2023 Form 5500 filing — Blue Shield Of California Employees Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920110918NAL0007742561001) for Blue Shield Of California Employees Retirement Plan, reported by California Physicians Service Dba Blue Shield Of California under EIN 94-0360524 and plan number 001. It reports 7,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920110918NAL0007742561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Physicians Service Dba Blue Shield Of California
- EIN
- 94-0360524
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 7,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $565,516,148
- Total liabilities (EOY)
- $3,089,268
- Net assets (EOY)
- $562,426,880
- Employer contributions
- $15,000,000
- Total income / additions
- $76,687,630
- Benefits paid
- $38,224,398
- Administrative expenses
- $2,752,225
- Total expenses
- $40,976,623
- Net increase / (decrease)
- $35,711,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross And Blue Shield Assoc. | PLAN ADMINISTRATOR | $976,075 | not reported in the loaded dataset |
| Acadian Asset Management | INVEST. MGMT. | $257,228 | not reported in the loaded dataset |
| Baillie Gifford | INVEST. MGMT. | $225,468 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE (DIRECT) | $222,433 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | INVEST. MGMT | $136,622 | not reported in the loaded dataset |
| Income Research And Management Inc. | INVEST. MGMT. | $118,173 | not reported in the loaded dataset |
| Victory Capital Management Inc | INVESTMENT MGMT | $49,104 | not reported in the loaded dataset |
| Armanino Llp | ACCOUNTING | $40,943 | not reported in the loaded dataset |
| Blue Shield Of California | CONTRACT ADMIN. | $31,330 | not reported in the loaded dataset |