Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan
Corporate pension, based in Detroit, Michigan, reporting $893M in assets, for 11,693 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Franklin Templeton no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers and 6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
15 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Master trust investment accounts 99.7%
Consultants and advisers
- Fidelity Investments Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2022 Form 5500
- Hewitt Associates Pension consultantthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Arrowstreet Capital, LPplan years 2022
- Snyder Capital Management, LPplan years 2022
- Western Asset Mgmt Company, LLCplan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceFranklin Templeton no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestern Asset Management no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceArrowstreet Capital no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Arrowstreet Capital, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSnyder Capital no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Snyder Capital Management, LPaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 11,693 | $918M | $956M | 92.2% | $893M | Not disclosed | $891M | Not disclosed |
| 2023 to Dec 31, 2023 | 11,303 | $883M | $901M | 94.1% | $914M | Not disclosed | $914M | Not disclosed |
| 2022 to Dec 31, 2022 | 11,318 | $978M | $857M | 98.6% | $883M | Not disclosed | $743M | Not disclosed |
- Fidelity Investments codes 17 28 50 $672,448 PY2024
- Willis Towers Watson codes 11 17 50 $230,081 PY2024
- Bcbsm Emp. Ret. Master Trust Sched. D M $891M PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+8 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
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