2012-11-16T10:31:17-06:00 2011-12-31 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2011-01-01 364018700 Blue Cross Blue Shield Assoc Retire Benefits Trust % EXECUTIVE DIRECTOR BLUE 3124445670 225 North Michigan Avenue Chicago IL 60601 david manuszak 2012-11-07 true Rebekuh Eley 3128569100 2011 2016-02-24 21:20:13Z David Manuszak 225 North Michigan Avenue Chicago IL 60601 11192109 false X N/A X 1994 IL THE TRUST WAS CREATED FOR THE EXCLUSIVE PURPOSE OF PROVIDING POST- RETIREMENT HEALTH CARE & LIFE INSURANCE BENEFITS TO ELIGIBLE retirees & THEIR DEPENDENTS UNDER BCBSA benefit programs. 12 12 0 0 0 0 0 2911415 4039482 1414161 1854353 0 0 4325576 5893835 0 0 814918 1029774 31121 27030 0 0 0 10338 7625 856377 1064429 3469199 4829406 37182603 42171710 896710 1123575 36285893 41048135 THE TRUST WAS CREATED FOR THE EXCLUSIVE PURPOSE OF PROVIDING POST-RETIREMENT HEALTH CARE AND LIFE INSURANCE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS UNDER BLUE CROSS & BLUE SHIELD ASSOCIATION'S BENEFIT PROGRAMS. false false PROVIDED POST-RETIREMENT HEALTH CARE AND LIFE INSURANCE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS UNDER BLUE CROSS & BLUE SHIELD ASSOCIATION'S BENEFIT PROGRAMS. TOTAL BENEFITS PAID TO (OR FOR THE BENEFIT OF) PARTICIPANTS AND THEIR DEPENDENTS DURING YEAR WERE $1,029,774 false false false false false false false false false false false false false true true false true false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false X 12 12 true false false false false false false true true false false false true true true true true false false false X EXECUTIVE DIRECTOR 3122976000 225 NORTH MICHIGAN AVE CHICAGO IL 60601 X Tim J Crilly 0.1 X Robert A Leichtle 0.1 X Robert P Hiam 0.1 X Andrew C Corbin 0.1 X Michael Frank 0.1 X Michael Reitz 0.1 X Scott P Serota 0.1 X R Chris Doerr 0.1 X David Southwell 0.1 X John F Giblin 0.1 X Mark P Stimpson 0.1 X Paul von Ebers 0.1 X THE NORTHERN TRUST 40.0 X 27027 0 0 27027 0 0 0 false false false 0 0 EMPLOYER CONTRIB. 4039482 4039482 4039482 1055239 1055239 0 0 6097388 5298274 799114 799114 799114 0 0 0 0 5893835 4039482 1854353 0 0 0 1029774 27030 0 0 0 0 0 0 0 0 0 0 7625 0 0 0 0 0 0 0 0 0 0 0 0 0 1064429 0 0 1192151 130364 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35914158 41947527 0 0 0 0 0 0 76294 93819 37182603 42171710 81792 93801 0 0 0 0 0 0 0 0 0 0 0 0 0 0 814918 1029774 896710 1123575 X 36285893 41048135 0 0 0 0 36285893 41048135 37182603 42171710 X 4829406 -67164 X false true true X false 0 DUE TO SPONSOR PREMIUM REIMBURSEMENT 1029774 1029774 FIN 48 FOOTNOTE: 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, 2011, 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. The Program administrator believes it is no longer subject to income tax examinations for years prior to 2008. part v, line 3a the organization does not have any unrelated business income. part vi, 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. part vi, 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 consolidated audited financial statements of the blue cross and blue shield health and life program were presented to the Committee that serves as the governing body by the independent auditors. part vi, section b, 12c 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 hot-line 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. BCBSA's Chief Employee Benefits Counsel also provides the Committee with an annual assessment of the organization's and the Committee's 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. part vi, line 15 a and b the organization does not require compensation policies as it does not compensate any officers, management officials or key employees. part vi, line 19 The governing documents and Form 990 are made available upon request to the Executive Director, National Employee Benefits Administration, Blue Cross and Blue Shield Association, 225 N. Michigan Avenue, Chicago, IL 60601. part vii, section a with the exception of the institutional trustee, all listed are members of an independent committee that supervises the trust. Part XI, Line 5 Other Changes in Net Assets or Fund Balances U/R Gain - $67,164 Blue Cross Blue Shield Association 225 North Michigan Ave Chicago IL 60601 135656874 Contrib.ER IL 501(C)(4) N/A NA false true