Civic Intelligence

San Diego Gas & Electric Co

EIN 30-6178469 • 501(c)9 • San Diego, CA

Profile

Providing welfare benefits to retirees

488 8th Avenue Attn Hq08n1San Diego, CA 92101-7123

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

90th percentile

40%

Higher net margin than 90% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

36th percentile

2.8%

Faster asset growth than 36% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

78%

Faster revenue growth than 95% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$72,696,451

Up $1,975,400 (+2.8%) from 2023

Liabilities

Down

$12,188

Down $9,569 (-44%) from 2023

Net Assets

Up

$72,684,263

Up $1,984,969 (+2.8%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin90th percentile

Revenue

Up

$4,274,135

Up $1,871,197 (+78%) from 2023

Expenses

Up

$2,550,832

Up $2,166,356 (+563%) from 2023

Net Income

Down

$1,723,303

Down $295,159 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $27,816,118Liabilities 2010: $267Net Assets 2010: $27,815,8512010Assets 2011: $33,769,079Liabilities 2011: $296Net Assets 2011: $33,768,7832011Assets 2012: $38,286,379Liabilities 2012: $585Net Assets 2012: $38,285,7942012Assets 2013: $45,012,409Liabilities 2013: $3,589Net Assets 2013: $45,008,8202013Assets 2014: $49,253,008Liabilities 2014: $153,326Net Assets 2014: $49,099,6822014Assets 2015: $48,173,552Liabilities 2015: $39,044Net Assets 2015: $48,134,5082015Assets 2016: $51,146,036Liabilities 2016: $18,767Net Assets 2016: $51,127,2692016Assets 2018: $57,843,196Liabilities 2018: $199,946Net Assets 2018: $57,643,2502018Assets 2019: $69,913,653Liabilities 2019: $88,712Net Assets 2019: $69,824,9412019Assets 2020: $78,615,657Liabilities 2020: $8,267Net Assets 2020: $78,607,3902020Assets 2021: $81,587,820Liabilities 2021: $1,823Net Assets 2021: $81,585,9972021Assets 2022: $63,366,479Liabilities 2022: $7,739Net Assets 2022: $63,358,7402022Assets 2023: $70,721,051Liabilities 2023: $21,757Net Assets 2023: $70,699,2942023Assets 2024: $72,696,451Liabilities 2024: $12,188Net Assets 2024: $72,684,2632024

Highlighted filing

2024

Assets$72,696,451
Liabilities$12,188
Net Assets$72,684,263
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Expenses 2010: $7,4882010Expenses 2011: $25,5182011Expenses 2012: $109,5522012Revenue 2013: $1,704,533Expenses 2013: $121,022Net Income 2013: $1,583,5112013Revenue 2014: $2,905,736Expenses 2014: $213,940Net Income 2014: $2,691,7962014Revenue 2015: $1,018,896Expenses 2015: $331,778Net Income 2015: $687,1182015Revenue 2016: $1,079,328Expenses 2016: $344,900Net Income 2016: $734,4282016Revenue 2018: $8,878,749Expenses 2018: $398,332Net Income 2018: $8,480,4172018Revenue 2019: $1,868,680Expenses 2019: $365,898Net Income 2019: $1,502,7822019Revenue 2020: $6,436,081Expenses 2020: $334,614Net Income 2020: $6,101,4672020Revenue 2021: $5,929,084Expenses 2021: $299,841Net Income 2021: $5,629,2432021Revenue 2022: $2,493,262Expenses 2022: $321,456Net Income 2022: $2,171,8062022Revenue 2023: $2,402,938Expenses 2023: $384,476Net Income 2023: $2,018,4622023Revenue 2024: $4,274,135Expenses 2024: $2,550,832Net Income 2024: $1,723,3032024

Highlighted filing

2024

Revenue$4,274,135
Expenses$2,550,832
Net Income$1,723,303
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$72,696,451
Liabilities
$12,188
Net assets
$72,684,263
Revenue
$4,274,135
Expenses
$2,550,832
Net income
$1,723,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.7$0.01$72.7$4.27$2.55$1.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.7$0.02$70.7$2.40$0.38$2.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.4$0.01$63.4$2.49$0.32$2.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.6$0.00$81.6$5.93$0.30$5.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.6$0.01$78.6$6.44$0.33$6.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.9$0.09$69.8$1.87$0.37$1.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.8$0.20$57.6$8.88$0.40$8.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$0.02$51.1$1.08$0.34$0.73
2015Detailed filing. Detailed filing data is available for this year.$48.2$0.04$48.1$1.02$0.33$0.69
2014Detailed filing. Detailed filing data is available for this year.$49.3$0.15$49.1$2.91$0.21$2.69
2013Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$1.70$0.12$1.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$0.00$38.3$0.11
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.00$33.8$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$0.00$27.8$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$4,946,284
Mission and Program Overview

Mission

Providing welfare benefits to retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$81,585,997$63,358,740▼ $18,227,257
Investments in Publicly Traded Securities$81,575,502$63,351,151▼ $18,224,351
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$81,587,820$63,366,479▼ $18,221,341
Other Assets Total$12,318$15,328▲ $3,010
Liabilities
Accounts Payable and Accrued Expenses$1,823$7,739▲ $5,916
Total Liabilities$1,823$7,739▲ $5,916
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,585,997$63,358,740▼ $18,227,257
Total Liabilities and Net Assets / Fund Balance$81,587,820$63,366,479▼ $18,221,341
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,493,262
Other Revenue
$0
Change in Net Assets
$2,171,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,271
Salaries, Compensation, and Employee Benefits$4,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$240,840--$240,840
Current Officers, Directors, Trustees, and Key Employees-$4,345-$4,345
Other Expenses-$2,465-$2,465
Total Functional Expenses$240,840$80,616$0$321,456
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
San Diego Gas & Electric Co Post
EIN
30-6178469
Phone
6196962250
Address
488 8TH AVENUE ATTN HQ08N1, SAN DIEGO, CA 92101-7123

Signing Officer

Name
James Mahoney
Title
Trustee, the Bny Mellon
Phone
6196962250
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mahoney
Formed
2008
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
30 ROCKEFELLER PLAZA, NEW YORK, NY 10112-0015
Preparer
Jeffrey Calabro
Phone
2124924000
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01823
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07739
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING WELFARE BENEFITS TO RETIREES
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0240840
IRS990/BenefitsToMembersGrp/TotalAmt0240840
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SAN DIEGO GAS & ELECTRIC CO
IRS990/BooksInCareOfDetail/PhoneNum06196962250
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0488 8TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0921017123
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04345
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04345
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0240840
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02493262
IRS990/CYOtherExpensesAmt076271
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02171806
IRS990/CYSalariesCompEmpBnftPaidAmt04345
IRS990/CYTotalExpensesAmt0321456
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02493262
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISBURSEMENTS TO OR FOR MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0240840
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0MELLON BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt018615
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02471637
IRS990/GrossReceiptsAmt04946284
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02474647
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02474647
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt081575502
IRS990/InvestmentsPubTradedSecGrp/EOYAmt063351151
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02453022
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING WELFARE BENEFITS TO RETIREES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt081585997
IRS990/NetAssetsOrFundBalancesEOYAmt063358740
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt018615
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018615
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-20399063
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012318
IRS990/OtherAssetsTotalGrp/EOYAmt015328
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACTUARIAL EXPENSE
IRS990/OtherExpensesGrp/Desc1CONSULTING EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt073806
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12465
IRS990/OtherExpensesGrp/TotalAmt073806
IRS990/OtherExpensesGrp/TotalAmt12465
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES MAHONEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0232144
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05929084
IRS990/PYOtherExpensesAmt059197
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05629243
IRS990/PYSalariesCompEmpBnftPaidAmt08500
IRS990/PYTotalExpensesAmt0299841
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05929084
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02171806
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt018615
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt081585997
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt063358740
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE INTERNAL TAX DEPARTMENT AND COPIES ARE PROVIDED TO BNY MELLON, TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS INCLUDED ON FORM 1024 OR FORM 990 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NAME 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PURSUANT 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0330732627
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEMPRA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0488 8TH AVE HQ08N1
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0921017123
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOCALGAS CO VEBA RETIREE MED TR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOCALGAS CO VEBA UNREP RET MED TR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SDG&E MED BEN PLAN TR (UNION)
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MAHONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE, THE BNY MELLON
ReturnHeader/BusinessOfficerGrp/PhoneNum06196962250
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO GAS & ELECTRIC CO POST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt06/30/08 UNION RET WELFARE BENEFIT TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 ROCKEFELLER PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101120015
ReturnHeader/PreparerPersonGrp/PhoneNum02124924000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY CALABRO
ReturnHeader/ReturnTs02023-11-15T03:53:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAHONEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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