2023 Form 5500 filing — The Pacific Gas And Electric Company Health Care Plan For Retirees And Surviving Dependents
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 20241015124847NAL0014658707001) for The Pacific Gas And Electric Company Health Care Plan For Retirees And Surviving Dependents, reported by Pacific Gas And Electric Company under EIN 94-0742640 and plan number 535. It reports 14,683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124847NAL0014658707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Gas And Electric Company
- EIN
- 94-0742640
- Plan number
- 535
- Location
- Oakland, CA
- Participants
- 14,683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,864,731,934
- Total liabilities (EOY)
- $125,995,506
- Net assets (EOY)
- $1,738,736,428
- Employer contributions
- $0
- Participant contributions
- $86,590,772
- Total income / additions
- $232,213,599
- Benefits paid
- $155,985,794
- Administrative expenses
- $11,579,217
- Total expenses
- $167,565,011
- Net increase / (decrease)
- $64,648,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Life & Health Ins | NONE | $4,377,961 | not reported in the loaded dataset |
| Healthplan Services, Inc. | NONE | $3,185,472 | not reported in the loaded dataset |
| Telus Health (Us) Ltd. | NONE | $2,255,349 | not reported in the loaded dataset |
| Lockton Dunning | NONE | $561,297 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE/ CUSTODIAN | $482,377 | $0 |
| Pimco LLC | NONE | $449,960 | $0 |
| Medco Health Solutions, Inc | NONE | $355,439 | not reported in the loaded dataset |
| Madison Street Press | NONE | $323,785 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $302,273 | not reported in the loaded dataset |
| Wellington Management | NONE | $228,203 | $0 |
| Carelon Behavioral Health, Inc | NONE | $198,598 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | NONE | $194,179 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $176,266 | $0 |
| Legal & General Investment Mgmt | NONE | $153,246 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $142,430 | not reported in the loaded dataset |
| Russell Investments Implementation | NONE | $142,193 | not reported in the loaded dataset |
| Oaktree Capital Mgmt LLC | NONE | $97,720 | $0 |
| Numeric Investors LLC | NONE | $82,897 | $0 |
| Moss Adams Llp | NONE | $66,150 | not reported in the loaded dataset |
| Adelante Capital Mgmt LLC | NONE | $59,042 | $0 |
| First Sentier Investors Im Ltd | NONE | $52,306 | not reported in the loaded dataset |
| Brege Communications Inc | NONE | $50,795 | not reported in the loaded dataset |
| Studio 19.Us, Incorporated | NONE | $48,473 | not reported in the loaded dataset |
| Rreef America L.L.C. | NONE | $45,447 | $0 |
| Express Scripts, Inc | NONE | $43,692 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $42,542 | $0 |
| Frank Russell Company | NONE | $30,822 | not reported in the loaded dataset |
| Timesquare Capital Mgmt | NONE | $21,665 | $0 |
| Deprince, Race & Zollo, Inc. | NONE | $21,543 | $0 |
| Mercer Investment Consulting | NONE | $19,102 | not reported in the loaded dataset |
| Legato Capital Mgmt LLC | NONE | $15,108 | not reported in the loaded dataset |
| Pacific Gas & Electric | PLAN SPONSOR | $13,033 | not reported in the loaded dataset |