Blue Cross Blue Shield of Massachusetts 401(k) and pension plans

Blue Cross Blue Shield of Massachusetts, Inc., Boston, MA. EIN 04-1045815. Annual reports 2009–2024. Also filed as Blue Cross and Blue Shield of Massachusetts, Inc.

Blue Cross Blue Shield of Massachusetts, Inc. has 2 active retirement plans on file. The largest is the Blue Cross and Blue Shield of Massachusetts, Inc. Employee Savings Plan, with 5,553 participants and $1.2 billion in assets in 2024. Fidelity has been its recordkeeper since 2016.

Active plans: 2
Participants: 10,833
Plan assets: $2.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Blue Cross and Blue Shield of Massachusetts, Inc. Employee Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 04-1045815
Participants (2024): 5,553
Net assets (2024): $1.2 billion
Recordkeeper: FidelityEarlier: Goodwin Proctor (2015), Ernst & Young, LLP (2014), Goodwin Proctor (2013), Fidelity (2009–2012)
Plan administrator: Blue Cross Blue Shield of Massachusetts, Inc.
101 Huntington Avenue, Suite 1300
Boston, MA 02199
(617) 246-5000As filed for 2024
In effect since: July 1, 1978

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,553	$1.2 billion	Fidelity
2023	5,489	$1.0 billion	Fidelity
2022	5,230	$876 million	Fidelity
2021	4,976	$1.1 billion	Fidelity
2020	4,896	$971 million	Fidelity
2019	4,946	$806 million	Fidelity
2018	4,925	$657 million	Fidelity
2017	4,888	$682 million	Fidelity
2016	4,822	$563 million	Fidelity
2015	4,711	$504 million	Goodwin Proctor
2014	4,766	$500 million	Ernst & Young, LLP
2013	4,859	$470 million	Goodwin Proctor
2012	4,581	$394 million	Fidelity
2011	4,603	$346 million	Fidelity
2010	4,765	$339 million	Fidelity
2009	4,762	$298 million	Fidelity

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust

Cash balance pension, frozenActive

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

Plan number: 001Employer EIN 04-1045815
Participants (2024): 5,280
Net assets (2024): $867 million
Administered by: Fidelity2024
Plan administrator: Blue Cross Blue Shield of Massachusetts, Inc.
101 Huntington Avenue, Suite 1300
Boston, MA 02199
(617) 246-5000As filed for 2024
In effect since: December 15, 1944

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,280	$867 million	Fidelity
2023	5,410	$904 million	not listed
2022	5,601	$909 million	not listed
2021	5,843	$1.3 billion	not listed
2020	6,091	$1.2 billion	not listed
2019	6,003	$1.1 billion	not listed
2018	5,893	$905 million	not listed
2017	5,823	$978 million	not listed
2016	5,677	$831 million	not listed
2015	5,573	$756 million	not listed
2014	5,543	$756 million	not listed
2013	5,258	$736 million	not listed
2012	5,203	$665 million	not listed
2011	5,215	$536 million	not listed
2010	5,187	$537 million	not listed
2009	5,228	$485 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Blue Cross and Blue Shield of Massachusetts, Inc. Employee Savings 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 ((617) 246-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

All 2 plans

Blue Cross and Blue Shield of Massachusetts, Inc. Employee Savings Plan

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in MA