Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA
EIN 94-0360524Finance and InsuranceLatest filing 2024
Plans
4
Retirement
2
$2.24B assets
Welfare
2
$92.2M premiums
Participants
24,257
601 12TH STREET - OAKLAND, CA 94607877-322-7348
Retirement portfolio analytics
2 plans aggregated / $2.24B assets / 17,337 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $92.2M premiums / 9,434 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$85.8M
- Dental$85.8M
- Vision$85.8M
- Prescription drug$85.8M
- Other$4.0M
- Life$3.9M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- CALIFORNIA PHYSICIANS SERVICE93%
- BLUE CROSS OF CALIFORNIA4%
- HARTFORD LIFE AND ACCIDENT3%
- MAGELLAN HEALTHCARE0%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN
401k
Assets$1.68B
Participants10,619
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN
CashBalance
Assets$561.6M
Participants6,718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#600
BLUE SHIELD OF CALIFORNIA CONSOLIDATED GROUP WELFARE BENEFIT PLAN
Mixed - CALIFORNIA PHYSICIANS SERVICE
Premiums$92.2M
Covered lives9,434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601
BLUE SHIELD OF CALIFORNIA RETIREE HEALTH BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN | 401k | $1.68B | 10,619 | 2024 | |
| 001 | BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | CashBalance | $561.6M | 6,718 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 600 | BLUE SHIELD OF CALIFORNIA CONSOLIDATED GROUP WELFARE BENEFIT PLAN | Mixed | CALIFORNIA PHYSICIANS SERVICE | $92.2M | 9,434 | 2024 | |
| 601 | BLUE SHIELD OF CALIFORNIA RETIREE HEALTH BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $0 | 0 | 2024 |
Retirement plans
Welfare plans