San Diego Electrical Pension Plan — Form 5500 plan (San Diego Electrical Pension Trust)
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 Electrical Pension Plan is a benefit plan reported by San Diego Electrical Pension Trust under EIN 95-6101801 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,129 participants and $512,022,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Electrical Pension Trust
- EIN
- 95-6101801
- Plan number
- 001
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 4,129
- End-of-year plan assets
- $512,022,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,129 | H, C | 20250715154333NAL0003253504003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $512,022,157
- Total liabilities (EOY)
- $463,273
- Net assets (EOY)
- $511,558,884
- Net assets (BOY)
- $432,576,709
Income & contributions
- Employer contributions
- $33,711,566
- Total contributions
- $33,711,566
- Total income / additions
- $113,926,353
Expenses & distributions
- Benefits paid
- $31,423,305
- Administrative expenses
- $3,520,873
- Total expenses
- $34,944,178
- Net increase / (decrease)
- $78,982,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| San Diego Electrical Admin Corp. | PLAN ADMINISTRATOR | $810,219 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | INVESTMENT ADVISOR | $502,913 | not reported in the loaded dataset | 2023 |
| Todd Investment Advisors | INVESTMENT ADVISORS | $345,014 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | INVESTMENT ADVISOR | $239,711 | not reported in the loaded dataset | 2023 |
| Investment Performance Services,LLC | CONSULTANT | $167,933 | $0 | 2023 |
| Franklin Templeton Institutional Ll | INVESTMENT ADVISOR | $163,263 | not reported in the loaded dataset | 2023 |
| Laquer, Urban, Clifford,& Hodge Llp | ATTORNEY | $133,941 | not reported in the loaded dataset | 2023 |
| Nwps Actuary Services, Inc | ACTUARY | $96,082 | not reported in the loaded dataset | 2023 |
| Pkf San Diego | AUDITOR | $42,001 | $0 | 2023 |
| Northern Trust | NONE | $32,958 | $0 | 2023 |
| Clean Tech | INVESTMENT ADVISOR | $32,360 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | TRUSTEE (BANK/INVESTMENT | $23,027 | $0 | 2023 |
| Multiemployer.Com, Inc. | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset | 2023 |
| Any Budget | SERVICE PROVIDER | $9,106 | not reported in the loaded dataset | 2023 |
| De France Printing | SERVICE PROVIDER | $8,789 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Electrical Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- San Diego Electrical Admin Corp. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Todd Investment Advisors — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Investment Performance Services,LLC — Schedule C compensation
- Franklin Templeton Institutional Ll — Schedule C compensation
- Laquer, Urban, Clifford,& Hodge Llp — Schedule C compensation
- Nwps Actuary Services, Inc — Schedule C compensation
- Pkf San Diego — Schedule C compensation
- Northern Trust — Schedule C compensation
- Clean Tech — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Multiemployer.Com, Inc. — Schedule C compensation
- Any Budget — Schedule C compensation
- De France Printing — Schedule C compensation