2025-11-13T10:22:17-06:00 2024-12-31 861065772 DELOITTE TAX LLP 30 ROCKEFELLER PLAZA NEW YORK NY 101120015 990 2024-01-01 133886236 SOUTHERN CALIFORNIA GAS COMPANY VEBA RETIREE MEDICAL TRUST SOUT 6196962250 488 8TH AVENUE ATTN HQ08N1 SAN DIEGO CA 921017123 DENNIS ONDERICK TRUSTEE, THE BNY MELLON 6196962250 2025-11-13 1 0 JEFFREY CALABRO P01484841 2124924000 2024 2025-03-06 01:10:19Z DENNIS ONDERICK 488 8TH AVENUE ATTN HQ08N1 SAN DIEGO CA 921017123 50443895 0 X N/A X 1992 CA TO PROVIDE MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS. 1 1 0 0 0 0 0 0 8030904 8073129 2190475 -12969952 21119 58870 10242498 -4837953 0 0 31422597 30811206 62052 34764 0 0 0 1667731 1643866 33152380 32489836 -22909882 -37327789 548983094 541911884 1487978 1895293 547495116 540016591 TO PROVIDE MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS. 0 0 30811206 -26904358 DISBURSEMENTS TO OR FOR MEMBERS 30811206 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 1 0 0 1 0 0 0 0 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 SOUTHERN CALIFORNIA GAS CO 6196962250 488 8TH AVENUE ATTN HQ08N1 SAN DIEGO CA 921017123 X MELLON BANK TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 RETIREE CONTRIBUTIONS 900099 8073129 8073129 8073129 22066405 22066405 20245491 55281848 -35036357 -35036357 -35036357 CONSENT FEE INCOME 900099 58870 58870 58870 -4837953 -26904358 0 22066405 30811206 30811206 34764 34764 670052 670052 CONTRACT ADMINISTRATOR 858755 858755 ADMINISTRATIVE EXPENSES 115059 115059 32489836 30811206 1678630 0 174541 184938 545957907 538675613 2850646 3051333 548983094 541911884 1487978 1895293 1487978 1895293 X 0 0 0 0 547495116 540016591 547495116 540016591 548983094 541911884 -37327789 29849264 0 X 0 1 X 0 0 0 ACCRUED ADMINISTRATIVE EXPENSE 249958 PAYABLE TO PLAN SPONSOR 689469 DUE TO BROKER INVESTMENTS PURCHASED 866277 DUE TO BROKER FUTURES CONTRACTS 89589 1895293 25011311 29849264 29849264 -4837953 0 -4837953 32489836 0 32489836 0 32489836 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 ADDRESS: 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 VEBA UNREP RETIREE MED TR 488 8TH AVE HQ08 SAN DIEGO CA 92101 956981704 VEBA CA 501(C)(9) N/A N/A 0 SDG&E MEDICAL BEN PLAN TRUST (UNIO 488 8TH AVE HQ08 SAN DIEGO CA 92101 330618480 VEBA CA 501(C)(9) N/A N/A 0 SDG&E MEDICAL BEN PLAN TR (NON-UNI 488 8TH AVE HQ08 SAN DIEGO CA 92101 330618478 VEBA CA 501(C)(9) N/A N/A 0 SDG&E POST 63008 UNION BEN TR 488 8TH AVE HQ08 SAN DIEGO CA 92101 306178469 VEBA CA 501(C)(9) N/A N/A 0 SEMPRA 488 8TH AVENUE HQ08 SAN DIEGO CA 92101 330732627 HOLDING CO. CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0