Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.

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

Sponsored by Blue Cross and Blue Shield of Arizona, Inc. · Arizona · Finance & Insurance

What the 2023 filing shows

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. holds $228M for N/A participants, up 3.2% over the 2024 plan year.

$228M
total plan assets (2024 EOY)
N/A
covered participants
+3.2%
assets growth YoY
Total Assets (2023)
$228M
Participants
N/A
State
Industry
Finance & Insurance

What the Filing Says About Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. is a Defined Benefit (Pension) retirement plan sponsored by Blue Cross and Blue Shield of Arizona, Inc., headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $228M in total end-of-year assets and covers N/A participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 860004538, and the plan has been effective since 1953-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $221M at the beginning of 2024 to $228M at year-end — a gain of 3.2%. Net assets (after liabilities) closed the year at $228M, with reported net income of $7M 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)$221M
Total Assets (End of Year)$228M
Net Assets (End of Year)$228M
Net Income$7M
Plan TypeDefined Benefit (Pension)
Employer EIN860004538
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Arizona, Inc.)

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.

Frequently Asked Questions

How much money is in the Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.?
As of the 2024 Form 5500 filing, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. holds $228M in total assets with N/A participants. It is sponsored by Blue Cross and Blue Shield of Arizona, Inc..
What type of plan is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.?
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. is a Defined Benefit (Pension) plan. It has been effective since 1953-07-01. The plan is filed with the U.S. Department of Labor under EIN 860004538.
Who sponsors the Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.?
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. is sponsored by Blue Cross and Blue Shield of Arizona, Inc., located in Arizona. The sponsor's EIN is 860004538 and the plan operates in the Finance & Insurance industry.
How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. perform in 2024?
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. grew by 3.2% during 2024, moving from $221M to $228M in total assets. Net income was $7M.
Where can I find official filings for Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.?
Official Form 5500 filings for Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860004538 or plan name at efast.dol.gov.
How does Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. compare to other plans?
You can compare Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Arizona 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 860004538.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.