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

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).

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.

Plan sponsor

Name

CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA

EIN

94-0360524all 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

$206K

1 holding

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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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% 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	—