Defined Benefit (Pension) · DOL Form 5500 · 2023

Blue Cross and Blue Shield Association Pension Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
182
Participants Below avg headcount
95th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association · Sponsored by Blue Cross and Blue Shield Association · Illinois · Professional & Technical Services

$219M in assets, 182 participants

Blue Cross and Blue Shield Association's Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association reported $219M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,554 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association covers 182 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $219M.

#19,554
in Professional & Technical Services (20,321 peers)
+1.4%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association's outsized position by total assets

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$218,943,444 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association reported net income fell from $40M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association reported participants fell from 212 in the plan year 2022 filing to 182 in the plan year 2023 filing.
  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association end-of-year assets rose from $216M in the plan year 2022 filing to $219M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135656874 · Blue Cross and Blue Shield Association PY 2023 · Defined Benefit (Pension)

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association · $219M · 182 · 95th

  • PCT $219M
  • PCT 182
  • PCT 95th
  • PCT Defined Benefit (Pension)
  • PCT near The Retirement Plan for Employees of Bush Brothers & Company
  • PCT ind #19554

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Illinois →

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association in the asset neighbourhood

Erc Retirement Plan$220MRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated CompaniesRevised Pension Plan for Emp…$219MThe Retirement Plan for Employees of Bush Brothers & CompanyThe Retirement Plan for Empl…$219MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield AssociationNon-Contributory Retirement …$219MHyundai Motor America Pension PlanHyundai Motor America Pensio…$218M
End-of-year total assets ($M) among Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$219M
Net Income$3M
Employer EIN135656874
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield Association)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield Association plans reported in each filing year

Latest sponsor-wide plan assets
$674M 18.71091787264028% vs 2022
2024 filing year
$550M$600M$650M$700M 202220232024 $568M $674M ▲ +18.7%
Year Plans Participants Total Assets
2022 2 1,370 $568M
2023 2 1,387 $644M
2024 2 1,397 $674M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association, Total assets ($B): 0.218943444 · Participants: 182Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield AssociationCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Employees of Bush Brothers & Company in TN ($219M); by covered participants it is Tree Top, Inc. Pension Plan in WA (182 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association assets move in 2023?
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association edged up modestly - up 1.4% during 2023, from $216M to $219M. Reported net income was $3M.
How have Blue Cross and Blue Shield Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield Association's sponsor-wide assets grew 18.7%, from $568M to $674M.
Where does Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association rank by assets among Form 5500 filers?
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan for Employees of Bush Brothers & Company in TN ($219M, 641 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tree Top, Inc. Pension Plan in WA (182 participants, $73M in assets).