014-01-01564
Total of all active and inactive participants2014-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-011,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2013 401k membership
Total participants, beginning-of-year2013-01-011,137
Total number of active participants reported on line 7a of the Form 55002013-01-0169
Number of retired or separated participants receiving benefits2013-01-01437
Number of other retired or separated participants entitled to future benefits2013-01-01618
Total of all active and inactive participants2013-01-011,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-011,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2012 401k membership
Total participants, beginning-of-year2012-01-011,146
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-01413
Number of other retired or separated participants entitled to future benefits2012-01-01629
Total of all active and inactive participants2012-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-011,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2011 401k membership
Total participants, beginning-of-year2011-01-011,151
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-01640
Number of other retired or separated participants entitled to future benefits2011-01-01395
Total of all active and inactive participants2011-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-011,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2009 401k membership
Total participants, beginning-of-year2009-01-011,177
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of retired or separated participants receiving benefits2009-01-01711
Number of other retired or separated participants entitled to future benefits2009-01-01344
Total of all active and inactive participants2009-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA

Measure Date Value
2022 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-7,724,496
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,316,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,159,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$39,348,738
Value of total assets at beginning of year2022-12-31$49,389,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$157,455
Total interest from all sources2022-12-31$112
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,015,068
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$1,015,068
Administrative expenses professional fees incurred2022-12-31$26,198
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
Administrative expenses (other) incurred2022-12-31$131,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,041,006
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,348,738
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,389,744
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,014,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,616,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$334,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$347,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$347,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,739,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$425,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,159,055
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 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$5,469,737
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,158,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,000,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$425,000
Value of total assets at end of year2021-12-31$49,389,744
Value of total assets at beginning of year2021-12-31$46,078,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,766
Total interest from all sources2021-12-31$279
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$805,505
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$805,505
Administrative expenses professional fees incurred2021-12-31$34,341
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$123,425
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$3,311,227
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,389,744
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,078,517
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,616,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,547,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$347,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$331,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$331,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,238,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$425,000
Employer contributions (assets) at end of year2021-12-31$425,000
Employer contributions (assets) at beginning of year2021-12-31$4,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,000,744
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 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$6,245,030
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,112,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,959,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,200,000
Value of total assets at end of year2020-12-31$46,078,517
Value of total assets at beginning of year2020-12-31$41,946,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,627
Total interest from all sources2020-12-31$805
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$575,194
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$575,194
Administrative expenses professional fees incurred2020-12-31$18,867
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$133,760
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$4,132,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,078,517
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,946,026
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,547,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,483,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$331,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$232,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$232,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,469,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,200,000
Employer contributions (assets) at end of year2020-12-31$4,200,000
Employer contributions (assets) at beginning of year2020-12-31$3,230,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,959,912
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 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$8,400,076
Total income from all sources (including contributions)2019-12-31$8,400,076
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$2,181,361
Total of all expenses incurred2019-12-31$2,181,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,105,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,105,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,230,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,230,000
Value of total assets at end of year2019-12-31$41,946,026
Value of total assets at end of year2019-12-31$41,946,026
Value of total assets at beginning of year2019-12-31$35,727,311
Value of total assets at beginning of year2019-12-31$35,727,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,810
Total interest from all sources2019-12-31$4,551
Total interest from all sources2019-12-31$4,551
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$813,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$813,138
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$813,138
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$813,138
Administrative expenses professional fees incurred2019-12-31$10,478
Administrative expenses professional fees incurred2019-12-31$10,478
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$65,332
Administrative expenses (other) incurred2019-12-31$65,332
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$6,218,715
Value of net income/loss2019-12-31$6,218,715
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,946,026
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,946,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,727,311
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,727,311
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,483,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,483,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,582,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,582,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$232,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$232,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$144,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$144,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$144,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$144,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,352,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,352,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,230,000
Contributions received in cash from employer2019-12-31$3,230,000
Employer contributions (assets) at end of year2019-12-31$3,230,000
Employer contributions (assets) at end of year2019-12-31$3,230,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,105,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,105,551
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 name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,619,729
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,916,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,806,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$35,727,311
Value of total assets at beginning of year2018-12-31$40,263,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,963
Total interest from all sources2018-12-31$4,927
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$879,138
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$879,138
Administrative expenses professional fees incurred2018-12-31$4,209
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$236
Administrative expenses (other) incurred2018-12-31$105,754
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$100,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,536,121
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,727,311
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,263,432
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,582,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,407,307
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$280,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$144,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,503,794
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$475,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,806,429
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,010,662
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,795,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,646,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$475,000
Value of total assets at end of year2017-12-31$40,263,432
Value of total assets at beginning of year2017-12-31$37,048,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$149,206
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$672,300
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$672,300
Administrative expenses professional fees incurred2017-12-31$40,156
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$132
Administrative expenses (other) incurred2017-12-31$109,050
Total non interest bearing cash at end of year2017-12-31$100,000
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,215,428
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,263,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,048,004
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$39,407,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,574,136
Value of interest in common/collective trusts at end of year2017-12-31$280,889
Value of interest in common/collective trusts at beginning of year2017-12-31$223,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,860,871
Net investment gain or loss from common/collective trusts2017-12-31$2,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$475,000
Employer contributions (assets) at end of year2017-12-31$475,000
Employer contributions (assets) at beginning of year2017-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,646,028
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,251,260
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,585,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,443,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$250,000
Value of total assets at end of year2016-12-31$37,048,004
Value of total assets at beginning of year2016-12-31$35,382,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$142,078
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$588,207
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$588,207
Administrative expenses professional fees incurred2016-12-31$40,740
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$46
Administrative expenses (other) incurred2016-12-31$101,338
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$1,665,886
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,048,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,382,118
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,574,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,748,916
Value of interest in common/collective trusts at end of year2016-12-31$223,736
Value of interest in common/collective trusts at beginning of year2016-12-31$353,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,412,012
Net investment gain or loss from common/collective trusts2016-12-31$1,041
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$250,000
Employer contributions (assets) at end of year2016-12-31$250,000
Employer contributions (assets) at beginning of year2016-12-31$280,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,443,296
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-107,993
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,445,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,334,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$280,000
Value of total assets at end of year2015-12-31$35,382,118
Value of total assets at beginning of year2015-12-31$36,936,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$111,232
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$499,789
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$499,789
Administrative expenses professional fees incurred2015-12-31$25,286
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$85,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,553,953
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,382,118
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,936,071
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,748,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,812,020
Value of interest in common/collective trusts at end of year2015-12-31$353,156
Value of interest in common/collective trusts at beginning of year2015-12-31$124,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-887,893
Net investment gain or loss from common/collective trusts2015-12-31$111
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$280,000
Employer contributions (assets) at end of year2015-12-31$280,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,334,728
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,201,466
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,384,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,267,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$36,936,071
Value of total assets at beginning of year2014-12-31$37,119,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$117,220
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$571,666
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$571,666
Administrative expenses professional fees incurred2014-12-31$38,142
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$79,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-183,078
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,936,071
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,119,149
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$36,812,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,010,553
Value of interest in common/collective trusts at end of year2014-12-31$124,051
Value of interest in common/collective trusts at beginning of year2014-12-31$108,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$629,800
Net investment gain or loss from common/collective trusts2014-12-31$0
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,267,324
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,856,971
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,342,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,229,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$37,119,149
Value of total assets at beginning of year2013-12-31$33,604,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$112,678
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$445,196
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$445,196
Administrative expenses professional fees incurred2013-12-31$22,008
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2
Administrative expenses (other) incurred2013-12-31$90,670
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$3,514,705
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,119,149
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,604,444
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$37,010,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,903,588
Value of interest in common/collective trusts at end of year2013-12-31$108,596
Value of interest in common/collective trusts at beginning of year2013-12-31$100,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,411,769
Net investment gain or loss from common/collective trusts2013-12-31$6
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,229,588
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$5,581,086
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,249,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,149,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,600,000
Value of total assets at end of year2012-12-31$33,604,444
Value of total assets at beginning of year2012-12-31$29,273,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100,621
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$444,063
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$444,063
Administrative expenses professional fees incurred2012-12-31$21,488
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$79,133
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$4,331,428
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,604,444
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,273,016
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$30,903,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,577,513
Value of interest in common/collective trusts at end of year2012-12-31$100,854
Value of interest in common/collective trusts at beginning of year2012-12-31$188,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,536,994
Net investment gain or loss from common/collective trusts2012-12-31$29
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$2,600,000
Employer contributions (assets) at end of year2012-12-31$2,600,000
Employer contributions (assets) at beginning of year2012-12-31$4,506,530
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,149,037
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7
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 name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,852,357
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,100,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,018,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,506,530
Value of total assets at end of year2011-12-31$29,273,016
Value of total assets at beginning of year2011-12-31$26,521,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$82,267
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$405,844
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$405,844
Administrative expenses professional fees incurred2011-12-31$22,060
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2
Administrative expenses (other) incurred2011-12-31$60,207
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$2,752,003
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,273,016
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,521,013
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$24,577,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,293,672
Value of interest in common/collective trusts at end of year2011-12-31$188,966
Value of interest in common/collective trusts at beginning of year2011-12-31$27,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,060,015
Net investment gain or loss from common/collective trusts2011-12-31$-2
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$4,506,530
Employer contributions (assets) at end of year2011-12-31$4,506,530
Employer contributions (assets) at beginning of year2011-12-31$1,200,000
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,018,087
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$18
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 name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$9
Total unrealized appreciation/depreciation of assets2010-12-31$9
Total transfer of assets from this plan2010-12-31$41,195
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$4,301,087
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$988,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$944,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,200,000
Value of total assets at end of year2010-12-31$26,521,013
Value of total assets at beginning of year2010-12-31$23,250,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,979
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$429,811
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$429,811
Administrative expenses professional fees incurred2010-12-31$21,918
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$19
Administrative expenses (other) incurred2010-12-31$23,061
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$3,312,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,521,013
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,250,106
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$25,293,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,193,028
Value of interest in common/collective trusts at end of year2010-12-31$27,321
Value of interest in common/collective trusts at beginning of year2010-12-31$1,057,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,670,834
Net investment gain or loss from common/collective trusts2010-12-31$433
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$1,200,000
Employer contributions (assets) at end of year2010-12-31$1,200,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$944,006
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$18
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$9
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA

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

Potentially related plans

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

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

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

See full terms and conditions

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