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Original filing (PDF)20251014221818NAL0001838003001
PACIFIC GAS AND ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
POST-RETIREMENT LIFE INSURANCE PLAN OF THE PACIFIC GAS AND ELECTRIC COMPANY
Health & welfare plan
Signals · 1
55% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$295.8M
Net assets (EOY)
$284.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
80
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Long Duration Govt Credit Index Pooled Separate Account" is 55% of plan.
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No active participants reported but plan still holds assets.
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
542
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4B · Life Insurance
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE/CUSTODIAN | $8K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $344K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $53K | — |
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | NONE | $10K | — |
Investments
3 pooled funds· $295.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DURATION GOVT CREDIT INDEX METROPOLITAN LIFE INSURANCE COMPANY (INC) · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | $114.1M | $162.6M | 55.0% | |
| MET LIFE EQUITY INDEX METROPOLITAN LIFE INSURANCE COMPANY (INC) · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | $15.2M | $98.3M | 33.2% | |
| MET LIFE INTERNATIONAL INDEX METROPOLITAN LIFE INSURANCE COMPANY (INC) · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | $11.3M | $34.7M | 11.7% |