2023 Form 5500 filing — Pacific Gas And Electric Company Retirement 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 20241004191824NAL0012693105001) for Pacific Gas And Electric Company Retirement Plan, reported by Pacific Gas And Electric Company under EIN 94-0742640 and plan number 001. It reports 52,505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004191824NAL0012693105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Gas And Electric Company
- EIN
- 94-0742640
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 52,505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,980,531,142
- Total liabilities (EOY)
- $58,784,311
- Net assets (EOY)
- $17,921,746,831
- Employer contributions
- $327,000,000
- Participant contributions
- $1,037,763
- Total income / additions
- $1,914,355,561
- Benefits paid
- $958,593,963
- Administrative expenses
- $36,906,407
- Total expenses
- $995,500,370
- Net increase / (decrease)
- $918,855,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Implementation Svcs | N/A | $4,571,672 | $0 |
| Willis Towers Watson Us LLC | NONE | $4,435,452 | not reported in the loaded dataset |
| Numeric Investors LLC | N/A | $3,736,808 | $0 |
| Blackrock Institutional Trust | N/A | $2,619,693 | not reported in the loaded dataset |
| Numeric Investors LLC | NONE | $2,534,210 | $0 |
| Pimco | N/A | $2,524,985 | $0 |
| T. Rowe Price | N/A | $2,303,487 | $0 |
| Nisa Investment Advisors, LLC | NONE | $2,215,129 | not reported in the loaded dataset |
| Pimco | NONE | $2,210,374 | $0 |
| Blackrock Financial | NONE | $2,192,627 | $0 |
| Oaktree Capital Mgmt Lp | N/A | $2,163,346 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | N/A | $2,148,845 | not reported in the loaded dataset |
| Invesco Core Real Estate | N/A | $2,115,392 | not reported in the loaded dataset |
| Prudential Insurance Co. | N/A | $2,025,520 | $0 |
| Dodge & Cox | N/A | $2,004,572 | $0 |
| Dodge & Cox | NONE | $1,952,722 | $0 |
| Conduent Hr Services, LLC | N/A | $1,757,454 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | N/A | $1,734,423 | not reported in the loaded dataset |
| Wellington Management Company | N/A | $1,664,010 | $0 |
| Wellington Management Company | NONE | $1,569,971 | $0 |
| Legal & General Investment | NONE | $1,462,115 | not reported in the loaded dataset |
| T. Rowe Price | NONE | $1,419,214 | $0 |
| Willis Towers Watson Us LLC | N/A | $1,407,107 | not reported in the loaded dataset |
| Aqr Capital Management | N/A | $1,380,043 | not reported in the loaded dataset |
| Blackrock Financial | N/A | $1,283,238 | not reported in the loaded dataset |
| Russell Implementation Svcs | NONE | $1,230,232 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE/ CUSTODIAN | $1,199,491 | $0 |
| Oaktree Capital Mgmt Lp | NONE | $1,147,459 | $0 |
| Aqr Capital Management | NONE | $1,145,392 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE/ CUSTODIAN | $1,098,885 | $0 |
| Legal & General Investment | N/A | $1,047,454 | not reported in the loaded dataset |
| Adelante Capital Mgmt LLC | N/A | $951,438 | not reported in the loaded dataset |
| Timessquare Capital Mgmt | N/A | $915,280 | $0 |
| Nuveen Asset Mgmt LLC | N/A | $859,772 | $0 |
| Groom Law Group, Chartered | N/A | $794,820 | not reported in the loaded dataset |
| Nuveen Asset Mgmt LLC | NONE | $747,214 | $0 |
| Groom Law Group, Chartered | NONE | $746,262 | not reported in the loaded dataset |
| First Sentier Investors | N/A | $729,957 | not reported in the loaded dataset |
| Adelante Capital Mgmt LLC | NONE | $716,172 | $0 |
| Anthem Blue Cross Of Ca | N/A | $706,054 | not reported in the loaded dataset |
| The Prudential Insurance | NONE | $704,022 | $0 |
| Rreef America L.L.C. | NONE | $671,017 | $0 |
| First Sentier Investors | NONE | $651,853 | not reported in the loaded dataset |
| Deprince, Race & Zollo, Inc. | N/A | $584,695 | $0 |
| Deprince, Race & Zollo, Inc. | NONE | $515,284 | $0 |
| Healthplan Services | N/A | $499,365 | not reported in the loaded dataset |
| Timessquare Capital Mgmt | NONE | $491,778 | $0 |
| Legato Capital Mgmt LLC | N/A | $328,337 | not reported in the loaded dataset |
| Pacific Gas & Electric | PLAN SPONSOR | $282,276 | not reported in the loaded dataset |
| Pugh Capital Mgmt, Inc. | N/A | $264,038 | not reported in the loaded dataset |
| Legato Capital Mgmt LLC | NONE | $250,521 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt Inc | N/A | $224,352 | $0 |
| Metropolitan Life Insurance | N/A | $199,884 | not reported in the loaded dataset |
| Pacific Gas & Electric | PLAN SPONSOR | $198,887 | not reported in the loaded dataset |
| Morneau Shepell Limited | N/A | $177,706 | not reported in the loaded dataset |
| Rreef America L.L.C. | N/A | $168,647 | $0 |
| Pugh Capital Mgmt, Inc. | NONE | $166,325 | not reported in the loaded dataset |
| Pacific Resources Benefit Advisors | N/A | $153,889 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $134,912 | not reported in the loaded dataset |
| Mercer Investment Consulting | N/A | $85,148 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $74,550 | not reported in the loaded dataset |
| Madison Street Press | N/A | $71,985 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $68,428 | not reported in the loaded dataset |
| Rhumbline Advisors | N/A | $56,792 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $56,280 | not reported in the loaded dataset |
| Studio 19. Us, Incorporated | N/A | $40,026 | not reported in the loaded dataset |
| Amaces Inc | NONE | $36,604 | not reported in the loaded dataset |
| Express Scripts, Inc. | N/A | $31,948 | not reported in the loaded dataset |
| Evestment Alliance, LLC | NONE | $28,781 | not reported in the loaded dataset |
| Evestment Alliance, LLC | N/A | $25,017 | not reported in the loaded dataset |
| Mercer Health & Benefits LLC | N/A | $23,208 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $18,300 | not reported in the loaded dataset |
| Sovos Compliance, LLC | N/A | $9,871 | not reported in the loaded dataset |
| Msci | N/A | $9,868 | not reported in the loaded dataset |
| Allsup, LLC | N/A | $7,900 | not reported in the loaded dataset |
| Msci | NONE | $5,328 | not reported in the loaded dataset |