2023 Form 5500 filing — Southern California Gas Company Represented Retiree Health And Welfare Program
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 20241003094557NAL0009703473001) for Southern California Gas Company Represented Retiree Health And Welfare Program, reported by Southern California Gas Company under EIN 95-1240705 and plan number 528. It reports 4,748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003094557NAL0009703473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Gas Company
- EIN
- 95-1240705
- Plan number
- 528
- Location
- San Diego, CA
- Participants
- 4,748
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $548,983,094
- Total liabilities (EOY)
- $2,288,621
- Net assets (EOY)
- $546,694,473
- Participant contributions
- $8,030,904
- Total income / additions
- $66,905,944
- Benefits paid
- $31,155,604
- Administrative expenses
- $1,729,782
- Total expenses
- $32,885,386
- Net increase / (decrease)
- $34,020,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $592,405 | not reported in the loaded dataset |
| Legal & General Invest Mgmt America | NONE | $438,023 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health I | NONE | $166,590 | not reported in the loaded dataset |
| Pimco | NONE | $152,735 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $139,024 | not reported in the loaded dataset |
| Blue Cross Of California | NONE | $104,065 | not reported in the loaded dataset |
| Mellon Investments | NONE | $40,157 | not reported in the loaded dataset |
| Aon Hewitt Investment | NONE | $17,904 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $6,722 | not reported in the loaded dataset |