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Sponsor portfolioTH

CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA

EIN 94-0360524-Finance and Insurance-Latest filing 2025
Plans
4
Retirement
2
$2.58B assets
Welfare
2
$92.2M premiums
Participants
24,316
601 12TH STREET - OAKLAND, CA 94607877-322-7348
Plans on this EIN
4 filings
#002401k-$1.99B - 10,888 part#001CashBalance-$584.5M - 6,500 part#600Mixed-$92.2M - 9,434 lives#601Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.58B assets / 17,388 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • SALARY INVESTMENT PLAN (#002)77%
  • EMPLOYEES RETIREMENT PLAN (#001)23%
Total $2.58BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARY INVESTMENT PLAN (#002)10,888
  • EMPLOYEES RETIREMENT PLAN (#001)6,500
Total 17,388Click row to drill in

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$1.99B
Participants10,888
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$584.5M
Participants6,500
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

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN401k$1.99B10,8882025
001BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLANCashBalance$584.5M6,5002025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
600BLUE SHIELD OF CALIFORNIA CONSOLIDATED GROUP WELFARE BENEFIT PLANMixedCALIFORNIA PHYSICIANS SERVICE$92.2M9,4342024
601BLUE SHIELD OF CALIFORNIA RETIREE HEALTH BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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