# Pacific Gas And Electric Company Health & Welfare Plan
Source: https://planprovider.pro/companies/pacific-gas-and-electric-company-940742640-503

> Pacific Gas And Electric Company's Health & Welfare plan: 452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [MERCER (US), INC.](https://planprovider.pro/provider/mercer-advisors) — 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|

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