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Original filing (PDF)20250909111417NAL0042653490001
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA
Form 5500
FILING_RECEIVED
BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
7,533
Accounts w/ balance
10,447
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
22 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA.
Plan sponsor
Name
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA
EIN
94-0360524
Address
601 12TH STREET · OAKLAND, CA · 94607
Phone
(877) 322-7348
Industry
Finance & Insurancesee all
Plan administrator
Name
NATIONAL EMPLOYEE BENEFITS COMMITTEE
EIN
36-3025560
City
CHICAGO, IL
Phone
(312) 297-6000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $237K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $457K | — |
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBSA NEBA | 13-5656874 | — | PLAN ADMINISTRATOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 33-2514127 | — | ACCOUNTANT/AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SS&C | 04-3157927 | — | NONE | $0 | — |
Investments
20 direct securities · 22 pooled funds· $2.7B(100% of reported assets)
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.
Common Collective Trust
$1.6B
22 holdings
Uncategorized
$1.1B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $33.9M | 2.0% | |
| Notes receivable from participants 3.25% to 8.5% $- | — | — | — | $29.2M | 1.7% | |
| State Street Target Retirement 2020 Fund Class IV 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 | — | — | — | $19.7M | 1.2% | |
| Harding Loevner International Equity Fund Class M 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |