2023 Form 5500 filing — The Southern California Edison 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 20241011162810NAL0039478576005) for The Southern California Edison Company Retirement Plan, reported by Southern California Edison Company under EIN 95-1240335 and plan number 001. It reports 22,604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162810NAL0039478576005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Edison Company
- EIN
- 95-1240335
- Plan number
- 001
- Location
- Rosemead, CA
- Participants
- 22,604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,714,950,728
- Total liabilities (EOY)
- $310,604,110
- Net assets (EOY)
- $4,404,346,618
- Employer contributions
- $12,858,082
- Total income / additions
- $423,047,257
- Benefits paid
- $231,851,601
- Administrative expenses
- $18,627,703
- Total expenses
- $250,479,304
- Net increase / (decrease)
- $172,567,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Us Active Core Plus Equit | INVESTMENT MANAGEMENT | $1,753,904 | $0 |
| Conduent Hr Services | RECORDKEEPER | $1,638,944 | not reported in the loaded dataset |
| Tsg8 Lp | INVESTMENT MANAGEMENT | $1,489,003 | $0 |
| Pimco Bravo Fd Iii Onshore | INVESTMENT MANAGEMENT | $1,284,158 | $0 |
| Gcm Grosvenor Strategic | INVESTMENT MANAGEMENT | $1,238,396 | $0 |
| The Bank Of New York Mellon | TRUSTEE/CUSTODIAN | $706,161 | not reported in the loaded dataset |
| Pacific Investment Mgmt Co. | INVESTMENT MANAGEMENT | $688,705 | $0 |
| Acuitas Investment LLC | INVESTMENT MANAGEMENT | $577,754 | not reported in the loaded dataset |
| Tsg9 | INVESTMENT MANAGEMENT | $575,231 | $0 |
| Tsg7 A Lp | INVESTMENT MANAGEMENT | $460,223 | $0 |
| Western Asset Mgmt Company | INVESTMENT MANAGEMENT | $428,790 | not reported in the loaded dataset |
| Russell Investment Mgmt | INVESTMENT MANAGEMENT | $356,050 | $0 |
| Marathon Asset Mgmt Llp | INVESTMENT MANAGEMENT | $252,047 | not reported in the loaded dataset |
| Dodge & Cox | INVESTMENT MANAGEMENT | $250,287 | $0 |
| Russell Investments (Consulting) | CONSULTANT | $248,070 | not reported in the loaded dataset |
| Adams St 2019 Global Fund Lp | INVESTMENT MANAGEMENT | $247,428 | not reported in the loaded dataset |
| Tsg6 Lp | INVESTMENT MANAGEMENT | $220,660 | $0 |
| Russell Investment Implementation | INVESTMENT MANAGEMENT | $197,004 | $0 |
| Pimco Corp Opp Ii Oshr Fdr Lp | INVESTMENT MANAGEMENT | $190,203 | $0 |
| Willis Towers Watson Us LLC | ACTUARIAL | $190,116 | not reported in the loaded dataset |
| Clearlake Capital Mgmt Vii Lp | INVESTMENT MANAGEMENT | $175,974 | $0 |
| Southern California Edison Company | PLAN SPONSOR | $174,163 | not reported in the loaded dataset |
| Xponance | INVESTMENT MANAGEMENT | $153,819 | not reported in the loaded dataset |
| Sands Capital Management LLC | INVESTMENT MANAGEMENT | $142,596 | $0 |
| Dbl Partners Iii Lp | INVESTMENT MANAGEMENT | $118,750 | not reported in the loaded dataset |
| Payden & Rygel | INVESTMENT MANAGEMENT | $112,368 | not reported in the loaded dataset |
| Tsg7 B Lp | INVESTMENT MANAGEMENT | $110,129 | $0 |
| Pricewaterhousecoopers Llp (Pwc) | AUDITOR | $100,000 | not reported in the loaded dataset |
| Ranger Investment Management Lp | INVESTMENT MANAGEMENT | $76,729 | not reported in the loaded dataset |
| Clearlake Opp Partner Ii Lp | INVESTMENT MANAGEMENT | $68,430 | not reported in the loaded dataset |
| Mcm S&P500 Fund | INVESTMENT MANAGEMENT | $61,433 | $0 |
| Schroder Loan Opp Fund Lp | INVESTMENT MANAGEMENT | $51,533 | $0 |
| Mcm Acwuexus | INVESTMENT MANAGEMENT | $50,204 | $0 |
| Vasquez & Co., Llp | AUDITOR | $48,684 | not reported in the loaded dataset |
| Mackenzie Emerging Markets Lp | INVESTMENT MANAGEMENT | $41,184 | not reported in the loaded dataset |
| Clearlake Capital Partners V Lp | INVESTMENT MANAGEMENT | $38,440 | $0 |
| Pimco Disco Iii Offshore Feed | INVESTMENT MANAGEMENT | $26,394 | $0 |
| Element Partners Ii Lp | INVESTMENT MANAGEMENT | $12,972 | not reported in the loaded dataset |