Department of Labor filing

CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA

BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$6,335

Reported employer contributions per active participant.

Higher than about 65% of comparable plans

#People in the filing

7,533

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$72 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 45% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions65th percentileTypical peer $4,523 · based on 160 comparable plans

Lower reported administrative expense45th percentileTypical peer $66 · based on 152 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA reported $47,723,566 in employer contributions across the plan and 7,533 active participants. That works out to $6,335 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy71%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 7.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $47,723,566
Participant contributions: $79,811,535
Other contributions: $22,702,366
Employer share of reported contributions: 37.4%
Beginning assets: $1,435,609,265
Ending assets: $1,682,941,708
Ending net assets: $1,682,941,625
Ending liabilities: $83
Total income: $364,409,024
Total expenses: $117,076,615
Administrative expenses: $750,658
Participant loans: $29,173,289

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,835

2023

$7,384

2024

$6,335

Plan-paid administrative expenses per participant

2022

$73

2023

$64

2024

$72

Active participants

2022

7,821

2023

7,242

2024

7,533

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,335	7,533	1.7B	20250909111417NAL0042653490001
2023	$7,384	7,242	1.4B	20241010075806NAL0011280995001
2022	$6,835	7,821	1.2B	20231005151205NAL0021482977001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 940360524-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1983
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
3H2F2G2J2K2S2E2T3F2R

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250909111417NAL0042653490001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗