Civic Intelligence

Bcbsm Bargaining Unit Internal Health Benefit Trust

990 • Fiscal year 2020 • EIN 84-6869872

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
600 Lafayette East Mail Code 1801Detroit, MI 48226-2998

(313) 983-1633

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$536,842,931

Flat from 2020

Net Assets

Flat

$535,088,674

Flat from 2020

Liabilities

Flat

$1,754,257

Flat from 2020

Revenue And Expenses

Revenue

Flat

$4,356,382

Flat from 2020

Expenses

Flat

$14,970,985

Flat from 2020

Net Income

Flat

-$10,614,603

Flat from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 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

2020

Assets$536,842,931
Liabilities$1,754,257
Net Assets$535,088,674
Open 2020 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2020

Revenue$4,356,382
Expenses$14,970,985
Net Income-$10,614,603
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$734,912,202
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$541,582,836$535,088,674▼ $6,494,162
Investments Other Securities-$319,382,828-
Investments in Publicly Traded Securities$541,200,000$214,807,129▼ $326,392,871
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$541,582,836$536,842,931▼ $4,739,905
Other Assets Total$382,836$2,652,974▲ $2,270,138
Liabilities
Other Liabilities$0$1,754,257▲ $1,754,257
Total Liabilities$0$1,754,257▲ $1,754,257
Net Assets / Fund Balance
Total Net Assets Fund Balance$541,582,836$535,088,674▼ $6,494,162
Total Liabilities and Net Assets / Fund Balance$541,582,836$536,842,931▼ $4,739,905

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,580,482--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$17,647$17,647

Board Members and Trustees

NameTitle
Cathy GoheenAdministrative Committee Member
Laurie ParmelyAdministrative Committee Member
Mark BartlettAdministrative Committee Member
Paul MozakAdministrative Committee Member
Waymond HarrisAdministrative Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,700
Investment Income
$4,342,682
Other Revenue
$0
Change in Net Assets
$-10,614,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,647
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,953,338
Current Officers, Directors, Trustees, and Key Employees---$17,647
Total Functional Expenses$0$0$0$14,970,985
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$1,754,257
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 - 50 south la salle street, m-27, chicago, il 60603-1008.”

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
Matthew E Gray
Title
Northern Trust, as Trustee
Phone
3139831633
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin Grier
Formed
2019
Legal Domicile
Mi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
George Johnson & Company
Address
1200 BUHL BUILDING 535 GRISWOLD, DETROIT, MI 48226-3689
Preparer
Michael R Nicholas
Phone
3139652655
Supplemental Narrative

Additional Explanations

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 Appendix392 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.

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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 - 50 SOUTH LA SALLE STREET, M-27, CHICAGO, IL 60603-1008.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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, PAGE 1, ITEM C - LEGAL NAME OF ORGANIZATION:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BLUE CROSS BLUE SHIELD OF MICHIGAN LONG TERM DISABILITY TRUST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2FUND LONG-TERM DISABILITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3FUND HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt020500 CIVIC CENTER DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1600 LAFAYETTE EAST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2600 LAFAYETTE EAST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3600 LAFAYETTE EAST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOUTHFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0480764115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1482262998
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd2482262998
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd3482262998
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0541582836
IRS990/TotalAssetsEOYAmt0536842931
IRS990/TotalAssetsGrp/BOYAmt0541582836
IRS990/TotalAssetsGrp/EOYAmt0536842931
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt014970985
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01754257
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01754257
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0541582836
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0535088674
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt013700
IRS990/TotalReportableCompFromOrgAmt017647
IRS990/TotalRevenueGrp/ExclusionAmt04342682
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04356382
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0541582836
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0536842931
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 LAFAYETTE EAST MAIL CODE 1801
IRS990/USAddress/CityNm0DETROIT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0482262998
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW E GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NORTHERN TRUST, AS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03139831633
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BCBSM BARGAINING UNIT INTERNAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BCBS
ReturnHeader/Filer/EIN0846869872
ReturnHeader/Filer/PhoneNum03139831633
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 LAFAYETTE EAST MAIL CODE 1801
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482262998
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382029668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE JOHNSON & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 BUHL BUILDING 535 GRISWOLD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DETROIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0482263689
ReturnHeader/PreparerPersonGrp/PhoneNum03139652655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R NICHOLAS
ReturnHeader/ReturnTs02021-11-12T09:33:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$536,842,931
Liabilities
$1,754,257
Net assets
$535,088,674
Revenue
$4,356,382
Expenses
$14,970,985
Net income
-$10,614,603
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
2020Detailed filing. Detailed filing data is available for this year.$537$1.75$535$4.36$15.0$10.6
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