Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi
ERISA Form 5500 plan record drawn from DOL EBSA โ verify with linked source filings below.
Sponsored by Blue Cross & Blue Shield of Mississippi a Mutual Insurance Co. ยท Mississippi ยท Finance & Insurance
What the 2023 filing shows
Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi holds $132M for 149 participants - about $884,252 per participant, down 19.3% over the 2024 plan year.
- $132M
- total plan assets (2024 EOY)
- 149
- covered participants
- $884,252
- avg assets per participant
- -19.3%
- assets change YoY
The plan reported a net loss of $31M for the year โ a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi
Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi is a Defined Benefit (Pension) retirement plan sponsored by Blue Cross & Blue Shield of Mississippi a Mutual Insurance Co., headquartered in Mississippi. As of the 2024 Form 5500 filing, the plan reports $132M in total end-of-year assets and covers 149 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 640295748, and the plan has been effective since 1968-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $163M at the beginning of 2024 to $132M at year-end โ a decline of 19.3%. Net assets (after liabilities) closed the year at $131M, with reported net income of $-31,278,809 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 โ 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) | $163M |
| Total Assets (End of Year) | $132M |
| Net Assets (End of Year) | $131M |
| Net Income | $-31,278,809 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 640295748 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross & Blue Shield of Mississippi a Mutual Insurance Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 686 | $253M |
| 2023 | 2 | 652 | $270M |
| 2024 | 2 | 653 | $254M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans โ same state, same plan type โ ranked by total assets.
- Hancock Whitney Corporation Pension Plan $746M ยท 1,723
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement $492M ยท 1,837
- Sfb Casualty Ins Co Retirement Plan $431M ยท 1,492
- Cadence Retirement Plan and Trust Agreement $338M ยท 4,758
- Southern Farm Bureau Life Insurance Company Retirement Plan $230M ยท 607
Related Data
Guides
Frequently Asked Questions
How much money is in the Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi? ▼
What type of plan is Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi? ▼
Who sponsors the Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi? ▼
How did Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi perform in 2024? ▼
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How does Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi compare to other plans? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) โ original filing retrieval by EIN 640295748.
Reference: IRS Publication 560 โ Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B โ Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology โ how this data is sourced, computed, and verified.