# Pacific Gas And Electric Company Health & Welfare Plan
Source: https://planprovider.pro/companies/pacific-gas-and-electric-company-940742640-535

> Pacific Gas And Electric Company's Health & Welfare plan: 0 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:** 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](https://planprovider.pro/provider/russell-investments) — Investment Advisor

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-gas-and-electric-company-940742640-535)

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