401(k)
2023 plan-year 401(k) DOL Form 5500

TAX-FAVORED SAVINGS PROGRAM

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

BLUE CROSS AND BLUE SHIELD OF KANSAS, INC.

This 401(k) plan holds $298M in total assets and serves 1,641 participants as of 2023. It is sponsored by BLUE CROSS AND BLUE SHIELD OF KANSAS, INC. in Kansas. The plan reported positive net income of $47M for the year.

Total Assets (2023)
$298M
Participants
1,641
State
Industry
Finance & Insurance

What the Filing Says About TAX-FAVORED SAVINGS PROGRAM

TAX-FAVORED SAVINGS PROGRAM is a 401(k) retirement plan sponsored by BLUE CROSS AND BLUE SHIELD OF KANSAS, INC., headquartered in Kansas. As of the 2023 Form 5500 filing, the plan reports $298M in total end-of-year assets and covers 1,641 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 480952857, and the plan has been effective since 1984-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $251M at the beginning of 2023 to $298M at year-end — a gain of 18.7%. Net assets (after liabilities) closed the year at $298M, with reported net income of $47M 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)$251M
Total Assets (End of Year)$298M
Net Assets (End of Year)$298M
Net Income$47M
Plan Type401(k)
Employer EIN480952857
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BLUE CROSS AND BLUE SHIELD OF KANSAS, INC.)

Year Plans Participants Total Assets
2022 2 2,166 $527M
2023 2 2,143 $586M
2024 2 2,231 $618M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the TAX-FAVORED SAVINGS PROGRAM?
As of the 2023 Form 5500 filing, TAX-FAVORED SAVINGS PROGRAM holds $298M in total assets with 1,641 participants. It is sponsored by BLUE CROSS AND BLUE SHIELD OF KANSAS, INC..
What type of plan is TAX-FAVORED SAVINGS PROGRAM?
TAX-FAVORED SAVINGS PROGRAM is a 401(k) plan. It has been effective since 1984-06-01. The plan is filed with the U.S. Department of Labor under EIN 480952857.
Who sponsors the TAX-FAVORED SAVINGS PROGRAM?
TAX-FAVORED SAVINGS PROGRAM is sponsored by BLUE CROSS AND BLUE SHIELD OF KANSAS, INC., located in Kansas. The sponsor's EIN is 480952857 and the plan operates in the Finance & Insurance industry.
How did TAX-FAVORED SAVINGS PROGRAM perform in 2023?
TAX-FAVORED SAVINGS PROGRAM grew by 18.7% during 2023, moving from $251M to $298M in total assets. Net income was $47M.
Where can I find official filings for TAX-FAVORED SAVINGS PROGRAM?
Official Form 5500 filings for TAX-FAVORED SAVINGS PROGRAM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 480952857 or plan name at efast.dol.gov.
How does TAX-FAVORED SAVINGS PROGRAM compare to other plans?
You can compare TAX-FAVORED SAVINGS PROGRAM against other 401(k) plans on the plan type page, or view plans in Kansas 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 480952857.

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 official public datasets. See our methodology for details.