Form 5500 · Employee benefit plan · PHOENIX, AZ
BLUE CROSS & BLUE SHIELD OF ARIZONA, INC.
BLUE CROSS & BLUE SHIELD OF ARIZONA, INC. of PHOENIX, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUE CROSS & BLUE SHIELD OF ARIZONA, INC. and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0004538 · plan 503 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental and vision; the largest, with BLUE CROSS & BLUE SHIELD OF ARIZONA, INC., covers 3,049 people.
Reported premium across the insured contracts is $51,073,419, with $183,044 in disclosed broker commissions — about 0.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: BLUE CROSS & BLUE SHIELD OF ARIZONA, INC. and EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Health, Vision | 3,231 | December | $2,028,657 | $183,044 |
| BLUE CROSS & BLUE SHIELD OF ARIZONA, INC. | Health, Dental | 3,049 | December | $49,044,762 | $0 |
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