STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLUE CROSS & BLUE SHIELD ASSOCIATN NATIONAL: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BLUE CROSS & BLUE SHIELD ASSOCIATN NATIONAL (EIN 51-0245316)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201613199349310621
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-14T16:37:23-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 N CLARK ST SUITE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510245316EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE CROSS & BLUE SHIELD ASSOCIATN NATIONALBusinessNameLine1Txt
Business Name Line2LONG TERM DISABILITY TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% TERRENCE J COONEYInCareOfNm
Business Name ControlBLUEBusinessNameControlTxt
Phone3124445670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 NORTH MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRENCE J COONEYPersonNm
Person TitleVP, NEBAPersonTitleTxt
Phone3128560200PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBridget T RochePreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTERRENCE J COONEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 NORTH MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,460,299GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1960FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionThe trust was created for the exclusive purpose of providing long term disability benefits to eligible employees under the blue cross & blue shield national ltd program.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$6,029,581PYProgramServiceRevenueAmt
CY Program Service Revenue$4,940,769CYProgramServiceRevenueAmt
PY Investment Income$2,015,740PYInvestmentIncomeAmt
CY Investment Income$2,519,530CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,045,321PYTotalRevenueAmt
CY Total Revenue$7,460,299CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$11,448,535PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$15,510,347CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,613PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$43,590CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,451,761PYOtherExpensesAmt
CY Other Expenses$1,180,121CYOtherExpensesAmt
PY Total Expenses$12,945,909PYTotalExpensesAmt
CY Total Expenses$16,734,058CYTotalExpensesAmt
PY Revenues Less Expenses-$4,900,588PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,273,759CYRevenuesLessExpensesAmt
Total Assets BOY$64,142,500TotalAssetsBOYAmt
Total Assets EOY$51,325,749TotalAssetsEOYAmt
Total Liabilities BOY$1,699,305TotalLiabilitiesBOYAmt
Total Liabilities EOY$195,648TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$62,443,195NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,130,101NetAssetsOrFundBalancesEOYAmt
MissionThe trust was created for the exclusive purpose of providing long term disability benefits to eligible employees under the blue cross and blue shield association national long term disability program.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Descprovided long term disability benefits to eligible employees under the blue cross and Blue shield association national long term disability program. Total benefits paid to (or for the benefit of) eligible employees during the 2015 plan year were $15,510,347.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTERRENCE J COONEYPersonNm
Phone3122976000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1VP NEBA 225 N MICHIGAN AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndInstitutional TrusteeInstitutionalTrusteeInd
Michael Gold
Committee member0.10.0Yes (X)$0$0$0
Andrew C Corbin
Committee member0.10.0Yes (X)$0$0$0
John F Giblin
Vice Chairman0.10.0Yes (X)$0$0$0Yes (X)
Mark P Stimpson
Committee Member0.10.0Yes (X)$0$0$0
Karen M Abraham
Committee Member0.10.0Yes (X)$0$0$0
Michael Mizeur
Committee Member0.10.0Yes (X)$0$0$0
Peter Andruszkiewicz
Committee Member0.10.0Yes (X)$0$0$0
Rick Schum
Chairman0.10.0Yes (X)$0$0$0Yes (X)
Chuck Divita
Committee Member0.10.0Yes (X)$0$0$0
Don George
Committee Member0.10.0Yes (X)$0$0$0
Tim Huckle
Committee Member0.10.0Yes (X)$0$0$0
Robert J Kolodgy
Committee Member0.10.0Yes (X)$0$758,142$50,142
The Northern Trust Company
Trustee40.00.0$45,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$45,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$758,142TotReportableCompRltdOrgAmt
Total Other Compensation$50,142TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonWillis Towers WatsonPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line171 S Wacker DrAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
ServicesActuarialServicesDesc
Compensation$212,421CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$4,913,616$4,913,616
EMPLOYEE CONTRIBUTIONS900099$27,153$27,153
FieldValueIRS element (for citing)
Total Program Service Revenue$4,940,769TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,519,530TotalRevenueColumnAmt
Exclusion$2,519,530ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,460,299TotalRevenueColumnAmt
Related Or Exempt Func Income$4,940,769RelatedOrExemptFuncIncomeAmt
Exclusion$2,519,530ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$15,510,347TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$43,590TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$98,544TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$18,563TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$426,605TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Total$636,409TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,734,058TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,523,153BOYAmt
EOY$1,310,879EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$60,708,496BOYAmt
EOY$49,826,219EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,910,851BOYAmt
EOY$188,651EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,142,500BOYAmt
EOY$51,325,749EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,699,305BOYAmt
EOY$195,648EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,699,305BOYAmt
EOY$195,648EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$62,443,195BOYAmt
EOY$51,130,101EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$62,443,195BOYAmt
EOY$51,130,101EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,142,500BOYAmt
EOY$51,325,749EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$9,273,759ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,039,335NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,420,964TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,039,335NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,039,335RevenueNotReportedAmt
Revenue Subtotal$7,460,299RevenueSubtotalAmt
Total Revenue Per Form990$7,460,299TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,734,058TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$16,734,058ExpensesSubtotalAmt
Total Expenses Per Form990$16,734,058TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART X, LINE 2FormAndLineReferenceDesc
ExplanationFIN 48 DISCLOSURE The Trust established under the Program to hold the Program assets is qualified pursuant to Section 501(c)(9) of the Internal Revenue Code (the Code) and, accordingly, the Trusts net investment income is exempt from income taxes, within certain limits. The Trust has received a favorable tax determination letter dated March 8, 1983 from the Internal Revenue Service (the IRS) indicating that the Program, as then designed, was in compliance with the requirements of Section 501(c)(9) of the Code. The Program administrator believes that the Trust, as amended, is designed and is currently being operated in compliance with the applicable requirements of the Code. Therefore, no provision for income taxes has been included in the Programs financial statements. Accounting principles generally accepted in the United States of America require Program management to evaluate tax positions taken by the Program and recognize a tax liability (or asset) if the Program has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Program administrator has analyzed the tax positions taken by the Program and has concluded that as of December 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Program is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRobert J KolodgyPersonNm
TitleCommittee MemberTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$470,779CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$260,000BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$27,363OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$18,000DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$32,142NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$808,284TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonBCBSA EMPLOYER OF 28C PERSONSPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBUSINESS RELATIONSHIPRelationshipDescriptionTxt
Transaction$630,036TransactionAmt
TransactionREIMBURSES FOR SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Business relationshipsForm 990, part vi, section a, line 2 Certain members of the national employee benefits committee ("committee") Serve together on the board of the blue cross and blue shield Association. All members of the committee are either employees of the Blue cross and blue shield association or one of the member plans.
Form 990 review processForm 990, part vi, section b, line 11B Form 990's content and sources of information are reviewed by subject Matter experts including, but not limited to, internal and external tax And accounting professionals and internal legal personnel, and the Audited financial statements are presented to the committee that serves As the governing body by the independent auditors.
Monitoring & enforcement policiesForm 990, part vi, section b, line 12c BLUE CROSS BLUE SHIELD ASSOCIATION (BCBSA) maintains a comprehensive code of conduct and compliance program Applicable to all employees and officers, including those who either serve on the committee (that governs and acts for the organization) or act on Behalf of that committee. In addition, all employees, officers, and Directors (including those who serve on the committee or act on its Behalf) are required to complete an annual conflict of interest form. The BCBSA chief auditor and compliance officer is charged with investigating any allegations of non-compliance with the code of conduct, including any Complaints reported through the anonymous hotline maintained through an Independent organization. The results of the compliance program's effectiveness are reported to the audit committee of the BCBSA board of Directors on an annual basis. Failure to adhere to the code of conduct May result in disciplinary action, up to and including termination of Employment. Moreover, committee members receive fiduciary training from the BCBSA Chief Employee benefits counsel regarding their fiduciary duties, including the ERISA fiduciary conflict of interest rules. BCBSAs chief employee benefits counsel also provides the committee with an Annual Assessment of the organization's and the committees legal compliance, including compliance with ERISA. As employees of various blue plans, each committee member not employed by BCBSA is subject to additional Conflict of interest restriction under policies adopted by his or her employer plan.
Process for determining compensationForm 990, part vi, section b, lines 15a & 15b The organization does not require compensation policies as it does not compensate any officers, management officials, or key employees.
How documents are made available to the publicForm 990, part vi, section c, line 19 The governing documents and Form 990 are made available to participants in the employee benefit programs funded through VEBA upon request to the vice president, National Employee Benefits Administration, Blue Cross and Blue Shield Association, 225 N. Michigan Avenue, Chicago, IL 60601.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BLUE CROSS BLUE SHIELD ASSOCIATION
225 NORTH MICHIGAN AVENUECHICAGOIL60601135656874MembershipIL501(C)(4)N/ANAfalse
Blue Care of Michigan Inc
20500 CIVIC Center DriveSouthfieldMI48076382536979CONTRIB.ERMI501(c)(4)N/aBCBS of Michfalse
BCN of Michigan Inc
20500 CIVIC Center DriveSouthfieldMI48076382359234CONTRIB.ERMI501(c)(4)N/aBCBS of Michfalse
BC&BS of Michigan foundation
600 E Lafayette BlvdDetroitMI48226382338506CONTRIB.ERMI501(c)(3)11-IBCBS of Michfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NORIDIAN ADMIN SVCS
901 40TH STS FARGOND58103450173185CONTRIB.ERNDNORIDIAN MUTUAL
HEALTH INTELLIGENCE
225 N MICHIGAN AVEChicagoIL60601274269034CONTRIB.ERDENA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
BLUE CROSS & BLUE SHIELD OF FLORIDA INC
4800 DEERWOOD CAMPUS PARKWAYJACKSONVILLEFL32246592015694CONTRIB.ERFLNAC CORPfalse
BLUE CROSS OF IDAHO HEALTH SERVICE INC
3000 E PINE AVENUEMERIDIANID836425995820344294CONTRIB.ERIDNAC CORPfalse
BLUE CROSS & BLUE SHIELD OF KANSAS INC
1133 TOPEKA BLVDTOPEKAKS66629480952857CONTRIB.ERKSNAC CORPfalse
LOUISIANA HEALTH SRV & INDEMNITY CO INC
5525 REITZ AVENUEBATON ROUGELA70809237384555CONTRIB.ERLANAC CORPfalse
BLUE CROSS AND BLUE SHIELD OF MICHIGAN
600 LAFAYETTEEAST DETROITMI482262998382069753CONTRIB.ERMINAC CORPfalse
BLUE CROSS & BLUE SHIELD OF MISSISSIPPI
3545 LAKELAND DRIVEEAST FLOWOODMS39232640295748CONTRIB.ERMSNAC CORPfalse
BLUE CROSS & BLUE SHIELD OF KANSAS CITY
2301 MAIN STREETKANSAS CITYMO64108431257251CONTRIB.ERMONAC CORPfalse
EXCELLUS HEALTH PLAN INC
165 COURT STREETROCHESTERNY14647150329043CONTRIB.ERNYNAC CORPfalse
NORIDIAN MUTUAL INSURANCE COMPANY
4510 13TH AVENUESW FARGOND581210001450173185INSURANCENDNAC CORPfalse
CORELINK ADMINISTRATIVE SOLUTIONS LLC
4510 13TH AVE SWFARGOND58121263655982CONTRIB.ERNDNAC CORPfalse
BLUE CROSS & BLUE SHIELD OF RHODE ISLAND
500 EXCHANGESTREET PROVIDENCERI02903050158952CONTRIB.ERRINAC CORPfalse
BLUE CROSS AND BLUE SHIELD OF VERMONT
445 INDUSTRIAL LANEBERLINVT05602030277307CONTRIB.ERVTNAC CORPfalse
BLUE CROSS AND BLUE SHIELD OF WYOMING
4000 HOUSE AVENUECHEYENNEWY82001830231011CONTRIB.ERWYNAC CORPfalse
TRIPLE-S MANAGEMENT CORP
660555678CONTRIB.ERNAC CORPfalse
BCS FINANCIAL CORPORATION
2 MID-AMERICA PLAZA SUITE 200OAKBROOK TERRACEDE60181364247278CONTRIB.ERDENAC CORPfalse
ACCIDENT FUND INSURANCE CO OF AMERICA
232 S CAPITOL AVENUELANSINGMI489017990383207001CONTRIB.ERMINAC CORPfalse
UNITED WISCONSIN INSURANCE COMPANY
200 N GRAND AVE PO BOX 40790LANSINGMI48901390941450CONTRIB.ERWINAC CORPfalse
FIRST COAST SERVICE OPTIONS INC
532 RIVERSIDE AVENUEJACKSONVILLEFL32202593514335CONTRIB.ERFLDIVERSIFIED SERC CORPfalse
INCEPTURE INC
5011 GATE PARKWAYJACKSONVILLEFL32256593720231CONTRIB.ERFLBCBS OF FLORIDAC CORPfalse
NOVITAS SOLUTIONS INC
2020 TECHNOLOGY PARKWAY STE 101MECHANICSBURGPA17050205296137CONTRIB.ERPADIVERSIFIED SERC CORPfalse
LIFESECURE INSURANCE COMPANY
10559 CITATION DRIVEBRIGHTONMI48116750956156CONTRIB.ERMIBCBS OF MIC CORPfalse
BLUEBONNET LIFE INSURANCE COMPANY INC
3475 LAKELAND DRIVE EASTFLOWOODMS39232721008243CONTRIB.ERMSBCBS OF MSC CORPfalse
ADVANCED HEALTH SYSTEMS INC
3545 LAKELAND DRIVEEAST FLOWOODMS39232640703343CONTRIB.ERMSBCBS OF MSC CORPfalse
EXCELLUS INSURANCE AGENCY INC
165 COURT STREETROCHESTERNY14647161588653CONTRIB.ERNYEXCELLUS HEALTHC CORPfalse
UNIVERA HEALTHCARE
205 PARK CLUB LANEBUFFALONY14221150329043CONTRIB.ERNYEXCELLUS HEALTHC CORPfalse
MEDAMERICA INSURANCE COMPANY OF NEW YORK
165 COURT STREETROCHESTERNY14647161310986CONTRIB.ERNYEXCELLUS HEALTHC CORPfalse
HEALTH AND WELLNESS INSTITUTE LLC
291 PROMENADE STPROVIDENCERI02908204336322CONTRIB.ERRIBCBS OF RiC CORPfalse
TRIPLE-S PROPIEDAD INC
15010 FD ROOSEVELT AVEGUAYNABOPR00968660437064CONTRIB.ERPRTRIPLE-S mgmtC CORPfalse
INTERACTIVE SYSTEMS INC
1441 FD ROOSEVELT AVE 00920CAPARRA RQPR00920660482092CONTRIB.ERPRTRIPLE-S MGMTC CORPfalse
TRiple-S INSURANCE AGENCY
1510 FD ROOSEVELT AVENUEGUAYNABOPR00968660286587CONTRIB.ERPRTRIPLE-S mgmtC CORPfalse
TRIPLE-S SALUD INC
1441 FD ROOSEVELT AVENUECAPARRAPR00920660555677CONTRIB.ERPRTRIPLE-S mgmtC CORPfalse
DIVERSIFIED SERVICE OPTIONS INC
532 RIVERSIDE AVENUET JACKSONVILLEFL32202593514333CONTRIB.ERFLNAC CORPfalse
COMP WEST INSURANCE COMPANY
200 N GRAND AVE PO BOX 40790LANSINGMI48901201117107CONTRIB.ERCANAC CORPfalse
THIRD COAST UNDERWRITERS
200 N GRAND AVE PO BOX 40790LANSINGMI48901383207001CONTRIB.ERMINAC CORPfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd