John Banta signed California Physicians Service, DBA Blue Shield of CA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
California Physicians Service, DBA Blue Shield of CA's EIN is 94-0360524.
Download the official 2024 Form 5500 (PDF) for California Physicians Service, DBA Blue Shield of CA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $237K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $457K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $242.1M | 14.4% | |
| SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $214.2M | 12.7% | |
| State Street Target Retirement 2040 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $143.3M | 8.5% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $143.3M | 8.5% | |
| State Street Target Retirement 2035 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $138.3M | 8.2% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $138.3M | 8.2% | |
| State Street Target Retirement 2045 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $129.2M | 7.7% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $129.2M | 7.7% | |
| State Street Target Retirement 2030 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $125.8M | 7.5% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $125.8M | 7.5% | |
| State Street Target Retirement 2050 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $106.6M | 6.3% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $106.6M | 6.3% | |
| State Street Target Retirement 2025 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $70.0M | 4.2% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $70.0M | 4.2% | |
| Galliard Stable Value Fund X Common/collective trusts | Stable Value | — | — | $67.9M | 4.0% | |
| GALLIARD STBLE RTN X SEI TRUST COMPANY · EIN 82-6843145 / PN 001 | Common Collective Trust | — | — | $67.9M | 4.0% | |
| Spartan Extended Market Index Fund F Common/collective trusts | Common Collective Trusts | — | — | $67.4M | 4.0% | |
| SP EXT MKT IDX CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $67.4M | 4.0% | |
| State Street Target Retirement 2055 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $55.3M | 3.3% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $55.3M | 3.3% | |
| DH LARGE CAP FEE L GREAT GRAY TRUST COMPANY, LLC · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $52.2M | 3.1% | |
| Vanguard Institutional Total International Stock Market Index Trust Common/collective trusts | Common Collective Trusts | — | — | $46.7M | 2.8% | |
| VANG IS TOT INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $46.7M | 2.8% | |
| BTC TOTAL RETURN L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $42.3M | 2.5% | |
| Fidelity Brokeragelink Self-directed brokerage | Self-Directed Brokerage | — | — | $33.9M | 2.0% | |
| Notes receivable from participants 3.25% to 8.5% $- | Bonds / Notes | — | — | $29.2M | 1.7% | |
| State Street Target Retirement 2020 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $20.2M | 1.2% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $20.2M | 1.2% | |
| Fidelity U.S. Bond Index Fund Mutual funds | Common Collective Trusts | — | — | $19.7M | 1.2% | |
| Harding Loevner International Equity Fund Class M Common/collective trusts | Common Collective Trusts | — | — | $18.3M | 1.1% | |
| HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $18.3M | 1.1% | |
| State Street Target Retirement 2060 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $16.9M | 1.0% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $16.9M | 1.0% | |
| State Street Target Retirement Income Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $11.4M | 0.7% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $11.4M | 0.7% | |
| WT SMID CAP RES EQ 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $6.6M | 0.4% | |
| State Street Target Retirement 2065 Fund Class IV Common/collective trusts | Common Collective Trusts | — | — | $3.7M | 0.2% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3.7M | 0.2% | |
| Principal Diversified Real Asset Class R3 Common/collective trusts | Common Collective Trusts | — | — | $1.3M | <0.1% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| Fidelity Government Cash Reserves Mutual funds | Mutual Funds | — | — | $287K | <0.1% | |
| BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
California Physicians Service, DBA Blue Shield of CA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBSA NEBA | 13-5656874 | — | PLAN ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 33-2514127 | — | ACCOUNTANT/AUDITOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SS&C | 04-3157927 | — | NONE | $0 | — |
