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  2. SAN DIEGO GAS & ELECTRIC COMPANY
Sponsor portfolio

SAN DIEGO GAS & ELECTRIC COMPANY

EIN 95-1184800-utilities-Latest filing 2024
Plans
4
Retirement
2
$2.97B assets
Welfare
2
$40.0M premiums
Participants
19,156
488 8TH AVENUE, MAILSTOP HQ04N5 - SAN DIEGO, CA 92101619-696-2000sdge.comLinkedIn5001-10000 employeesutilities
Plans on this EIN
4 filings
#001ESOP-$2.13B - 6,058 part#002CashBalance-$842.4M - 6,335 part#502Mixed-$33.0M - 4,732 lives#505Mixed-$7.0M - 2,045 lives

Retirement portfolio analytics

2 plans aggregated / $2.97B assets / 12,393 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • ELECTRIC COMPANY Savings (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $2.97BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • T ROWE PRICE RPS INC72%
  • (Not disclosed)28%
Total $2.97BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6,335
  • ELECTRIC COMPANY Savings (#001)6,058
Total 12,393Click row to drill in

Benefits portfolio analytics

2 plans / $40.0M premiums / 6,777 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$36.5M
  • Health$35.4M
  • Life$2.9M
  • Dental$95K
  • Stop-loss$39K
Total $40.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • KAISER FOUNDATION HEALTH PLAN INC81%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • BLUE CROSS OF CALIFORNIA4%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
  • +2 more
Total $40.0M7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAN DIEGO GAS & ELECTRIC COMPANY SAVINGS PLAN

ESOP

Assets$2.13B
Participants6,058
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN

CashBalance

Assets$842.4M
Participants6,335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SAN DIEGO GAS & ELECTRIC COMPANY ACTIVE EMPLOYEE COMBINED GROUP HEALTH AND WELFARE PROGRAM

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$33.0M
Covered lives4,732
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SAN DIEGO GAS & ELECTRIC COMPANY RETIREE COMBINED GROUP HEALTH AND WELFARE PROGRAM

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$7.0M
Covered lives2,045
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAN DIEGO GAS & ELECTRIC COMPANY SAVINGS PLANESOP$2.13B6,0582024
002SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLANCashBalance$842.4M6,3352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SAN DIEGO GAS & ELECTRIC COMPANY ACTIVE EMPLOYEE COMBINED GROUP HEALTH AND WELFARE PROGRAMMixedKAISER FOUNDATION HEALTH PLAN INC.$33.0M4,7322024
505SAN DIEGO GAS & ELECTRIC COMPANY RETIREE COMBINED GROUP HEALTH AND WELFARE PROGRAMMixedKAISER FOUNDATION HEALTH PLAN INC.$7.0M2,0452024
Retirement plans
Welfare plans
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