Sempra Cash Balance Plan — Form 5500 plan (Sempra)
Plain-English plan 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, Sempra Cash Balance Plan is a benefit plan reported by Sempra under EIN 33-0732627 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,922 participants and $227,389,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sempra
- EIN
- 33-0732627
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,922
- End-of-year plan assets
- $227,389,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,922 | H, C | 20241003101456NAL0010384785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $227,389,541
- Total liabilities (EOY)
- $152,567
- Net assets (EOY)
- $227,236,974
- Net assets (BOY)
- $209,876,151
Income & contributions
- Employer contributions
- $7,900,000
- Total contributions
- $7,900,000
- Total income / additions
- $29,955,176
Expenses & distributions
- Benefits paid
- $13,900,911
- Administrative expenses
- $1,053,653
- Total expenses
- $14,954,564
- Net increase / (decrease)
- $15,000,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $413,286 | not reported in the loaded dataset | 2023 |
| Legal & General Invest Mgmt America | NONE | $165,090 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche | NONE | $39,718 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $37,959 | not reported in the loaded dataset | 2023 |
| Principal Global Investors, LLC | NONE | $22,581 | not reported in the loaded dataset | 2023 |
| Wellington Fd | NONE | $21,659 | not reported in the loaded dataset | 2023 |
| William Blair | NONE | $20,674 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt. | NONE | $19,924 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $17,028 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $16,268 | not reported in the loaded dataset | 2023 |
| Ssga Global | NONE | $14,472 | not reported in the loaded dataset | 2023 |
| Blackrock Bgi | NONE | $11,829 | not reported in the loaded dataset | 2023 |
| Templeton Investment Counsel, LLC | NONE | $8,074 | not reported in the loaded dataset | 2023 |
| Mfs | NONE | $7,909 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $6,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sempra
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Legal & General Invest Mgmt America — Schedule C compensation
- Deloitte & Touche — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation
- Wellington Fd — Schedule C compensation
- William Blair — Schedule C compensation
- Fidelity Institutional Asset Mgmt. — Schedule C compensation
- Pimco — Schedule C compensation
- Prudential — Schedule C compensation
- Ssga Global — Schedule C compensation
- Blackrock Bgi — Schedule C compensation
- Templeton Investment Counsel, LLC — Schedule C compensation
- Mfs — Schedule C compensation
- Parametric — Schedule C compensation