Blue Shield Of California Employees Retirement Plan — Form 5500 plan (California Physicians Service Dba Blue Shield Of California)
Plain-English plan 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, Blue Shield Of California Employees Retirement Plan is a benefit plan reported by California Physicians Service Dba Blue Shield Of California under EIN 94-0360524 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,238 participants and $565,516,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Physicians Service Dba Blue Shield Of California
- EIN
- 94-0360524
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 7,238
- End-of-year plan assets
- $565,516,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,238 | H, C | 20240920110918NAL0007742561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $565,516,148
- Total liabilities (EOY)
- $3,089,268
- Net assets (EOY)
- $562,426,880
- Net assets (BOY)
- $526,715,873
Income & contributions
- Employer contributions
- $15,000,000
- Total contributions
- $15,000,000
- Total income / additions
- $76,687,630
Expenses & distributions
- Benefits paid
- $38,224,398
- Administrative expenses
- $2,752,225
- Total expenses
- $40,976,623
- Net increase / (decrease)
- $35,711,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross And Blue Shield Assoc. | PLAN ADMINISTRATOR | $976,075 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management | INVEST. MGMT. | $257,228 | not reported in the loaded dataset | 2023 |
| Baillie Gifford | INVEST. MGMT. | $225,468 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE (DIRECT) | $222,433 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | INVEST. MGMT | $136,622 | not reported in the loaded dataset | 2023 |
| Income Research And Management Inc. | INVEST. MGMT. | $118,173 | not reported in the loaded dataset | 2023 |
| Victory Capital Management Inc | INVESTMENT MGMT | $49,104 | not reported in the loaded dataset | 2023 |
| Armanino Llp | ACCOUNTING | $40,943 | not reported in the loaded dataset | 2023 |
| Blue Shield Of California | CONTRACT ADMIN. | $31,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Physicians Service Dba Blue Shield Of California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Blue Cross And Blue Shield Assoc. — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Baillie Gifford — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Income Research And Management Inc. — Schedule C compensation
- Victory Capital Management Inc — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Blue Shield Of California — Schedule C compensation