Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Of Arizona, INC.
- Sponsor EIN: 860004538
- Sponsor Address: 8220 N. 23RD AVE., PHOENIX, AZ, 85021
- Plan Type: DB
- Total Participants: 0
- Total Assets: $227.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $227.9M | $0 | $0 |
| 2023 | 0 | $220.8M | $0 | $0 |
| 2022 | 514 | $416.9M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Custodian / Trustee | $247,662 | — | $247,662 |
| BLACKROCK | Investment Advisor | $223,025 | — | $223,025 |
| AON CONSULTING | Actuary | $165,701 | — | $165,701 |
| FID INV INST OPS | Recordkeeper | $162,047 | — | $162,047 |
| MERCER | Actuary | $131,059 | — | $131,059 |
| BUCK GLOBAL, LLC | Actuary | $131,059 | — | $131,059 |
| GRANT THORNTON LLP | Auditor | $53,792 | — | $53,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Actuary
- FID INV INST OPS — Recordkeeper
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,114,345
- Estimated Expense Ratio: 0.489% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,097,887 | $223,027 | — | $219,493 | — |
| 2023 | $1,338,274 | $131,768 | $199,490 | $43,150 | — |
| 2022 | $1,824,266 | $160,004 | — | — | $415,139 |