California Physicians Service, DBA Blue Shield of Ca 401(k) match, vesting and fees
What California Physicians Service, DBA Blue Shield of Ca's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 31 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| California Physicians Service, DBA Blue Shield of Ca: employer contribution per participant | $4,673 | |
| Peer median | $4,274 |
| California Physicians Service, DBA Blue Shield of Ca: average balance | $186,787 | |
| Peer median | $186,787 |
| California Physicians Service, DBA Blue Shield of Ca: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.04% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.4B at the end of plan year 2021 to $2B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 10,888 | $2B | $49.9M | $4,673 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 10,619 | $1.7B | $47.7M | $4,568 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 10,375 | $1.4B | $53.5M | $5,204 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 10,681 | $1.2B | $53.5M | $5,058 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 10,903 | $1.4B | $51.6M | $4,996 | 0.02% | Not published | Form 5500 ↗ |
Other California Physicians Service, DBA Blue Shield of Ca plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Blue Shield of California Employees Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does California Physicians Service, DBA Blue Shield of Ca match 401(k) contributions?
The match terms for the Blue Shield of California Tax Deferred Salary Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $49.9M in employer contributions, about $4,673 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the California Physicians Service, DBA Blue Shield of Ca 401(k) match vested?
The vesting schedule for the Blue Shield of California Tax Deferred Salary Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the California Physicians Service, DBA Blue Shield of Ca 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is National Employee Benefits Committee.
I left California Physicians Service, DBA Blue Shield of Ca. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Employee Benefits Committee, (312) 297-6000) or the recordkeeper, Fidelity Investments Institutional. The California Physicians Service, DBA Blue Shield of Ca old 401(k) page lists the contacts from every plan filing. Find an old California Physicians Service, DBA Blue Shield of Ca 401(k)
Data from the public Form 5500 annual reports California Physicians Service, DBA Blue Shield of Ca filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with California Physicians Service, DBA Blue Shield of Ca. Not financial advice. Report a correction · Methodology