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BLUE CROSS AND BLUE SHIELD PLANS NATIONAL RETIREE HEALTH BENEFITS

EIN 36-7008317 CHICAGO, IL

Browse the largest nonprofits in Illinois

Revenue 2024
$12,870,688
Expenses 2024
$11,473,410

As filed

Subsection
09
Classification
1000
Street
200 E RANDOLPH ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

5 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Diane Gore

    COMMITTEE MEMBER - CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • John F Giblin - Thru 0324

    COMMITTEE MEMBER - VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Matthew All

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Jennifer Allen

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • David Criswell

    COMMITTEE MEMBER - JOINED 05/2024

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Christina 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 Goddard

    COMMITTEE MEMBER - JOINED 03/2024

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Lori Hair

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Chris Hauser

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Gina Marting

    COMMITTEE MEMBER - THRU 03/2024

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Susan Pickar

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Margaret Pinello-White

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Michael Rains

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • James Reed

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Adam Short

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • Michael Stuart

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related
  • David 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $12,870,688
    Expenses
    $11,473,410
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $18,671,116
    Expenses
    $13,048,929
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $7,475,045
    Expenses
    $14,177,313
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $8,544,850
    Expenses
    $12,277,581
    Assets (EOY)
    $234,048,539
  • 2020 · 990

    Revenue
    $6,467,099
    Expenses
    $9,234,002
    Assets (EOY)
    $215,885,033
  • 2019 · 990

    Revenue
    $14,141,346
    Expenses
    $10,950,160
    Assets (EOY)
    $211,021,064
  • 2018 · 990

    Revenue
    $14,949,350
    Expenses
    $12,985,563
    Assets (EOY)
    $192,055,377
  • 2017 · 990

    Revenue
    $10,029,269
    Expenses
    $21,455,283
    Assets (EOY)
    $219,337,939
  • 2016 · 990

    Revenue
    $14,735,194
    Expenses
    $12,401,200
    Assets (EOY)
    $207,889,634
  • 2015 · 990

    Revenue
    $20,920,862
    Expenses
    $18,214,463
    Assets (EOY)
    $210,177,317
  • 2014 · 990

    Revenue
    $11,916,145
    Expenses
    $15,134,960
    Assets (EOY)
    $217,692,831
  • 2013 · 990

    Revenue
    $27,865,606
    Expenses
    $13,208,608
    Assets (EOY)
    $213,711,157
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $10,457,498
    Assets (EOY)
    $188,933,534

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • 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

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.