Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bluecross Blueshield of Tennessee · Tennessee · Finance & Insurance

What the 2023 filing shows

Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee holds $73M for 1,574 participants — about $46,139 per participant, down 62.0% over the 2022 plan year.

$73M
total plan assets (2022 EOY)
1,574
covered participants
$46,139
avg assets per participant
-62.0%
assets change YoY

The plan reported a net loss of $191M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$73M
Participants
1,574
State
Industry
Finance & Insurance

What the Filing Says About Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee

Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee is a Defined Benefit (Pension) retirement plan sponsored by Bluecross Blueshield of Tennessee, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $73M in total end-of-year assets and covers 1,574 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 620427913, and the plan has been effective since 1953-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $191M at the beginning of 2022 to $73M at year-end — a decline of 62.0%. Net assets (after liabilities) closed the year at N/A, with reported net income of $-191,005,934 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$191M
Total Assets (End of Year)$73M
Net Assets (End of Year)N/A
Net Income$-191,005,934
Plan TypeDefined Benefit (Pension)
Employer EIN620427913
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluecross Blueshield of Tennessee)

Year Plans Participants Total Assets
2022 2 7,827 $969M
2023 1 6,244 $1.1B
2024 1 6,596 $1.3B

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee?
As of the 2022 Form 5500 filing, Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee holds $73M in total assets with 1,574 participants. It is sponsored by Bluecross Blueshield of Tennessee.
What type of plan is Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee?
Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee is a Defined Benefit (Pension) plan. It has been effective since 1953-01-01. The plan is filed with the U.S. Department of Labor under EIN 620427913.
Who sponsors the Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee?
Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee is sponsored by Bluecross Blueshield of Tennessee, located in Tennessee. The sponsor's EIN is 620427913 and the plan operates in the Finance & Insurance industry.
How did Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee perform in 2022?
Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee declined by 62.0% during 2022, moving from $191M to $73M in total assets. Net income was $-191,005,934.
Where can I find official filings for Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee?
Official Form 5500 filings for Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620427913 or plan name at efast.dol.gov.
How does Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee compare to other plans?
You can compare Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 620427913.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.