2024-11-13T03:03:25-06:00 2023-12-31 861065772 DELOITTE TAX LLP 30 ROCKEFELLER PLAZA NEW YORK NY 101120015 990 2023-01-01 330618478 SAN DIEGO GAS & ELECTRIC CO MEDICAL BENEFITS PLAN TRUST (NON-UNION RET) SAND 6196962250 488 8TH AVENUE ATTN HQ08N1 SAN DIEGO CA 921017123 JAMES MAHONEY TRUSTEE, THE BNY MELLON 6196962250 2024-11-13 1 0 JEFFREY CALABRO P01484841 2124924000 2023 2024-10-15 13:58:12Z JAMES MAHONEY 488 8TH AVENUE ATTN HQ08N1 SAN DIEGO CA 921017123 5862675 0 X N/A X 1976 CA PROVIDES MEDICAL AND DENTAL BENEFITS TO RETIREES. 1 1 0 0 170681 169681 0 0 5792117 5691994 47060 170681 0 0 5839177 5862675 0 0 5823787 5735073 0 0 0 0 0 3011 25265 5826798 5760338 12379 102337 3500538 3604153 160862 162140 3339676 3442013 PROVISION OF HEALTH BENEFITS FOR RETIREES. 0 0 5735073 5691994 DISBURSEMENTS TO OR FOR MEMBERS 5735073 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 CA X SAN DIEGO GAS & ELECTRIC CO 6196962250 488 8TH AVENUE SAN DIEGO CA 921017123 X MELLON BANK TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 900099 5691994 5691994 5691994 170681 170681 5862675 5691994 170681 0 5735073 5735073 UNRELATED BUSINESS INC 26970 26970 ADMINSTRATIVE FEES -1705 -1705 5760338 5735073 25265 0 3489344 3587930 11194 16223 3500538 3604153 160862 162140 160862 162140 X 0 0 0 0 3339676 3442013 3339676 3442013 3500538 3604153 102337 0 X 0 1 X 0 0 0 PAYABLE TO PLAN SPONSOR 162140 162140 FORM 990, PART VI, SECTION A, LINE 8B N/A FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE INTERNAL TAX DEPARTMENT AND COPIES ARE PROVIDED TO BNY MELLON, TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS INCLUDED ON FORM 1024 OR FORM 990 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A, LINE 9: NAME AND ADDRESSES OF OFFICERS AND TRUSTEES WHO CANNOT BE REACHED AT THE FILING ORGANIZATION'S MAILING ADDRESSES: MELLON BANK (TRUSTEE) BNY MELLON ASSET SERVICING 135 SANTILLI HIGHWAY, 026-0313 EVERETT, MA 02149 FORM 990, PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE: PURSUANT TO TREASURY REGULATION SECTION 1.501(C)(9)-2(C)(1) AND (C)(3), BNY MELLON, AS INDEPENDENT TRUSTEE OF THE TRUST, CONTROLS THE ORGANIZATION BECAUSE THE PLAN THAT IS FUNDED IN PART BY THE ORGANIZATION CONSTITUTES AN EMPLOYEE WELFARE BENEFIT PLAN, AS DEFINED IN SECTION 3(1) OF ERISA. ADDITIONALLY, THE INSTRUCTIONS FOR PART VI LINE 1(A) INDICATE THAT THE TRUSTEE OF A TRUST IS THE ORGANIZATION'S "GOVERNING BODY." THE QUESTIONS IN PART VI HAVE BEEN ANSWERED IN A MANNER CONSISTENT WITH BNY MELLON, AS AN INDEPENDENT AND INSTITUTIONAL TRUSTEE, BEING THE "GOVERNING BODY" OF THE ORGANIZATION. HOWEVER, IT SHOULD BE NOTED THAT, PURSUANT TO THE TERMS OF THE TRUST AGREEMENT, BNY MELLON IS A DIRECTED TRUSTEE AND SO HAS LIMITED DUTIES AND RESPONSIBILITIES WITH RESPECT TO DISCRETIONARY DECISION-MAKING UNDER THE ORGANIZATION AND THE EMPLOYEE BENEFIT WELFARE PLAN THAT IS FUNDED BY THE ORGANIZATION. AS PERMITTED UNDER SECTION 403(A) OF ERISA AND AS SET OUT IN THE TRUST AGREEMENT, BNY MELLON ALSO ACTS AT THE DIRECTION OF THE NAMED FIDUCIARY FOR THE PLANS AND INVESTMENT MANAGERS DESIGNATED BY THE NAMED FIDUCIARY. SOCALGAS CO VEBA RETIREE MED TR 488 8TH AVE HQ08 SAN DIEGO CA 92101 133886236 VEBA CA 501(C)(9) N/A N/A 0 SOCALGAS CO VEBA UNREP RET MED TR 488 8TH AVE HQ08 SAN DIEGO CA 92101 956981704 VEBA CA 501(C)(9) N/A N/A 0 SDG&E MED BEN PLAN TR (UNION) 488 8TH AVE HQ08 SAN DIEGO CA 92101 330618480 VEBA CA 501(C)(9) N/A N/A 0 SDG&E POST 63008 UNION RETIREE B 488 8TH AVE HQ08 SAN DIEGO CA 92101 306178469 VEBA CA 501(C)(9) N/A N/A 0 SEMPRA 488 8TH AVE HQ08 SAN DIEGO CA 92101 330732627 HOLDING COMPANY CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0