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

BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN

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

BLUE CROSS BLUE SHIELD OF ALABAMA

This 401(k) plan holds $757M in total assets and serves 4,012 participants as of 2023. It is sponsored by BLUE CROSS BLUE SHIELD OF ALABAMA in Alabama. The plan reported positive net income of $132M for the year.

Total Assets (2023)
$757M
Participants
4,012
State
Industry
Finance & Insurance

What the Filing Says About BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN

BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN is a 401(k) retirement plan sponsored by BLUE CROSS BLUE SHIELD OF ALABAMA, headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports $757M in total end-of-year assets and covers 4,012 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 630103830, and the plan has been effective since 1985-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $626M at the beginning of 2023 to $757M at year-end — a gain of 21.0%. Net assets (after liabilities) closed the year at $757M, with reported net income of $132M 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)$626M
Total Assets (End of Year)$757M
Net Assets (End of Year)$757M
Net Income$132M
Plan Type401(k)
Employer EIN630103830
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BLUE CROSS BLUE SHIELD OF ALABAMA)

Year Plans Participants Total Assets
2022 2 6,241 $1.3B
2023 2 6,026 $1.5B
2024 2 6,246 $1.6B

Nearby 401(k) Plans in Alabama

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

Frequently Asked Questions

How much money is in the BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN?
As of the 2023 Form 5500 filing, BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN holds $757M in total assets with 4,012 participants. It is sponsored by BLUE CROSS BLUE SHIELD OF ALABAMA.
What type of plan is BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN?
BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN is a 401(k) plan. It has been effective since 1985-07-01. The plan is filed with the U.S. Department of Labor under EIN 630103830.
Who sponsors the BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN?
BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN is sponsored by BLUE CROSS BLUE SHIELD OF ALABAMA, located in Alabama. The sponsor's EIN is 630103830 and the plan operates in the Finance & Insurance industry.
How did BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN perform in 2023?
BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN grew by 21.0% during 2023, moving from $626M to $757M in total assets. Net income was $132M.
Where can I find official filings for BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN?
Official Form 5500 filings for BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630103830 or plan name at efast.dol.gov.
How does BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN compare to other plans?
You can compare BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN against other 401(k) plans on the plan type page, or view plans in Alabama 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 630103830.

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.