Plan Snapshot
- Plan Sponsor: Pacific Gas And Electric Company
- Sponsor EIN: 940742640
- Sponsor Address: ATTEN. BENEFITS, OAKLAND, CA, 94612
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 452
- Total Assets: $139.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 452 | $139.4M | $30.8M | $822,611 |
| 2023 | 478 | $166.9M | $30.8M | $1.0M |
| 2022 | 515 | $142.6M | $45.6M | $873,506 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEALTHPLAN SERVICES, INC. | Other Service Provider | $481,639 | — | $481,639 |
| ALLSUP, LLC | Other Service Provider | $470,100 | — | $470,100 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $294,373 | — | $294,373 |
| SEDGWICK CLAIMS MGMT SERVICES | Other Service Provider | $292,296 | — | $292,296 |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | Other Service Provider | $178,593 | — | $178,593 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $148,083 | — | $148,083 |
| MOSS ADAMS LLP | Other Service Provider | $56,536 | — | $56,536 |
| MERCER (US), INC. | Investment Advisor | $53,745 | — | $53,745 |
| BREGE COMMUNICATIONS, INC | Other Service Provider | $44,327 | — | $44,327 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $40,774 | — | $40,774 |
| DELTA DENTAL OF CALIFORNIA | Other Service Provider | $22,922 | — | $22,922 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $17,086 | — | $17,086 |
| TELUS HEALTH, (US) LTD. | Other Service Provider | $14,072 | — | $14,072 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $13,315 | — | $13,315 |
| CARELON BEHAVIORAL HEALTH, INC | Other Service Provider | $12,630 | — | $12,630 |
| VISION SERVICE PLAN | Other Service Provider | $10,729 | — | $10,729 |
| STUDIO 19.US, INCORPORATED | Other Service Provider | $9,297 | — | $9,297 |
| MADISON STREET PRESS | Other Service Provider | $6,862 | — | $6,862 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- MERCER (US), INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,167,379
- Estimated Expense Ratio: 1.554% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,165,379 | $40,774 | $1,153,037 | $56,536 | — |
| 2023 | $1,623,530 | $39,834 | $1,373,275 | $127,239 | — |
| 2022 | $2,135,417 | $37,000 | $1,478,048 | — | $620,369 |