What public Form 5500 filings show about the California Physicians Service, DBA Blue Shield of CA 401(k) plan — and how to find and check your own account.
California Physicians Service, DBA Blue Shield of CA (EIN 94-0360524) reports BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN on its most recent Form 5500, with $1.7B in plan assets across 7,533 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full California Physicians Service, DBA Blue Shield of CA filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your California Physicians Service, DBA Blue Shield of CA 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ARMANINO LLP, BLUE CROSS AND BLUE SHIELD ASSOC, BLACKROCK FINANCIAL MANAGEMENT, ACADIAN ASSET MANAGEMENT, INCOME RESEARCH AND MANAGEMENT, STRATEGIC ADVISORS.
