Defined Benefit (Pension) · DOL Form 5500 · 2023
Blue Cross and Blue Shield of Arizona, Inc. Pension Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 497
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $15,356
- Avg per participant Low balance/head
Official DOL plan name: Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. · Sponsored by Blue Cross and Blue Shield of Arizona, Inc. · Arizona · Finance & Insurance
$8M in assets, 497 participants
Blue Cross and Blue Shield of Arizona, Inc.'s Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. reported $8M in total assets and 497 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,366 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. holds $8M for 497 participants - about $15,356 per participant, above the median plan by assets.
- #3,366
- in Finance & Insurance (8,869 peers)
- -$184M
- reported net income
The plan reported a net loss of $184M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc.'s mid-pack asset rank among Finance & Insurance and all filers
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,632,030 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. 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. Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. sits mid-pack in the medium band (497 participants).
Form 5500 schedule snapshot
Filing strip 860004538 · Blue Cross and Blue Shield of Arizona, Inc. PY 2023 · Defined Benefit (Pension)
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. · $8M · 497 · 53rd
- PHOTO $8M
- IND 497
- EOY 53rd
- 5500 Defined Benefit (Pension)
- ASSETS near Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan
- PCT ind #3366
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 Finance & Insurance retirement plans → · Plans in Arizona →
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$184M |
| Employer EIN | 860004538 |
| Plan Effective Date | 2023-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of Arizona, Inc.)
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield of Arizona, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $745M 1.026874926069922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,638 | $737M |
| 2023 | 3 | 3,888 | $674M |
| 2024 | 3 | 3,226 | $745M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA ($8M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in PA (497 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan (PA) $8M · 55
- Pb Leiner USA Corp. Pension Plan for Davenport Collectively Bargained Employees (IA) $8M · 72
- Retirement Plan for Employees of Hawaii Agriculture Research Center (HI) $8M · 26
- Sayles Evans Brayton Palmer & Tifft Pension Plan (NY) $8M · 7
Similar participant headcount
Nearest other-state filings by covered participants (497 participants); asset peers above are excluded.
- Major League Baseball Pension Plan for Non-Uniformed Personnel (PA) 497 · 0 off
- Clopay Ames Pension Plan (FL) 498 · 1 off
- IBEW Local No. 117 Pension Fund (IL) 498 · 1 off
- Plumbers Local Union No. 16 Pension Plan (NE) 496 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.