# California Physicians Service Dba Blue Shield Of California DB Plan
Source: https://planprovider.pro/companies/california-physicians-service-dba-blue-shield-of-california-plan

> California Physicians Service Dba Blue Shield Of California's DB plan: 2,287 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Physicians Service Dba Blue Shield Of California

- **Sponsor EIN:** 940360524

- **Sponsor Address:** 601 12TH STREET, OAKLAND, CA, 94607

- **Plan Type:** DB

- **Total Participants:** 2,287

- **Total Assets:** $561.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,287|$561.6M|$15.0M|$0|

| 2023|2,472|$565.5M|$15.0M|$0|

| 2022|2,766|$528.3M|$19.1M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLUE CROSS AND BLUE SHIELD ASSOC.|PLAN ADMINISTRATOR|$1,135,558|—|$1,135,558|

| ACADIAN ASSET MANAGEMENT|INVEST. MGMT.|$224,164|—|$224,164|

| THE NORTHERN TRUST COMPANY|TRUSTEE (DIRECT)|$207,437|—|$207,437|

| INCOME RESEARCH AND MANAGEMENT INC.|INVEST. MGMT.|$155,409|—|$155,409|

| BAILLIE GIFFORD|INVEST. MGMT.|$147,900|—|$147,900|

| BLACKROCK FINANCIAL MANAGEMENT, INC|INVEST. MGMT|$137,588|—|$137,588|

| VICTORY CAPITAL MANAGEMENT INC|INVESTMENT MGMT|$45,060|—|$45,060|

| ARMANINO LLP|ACCOUNTING|$42,179|—|$42,179|

| BLUE SHIELD OF CALIFORNIA|CONTRACT ADMIN.|$31,407|—|$31,407|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VICTORY CAPITAL MANAGEMENT INC](https://planprovider.pro/provider/victory-capital-management-inc) — INVESTMENT MGMT

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — ACCOUNTING

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,126,702

- **Estimated Expense Ratio:** 0.379% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,834,712|$917,558|$31,407|—|—|

| 2023|$2,752,225|$1,009,029|$31,330|—|—|

| 2022|$2,801,306|$1,240,983|$78,408|—|$824,643|

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