Plan5500

California Water Service Company Pension Plan — Form 5500 plan (California Water Service Company)

Plain-English plan 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, California Water Service Company Pension Plan is a benefit plan reported by California Water Service Company under EIN 94-0362795 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,288 participants and $825,929,012 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Water Service Company
EIN
94-0362795
Plan number
001
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
2,288
End-of-year plan assets
$825,929,012

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,288H, C20241013154319NAL0043915808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$825,929,012
Total liabilities (EOY)
$0
Net assets (EOY)
$825,929,012
Net assets (BOY)
$738,152,162

Income & contributions

Employer contributions
$63,614
Total contributions
$63,614
Total income / additions
$110,130,223

Expenses & distributions

Benefits paid
$22,347,701
Administrative expenses
$5,672
Total expenses
$22,353,373
Net increase / (decrease)
$87,776,850

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Mgmt Trust CoNONE$4,920not reported in the loaded dataset2023

Related Form 5500 pages