California Physicians Service 401(k) and pension plans

California Physicians Service (Blue Shield of Ca), Oakland, CA. EIN 94-0360524. Annual reports 2009–2025. Also filed as California Physicians Service (Blue Shield of California).

California Physicians Service (Blue Shield of Ca) has 2 active retirement plans on file. The largest is the Blue Shield of California Tax Deferred Salary Investment Plan, with 10,888 participants and $2.0 billion in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans
2
Participants
17,388
Plan assets
$2.6 billion
401(k) recordkeeper
Fidelity
Plans on file
2
Industry
Finance and insurance

All 2 plans

Active plans first

Blue Shield of California Tax Deferred Salary Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 94-0360524
Participants (2025)
10,888
Net assets (2025)
$2.0 billion
Recordkeeper
Fidelity2009–2025
Plan administrator
National Employee Benefits Committee
200 East Randolph, Suite 1800
Chicago, IL 60601
(312) 297-6000As filed for 2025
In effect since
October 1, 1983

Plans merged into this one: Care 1ST Health Plan 401(k) Plan (2017).

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202510,888$2.0 billionFidelity
202410,619$1.7 billionFidelity
202310,375$1.4 billionFidelity
202210,681$1.2 billionFidelity
202110,903$1.4 billionFidelity
20209,998$1.1 billionFidelity
20199,316$894 millionFidelity
20188,997$686 millionFidelity
20177,711$682 millionFidelity
20168,320$512 millionFidelity
20157,285$463 millionFidelity
20147,449$439 millionFidelity
20137,220$395 millionFidelity
20125,508$320 millionFidelity
20116,361$261 millionFidelity
20106,143$243 millionFidelity
20096,185$199 millionFidelity

Blue Shield of California Employees Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
001Employer EIN 94-0360524
Participants (2025)
6,500
Net assets (2025)
$584 million
Plan administrator
National Employee Benefits Committee
200 East Randolph Street
Chicago, IL 60601
(800) 777-8865As filed for 2025
In effect since
January 1, 1957
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20256,500$584 millionnot listed
20246,718$561 millionnot listed
20237,010$562 millionnot listed
20227,238$527 millionnot listed
20217,469$715 millionnot listed
20207,676$674 millionnot listed
20197,859$573 millionnot listed
20188,116$494 millionnot listed
20178,384$512 millionnot listed
20168,777$441 millionnot listed
20158,825$414 millionnot listed
20148,191$398 millionnot listed
20138,022$382 millionnot listed
20127,718$330 millionnot listed
20117,553$298 millionnot listed
20107,533$282 millionnot listed
20097,334$245 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Blue Shield of California Tax Deferred Salary Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((312) 297-6000). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other finance and insurance employers in CA