Blue Shield Of California Employees Retirement Plan
Sponsored by California Physicians Service Dba Blue Shield Of California · EIN 940360524 · Plan #001
- Total assets
- $562M
- Net assets
- $561M
- Active participants
- 2,287
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blue Cross And Blue Shield Assoc. | Plan administrator | $1,135,558 |
| Acadian Asset Management | Investment management | $224,164 |
| The Northern Trust Company | Trustee (directed) | $207,437 |
| Income Research And Management Inc. | Trustee (institutional), Investment management fees (direct) | $155,409 |
| Baillie Gifford | Investment management | $147,900 |
| Blackrock Financial Management, Inc | Investment management | $137,588 |
| Victory Capital Management Inc | Investment management | $45,060 |
| Armanino Llp | Accounting | $42,179 |
| Blue Shield Of California | Contract administrator | $31,407 |