San Diego Electrical Health and Welfare Welfare Plan's EIN is 95-6035916.
Download the official 2023 Form 5500 (PDF) for San Diego Electrical Health and Welfare Welfare Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)San Diego Electrical Health and Welfare Welfare Plan's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK | 31-0841368 | — | CUSTODIAN | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $12.1M | 44.7% | |
| FORT WASHINGTON HIGH YIELD US BANK · EIN 31-0841368 / PN 001 | Common Collective Trust | — | — | $7.3M | 26.9% | |
| BGO DIVERSIFIED - CLASS B NEW TOWER MANAGEMENT, LLC · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $4.8M | 17.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $4.2M | 15.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWTOWER MANAGEMENT, LLC | 26-3796332 | — | INVESTMENT ADVISOR | $42K | — |
| PMG ADVISORS, LLC | 23-2837989 | RADNOR, PA | INVESTMENT ADVISOR | $14K | — |
| INVESTMENT MPERFORMANCE SERVICES | 58-2432390 | SAVANNAH, GA | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH C | 95-4331852 | CINCINNATI, OH | BROKER | $793K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAN DIEGO ELECTRICAL ADMINISTRATION | 72-1571046 | — | PLAN ADMINISTRATOR | $1.7M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF SAN DIEGO | 81-3391684 | SAN DIEGO, CA | AUDITOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES | 53-0181291 | — | ACTUARY | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAQUER, URBAN, CLIFFORD,& HODGE LLP | 95-4047729 | — | ATTORNEY | $191K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM NURSELINE SERVICES | 41-1289245 | — | INSURANCE PROVIDER | $31K | — |
| CRYSTAL CLEAR RX | 27-3009945 | — | INSURANCE PROVIDER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANGE HEALTHCARE (FKA TC 3 HEALTH) | 74-3031728 | — | SERVICE PROVIDER | $90K | — |
| FOUNDATION FOR MEDICAL CARE | 95-2097207 | — | SERVICE PROVIDER | $76K | — |
| DEERWALK | 26-4710932 | LEXINGTON, MA | SERVICE PROVIDER | $27K | — |
| DE FRANCE PRINTING | 95-1973813 | — | PRINTING | $16K | — |
| ANY BUDGET PRINTING & MAILING | 90-0050477 | — | PRINTING | $13K | — |
| WEB-SITE HOSTING FEES | 94-3378692 | — | SERVICE PROVIDER | $12K | — |
