2023 Form 5500 filing — San Diego Electrical Pension 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 20250715154333NAL0003253504003) for San Diego Electrical Pension Plan, reported by San Diego Electrical Pension Trust under EIN 95-6101801 and plan number 001. It reports 4,129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715154333NAL0003253504003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- San Diego Electrical Pension Trust
- EIN
- 95-6101801
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 4,129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $512,022,157
- Total liabilities (EOY)
- $463,273
- Net assets (EOY)
- $511,558,884
- Employer contributions
- $33,711,566
- Total income / additions
- $113,926,353
- Benefits paid
- $31,423,305
- Administrative expenses
- $3,520,873
- Total expenses
- $34,944,178
- Net increase / (decrease)
- $78,982,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| San Diego Electrical Admin Corp. | PLAN ADMINISTRATOR | $810,219 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | INVESTMENT ADVISOR | $502,913 | not reported in the loaded dataset |
| Todd Investment Advisors | INVESTMENT ADVISORS | $345,014 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | INVESTMENT ADVISOR | $239,711 | not reported in the loaded dataset |
| Investment Performance Services,LLC | CONSULTANT | $167,933 | $0 |
| Franklin Templeton Institutional Ll | INVESTMENT ADVISOR | $163,263 | not reported in the loaded dataset |
| Laquer, Urban, Clifford,& Hodge Llp | ATTORNEY | $133,941 | not reported in the loaded dataset |
| Nwps Actuary Services, Inc | ACTUARY | $96,082 | not reported in the loaded dataset |
| Pkf San Diego | AUDITOR | $42,001 | $0 |
| Northern Trust | NONE | $32,958 | $0 |
| Clean Tech | INVESTMENT ADVISOR | $32,360 | not reported in the loaded dataset |
| U.S. Bank National Association | TRUSTEE (BANK/INVESTMENT | $23,027 | $0 |
| Multiemployer.Com, Inc. | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset |
| Any Budget | SERVICE PROVIDER | $9,106 | not reported in the loaded dataset |
| De France Printing | SERVICE PROVIDER | $8,789 | not reported in the loaded dataset |