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: 535
- Total Participants: 0
- Total Assets: $1.9B
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 | 0 | $1.9B | $0 | $89.0M |
| 2023 | 0 | $1.9B | $0 | $86.6M |
| 2022 | 0 | $1.8B | $0 | $86.9M |
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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE & HEALTH INS | Other Service Provider | $4,321,254 | — | $4,321,254 |
| HEALTHPLAN SERVICES, INC. | Other Service Provider | $2,787,020 | — | $2,787,020 |
| TELUS HEALTH (US) LTD. | Other Service Provider | $2,381,698 | — | $2,381,698 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $492,720 | — | $492,720 |
| PIMCO LLC | Other Service Provider | $463,346 | — | $463,346 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $343,833 | — | $343,833 |
| EXPRESS SCRIPTS, INC | Other Service Provider | $299,601 | — | $299,601 |
| MADISON STREET PRESS | Other Service Provider | $246,525 | — | $246,525 |
| LEGAL & GENERAL INVESTMENT MGMT | Other Service Provider | $214,822 | — | $214,822 |
| CARELON BEHAVIORAL HEALTH, INC | Other Service Provider | $196,456 | — | $196,456 |
| DODGE & COX | Other Service Provider | $184,032 | — | $184,032 |
| RUSSELL INVESTMENTS IMPLEMENTATION | Investment Advisor | $141,584 | — | $141,584 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $138,097 | — | $138,097 |
| NUMERIC INVESTORS LLC | Other Service Provider | $132,955 | — | $132,955 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | Other Service Provider | $123,818 | — | $123,818 |
| OAKTREE CAPITAL MGMT LLC | Other Service Provider | $122,758 | — | $122,758 |
| BREGE COMMUNICATIONS INC | Other Service Provider | $114,580 | — | $114,580 |
| BLACKROCK INSTITUTIONAL TRUST | Other Service Provider | $93,052 | — | $93,052 |
| RREEF AMERICA L.L.C. | Other Service Provider | $89,755 | — | $89,755 |
| MEDCO HEALTH SOLUTIONS, INC | Other Service Provider | $80,344 | — | $80,344 |
| MERCER HEALTH & BENEFITS LLC | Other Service Provider | $79,981 | — | $79,981 |
| PACIFIC GAS & ELECTRIC | Other Service Provider | $56,040 | — | $56,040 |
| ADELANTE CAPITAL MGMT LLC | Other Service Provider | $52,257 | — | $52,257 |
| FIRST SENTIER INVESTORS IM LTD | Other Service Provider | $51,075 | — | $51,075 |
| MOSS ADAMS LLP | Other Service Provider | $48,510 | — | $48,510 |
| TIMESQUARE CAPITAL MGMT | Other Service Provider | $20,451 | — | $20,451 |
| DEPRINCE, RACE & ZOLLO, INC. | Other Service Provider | $19,517 | — | $19,517 |
| STUDIO 19.US, INCORPORATED | Other Service Provider | $11,450 | — | $11,450 |
| LEGATO CAPITAL MGMT LLC | Other Service Provider | $9,024 | — | $9,024 |
| WELLINGTON MANAGEMENT | Other Service Provider | $5,770 | — | $5,770 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS IMPLEMENTATION — Investment Advisor
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,322,325
- Estimated Expense Ratio: 0.711% 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 | $17,182,648 | $2,033,242 | $10,645,543 | $48,510 | — |
| 2023 | $11,579,217 | $1,996,830 | $11,463,940 | $66,150 | — |
| 2022 | $9,259,845 | $2,053,648 | $13,171,326 | — | $313,996 |