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AllocatorsPlancorporate pension100m-1b

Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan

Allocators

Detroit, MI

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Search this name across graphsid dfx:al:be37f0a9-c59d-4b0a-bb74-41d84c71161e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 11
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $893Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 11,693
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	100	$891M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Fidelity Investments	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Jpmorgan Chase Bank, N.A.	Discretionary trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
State Street Bank & Trust Company	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Hewitt Associates	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Nisa Investment Advisors, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Arrowstreet Capital, LP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Snyder Capital Management, LP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Western Asset Mgmt Company, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Legal & General Inv Mgmt America	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Franklin Templeton	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Blue Cross Blue Shield of MichiganPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ Fidelity InvestmentsManager with allocator capitalPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Jpmorgan Chase Bank, N.A.Investment consultantDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ State Street Bank & Trust CompanyInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Hewitt AssociatesInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (7)

← Arrowstreet Capital, LPInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Snyder Capital Management, LPManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Western Asset Mgmt Company, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Nisa Investment Advisors, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Franklin TempletonManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Legal & General Inv Mgmt AmericaManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship ended
Blackrock 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)
Blackrock Institutional Trust Co,na Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Arrowstreet 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)
Arrowstreet Capital, LP Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Snyder 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)
Snyder Capital Management, LP Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Legal & General Inv. Co. 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)
Legal & General Inv Mgmt America Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Hewitt Consulting no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Hewitt Associates Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
State Street Bank and Trust Company 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)
State Street Bank & Trust Company Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
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)
Franklin Templeton Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Western 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)
Western Asset Mgmt Company, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Jpmorgan no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Jpmorgan Chase Bank, N.A.Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Nisa Investment Advisors, LLC no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Nisa Investment Advisors, LLC Form 5500observed 4 days ago

Show 1 bookkeeping events

Occurred
Jan 1, 2023
Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan funded ratio 98.6% -> 94.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:be37f0a9-c59d-4b0a-bb74-41d84c71161e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan

Allocators

Detroit, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:be37f0a9-c59d-4b0a-bb74-41d84c71161e

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

100

$891M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Fidelity Investments

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Jpmorgan Chase Bank, N.A.

Discretionary trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

State Street Bank & Trust Company

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Hewitt Associates

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Nisa Investment Advisors, LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Arrowstreet Capital, LP

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Snyder Capital Management, LP

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Western Asset Mgmt Company, LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Legal & General Inv Mgmt America

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Franklin Templeton

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Blackrock Institutional Trust Co,na

Investment management

Jan 1, 2022

Dec 31, 2022

fact