The Pacific Gas And Electric Company Health Care Plan For Retirees And Surviving Dependents — Form 5500 plan (Pacific Gas And Electric Company)
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, The Pacific Gas And Electric Company Health Care Plan For Retirees And Surviving Dependents is a benefit plan reported by Pacific Gas And Electric Company under EIN 94-0742640 and plan number 535. The latest loaded filing year is 2023. The filing reports 14,683 participants and $1,864,731,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Gas And Electric Company
- EIN
- 94-0742640
- Plan number
- 535
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 14,683
- End-of-year plan assets
- $1,864,731,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,683 | H, C | 20241015124847NAL0014658707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,864,731,934
- Total liabilities (EOY)
- $125,995,506
- Net assets (EOY)
- $1,738,736,428
- Net assets (BOY)
- $1,674,087,840
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $86,590,772
- Total contributions
- $86,590,772
- Total income / additions
- $232,213,599
Expenses & distributions
- Benefits paid
- $155,985,794
- Administrative expenses
- $11,579,217
- Total expenses
- $167,565,011
- Net increase / (decrease)
- $64,648,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Life & Health Ins | NONE | $4,377,961 | not reported in the loaded dataset | 2023 |
| Healthplan Services, Inc. | NONE | $3,185,472 | not reported in the loaded dataset | 2023 |
| Telus Health (Us) Ltd. | NONE | $2,255,349 | not reported in the loaded dataset | 2023 |
| Lockton Dunning | NONE | $561,297 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE/ CUSTODIAN | $482,377 | $0 | 2023 |
| Pimco LLC | NONE | $449,960 | $0 | 2023 |
| Medco Health Solutions, Inc | NONE | $355,439 | not reported in the loaded dataset | 2023 |
| Madison Street Press | NONE | $323,785 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $302,273 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $228,203 | $0 | 2023 |
| Carelon Behavioral Health, Inc | NONE | $198,598 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | NONE | $194,179 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $176,266 | $0 | 2023 |
| Legal & General Investment Mgmt | NONE | $153,246 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $142,430 | not reported in the loaded dataset | 2023 |
| Russell Investments Implementation | NONE | $142,193 | not reported in the loaded dataset | 2023 |
| Oaktree Capital Mgmt LLC | NONE | $97,720 | $0 | 2023 |
| Numeric Investors LLC | NONE | $82,897 | $0 | 2023 |
| Moss Adams Llp | NONE | $66,150 | not reported in the loaded dataset | 2023 |
| Adelante Capital Mgmt LLC | NONE | $59,042 | $0 | 2023 |
| First Sentier Investors Im Ltd | NONE | $52,306 | not reported in the loaded dataset | 2023 |
| Brege Communications Inc | NONE | $50,795 | not reported in the loaded dataset | 2023 |
| Studio 19.Us, Incorporated | NONE | $48,473 | not reported in the loaded dataset | 2023 |
| Rreef America L.L.C. | NONE | $45,447 | $0 | 2023 |
| Express Scripts, Inc | NONE | $43,692 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | NONE | $42,542 | $0 | 2023 |
| Frank Russell Company | NONE | $30,822 | not reported in the loaded dataset | 2023 |
| Timesquare Capital Mgmt | NONE | $21,665 | $0 | 2023 |
| Deprince, Race & Zollo, Inc. | NONE | $21,543 | $0 | 2023 |
| Mercer Investment Consulting | NONE | $19,102 | not reported in the loaded dataset | 2023 |
| Legato Capital Mgmt LLC | NONE | $15,108 | not reported in the loaded dataset | 2023 |
| Pacific Gas & Electric | PLAN SPONSOR | $13,033 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Gas And Electric Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Healthplan Services, Inc. — Schedule C compensation
- Telus Health (Us) Ltd. — Schedule C compensation
- Lockton Dunning — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Pimco LLC — Schedule C compensation
- Medco Health Solutions, Inc — Schedule C compensation
- Madison Street Press — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Wellington Management — Schedule C compensation
- Carelon Behavioral Health, Inc — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Russell Investments Implementation — Schedule C compensation
- Oaktree Capital Mgmt LLC — Schedule C compensation
- Numeric Investors LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Adelante Capital Mgmt LLC — Schedule C compensation
- First Sentier Investors Im Ltd — Schedule C compensation
- Brege Communications Inc — Schedule C compensation
- Studio 19.Us, Incorporated — Schedule C compensation
- Rreef America L.L.C. — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- Frank Russell Company — Schedule C compensation
- Timesquare Capital Mgmt — Schedule C compensation
- Deprince, Race & Zollo, Inc. — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation
- Legato Capital Mgmt LLC — Schedule C compensation
- Pacific Gas & Electric — Schedule C compensation