The Southern California Edison Company Retirement Plan — Form 5500 plan (Southern California Edison 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 Southern California Edison Company Retirement Plan is a benefit plan reported by Southern California Edison Company under EIN 95-1240335 and plan number 001. The latest loaded filing year is 2023. The filing reports 22,604 participants and $4,714,950,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Edison Company
- EIN
- 95-1240335
- Plan number
- 001
- Plan type
- 2
- Location
- Rosemead, CA
- Latest filing year
- 2023
- Participants
- 22,604
- End-of-year plan assets
- $4,714,950,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,604 | H, C | 20241011162810NAL0039478576005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,714,950,728
- Total liabilities (EOY)
- $310,604,110
- Net assets (EOY)
- $4,404,346,618
- Net assets (BOY)
- $4,231,778,665
Income & contributions
- Employer contributions
- $12,858,082
- Total contributions
- $12,858,082
- Total income / additions
- $423,047,257
Expenses & distributions
- Benefits paid
- $231,851,601
- Administrative expenses
- $18,627,703
- Total expenses
- $250,479,304
- Net increase / (decrease)
- $172,567,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Us Active Core Plus Equit | INVESTMENT MANAGEMENT | $1,753,904 | $0 | 2023 |
| Conduent Hr Services | RECORDKEEPER | $1,638,944 | not reported in the loaded dataset | 2023 |
| Tsg8 Lp | INVESTMENT MANAGEMENT | $1,489,003 | $0 | 2023 |
| Pimco Bravo Fd Iii Onshore | INVESTMENT MANAGEMENT | $1,284,158 | $0 | 2023 |
| Gcm Grosvenor Strategic | INVESTMENT MANAGEMENT | $1,238,396 | $0 | 2023 |
| The Bank Of New York Mellon | TRUSTEE/CUSTODIAN | $706,161 | not reported in the loaded dataset | 2023 |
| Pacific Investment Mgmt Co. | INVESTMENT MANAGEMENT | $688,705 | $0 | 2023 |
| Acuitas Investment LLC | INVESTMENT MANAGEMENT | $577,754 | not reported in the loaded dataset | 2023 |
| Tsg9 | INVESTMENT MANAGEMENT | $575,231 | $0 | 2023 |
| Tsg7 A Lp | INVESTMENT MANAGEMENT | $460,223 | $0 | 2023 |
| Western Asset Mgmt Company | INVESTMENT MANAGEMENT | $428,790 | not reported in the loaded dataset | 2023 |
| Russell Investment Mgmt | INVESTMENT MANAGEMENT | $356,050 | $0 | 2023 |
| Marathon Asset Mgmt Llp | INVESTMENT MANAGEMENT | $252,047 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | INVESTMENT MANAGEMENT | $250,287 | $0 | 2023 |
| Russell Investments (Consulting) | CONSULTANT | $248,070 | not reported in the loaded dataset | 2023 |
| Adams St 2019 Global Fund Lp | INVESTMENT MANAGEMENT | $247,428 | not reported in the loaded dataset | 2023 |
| Tsg6 Lp | INVESTMENT MANAGEMENT | $220,660 | $0 | 2023 |
| Russell Investment Implementation | INVESTMENT MANAGEMENT | $197,004 | $0 | 2023 |
| Pimco Corp Opp Ii Oshr Fdr Lp | INVESTMENT MANAGEMENT | $190,203 | $0 | 2023 |
| Willis Towers Watson Us LLC | ACTUARIAL | $190,116 | not reported in the loaded dataset | 2023 |
| Clearlake Capital Mgmt Vii Lp | INVESTMENT MANAGEMENT | $175,974 | $0 | 2023 |
| Southern California Edison Company | PLAN SPONSOR | $174,163 | not reported in the loaded dataset | 2023 |
| Xponance | INVESTMENT MANAGEMENT | $153,819 | not reported in the loaded dataset | 2023 |
| Sands Capital Management LLC | INVESTMENT MANAGEMENT | $142,596 | $0 | 2023 |
| Dbl Partners Iii Lp | INVESTMENT MANAGEMENT | $118,750 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | INVESTMENT MANAGEMENT | $112,368 | not reported in the loaded dataset | 2023 |
| Tsg7 B Lp | INVESTMENT MANAGEMENT | $110,129 | $0 | 2023 |
| Pricewaterhousecoopers Llp (Pwc) | AUDITOR | $100,000 | not reported in the loaded dataset | 2023 |
| Ranger Investment Management Lp | INVESTMENT MANAGEMENT | $76,729 | not reported in the loaded dataset | 2023 |
| Clearlake Opp Partner Ii Lp | INVESTMENT MANAGEMENT | $68,430 | not reported in the loaded dataset | 2023 |
| Mcm S&P500 Fund | INVESTMENT MANAGEMENT | $61,433 | $0 | 2023 |
| Schroder Loan Opp Fund Lp | INVESTMENT MANAGEMENT | $51,533 | $0 | 2023 |
| Mcm Acwuexus | INVESTMENT MANAGEMENT | $50,204 | $0 | 2023 |
| Vasquez & Co., Llp | AUDITOR | $48,684 | not reported in the loaded dataset | 2023 |
| Mackenzie Emerging Markets Lp | INVESTMENT MANAGEMENT | $41,184 | not reported in the loaded dataset | 2023 |
| Clearlake Capital Partners V Lp | INVESTMENT MANAGEMENT | $38,440 | $0 | 2023 |
| Pimco Disco Iii Offshore Feed | INVESTMENT MANAGEMENT | $26,394 | $0 | 2023 |
| Element Partners Ii Lp | INVESTMENT MANAGEMENT | $12,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern California Edison Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rosemead, CA
- Jp Morgan Us Active Core Plus Equit — Schedule C compensation
- Conduent Hr Services — Schedule C compensation
- Tsg8 Lp — Schedule C compensation
- Pimco Bravo Fd Iii Onshore — Schedule C compensation
- Gcm Grosvenor Strategic — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Pacific Investment Mgmt Co. — Schedule C compensation
- Acuitas Investment LLC — Schedule C compensation
- Tsg9 — Schedule C compensation
- Tsg7 A Lp — Schedule C compensation
- Western Asset Mgmt Company — Schedule C compensation
- Russell Investment Mgmt — Schedule C compensation
- Marathon Asset Mgmt Llp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Russell Investments (Consulting) — Schedule C compensation
- Adams St 2019 Global Fund Lp — Schedule C compensation
- Tsg6 Lp — Schedule C compensation
- Russell Investment Implementation — Schedule C compensation
- Pimco Corp Opp Ii Oshr Fdr Lp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Clearlake Capital Mgmt Vii Lp — Schedule C compensation
- Southern California Edison Company — Schedule C compensation
- Xponance — Schedule C compensation
- Sands Capital Management LLC — Schedule C compensation
- Dbl Partners Iii Lp — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Tsg7 B Lp — Schedule C compensation
- Pricewaterhousecoopers Llp (Pwc) — Schedule C compensation
- Ranger Investment Management Lp — Schedule C compensation
- Clearlake Opp Partner Ii Lp — Schedule C compensation
- Mcm S&P500 Fund — Schedule C compensation
- Schroder Loan Opp Fund Lp — Schedule C compensation
- Mcm Acwuexus — Schedule C compensation
- Vasquez & Co., Llp — Schedule C compensation
- Mackenzie Emerging Markets Lp — Schedule C compensation
- Clearlake Capital Partners V Lp — Schedule C compensation
- Pimco Disco Iii Offshore Feed — Schedule C compensation
- Element Partners Ii Lp — Schedule C compensation