Blue Cross and Blue Shield of North Carolina 401(k) and pension plans

Blue Cross and Blue Shield of North Carolina, Durham, NC. EIN 56-0894904. Annual reports 2009–2024. Also filed as Partners National Health Plans of NC, Inc.

Blue Cross and Blue Shield of North Carolina has 3 active retirement plans on file. The largest is the Blue Cross and Blue Shield of North Carolina 401(k) Plan, with 7,596 participants and $1.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 7,821
Plan assets: $1.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Blue Cross and Blue Shield of North Carolina 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 56-0894904
Participants (2024): 7,596
Net assets (2024): $1.4 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Bcbsnc Employee Benefits Administration Committee
Po Box 2291
Durham, NC 27702
(919) 489-7431As filed for 2024
In effect since: January 1, 2006

Plans merged into this one: Blue Cross and Blue Shield of North Carolina Retirement Savings Plan (2013).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,596	$1.4 billion	Fidelity
2023	7,621	$1.3 billion	Fidelity
2022	7,412	$1.1 billion	Fidelity
2021	6,846	$1.2 billion	Fidelity
2020	6,817	$1.0 billion	Fidelity
2019	6,605	$800 million	Fidelity
2018	6,412	$626 million	Fidelity
2017	6,393	$637 million	Fidelity
2016	6,406	$517 million	Fidelity
2015	6,358	$460 million	Fidelity
2014	6,164	$438 million	Fidelity
2013	5,967	$408 million	Fidelity
2012	4,119	$190 million	Fidelity
2011	3,901	$158 million	Fidelity
2010	3,779	$147 million	Fidelity
2009	3,782	$112 million	Fidelity

Partners National Health Plans of NC, Inc. Target Benefit Pension Plan

Target benefit planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 56-0894904
Participants (2024): 225
Net assets (2024): $1.1 million
Recordkeeper: FidelityEarlier: MassMutual (2010–2012)
Plan administrator: Bcbsnc Employee Benefits Administration Committee
Po Box 2291
Durham, NC 27702
(919) 489-7431As filed for 2024
In effect since: January 1, 1992

Earlier sponsor: Partners National Health Plans of NC, Inc. (2009).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	225	$1.1 million	Fidelity
2023	239	$1.0 million	Fidelity
2022	251	$1.0 million	Fidelity
2021	261	$1.3 million	not listed
2020	265	$1.2 million	not listed
2019	272	$1.1 million	not listed
2018	279	$1.0 million	Fidelity
2017	294	$1.1 million	Fidelity
2016	306	$1.0 million	Fidelity
2015	313	$1.0 million	Fidelity
2014	326	$1.1 million	Fidelity
2013	347	$1.1 million	Fidelity
2012	392	$1.1 million	MassMutual
2011	408	$1.0 million	MassMutual
2010	443	$1.1 million	MassMutual
2009	464	$1.1 million	not listed

Blue Cross and Blue Shield of North Carolina Retirement Plan

Pension (defined benefit), frozenActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 56-0894904
Participants (2023): 0
Net assets (2023): $300,262
Plan administrator: BCBS of NC Employee Benefits Administration Committee
Po Box 2291
Durham, NC 27702
(919) 489-7431As filed for 2023
In effect since: June 1, 1968

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$300,262	not listed
2022	0	$315,737	not listed
2021	2,778	$686 million	not listed
2020	2,851	$722 million	not listed
2019	2,914	$645 million	not listed
2018	2,986	$567 million	not listed
2017	3,055	$625 million	not listed
2016	3,343	$536 million	not listed
2015	3,400	$520 million	not listed
2014	3,449	$553 million	not listed
2013	4,130	$615 million	not listed
2012	4,141	$543 million	not listed
2011	4,151	$501 million	not listed
2010	4,175	$476 million	not listed
2009	4,193	$415 million	not listed

Blue Cross and Blue Shield of North Carolina Retirement Savings Plan

401(k)Merged

Merged. In 2013 its assets moved to the Blue Cross and Blue Shield of North Carolina 401(k) Plan, sponsored by Blue Cross and Blue Shield of North Carolina (EIN 56-0894904, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 56-0894904
Participants (2012): 1,564
Net assets (2012): $141 million
Recordkeeper: Fidelity2009–2013
Plan administrator: BCBS of NC Employee Benefits Administration Committee
5901 Durham Chapel Hill BLVD
Durham, NC 27707
(919) 489-7431As filed for 2013
In effect since: July 1, 1985

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	Fidelity
2012	1,564	$141 million	Fidelity
2011	1,727	$130 million	Fidelity
2010	1,835	$133 million	Fidelity
2009	2,013	$124 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Blue Cross and Blue Shield of North Carolina 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((919) 489-7431). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.