?>
Logo

BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 401k Plan overview

Plan NameBLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM
Plan identification number 003

BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARING FOR MONTANANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARING FOR MONTANANS, INC.
Employer identification number (EIN):810216685
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01TERRENCE COONEY JERRY LUSK2015-10-13
0032013-01-01TERRENCE COONEY JERRY LUSK2015-01-21
0032012-01-01TERRENCE COONEY CHRIS MANGER2013-10-14
0032011-01-01DAVID MANUSZAK
0032010-01-01DAVID MANUSZAK MARK A BURZYNSKI2011-10-04
0032009-01-01DAVID MANUSZAK MARK A BURZYNSKI2010-10-12

Plan Statistics for BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM

401k plan membership statisitcs for BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM

Measure Date Value
2014: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-01889
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
2013: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-011,159
Total number of active participants reported on line 7a of the Form 55002013-01-01500
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01381
Total of all active and inactive participants2013-01-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01889
Number of participants with account balances2013-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-011,258
Total number of active participants reported on line 7a of the Form 55002012-01-01543
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01604
Total of all active and inactive participants2012-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,159
Number of participants with account balances2012-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-011,296
Total number of active participants reported on line 7a of the Form 55002011-01-01976
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01270
Total of all active and inactive participants2011-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,258
Number of participants with account balances2011-01-011,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2010: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-011,269
Total number of active participants reported on line 7a of the Form 55002010-01-011,042
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01249
Total of all active and inactive participants2010-01-011,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,296
Number of participants with account balances2010-01-011,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0164
2009: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-011,269
Total number of active participants reported on line 7a of the Form 55002009-01-011,063
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01200
Total of all active and inactive participants2009-01-011,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,269
Number of participants with account balances2009-01-011,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM

Measure Date Value
2014 : BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-26$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-26$0
Total unrealized appreciation/depreciation of assets2014-12-26$0
Total transfer of assets to this plan2014-12-26$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-26$0
Expenses. Interest paid2014-12-26$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-26$0
Total income from all sources (including contributions)2014-12-26$769,538
Total loss/gain on sale of assets2014-12-26$0
Total of all expenses incurred2014-12-26$19,454,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-26$19,491,478
Expenses. Certain deemed distributions of participant loans2014-12-26$-34,920
Value of total corrective distributions2014-12-26$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-26$0
Value of total assets at end of year2014-12-26$0
Value of total assets at beginning of year2014-12-26$18,685,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-26$-1,627
Total income from rents2014-12-26$0
Total interest from all sources2014-12-26$7,554
Total dividends received (eg from common stock, registered investment company shares)2014-12-26$641,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-26Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-26$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-26$641,706
Assets. Real estate other than employer real property at end of year2014-12-26$0
Assets. Real estate other than employer real property at beginning of year2014-12-26$0
Administrative expenses professional fees incurred2014-12-26$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-26$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-26$0
Was this plan covered by a fidelity bond2014-12-26Yes
Value of fidelity bond cover2014-12-26$500,000
If this is an individual account plan, was there a blackout period2014-12-26No
Were there any nonexempt tranactions with any party-in-interest2014-12-26No
Contributions received from participants2014-12-26$0
Participant contributions at end of year2014-12-26$0
Participant contributions at beginning of year2014-12-26$210,325
Participant contributions at end of year2014-12-26$0
Participant contributions at beginning of year2014-12-26$0
Assets. Other investments not covered elsewhere at end of year2014-12-26$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-26$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-26$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-26$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-26$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-26$0
Assets. Loans (other than to participants) at end of year2014-12-26$0
Assets. Loans (other than to participants) at beginning of year2014-12-26$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-26$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-26$0
Other income not declared elsewhere2014-12-26$0
Administrative expenses (other) incurred2014-12-26$-1,627
Liabilities. Value of operating payables at end of year2014-12-26$0
Liabilities. Value of operating payables at beginning of year2014-12-26$0
Total non interest bearing cash at end of year2014-12-26$0
Total non interest bearing cash at beginning of year2014-12-26$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-26No
Income. Non cash contributions2014-12-26$0
Value of net income/loss2014-12-26$-18,685,393
Value of net assets at end of year (total assets less liabilities)2014-12-26$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-26$18,685,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-26No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-26No
Were any leases to which the plan was party in default or uncollectible2014-12-26No
Assets. partnership/joint venture interests at end of year2014-12-26$0
Assets. partnership/joint venture interests at beginning of year2014-12-26$0
Investment advisory and management fees2014-12-26$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-26$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-26$15,183,976
Value of interest in pooled separate accounts at end of year2014-12-26$0
Value of interest in pooled separate accounts at beginning of year2014-12-26$0
Interest on participant loans2014-12-26$7,476
Income. Interest from loans (other than to participants)2014-12-26$0
Interest earned on other investments2014-12-26$0
Income. Interest from US Government securities2014-12-26$0
Income. Interest from corporate debt instruments2014-12-26$0
Value of interest in master investment trust accounts at end of year2014-12-26$0
Value of interest in master investment trust accounts at beginning of year2014-12-26$0
Value of interest in common/collective trusts at end of year2014-12-26$0
Value of interest in common/collective trusts at beginning of year2014-12-26$1,927,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-26$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-26$1,363,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-26$1,363,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-26$78
Assets. Value of investments in 103.12 investment entities at end of year2014-12-26$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-26$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-26$0
Asset value of US Government securities at end of year2014-12-26$0
Asset value of US Government securities at beginning of year2014-12-26$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-26$34,607
Net investment gain/loss from pooled separate accounts2014-12-26$0
Net investment gain or loss from common/collective trusts2014-12-26$85,671
Net gain/loss from 103.12 investment entities2014-12-26$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-26No
Was there a failure to transmit to the plan any participant contributions2014-12-26No
Has the plan failed to provide any benefit when due under the plan2014-12-26No
Assets. Invements in employer securities at end of year2014-12-26$0
Assets. Invements in employer securities at beginning of year2014-12-26$0
Assets. Value of employer real property at end of year2014-12-26$0
Assets. Value of employer real property at beginning of year2014-12-26$0
Contributions received in cash from employer2014-12-26$0
Employer contributions (assets) at end of year2014-12-26$0
Employer contributions (assets) at beginning of year2014-12-26$0
Income. Dividends from preferred stock2014-12-26$0
Income. Dividends from common stock2014-12-26$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-26$19,491,478
Asset. Corporate debt instrument preferred debt at end of year2014-12-26$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-26$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-26$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-26$0
Contract administrator fees2014-12-26$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-26No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-26$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-26$0
Liabilities. Value of benefit claims payable at end of year2014-12-26$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-26$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-26$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-26$0
Did the plan have assets held for investment2014-12-26No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-26Yes
Aggregate proceeds on sale of assets2014-12-26$0
Aggregate carrying amount (costs) on sale of assets2014-12-26$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-26$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-26$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-26Yes
Opinion of an independent qualified public accountant for this plan2014-12-26Disclaimer
Accountancy firm name2014-12-26EIDE BAILLY
Accountancy firm EIN2014-12-26450256958
2013 : BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,437,201
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$58,351,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,115,005
Expenses. Certain deemed distributions of participant loans2013-12-31$229,028
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,042,109
Value of total assets at end of year2013-12-31$18,685,393
Value of total assets at beginning of year2013-12-31$67,599,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,566
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$44,821
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$906,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$906,458
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,511,651
Participant contributions at end of year2013-12-31$210,325
Participant contributions at beginning of year2013-12-31$2,093,889
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$7,566
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$-48,914,398
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,685,393
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,599,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,183,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$53,518,520
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$44,509
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,927,589
Value of interest in common/collective trusts at beginning of year2013-12-31$7,140,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,363,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,846,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,846,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$312
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,682,530
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$761,283
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,500,158
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,115,005
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31EIDE BAILLY
Accountancy firm EIN2013-12-31450256958
2012 : BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2012 401k financial data
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$13,179,202
Total of all expenses incurred2012-12-31$7,938,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,920,540
Expenses. Certain deemed distributions of participant loans2012-12-31$6,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,017,026
Value of total assets at end of year2012-12-31$67,599,791
Value of total assets at beginning of year2012-12-31$62,359,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,763
Total interest from all sources2012-12-31$100,333
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,895,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,895,896
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$3,625,999
Participant contributions at end of year2012-12-31$2,093,889
Participant contributions at beginning of year2012-12-31$2,189,516
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$236,511
Administrative expenses (other) incurred2012-12-31$11,763
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$5,240,467
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,599,791
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$62,359,324
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$53,518,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,020,676
Interest on participant loans2012-12-31$100,333
Value of interest in common/collective trusts at end of year2012-12-31$7,140,740
Value of interest in common/collective trusts at beginning of year2012-12-31$6,739,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,846,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,409,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,409,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,466,953
Net investment gain or loss from common/collective trusts2012-12-31$698,994
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$2,154,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,920,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31EIDE BAILLY
Accountancy firm EIN2012-12-31450256958
2011 : BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2011 401k financial data
Total transfer of assets to this plan2011-12-31$228,386
Total income from all sources (including contributions)2011-12-31$6,089,825
Total of all expenses incurred2011-12-31$6,951,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,935,035
Expenses. Certain deemed distributions of participant loans2011-12-31$2,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,341,835
Value of total assets at end of year2011-12-31$62,359,324
Value of total assets at beginning of year2011-12-31$62,992,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,207
Total interest from all sources2011-12-31$105,216
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,034,014
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$2,034,014
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Contributions received from participants2011-12-31$3,690,988
Participant contributions at end of year2011-12-31$2,189,516
Participant contributions at beginning of year2011-12-31$2,066,798
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$485,783
Administrative expenses (other) incurred2011-12-31$13,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-861,196
Value of net assets at end of year (total assets less liabilities)2011-12-31$62,359,324
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$62,992,134
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$48,020,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,676,703
Interest on participant loans2011-12-31$104,719
Value of interest in common/collective trusts at end of year2011-12-31$6,739,441
Value of interest in common/collective trusts at beginning of year2011-12-31$6,903,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,409,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,345,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,345,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,469,416
Net investment gain or loss from common/collective trusts2011-12-31$78,176
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$2,165,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,935,035
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 name2011-12-31EIDE BAILLY
Accountancy firm EIN2011-12-31450256958
2010 : BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$13,073,019
Total of all expenses incurred2010-12-31$5,266,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,243,320
Expenses. Certain deemed distributions of participant loans2010-12-31$3,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,203,399
Value of total assets at end of year2010-12-31$62,992,134
Value of total assets at beginning of year2010-12-31$55,185,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,593
Total interest from all sources2010-12-31$113,661
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,052,159
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$1,052,159
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Contributions received from participants2010-12-31$3,610,880
Participant contributions at end of year2010-12-31$2,066,798
Participant contributions at beginning of year2010-12-31$1,831,676
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$501,521
Administrative expenses (other) incurred2010-12-31$19,593
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$7,806,822
Value of net assets at end of year (total assets less liabilities)2010-12-31$62,992,134
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$55,185,312
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$49,676,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,613,829
Interest on participant loans2010-12-31$112,065
Value of interest in common/collective trusts at end of year2010-12-31$6,903,620
Value of interest in common/collective trusts at beginning of year2010-12-31$6,037,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,345,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,702,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,702,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,008,627
Net investment gain or loss from common/collective trusts2010-12-31$695,173
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$2,090,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,243,320
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 name2010-12-31EIDE BAILLY
Accountancy firm EIN2010-12-31450256958
2009 : BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM

2014: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 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 filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BLUE CROSS & BLUE SHIELD OF MONTANA TAX-FAVORED SAVINGS PROGRAM 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 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