2023 Form 5500 filing — Sempra Cash Balance Plan
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 20241003101456NAL0010384785001) for Sempra Cash Balance Plan, reported by Sempra under EIN 33-0732627 and plan number 001. It reports 1,922 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003101456NAL0010384785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sempra
- EIN
- 33-0732627
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,922
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $227,389,541
- Total liabilities (EOY)
- $152,567
- Net assets (EOY)
- $227,236,974
- Employer contributions
- $7,900,000
- Total income / additions
- $29,955,176
- Benefits paid
- $13,900,911
- Administrative expenses
- $1,053,653
- Total expenses
- $14,954,564
- Net increase / (decrease)
- $15,000,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $413,286 | not reported in the loaded dataset |
| Legal & General Invest Mgmt America | NONE | $165,090 | not reported in the loaded dataset |
| Deloitte & Touche | NONE | $39,718 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $37,959 | not reported in the loaded dataset |
| Principal Global Investors, LLC | NONE | $22,581 | not reported in the loaded dataset |
| Wellington Fd | NONE | $21,659 | not reported in the loaded dataset |
| William Blair | NONE | $20,674 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt. | NONE | $19,924 | not reported in the loaded dataset |
| Pimco | NONE | $17,028 | not reported in the loaded dataset |
| Prudential | NONE | $16,268 | not reported in the loaded dataset |
| Ssga Global | NONE | $14,472 | not reported in the loaded dataset |
| Blackrock Bgi | NONE | $11,829 | not reported in the loaded dataset |
| Templeton Investment Counsel, LLC | NONE | $8,074 | not reported in the loaded dataset |
| Mfs | NONE | $7,909 | not reported in the loaded dataset |
| Parametric | NONE | $6,315 | not reported in the loaded dataset |