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Blue Cross Blue Shield Assoc Retire Benefit Trust

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$18.5M (2023)

Expenses
$2.78M (2023)

Total Assets
$98.4M (2023)

Total Liabilities
$2.95M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,463,217
Expenses
$2,782,044
Net Income
$15,681,173
Net Assets
$95,430,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,582,306
14.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,880,911
86.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,381,220
Total Liabilities $2,950,396
Net Assets $95,430,824
Compensation
Key Employees and Officers Compensation Related Other
Diane Gore (Committee Member Chair) $0 $0 $0
John F Giblin (Committee Member Vice Chair) $0 $0 $0
Matthew All (Committee Member) $0 $0 $0
Jennifer Allen (Committee Member) $0 $0 $0
Henri Cournand (Committee Member Thru 03/23) $0 $0 $0
Andreas Ellis (Committee Member Thru 09/23) $0 $0 $0
Mark El Tawil (Committee Member Thru 09/23) $0 $0 $0
Christina Fisher (Committee Member) $0 $915,677 $46,045
Lori Hair (Committee Member) $0 $0 $0
Chris Hauser (Committee Member) $0 $0 $0
Thurman Justice (Committee Member Thru 10/23) $0 $0 $0
Gina Marting (Committee Member) $0 $0 $0
Susan Pickar (Committee Member) $0 $0 $0
Margaret Pinello White (Committee Member Started 03/23) $0 $0 $0
Michael Rains (Committee Member Started 11/23) $0 $0 $0
James Reed (Committee Member) $0 $0 $0
Adam Short (Committee Member) $0 $0 $0
Michael Stuart (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,122,339
Expenses
$2,591,707
Net Income
$4,530,632
Net Assets
$86,496,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,955,896
27.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,166,443
72.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $89,188,249
Total Liabilities $2,692,192
Net Assets $86,496,057
Compensation
Key Employees and Officers Compensation Related Other
Christina Fisher (Committee Member) $0 $653,004 $43,335
Diane Gore (Committee Member Chair) $0 $0 $0
John F Giblin (Committee Member Vice Chair) $0 $0 $0
Matthew All (Committee Member) $0 $0 $0
Jennifer Allen (Committee Member) $0 $0 $0
Henri Cournand (Committee Member) $0 $0 $0
Andreas Ellis (Committee Member 03/22) $0 $0 $0
Mark El Tawil (Committee Member) $0 $0 $0
Lori Hair (Committee Member) $0 $0 $0
Chris Hauser (Committee Member) $0 $0 $0
Thurman Justice (Committee Member) $0 $0 $0
Susan Lindquist (Committee Member Thru 03/22) $0 $0 $0
Gina Marting (Committee Member) $0 $0 $0
Susan Pickar (Committee Member 06/22) $0 $0 $0
James Reed (Committee Member) $0 $0 $0
Dawn Schneiderman (Committee Member Thru 11/22) $0 $0 $0
Adam Short (Committee Member) $0 $0 $0
Michael Stuart (Committee Member 06/22) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,383,677
Expenses
$2,356,000
Net Income
$3,027,677
Net Assets
$105,847,974
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,764,793
32.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,618,884
67.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $108,312,786
Total Liabilities $2,464,812
Net Assets $105,847,974
Compensation
Key Employees and Officers Compensation Related Other
Robert Kolodgy (Committee Member Partial Year) $0 $2,492,436 $56,683
Christina Fisher (Committee Member) $0 $170,550 $4,253
Diane Gore (Chair) $0 $0 $0
John Giblin (Vice Chair) $0 $0 $0
Matt All (Committee Member) $0 $0 $0
Jennifer Allen (Committee Member) $0 $0 $0
Christopher Booth (Committee Member Partial Year) $0 $0 $0
Bryan Camerlinck (Committee Member Partial Year) $0 $0 $0
Henri Cournand (Committee Member) $0 $0 $0
Mark El Tawil (Committee Member) $0 $0 $0
Lori Hair (Committee Member) $0 $0 $0
Chris Hauser (Committee Member) $0 $0 $0
Thurman Justice (Committee Member) $0 $0 $0
Susan Lindquist (Committee Member) $0 $0 $0
Gina Marting (Committee Member) $0 $0 $0
Mike Mizeur (Committee Member Partial Year) $0 $0 $0
Jim Reed (Committee Member) $0 $0 $0
Dawn Schneiderman (Committee Member) $0 $0 $0
Adam Short (Committee Member) $0 $0 $0
Mark Stimpson (Committee Member Partial Year) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,564,114
Expenses
$2,530,955
Net Income
$33,159
Net Assets
$93,846,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,960,347
76.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $603,767
23.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,463,885
Total Liabilities $2,617,204
Net Assets $93,846,681
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust (Trustee) $50,034 $0 $0
Robert Kolodgy (Committee Member) $0 $1,088,737 $60,273
Christopher Booth (Chair) $0 $0 $0
John Giblin (Vice Chair) $0 $0 $0
Matt All (Committee Member) $0 $0 $0
Henri Cournand (Committee Member) $0 $0 $0
Gina Marting (Committee Member) $0 $0 $0
Diane Gore (Committee Member) $0 $0 $0
Mark El Tawil (Committee Member) $0 $0 $0
Thurman Justice (Committee Member) $0 $0 $0
Bryan Camerlinck (Committee Member) $0 $0 $0
Mike Mizeur (Committee Member) $0 $0 $0
Mark Stimpson (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,577,504
Expenses
$2,621,844
Net Income
$955,660
Net Assets
$84,920,684
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,050,318
57.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,527,186
42.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $87,639,929
Total Liabilities $2,719,245
Net Assets $84,920,684
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust (Trustee) $61,466 $0 $0
Robert Kolodgy (Committee Member) $0 $1,037,556 $58,951
Michael Mizeur (Committe Member) $0 $0 $0
Christopher Booth (Committee Member) $0 $0 $0
John Giblin (Vice Chairman) $0 $0 $0
Mark Stimpson (Committee Member) $0 $0 $0
Chuck Divita (Committee Member) $0 $0 $0
Tim Huckle (Chairman) $0 $0 $0
Bryan Camerlink (Committee Member) $0 $0 $0
Mike Stollar (Committee Member) $0 $0 $0
Matthew All (Committee Member) $0 $0 $0
Mark El Tawil (Committee Member) $0 $0 $0
Diane Gore (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,304,810
Expenses
$2,941,625
Net Income
$4,363,185
Net Assets
$73,229,183
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,537,066
48.4%
Investment Income $1,855,617
25.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,912,127
26.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,217,132
Total Liabilities $2,987,949
Net Assets $73,229,183

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,931,291
Expenses
$2,366,898
Net Income
$4,564,393
Net Assets
$73,983,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,916,931
56.5%
Investment Income $1,616,185
23.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,398,175
20.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,188
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,599,134
Total Liabilities $2,615,865
Net Assets $73,983,269

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,584,301
Expenses
$1,661,750
Net Income
$2,922,551
Net Assets
$64,288,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,825,138
61.6%
Investment Income $1,496,610
32.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $262,553
5.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $38,372
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $66,006,388
Total Liabilities $1,718,058
Net Assets $64,288,330
Compensation
Key Employees and Officers Compensation Related Other
Karen M Abraham (Committee Member) $0 $0 $0
Michael Mizeur (Committee Member) $0 $0 $0
Michael A Gold (Committee Member) $0 $0 $0
Andrew C Corbin (Committee Memmber) $0 $0 $0
Christopher Booth (Committee Member) $0 $0 $0
Rick Schum (Chairman) $0 $0 $0
John F Giblin (Vice Chairman) $0 $0 $0
Mark P Stimpson (Committee Member) $0 $0 $0
Chuck Divita (Committee Member) $0 $0 $0
Don George (Committee Member) $0 $0 $0
Tim Huckle (Committee Member) $0 $0 $0
Robert J Kolodgy (Committee Member) $0 $854,319 $39,520
The Northern Trust (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,105,971
Expenses
$2,272,334
Net Income
$3,833,637
Net Assets
$58,804,749
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,741,538
44.9%
Investment Income $1,368,753
22.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,995,680
32.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $62,575
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,127,231
Total Liabilities $2,322,482
Net Assets $58,804,749
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust (Trustee) $62,575 $0 $0
Karen M Abraham (Committee Member) $0 $0 $0
Michael Mizeur (Committee Member) $0 $0 $0
Michael Gold (Committee Member) $0 $0 $0
Andrew C Corbin (Committee Memmber) $0 $0 $0
Peter Andruszkiewicz (Committee Member) $0 $0 $0
Christopher Booth (Committee Member) $0 $0 $0
Rick Schum (Chairman) $0 $0 $0
John F Giblin (Vice Chairman) $0 $0 $0
Mark P Stimpson (Committee Member) $0 $0 $0
Chuck Divita (Committee Member) $0 $0 $0
Don George (Committee Member) $0 $0 $0
Tim Huckle (Committee Member) $0 $0 $0
Robert J Kolodgy (Committee Member) $0 $758,142 $50,142
Mary O'hara (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,548,430
Expenses
$1,692,935
Net Income
$1,855,495
Net Assets
$57,754,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $578,657
16.3%
Investment Income $1,295,674
36.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,674,099
47.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $35,482
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,510,512
Total Liabilities $1,756,238
Net Assets $57,754,274
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust (Trustee) $35,482 $0 $0
Karen M Abraham (Committee Member) $0 $0 $0
Michael Mizeur (Committee Member) $0 $0 $0
Michael Gold (Committee Member) $0 $0 $0
Andrew C Corbin (Committee Member) $0 $0 $0
Peter Andruszkiewicz (Committee Member) $0 $0 $0
R Chris Doerr (Committee Member) $0 $0 $0
Rick Schum (Chairman) $0 $0 $0
John F Giblin (Vice Chairman) $0 $0 $0
Mark P Stimpson (Committee Member) $0 $0 $0
Chuck Di Vita (Committee Member) $0 $0 $0
Don George (Committee Member) $0 $0 $0
Tim Huckle (Committee Member) $0 $0 $0
Robert J Kolodgy (Committee Member) $0 $762,323 $0
Mary O'hara (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,843,020
Expenses
$1,154,786
Net Income
$3,688,234
Net Assets
$53,520,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,183,633
45.1%
Investment Income $1,187,626
24.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,471,761
30.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,184
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,726,626
Total Liabilities $1,206,045
Net Assets $53,520,581
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust (Trustee) $44,184 $0 $0
Karen M Abraham (Committee Member) $0 $0 $0
Michael Mizeur (Committee Member) $0 $0 $0
Michael Gold (Committee Member) $0 $0 $0
Andrew C Corbin (Committee Member) $0 $0 $0
Peter Andruszkiewicz (Committee Member) $0 $0 $0
Scott P Serota (Committee Member) $0 $0 $0
R Chris Doerr (Committee Member) $0 $0 $0
Rick Schum (Chairman) $0 $0 $0
John F Giblin (Committee Member) $0 $0 $0
Mark P Stimpson (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,285,292
Expenses
$1,082,155
Net Income
$2,203,137
Net Assets
$45,849,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,646,256
50.1%
Investment Income $1,126,930
34.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $512,106
15.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $45,069
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,225,862
Total Liabilities $2,376,259
Net Assets $45,849,603

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,893,835
Expenses
$1,064,429
Net Income
$4,829,406
Net Assets
$41,048,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,039,482
68.5%
Investment Income $1,055,239
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $799,114
13.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $27,030
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $42,171,710
Total Liabilities $1,123,575
Net Assets $41,048,135

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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