2023 Form 5500 filing — Edison International Welfare Benefit 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 20241011134110NAL0010978835005) for Edison International Welfare Benefit Plan, reported by Southern California Edison Company under EIN 95-1240335 and plan number 501. It reports 26,915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134110NAL0010978835005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Edison Company
- EIN
- 95-1240335
- Plan number
- 501
- Location
- Rosemead, CA
- Participants
- 26,915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,491,579,271
- Total liabilities (EOY)
- $29,152,506
- Net assets (EOY)
- $1,462,426,765
- Employer contributions
- $161,967,757
- Participant contributions
- $100,510,405
- Total income / additions
- $374,362,247
- Benefits paid
- $316,589,420
- Administrative expenses
- -$3,898,567
- Total expenses
- $312,690,853
- Net increase / (decrease)
- $61,671,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conduent Hr Services | RECORDKEEPER | $1,146,677 | not reported in the loaded dataset |
| Russell Investment Trust Co. | INVESTMENT MANAGEMENT | $520,896 | $0 |
| Payden & Rygel | INVESTMENT MANAGEMENT | $367,123 | not reported in the loaded dataset |
| Deloitte | CONSULTANT | $132,742 | not reported in the loaded dataset |
| Russell Investments Capital LLC | CONSULTANT | $82,899 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARIAL | $77,266 | not reported in the loaded dataset |
| State Street Global Advisors Trust | INVESTMENT MANAGEMENT | $75,000 | not reported in the loaded dataset |
| Schroder Investment Management | INVESTMENT MANAGEMENT | $68,440 | $0 |
| Southern California Edison Co. | PLAN SPONSOR | $57,125 | not reported in the loaded dataset |
| Gcm Grosvenor Emrg Mgr Invest | INVESTMENT MANAGEMENT | $17,221 | not reported in the loaded dataset |
| Msci Acwi Imi Index Fund B | INVESTMENT MANAGEMENT | $12,793 | not reported in the loaded dataset |