Golden State Water Company Pension Plan — Form 5500 plan (Golden State Water 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, Golden State Water Company Pension Plan is a benefit plan reported by Golden State Water Company under EIN 95-1243678 and plan number 001. The latest loaded filing year is 2023. The filing reports 884 participants and $220,706,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden State Water Company
- EIN
- 95-1243678
- Plan number
- 001
- Plan type
- 2
- Location
- San Dimas, CA
- Latest filing year
- 2023
- Participants
- 884
- End-of-year plan assets
- $220,706,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 884 | H, C | 20251013191629NAL0000909507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,706,723
- Total liabilities (EOY)
- $429,552
- Net assets (EOY)
- $220,277,171
- Net assets (BOY)
- $208,001,382
Income & contributions
- Employer contributions
- $3,423,500
- Total contributions
- $3,423,500
- Total income / additions
- $23,145,807
Expenses & distributions
- Benefits paid
- $9,741,706
- Administrative expenses
- $1,128,312
- Total expenses
- $10,870,018
- Net increase / (decrease)
- $12,275,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment | INVESTMENT MANAGEMENT | $759,119 | $306,161 | 2023 |
| Mercer | ACTUARY | $184,277 | not reported in the loaded dataset | 2023 |
| Principal | TRUSTEE | $48,261 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | AUDITOR | $27,495 | not reported in the loaded dataset | 2023 |