Civic Intelligence

Bcbsm Bargaining Unit Internal Health Benefit Trust

EIN 84-6869872 • 501(c)9 • Detroit, MI

Profile

The trust was created for the exclusive purpose of providing health benefits to eligible employees of blue cross blue shield of michigan.

600 Lafayette East Mail Code 1801Detroit, MI 48226-2998

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

574%

Higher net margin than 99% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-3.3%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$409,117,895

Down $14,174,713 (-3.3%) from 2023

Liabilities

Up

$3,276,031

Up $3,276,031 from 2023

Net Assets

Down

$405,841,864

Down $17,450,744 (-4.1%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$10,616,094

Up $1,513,666 (+12%) from 2023

Expenses

Up

$50,350,510

Up $3,124,206 (+6.6%) from 2023

Net Income

Down

-$60,966,604

Down $1,610,540 (-2.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2019: $541,582,836Liabilities 2019: $0Net Assets 2019: $541,582,8362019Assets 2020: $536,842,931Liabilities 2020: $1,754,257Net Assets 2020: $535,088,6742020Assets 2021: $548,679,607Liabilities 2021: $811,993Net Assets 2021: $547,867,6142021Assets 2022: $417,631,947Liabilities 2022: $1,999,630Net Assets 2022: $415,632,3172022Assets 2023: $423,292,608Liabilities 2023: $0Net Assets 2023: $423,292,6082023Assets 2024: $409,117,895Liabilities 2024: $3,276,031Net Assets 2024: $405,841,8642024

Highlighted filing

2024

Assets$409,117,895
Liabilities$3,276,031
Net Assets$405,841,864
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600M$400M$200M$0-$200MRevenue 2019: $541,582,836Expenses 2019: $0Net Income 2019: $541,582,8362019Revenue 2020: $4,356,382Expenses 2020: $14,970,985Net Income 2020: -$10,614,6032020Revenue 2021: $8,438,746Expenses 2021: $19,588,815Net Income 2021: -$11,150,0692021Revenue 2022: -$15,598,847Expenses 2022: $17,432,243Net Income 2022: -$33,031,0902022Revenue 2023: -$12,129,760Expenses 2023: $47,226,304Net Income 2023: -$59,356,0642023Revenue 2024: -$10,616,094Expenses 2024: $50,350,510Net Income 2024: -$60,966,6042024

Highlighted filing

2024

Revenue-$10,616,094
Expenses$50,350,510
Net Income-$60,966,604
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$409,117,895
Liabilities
$3,276,031
Net assets
$405,841,864
Revenue
-$10,616,094
Expenses
$50,350,510
Net income
-$60,966,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$409$3.28$406$10.6$50.4$61.0
2023Summary only. Only limited summary data is available for this year.$423$0.00$423$12.1$47.2$59.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$418$2.00$416$15.6$17.4$33.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$549$0.81$548$8.44$19.6$11.2
2020Summary only. Only limited summary data is available for this year.$537$1.75$535$4.36$15.0$10.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$542$0.00$542$542$0.00$542
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$270,791,709
Mission and Program Overview

Mission

The trust was created for the exclusive purpose of providing health benefits to eligible employees of blue cross blue shield of michigan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$547,867,614$415,632,317▼ $132,235,297
Investments Other Securities$307,213,647$211,853,247▼ $95,360,400
Investments in Publicly Traded Securities$238,822,604$201,974,575▼ $36,848,029
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$548,679,607$417,631,947▼ $131,047,660
Other Assets Total$2,643,356$3,804,125▲ $1,160,769
Liabilities
Other Liabilities$811,993$1,999,630▲ $1,187,637
Total Liabilities$811,993$1,999,630▲ $1,187,637
Net Assets / Fund Balance
Total Net Assets Fund Balance$547,867,614$415,632,317▼ $132,235,297
Total Liabilities and Net Assets / Fund Balance$548,679,607$417,631,947▼ $131,047,660

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$-13,500--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Trustee$187,314$187,314

Board Members and Trustees

NameTitle
Jason PisarikAdministrative Committee Member
Laurie ParmelyAdministrative Committee Member
Paul MozakAdministrative Committee Member
Waymond HarrisAdministrative Committee Member
Yvonne TrupianoAdministrative Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$70,158
Investment Income
$-15,669,005
Other Revenue
$0
Change in Net Assets
$-33,031,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$690,385
Salaries, Compensation, and Employee Benefits$187,314
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$16,554,544
Fees for Services Other---$690,385
Current Officers, Directors, Trustees, and Key Employees---$187,314
Total Functional Expenses$0$0$0$17,432,243
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Broker for Securities Purchased$1,999,630
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed and approved by a member of the senior management of blue cross blue shield of michigan, the primary contributing employer, before being filed.”

Form 990, Part VI, Section B, Line 12C

“All members of the trust's administrative committee are employees of blue cross blue shield of michigan and are required to certify their review of conflict of interest policies annually.”

Form 990, Part VI, Section C, Line 19

“The governing documents and conflict of interest policy, as well as the financial statements of the related plan, are available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“The northern trust company - 333 south wabash avenue, wb 42, chicago, il 60604-4107.”

Filing and Contact Details

Filer

Filer Name
Bcbsm Bargaining Unit Internal
EIN
84-6869872
Phone
3139831633
Address
600 LAFAYETTE EAST MAIL CODE 1801, DETROIT, MI 48226-2998

Signing Officer

Name
Waymond Harris
Title
Administrative Committee Member
Phone
3139831633
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Waymond Harris
Formed
2019
Legal Domicile
Mi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
GJC CPA'S & ADVISORS
Address
535 GRISWOLD STREET SUITE 1200, DETROIT, MI 48226-3689
Preparer
Michael R Nicholas
Phone
3139652655
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Refund of employer contributions -750,000.”

FORM 990, PAGE 1, ITEM C - LEGAL NAME OF ORGANIZATION:

“The legal name of the organization is the "blue cross blue shield of michigan bargaining unit internal health benefit trust".”

Raw XML AppendixShowing 400 of 401 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST WAS CREATED FOR THE EXCLUSIVE PURPOSE OF PROVIDING HEALTH BENEFITS TO ELIGIBLE EMPLOYEES OF BLUE CROSS BLUE SHIELD OF MICHIGAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt016554544
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum03125571442
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 SOUTH WABASH AVENUE WB 42
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0606044107
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0547867614
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0415632317
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0187314
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt016554544
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-15669005
IRS990/CYOtherExpensesAmt0690385
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt070158
IRS990/CYRevenuesLessExpensesAmt0-33031090
IRS990/CYSalariesCompEmpBnftPaidAmt0187314
IRS990/CYTotalExpensesAmt017432243
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-15598847
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED HEALTH BENEFITS TO ELIGIBLE EMPLOYEES OF BLUE CROSS BLUE SHIELD OF MICHIGAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0690385
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0WAYMOND HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL MOZAK
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURIE PARMELY
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON PISARIK
IRS990/Form990PartVIISectionAGrp/PersonNm4YVONNE TRUPIANO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5187314
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMINISTRATIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADMINISTRATIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ADMINISTRATIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ADMINISTRATIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADMINISTRATIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-29394291
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0256996265
IRS990/GrossReceiptsAmt0270791709
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013725286
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013725286
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0307213647
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0211853247
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0238822604
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0201974575
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0286390556
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST WAS CREATED FOR THE EXCLUSIVE PURPOSE OF PROVIDING HEALTH BENEFITS TO ELIGIBLE EMPLOYEES OF BLUE CROSS BLUE SHIELD OF MICHIGAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0547867614
IRS990/NetAssetsOrFundBalancesEOYAmt0415632317
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-29394291
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-29394291
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-98454207
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02643356
IRS990/OtherAssetsTotalGrp/EOYAmt03804125
IRS990/OtherChangesInNetAssetsAmt0-750000
IRS990/OtherLiabilitiesGrp/BOYAmt0811993
IRS990/OtherLiabilitiesGrp/EOYAmt01999630
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WAYMOND HARRIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt070158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt070158
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018802376
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07688746
IRS990/PYOtherExpensesAmt0510758
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0750000
IRS990/PYRevenuesLessExpensesAmt0-11150069
IRS990/PYSalariesCompEmpBnftPaidAmt0275681
IRS990/PYTotalExpensesAmt019588815
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08438746
IRS990/ReconcilationRevenueExpnssAmt0-33031090
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01999630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO BROKER FOR SECURITIES PURCHASED
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0166736598
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt134872228
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24903383
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32639379
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41435329
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51279830
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6-13500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CORPORATE BONDS AND NOTES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1UNITED STATES GOVERNMENT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUNICIPAL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ASSET-BACKED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4COLLATERALIZED MORTGAGE OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MORTGAGE-BACKED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc6FUTURES AND OPTIONS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0211853247
IRS990ScheduleD/TotalLiabilityAmt01999630
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AND APPROVED BY A MEMBER OF THE SENIOR MANAGEMENT OF BLUE CROSS BLUE SHIELD OF MICHIGAN, THE PRIMARY CONTRIBUTING EMPLOYER, BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE TRUST'S ADMINISTRATIVE COMMITTEE ARE EMPLOYEES OF BLUE CROSS BLUE SHIELD OF MICHIGAN AND ARE REQUIRED TO CERTIFY THEIR REVIEW OF CONFLICT OF INTEREST POLICIES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY, AS WELL AS THE FINANCIAL STATEMENTS OF THE RELATED PLAN, ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE NORTHERN TRUST COMPANY - 333 SOUTH WABASH AVENUE, WB 42, CHICAGO, IL 60604-4107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REFUND OF EMPLOYER CONTRIBUTIONS -750,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE LEGAL NAME OF THE ORGANIZATION IS THE "BLUE CROSS BLUE SHIELD OF MICHIGAN BARGAINING UNIT INTERNAL HEALTH BENEFIT TRUST".
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 1, ITEM C - LEGAL NAME OF ORGANIZATION:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0382069753
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1201420821
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYMOND HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE COMMITTEE MEMBER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH BENEFIT TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GJC CPA'S & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 GRISWOLD STREET SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DETROIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0482263689
ReturnHeader/PreparerPersonGrp/PhoneNum03139652655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R NICHOLAS
ReturnHeader/ReturnTs02023-11-14T06:48:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYMOND
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31

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