Blue Shield Of California Tax Deferred Salary Investment Plan — Form 5500 plan (California Physicians Service, Dba Blue Shield Of Ca)
Plain-English plan 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, Blue Shield Of California Tax Deferred Salary Investment Plan is a benefit plan reported by California Physicians Service, Dba Blue Shield Of Ca under EIN 94-0360524 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,681 participants and $1,435,609,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Physicians Service, Dba Blue Shield Of Ca
- EIN
- 94-0360524
- Plan number
- 002
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 10,681
- End-of-year plan assets
- $1,435,609,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,681 | H, C | 20241010075806NAL0011280995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,435,609,265
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $1,435,609,216
- Net assets (BOY)
- $1,166,137,612
Income & contributions
- Employer contributions
- $53,478,371
- Participant contributions
- $76,003,946
- Total contributions
- $143,502,473
- Total income / additions
- $370,889,740
Expenses & distributions
- Benefits paid
- $100,631,694
- Administrative expenses
- $686,621
- Total expenses
- $101,418,136
- Net increase / (decrease)
- $269,471,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $406,133 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $253,517 | $0 | 2023 |
| Bcbsa Neba | PLAN ADMINISTRATOR | $29,104 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Physicians Service, Dba Blue Shield Of Ca
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Bcbsa Neba — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation