San Diego Gas & Electric Company Cash Balance Plan — Form 5500 plan (San Diego Gas & 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, San Diego Gas & Electric Company Cash Balance Plan is a benefit plan reported by San Diego Gas & Electric Company under EIN 95-1184800 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,952 participants and $831,044,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Gas & Electric Company
- EIN
- 95-1184800
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 5,952
- End-of-year plan assets
- $831,044,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,952 | H, C | 20241003102453NAL0016852576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $831,044,395
- Total liabilities (EOY)
- $482,877
- Net assets (EOY)
- $830,561,518
- Net assets (BOY)
- $774,433,877
Income & contributions
- Employer contributions
- $37,601,000
- Total contributions
- $37,601,000
- Total income / additions
- $115,337,429
Expenses & distributions
- Benefits paid
- $54,033,165
- Administrative expenses
- $3,427,152
- Total expenses
- $57,460,317
- Net increase / (decrease)
- $57,877,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,077,789 | not reported in the loaded dataset | 2023 |
| Legal & General Invest Mgmt America | NONE | $580,323 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $144,557 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche | NONE | $99,833 | not reported in the loaded dataset | 2023 |
| Principal Global Investors, LLC | NONE | $85,525 | not reported in the loaded dataset | 2023 |
| Wellington Fd | NONE | $80,749 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And Health I | NONE | $79,528 | not reported in the loaded dataset | 2023 |
| William Blair | NONE | $78,295 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt. | NONE | $75,555 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $64,495 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $61,618 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $58,397 | not reported in the loaded dataset | 2023 |
| Ssga Global | NONE | $54,813 | not reported in the loaded dataset | 2023 |
| Blackrock Bgi | NONE | $44,807 | not reported in the loaded dataset | 2023 |
| Blue Cross Of California | NONE | $40,135 | not reported in the loaded dataset | 2023 |
| Templeton Investment Counsel, LLC | NONE | $30,602 | not reported in the loaded dataset | 2023 |
| Mfs | NONE | $29,913 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $23,918 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment | NONE | $11,390 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $5,157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Gas & Electric Company
- 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
- The Bank Of New York Mellon — Schedule C compensation
- Deloitte & Touche — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation
- Wellington Fd — Schedule C compensation
- Anthem Blue Cross Life And Health I — Schedule C compensation
- William Blair — Schedule C compensation
- Fidelity Institutional Asset Mgmt. — Schedule C compensation
- Pimco — Schedule C compensation
- Prudential — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Ssga Global — Schedule C compensation
- Blackrock Bgi — Schedule C compensation
- Blue Cross Of California — Schedule C compensation
- Templeton Investment Counsel, LLC — Schedule C compensation
- Mfs — Schedule C compensation
- Parametric — Schedule C compensation
- Aon Hewitt Investment — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation