Form 990 for tax year 2024
Filed by BLUE CROSS AND BLUE SHIELD PLANS NATIONAL RETIREE HEALTH BENEFITS.
Totals
- Total revenue
- $12,870,688
- Total expenses
- $11,473,410
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $900,000
- Investment income
- $11,970,688
- Other revenue
- $0
- Total assets, end of year
- $207,668,722
- Total liabilities, end of year
- $9,652,317
- Net assets or fund balances, end of year
- $198,016,405
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTION
total $900,000 · related or exempt $900,000
-
3 · Investment income
total $6,243,261 · unrelated business $2,241,063 · excluded $4,002,198
-
7a · Gross sales of assets other than inventory
securities $37,571,883
-
7b · Less cost or other basis and sales expenses
securities $31,844,456
-
7c · Gain or loss
securities $5,727,427
-
7d · Net gain or loss
total $5,727,427 · unrelated business $5,727,427
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $9,160,801
-
11c · Fees: accounting
total $30,898
-
11f · Fees: investment management
total $493,558
-
11g · Fees: other
total $162
-
24a · Other expenses: TAXES INCURRED
total $1,787,991
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
end of year $576
-
11 · Investments: publicly traded securities
beginning of year $202,491,123 · end of year $205,597,869
-
15 · Other assets
beginning of year $1,939,087 · end of year $2,070,277
-
17 · Accounts payable and accrued expenses
beginning of year $9,978,923 · end of year $9,652,317
-
29 · Capital stock, trust principal or current funds
beginning of year $194,451,287 · end of year $198,016,405
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE HEALTH BENEFITS TO ELIGIBLE RETIREES OF THE BLUE CROSS & BLUE SHIELD COMPANIES.
Activities or mission (Part I)
TO PROVIDE HEALTH BENEFITS TO ELIGIBLE RETIREES OF THE BLUE CROSS & BLUE SHIELD COMPANIES.
-
PROVIDED HEALTH BENEFITS TO ELIGIBLE RETIREES OF BLUE CROSS & BLUE SHIELD. TOTAL HEALTH BENEFITS PAID DURING THE YEAR WAS $9,160,801.
As filed on the 2024 return.
Listed in Part VII
-
Diane GoreDIANE GORE
COMMITTEE MEMBER - CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
John F Giblin - Thru 0324JOHN F GIBLIN - THRU 0324
COMMITTEE MEMBER - VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Matthew AllMATTHEW ALL
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Jennifer AllenJENNIFER ALLEN
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
David CriswellDAVID CRISWELL
COMMITTEE MEMBER - JOINED 05/2024
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Christina FisherCHRISTINA FISHER
COMMITTEE MEMBER
- Total calculated
- $1,325,865
- From this org
- $0
- From related orgs
- $1,097,094
- Other
- $228,771
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $589,315 related
- Bonus
- $0 + $504,445 related
- Other
- $0 + $3,334 related
- Deferred
- $0 + $214,715 related
- Nontaxable benefits
- $0 + $14,056 related
- Filer's total
- $0 + $1,325,865 related
-
Jeff GoddardJEFF GODDARD
COMMITTEE MEMBER - JOINED 03/2024
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Lori HairLORI HAIR
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Chris HauserCHRIS HAUSER
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Gina MartingGINA MARTING
COMMITTEE MEMBER - THRU 03/2024
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Susan PickarSUSAN PICKAR
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Margaret Pinello-WhiteMARGARET PINELLO-WHITE
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Michael RainsMICHAEL RAINS
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
James ReedJAMES REED
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Adam ShortADAM SHORT
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
Michael StuartMICHAEL STUART
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
-
David WardDAVID WARD
COMMITTEE MEMBER - JOINED 03/2024
- Total calculated
- $0
- Hours/week
- 0.1 + 0.2 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BLUE CROSS BLUE SHIELD ASSOCIATION
501(C)(4) · VEBA ADMINISTRATIVE SUPPORT · IL
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
BLUE CROSS & BLUE SHIELD OF WYOMING
PARTICIPATING EMPLOYER
-
ELEVANCE HEALTH INC & CONTROLLED AFFILIATES
PARTICIPATING EMPLOYER
-
BLUE CROSS & BLUE SHIELD OF TENNESSEE & CONTROLLED AFFILIATES
PARTICIPATING EMPLOYER
-
BLUE CROSS & BLUE SHIELD OF NORTH CAROLINA
PARTICIPATING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 16 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202522949349301967
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