Plan5500

Pg&E Corp. Retirement Savings Plan For Union-Represented Employees — Form 5500 plan (Pg&E Corporation)

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, Pg&E Corp. Retirement Savings Plan For Union-Represented Employees is a benefit plan reported by Pg&E Corporation under EIN 94-3234914 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,389 participants and $4,398,233,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pg&E Corporation
EIN
94-3234914
Plan number
002
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
18,389
End-of-year plan assets
$4,398,233,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,389H, C20240809170005NAL0011425824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,398,233,000
Total liabilities (EOY)
$54,000
Net assets (EOY)
$4,398,179,000
Net assets (BOY)
$3,725,526,000

Income & contributions

Employer contributions
$84,907,000
Participant contributions
$248,717,000
Total contributions
$344,756,000
Total income / additions
$985,378,000

Expenses & distributions

Benefits paid
$267,156,000
Administrative expenses
$2,940,000
Total expenses
$270,427,000
Net increase / (decrease)
$714,951,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edelman Financial EnginesADVISOR$2,662,711not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$603,356not reported in the loaded dataset2023

Related Form 5500 pages