2023 Form 5500 filing — Southern California Gas Company Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812023826NAL0009098433001) for Southern California Gas Company Retirement Savings Plan, reported by Southern California Gas Company under EIN 95-1240705 and plan number 002. It reports 10,542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812023826NAL0009098433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Gas Company
- EIN
- 95-1240705
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 10,542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,682,239,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,682,239,581
- Employer contributions
- $31,590,181
- Participant contributions
- $108,175,335
- Total income / additions
- $463,746,355
- Benefits paid
- $182,442,014
- Administrative expenses
- $387,478
- Total expenses
- $182,798,982
- Net increase / (decrease)
- $280,947,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $387,478 | $0 |
| Financial Designs Corporation | NONE | $6,888 | not reported in the loaded dataset |
| Cerda Munoz Advisors Inc | NONE | $6,594 | not reported in the loaded dataset |
| Summit Global Investments LLC | NONE | $5,557 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $5,178 | $15 |
| Northern Trust Company | NONE | $68 | $0 |