2023 Form 5500 filing — Blue Shield Of California Tax Deferred Salary Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010075806NAL0011280995001) for Blue Shield Of California Tax Deferred Salary Investment Plan, reported by California Physicians Service, Dba Blue Shield Of Ca under EIN 94-0360524 and plan number 002. It reports 10,681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010075806NAL0011280995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Physicians Service, Dba Blue Shield Of Ca
- EIN
- 94-0360524
- Plan number
- 002
- Location
- Oakland, CA
- Participants
- 10,681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,435,609,265
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $1,435,609,216
- Employer contributions
- $53,478,371
- Participant contributions
- $76,003,946
- Total income / additions
- $370,889,740
- Benefits paid
- $100,631,694
- Administrative expenses
- $686,621
- Total expenses
- $101,418,136
- Net increase / (decrease)
- $269,471,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $406,133 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $253,517 | $0 |
| Bcbsa Neba | PLAN ADMINISTRATOR | $29,104 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |