Defined Benefit (Pension) · DOL Form 5500 · 2024

Blue Cross and Blue Shield of Arizona, Inc. Pension Plan

Data updated 2026-08-25

$228M
Total assets Near avg plan size
N/A
Participants Small participant base
95th
Percentile by assets National rank
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Official DOL plan name: 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

$228M in assets, N/A participants

Blue Cross and Blue Shield of Arizona, Inc.'s Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported $228M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,829 in Finance & Insurance (8,549 peers)

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

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. sits in the top 5% of all filed plans by assets, $228M for N/A participants, up 3.2% in 2024.

#7,829
in Finance & Insurance (8,549 peers)
+3.2%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.'s outsized position by total assets

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 2024 · DOL Form 5500

$227,861,851 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported participants fell from 514 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. end-of-year assets rose from $221M in the plan year 2023 filing to $228M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860004538 · Blue Cross and Blue Shield of Arizona, Inc. PY 2024 · Defined Benefit (Pension)

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. · $228M · N/A · 95th

  • 5500 $228M
  • 5500 N/A
  • 5500 95th
  • 5500 Defined Benefit (Pension)
  • 5500 near Schlage Lock Company LLC Pension Plan
  • 5500 ind #7829

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 →

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

Odyssey Reinsurance Company Restated Employees Retirement PlanOdyssey Reinsurance Company …$228MMichiana Area Electrical Workers Pension FundMichiana Area Electrical Wor…$228MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.Non-Contributory Retirement …$228MSchlage Lock Company LLC Pension PlanSchlage Lock Company LLC Pen…$228MConsumers Credit Union Defined Benefit Plan and TrustConsumers Credit Union Defin…$227M
End-of-year total assets ($M) among Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$221M
Net Assets (End of Year)$228M
Net Income$7M
Employer EIN860004538
Plan Effective Date1953-07-01
Filing StatusFILING 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
$650M$700M$750M$800M 202220232024 $737M $745M ▲ +1.0%
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.

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 01234 Total assets ($B) Participants Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc., Total assets ($B): 0.227861851 · Participants: 0Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.Pinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. side-by-side with 3 peers →

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.'s closest out-of-state Defined Benefit (Pension) peers by assets

Outside Arizona, the nearest Defined Benefit (Pension) by end-of-year assets is Schlage Lock Company LLC Pension Plan in IN at $228M (this filing: $228M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. assets move in 2024? ▼
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. edged up modestly - up 3.2% during 2024, from $221M to $228M. Reported net income was $7M.
How have Blue Cross and Blue Shield of Arizona, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Arizona, Inc.'s sponsor-wide assets grew 1.0%, from $737M to $745M.
Where does Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. rank by assets among Form 5500 filers? ▼
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schlage Lock Company LLC Pension Plan in IN ($228M, 1,210 participants).

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.

Read our methodology - how this data is sourced, computed, and verified.

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