Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolioTH
SEMPRA
EIN 33-0732627utilitiesLatest filing 2024
Plans
4
Retirement
2
$738.3M assets
Welfare
2
$5.9M premiums
Participants
5,399
488 8TH AVENUE, MAILSTOP HQ04N5 - SAN DIEGO, CA 92101619-696-2000sempra.comLinkedIn10001+ employeesutilities
Retirement portfolio analytics
2 plans aggregated / $738.3M assets / 3,930 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
68%top
- T ROWE PRICE RPS INC68%
- (Not disclosed)32%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $5.9M premiums / 1,476 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Other$3.5M
- Long-term disability$816K
- Life$644K
- Dental$212K
- Vision$185K
Carrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- METROPOLITAN LIFE INSURANCE COMPANY25%
- UNITEDHEALTHCARE INSURANCE COMPANY22%
- BLUE CROSS OF CALIFORNIA5%
- AETNA LIFE INSURANCE COMPANY3%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SEMPRA SAVINGS PLAN
ESOP
Assets$500.0M
Participants1,760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SEMPRA CASH BALANCE PLAN
CashBalance
Assets$238.3M
Participants2,170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SEMPRA ACTIVE EMPLOYEE GROUP HEALTH AND WELFARE PROGRAM
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$4.2M
Covered lives1,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SEMPRA RETIREE GROUP HEALTH AND WELFARE PROGRAM
Mixed - UNITEDHEALTHCARE OF CALIFORNIA
Premiums$1.7M
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SEMPRA SAVINGS PLAN | ESOP | $500.0M | 1,760 | 2024 | |
| 001 | SEMPRA CASH BALANCE PLAN | CashBalance | $238.3M | 2,170 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SEMPRA ACTIVE EMPLOYEE GROUP HEALTH AND WELFARE PROGRAM | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC. | $4.2M | 1,063 | 2024 | |
| 502 | SEMPRA RETIREE GROUP HEALTH AND WELFARE PROGRAM | Mixed | UNITEDHEALTHCARE OF CALIFORNIA | $1.7M | 413 | 2024 |
Retirement plans
Welfare plans