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Original filing (PDF)20251015234810NAL0003087907001
PACIFIC GAS AND ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
PACIFIC GAS AND ELECTRIC COMPANY LONG TERM DISABILITY PLAN
Health & welfare plan
Signals · 4
78% in single holding~155 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
452
Accounts w/ balance
—
Plan assets (EOY)
$139.4M
Net assets (EOY)
$139.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Black Rock Global Investors US Debt Index Fund B" is 78% of plan.
- 155 bps in Schedule C fees — 1454% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC GAS AND ELECTRIC COMPANY.
Plan sponsor
Name
PACIFIC GAS AND ELECTRIC COMPANY
EIN
94-0742640
Address
ATTEN. BENEFITS · 300 LAKESIDE DRIVE · OAKLAND, CA · 94612
Phone
(415) 973-4357
Industry
Utilitiessee all
Plan administrator
Name
THE EMPLOYEE BENEFIT COMMITTEE OF PG&E CORPORATION
EIN
95-3040078
City
OAKLAND, CA
Phone
(415) 973-4357
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Welfare benefit codes
4H · Long-Term Disability
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE/ CUSTODIAN | $17K | — |
Other
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHPLAN SERVICES, INC. | 59-1407300 | — | NONE | $482K | — |
| ALLSUP, LLC | 82-2208506 | — | NONE | $470K | — |
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | NONE | $294K | — |
| SEDGWICK CLAIMS MGMT SERVICES | 36-2685608 | — | NONE | $292K | — |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | 95-4331852 | — | NONE | $179K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $148K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $57K | — |
| MERCER (US), INC. | 13-2834414 | — | NONE | $54K | — |
| BREGE COMMUNICATIONS, INC | 47-3081862 | — | NONE | $44K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $41K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | NONE | $23K | — |
| TELUS HEALTH, (US) LTD. | 52-1883918 | — | NONE | $14K | — |
| EXPRESS SCRIPTS, INC. | 22-3461740 | — | NONE | $13K | — |
| CARELON BEHAVIORAL HEALTH, INC | 54-1414194 | — | NONE | $13K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $11K | — |
| STUDIO 19.US, INCORPORATED | 87-0700041 | — | NONE | $9K | — |
| MADISON STREET PRESS | 94-2977418 | — | NONE | $7K | — |
Investments
2 direct securities · 3 pooled funds· $139.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$130.2M
3 holdings
Uncategorized
$9.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BGI US DEBT INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3138366 / PN 001 | Common Collective Trust | — | — | $109.1M | 78.2% | |
| BGI RUSSELL 3000 INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3304650 / PN 001 | Common Collective Trust | — | — | $15.4M | 11.1% | |
| Fidelity Investments Money Market Government Portfolio - Class I | — | — | — | $9.2M | 6.6% | |
| MSCI WORLD EX-US INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 05-0606326 / PN 001 | Common Collective Trust | — | — | $5.6M | 4.1% | |
| BGI Money Market | — | — | — | $29K | <0.1% |