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← BLUE CROSS BLUE SHIELD OF MICHIGAN LONG TERM DISABILITY TR

Form 990 for tax year 2024

Filed by BLUE CROSS BLUE SHIELD OF MICHIGAN LONG TERM DISABILITY TR.

Totals

Total revenue
$56,476
Total expenses
$3,365,193
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$56,476
Other revenue
$0
Total assets, end of year
$5,033,451
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,033,451
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.

  • 3 · Investment income

    total $201,695 · excluded $201,695

  • 7a · Gross sales of assets other than inventory

    securities $3,164,636

  • 7b · Less cost or other basis and sales expenses

    securities $3,309,855

  • 7c · Gain or loss

    securities -$145,219

  • 7d · Net gain or loss

    total -$145,219 · excluded -$145,219

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,230,649

  • 5 · Compensation of officers, directors and key employees

    total $134,544

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $81,291 · end of year $50,763

  • 11 · Investments: publicly traded securities

    beginning of year $7,842,447 · end of year $4,982,688

  • 29 · Capital stock, trust principal or current funds

    beginning of year $7,923,738 · end of year $5,033,451

  • 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 TRUST WAS CREATED FOR THE EXCLUSIVE PURPOSE OF PROVIDING LONG-TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF BLUE CROSS BLUE SHIELD OF MICHIGAN.

Activities or mission (Part I)

SEE SCHEDULE O

  • PROVIDED LONG-TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF BLUE CROSS BLUE SHIELD OF MICHIGAN.

As filed on the 2024 return.

Listed in Part VII

  • The Northern Trust Company Trustee

    TRUSTEE

    Total calculated
    $134,544
    From this org
    $134,544
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

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.

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.

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 MICHIGAN MUTUAL INSURANCE COMPANY

    C · HEALTH CARE INSURANCE · MI

  • LIFESECURE HOLDINGS CORPORATION

    C · CONTRIBUTING EMPLOYER · AZ

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202523179349304377

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