Original filing (PDF)20250924095528NAL0008457584001

California Physicians Service DBA Blue Shield of California

Name: California Physicians Service DBA Blue Shield of California — Form 5500 Plan 001 (2024)
Creator: California Physicians Service DBA Blue Shield of California
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue Shield of California Employees Retirement Plan

Defined-benefit pension plan · California Physicians Service DBA Blue Shield of California's Blue Shield of California Employees Retirement Plan held $561.6M in plan assets for 2,287 participants in 2024.

Signals · 3

18% employer stockNo recordkeeper disclosed9 service providers

Active participants

2,287

Accounts w/ balance

—

Plan assets (EOY)

$561.6M

Net assets (EOY)

$561.1M

People on this filing

John Banta signed California Physicians Service DBA Blue Shield of California's 2024 Form 5500 as plan administrator.

John Banta — Plan Administrator — Form 5500 signer
Michelle Pisani — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

California Physicians Service DBA Blue Shield of California's EIN is 94-0360524.

EIN 94-0360524

Plan number 001

Plan year 2024

ACK ID 20250924095528NAL0008457584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for California Physicians Service DBA Blue Shield of California from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA.

Finding similar companies…

How this plan invests

This plan

1,600 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).
Plan is frozen (1I) — no new benefit accrual.
Fragmented vendor stack (9 disclosed providers, 6 categories).

Plan sponsor

Name

CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA

EIN

all filings

Address

601 12TH STREET · OAKLAND, CA · 94607

Phone

(877) 322-7348

Industry

Finance & Insurance

Plan administrator

Name

NATIONAL EMPLOYEE BENEFITS COMMITTEE

EIN

36-3025560

City

CHICAGO, IL

Phone

(800) 777-8865

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

ARMANINO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACADIAN ASSET MANAGEMENT	04-2929221	—	INVEST. MGMT.	$224K	—
BLACKROCK FINANCIAL MANAGEMENT, INC	13-3806691	—	INVEST. MGMT	$138K	—
VICTORY CAPITAL MANAGEMENT INC	13-2700161	—	INVESTMENT MGMT	$45K

Investments

1,600 direct securities· $528.6M(94% of reported assets)

Bonds / Notes

$142.6M

799 holdings

U.S. Treasuries

$140.0M

72 holdings

Common Collective Trusts

$111.3M

2 holdings

Common Stocks

$96.6M

542 holdings

Structured Credit (CLO/ABS)

$20.4M

98 holdings

Other securities

$14.5M

66 holdings

Agency / Mortgage-Backed

$3.1M

20 holdings

Corporate Bonds

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Northern Trust$104.0M JPMorgan$3.5M Morgan Stanley$2.5M Wells Fargo / Allspring$2.3M Goldman Sachs$2.3M MetLife$909K Prudential / PGIM$523K Voya$278K Nationwide$241K

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					% of plan
MFB NT COLLECTIVE S&P500 INDEX FUND-NON LENDING	Common Collective Trusts	—	$27.0M	$104.0M	18.5%
MFO AB DISCOVERY GROWTH FD INC CL Z	Common Stocks	—	$15.3M	$13.7M	2.4%
UNITED STATES TREAS BDS 1.875% DUE 02-15-2041 REG	U.S. Treasuries	—	$19.8M	$13.3M	2.4%
UNITED STATES OF AMER TREAS BONDS 2.0% 08-15-2051	U.S. Treasuries	—	$15.7M	$8.9M	1.6%
UNITED STATES TREAS BDS DTD 00271 1.125%DUE 08-15-2040	U.S. Treasuries	—	$13.2M	$8.8M	1.6%
UNITED STATES OF AMER TREAS NOTES 4.375%08-31-2028	U.S. Treasuries	—	$8.5M	$8.5M	1.5%
MFO ARIEL INVT TR ARIEL FD INSTL CL	Other securities	—	$7.3M	$7.7M	1.4%
CF VICTORY INTEGRITY SMALL/MID-CAP VALUE COLLECTIVE FUND	Common Collective Trusts	—	$5.6M	$7.3M	1.3%
UNITED STATES OF AMER TREAS BONDS 3% DUE08-15-2052	U.S. Treasuries	—	$6.6M	$5.5M	1.0%
UNITED STATES OF AMER TREAS NOTES 4.625%04-30-2029	U.S. Treasuries	—	$5.3M	$5.2M	0.9%
UNITED STATES OF AMER TREAS BONDS DTD 4.125% 08-15-2053	U.S. Treasuries	—	$4.4M	$4.1M	0.7%
WI TREASURY SEC 3.875%	Bonds / Notes	—	$3.7M	$3.4M	0.6%
UNITED STATES TREAS BDS 1.875% DUE 02-15-2051 REG	U.S. Treasuries	—	$5.8M	$3.4M	0.6%
UNITED STATES TREAS BDS 4.625% 05-15-2044	U.S. Treasuries	—	$3.4M	$3.2M	0.6%
UNITED STATES OF AMER TREAS BONDS 4.5% 02-15-2044	U.S. Treasuries	—	$3.1M	$3.0M	0.5%
UNITED STATES TREAS BDS 1.875% DUE 02-15-2041 REG	U.S. Treasuries	—	$4.0M	$2.8M	0.5%
UNITED STATES OF AMER TREAS BONDS 4.25% 02-15-2054	U.S. Treasuries	—	$2.9M	$2.8M	0.5%
UNITED STATES OF AMER TREAS BONDS 3.375%DUE 08-15-2042 REG	U.S. Treasuries	—	$2.7M	$2.4M	0.4%
US TREASURY N/B 2% DUE 02-15-2050 REG	U.S. Treasuries	—	$4.7M	$2.4M	0.4%
UNITED STATES OF AMER TREAS NOTES 4.0% 02-15-2034	U.S. Treasuries	—	$2.4M	$2.4M	0.4%
UNITED STATES TREAS BDS 1.875% DUE 02-15-2051 REG	U.S. Treasuries	—	$4.0M	$2.3M	0.4%
UNITED STATES TREAS BDS DTD 02/15/2023 3.875% 02-15-2043	U.S. Treasuries	—	$2.5M	$2.3M	0.4%
UNITED STATES TREAS BDS 2.0% 02-15-2052	U.S. Treasuries	—	$3.2M	$2.2M	0.4%
UNITED STATES OF AMER TREAS BONDS 4.375% 08-15-2043	U.S. Treasuries	—	$2.3M	$2.2M	0.4%
UNITED STATES OF AMER TREAS BONDS DTD 4.125% 08-15-2053	U.S. Treasuries	—	$2.4M	$2.2M	0.4%
UNITED STATES OF AMER TREAS BONDS 2.875% 05-15-2052	U.S. Treasuries	—	$2.9M	$2.1M	0.4%
UNITED STATES OF AMER TREAS BONDS 4.0% 11-15-2042	U.S. Treasuries	—	$2.3M	$2.1M	0.4%
ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5 TWD10	Common Stocks	—	$370K	$2.0M	0.3%
UNITED STATES TREAS BDS 2.25% 05-15-2041 REG	U.S. Treasuries	—	$2.9M	$2.0M	0.3%
UNITED STATES TREAS BDS 15/05/2042 3.25%DUE 05-15-2042 REG	U.S. Treasuries	—	$2.1M	$1.8M	0.3%
UNITED STATES OF AMER TREAS NOTES 4.875%04-30-2026	U.S. Treasuries	—	$1.7M	$1.7M	0.3%
UNITED STATES TREAS BDS .. 3.125% DUE 11-15-2041 REG	U.S. Treasuries	—	$2.2M	$1.7M	0.3%
UNITED STATES OF AMER TREAS BONDS 4.375% 08-15-2043	U.S. Treasuries	—	$1.7M	$1.7M	0.3%
ROCHE HLDGS AG GENUSSCHEINE NPV	Common Stocks	—	$1.7M	$1.6M	0.3%
UNITED STATES OF AMER TREAS BONDS 3.375%DUE 08-15-2042 REG	U.S. Treasuries	—	$1.8M	$1.6M	0.3%
UNITED STATES TREAS BDS 1.375% 11-15-2040	U.S. Treasuries	—	$2.3M	$1.5M	0.3%
UNITED STATES TREAS BDS 1.875% 11-15-2051	U.S. Treasuries	—	$2.7M	$1.5M	0.3%
UNITED STATES TREAS BDS 3% DUE 05-1	U.S. Treasuries	—	$2.4M	$1.5M	0.3%
UNITED STATES TREAS BDS 3% DUE 11-15-2044 REG	U.S. Treasuries	—	$2.3M	$1.4M	0.3%
UTD O/S BANK NPV	Common Stocks	—	$1.0M	$1.4M	0.2%
UNITED STATES OF AMER TREAS BONDS DTD 05/15/2016 2.5% DUE 05-15-2046 REG	U.S. Treasuries	—	$2.2M	$1.4M	0.2%
UNITED STATES OF AMER TREAS BONDS 2.0% 08-15-2051	U.S. Treasuries	—	$2.4M	$1.3M	0.2%
UNITED STATES TREAS BDS 4.625% 05-15-2044	U.S. Treasuries	—	$1.4M	$1.3M	0.2%
UNITED STATES TREAS BDS DTD 11/15/2020 1.625% 11-15-2050	U.S. Treasuries	—	$2.3M	$1.3M	0.2%
UNITED STATES TREAS BDS 00202 4.75% DUE 02-15-2037 REG	U.S. Treasuries	—	$1.4M	$1.3M	0.2%
UNITED STATES TREAS BDS 2.25% DUE 08-15-2046	U.S. Treasuries	—	$2.1M	$1.3M	0.2%
UNITED STATES TREAS BDS 3.0% 02-15-2047	U.S. Treasuries	—	$2.0M	$1.3M	0.2%
CHINA CONSTRUCTION BANK HCNY1	Common Stocks	—	$1.1M	$1.2M	0.2%
UNITED STATES TREAS BDS DTD 08/15/2020 1.375% 08-15-2050	U.S. Treasuries	—	$2.3M	$1.2M	0.2%
UNITED STATES TREAS BDS DTD 00271 1.125%DUE 08-15-2040	U.S. Treasuries	—	$1.7M	$1.2M	0.2%

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE CROSS AND BLUE SHIELD ASSOC.	13-5656874	—	PLAN ADMINISTRATOR	$1.1M	—
BLUE SHIELD OF CALIFORNIA	94-0360524	—	CONTRACT ADMIN.	$31K	—