2023 Form 5500 filing — Pg&E Corp. Retirement Savings Plan For Union-Represented Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809170005NAL0011425824001) for Pg&E Corp. Retirement Savings Plan For Union-Represented Employees, reported by Pg&E Corporation under EIN 94-3234914 and plan number 002. It reports 18,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809170005NAL0011425824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pg&E Corporation
- EIN
- 94-3234914
- Plan number
- 002
- Location
- Oakland, CA
- Participants
- 18,389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,398,233,000
- Total liabilities (EOY)
- $54,000
- Net assets (EOY)
- $4,398,179,000
- Employer contributions
- $84,907,000
- Participant contributions
- $248,717,000
- Total income / additions
- $985,378,000
- Benefits paid
- $267,156,000
- Administrative expenses
- $2,940,000
- Total expenses
- $270,427,000
- Net increase / (decrease)
- $714,951,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edelman Financial Engines | ADVISOR | $2,662,711 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $603,356 | not reported in the loaded dataset |