Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.
Corporate pension, based in Phoenix, Arizona, reporting $228M in assets, for 531 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. funded ratio 114.4% -> 240.9% (2023-01-01 to 2024-01-01).
1 more adviser, 2 more managers, 18 more commitments and 2 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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Capital path
who backs this record, through what, into what; each name opens its own path- Intermediate Duration Corp Nl Fund3 commitments
- Blackrock Msci Acwi Imi Index Fund3 commitments
- Long Duration Corporate Credit Scre3 commitments
- Blackrock Institutional Trust Company, N.A.11 commitments
- Northern Trust Investments, Inc.3 commitments
- Blackrock3 commitments
Relationship network
30 connected entities21 observed commitments11 repeat counterparties17 dated commitments shown here, 2022 to 2024
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
- Fund or vehicle
- 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.
- Which managers has Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. committed the most to, and when?
- Which consultants advise Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc., and on which commitments?
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Partnership/joint venture interests 5.5%
- Common/collective trusts 92.6%
- Registered investment companies 1.7%
Consultants and advisers
- Aon Actuarythrough Dec 31, 2023 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.11 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Blackrock3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Co,naplan years 2022
What changed
- Jan 1, 2024Funded status changedNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. funded ratio 114.4% -> 240.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. plan assets $381M -> $193M (-49.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. no longer reports Long Term Govt Bond Index Fund (Blackrock Insti. Trust Company, N.A) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Insti. Trust Company, N.Aaskebsa.dol.gov
- Dec 31, 2023Holding startedNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. first reports an interest in BLK Msci Equity Index Fund Russia: $354 at 2023-12-31with BLK Msci Equity Index Fund Russiaaskebsa.dol.gov
- Dec 31, 2023Assets changedNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. total assets $417M -> $221M (-47.0%, 2022-12-31 to 2023-12-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Intermediate Duration Corp Nl Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $35.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Acwi Imi Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $18.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Corporate Credit Screcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $10.9M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 531 | $193M | $52.3M | 240.9% | $228M | $12.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,090 | $381M | $194M | 114.4% | $221M | $11.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,198 | $278M | $230M | 100.9% | $417M | $24.6M | Not disclosed | Not disclosed |
- Northern Trust Company codes 21 $247,662 PY2024
- Blackrock codes 28 $223,025 PY2024
- AON Consulting codes 11 $165,701 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+4 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
+8 connections on the graph
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