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SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN
Plan identification number 527

SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

SOUTHERN CALIFORNIA EDISON COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA EDISON COMPANY
Employer identification number (EIN):951240335
NAIC Classification:221100

Additional information about SOUTHERN CALIFORNIA EDISON COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0057827

More information about SOUTHERN CALIFORNIA EDISON COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5272023-01-01SERGEY TRAKHTENBERG2024-09-17
5272022-01-01SERGEY TRAKHTENBERG2023-08-22
5272021-01-01MARK BENNETT2022-08-30
5272020-01-01MARK BENNETT2021-07-22
5272020-01-01MARK BENNETT2021-07-21
5272019-01-01MARK BENNETT2020-08-07
5272018-01-01
5272017-01-01MARK BENNETT
5272016-01-01MARK BENNETT
5272015-01-01MARK BENNETT
5272014-01-01MARK BENNETT
5272013-01-01MARK BENNETT
5272012-01-01MARK BENNETT MARK BENNETT2013-10-10
5272011-01-01MARK BENNETT
5272009-01-01PATRICIA MILLER
5272009-01-01PATRICIA MILLER

Plan Statistics for SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN

Measure Date Value
2023: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0113,253
Total number of active participants reported on line 7a of the Form 55002023-01-0114,006
Number of retired or separated participants receiving benefits2023-01-01201
Total of all active and inactive participants2023-01-0114,207
Total participants2023-01-0114,207
2022: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113,127
Total number of active participants reported on line 7a of the Form 55002022-01-0113,041
Number of retired or separated participants receiving benefits2022-01-01212
Total of all active and inactive participants2022-01-0113,253
Total participants2022-01-0113,253
2021: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,508
Total number of active participants reported on line 7a of the Form 55002021-01-0112,910
Number of retired or separated participants receiving benefits2021-01-01217
Total of all active and inactive participants2021-01-0113,127
2020: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,139
Total number of active participants reported on line 7a of the Form 55002020-01-0113,278
Number of retired or separated participants receiving benefits2020-01-01230
Total of all active and inactive participants2020-01-0113,508
Total participants2020-01-0113,508
2019: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112,811
Total number of active participants reported on line 7a of the Form 55002019-01-0112,909
Number of retired or separated participants receiving benefits2019-01-01230
Total of all active and inactive participants2019-01-0113,139
Total participants2019-01-0113,139
2018: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,858
Total number of active participants reported on line 7a of the Form 55002018-01-0112,560
Number of retired or separated participants receiving benefits2018-01-01251
Total of all active and inactive participants2018-01-0112,811
Total participants2018-01-0112,811
2017: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,703
Total number of active participants reported on line 7a of the Form 55002017-01-0112,687
Number of retired or separated participants receiving benefits2017-01-01171
Total of all active and inactive participants2017-01-0112,858
Total participants2017-01-0112,858
2016: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114,278
Total number of active participants reported on line 7a of the Form 55002016-01-0113,656
Number of retired or separated participants receiving benefits2016-01-0147
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0113,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113,703
2015: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115,067
Total number of active participants reported on line 7a of the Form 55002015-01-0114,246
Number of retired or separated participants receiving benefits2015-01-0132
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0114,278
2014: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117,792
Total number of active participants reported on line 7a of the Form 55002014-01-0115,031
Number of retired or separated participants receiving benefits2014-01-0136
Total of all active and inactive participants2014-01-0115,067
2013: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118,372
Total number of active participants reported on line 7a of the Form 55002013-01-0117,687
Number of retired or separated participants receiving benefits2013-01-0136
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0117,723
Total participants2013-01-0117,723
2012: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119,386
Total number of active participants reported on line 7a of the Form 55002012-01-0117,872
Number of retired or separated participants receiving benefits2012-01-01500
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0118,372
2011: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120,189
Total number of active participants reported on line 7a of the Form 55002011-01-0118,849
Number of retired or separated participants receiving benefits2011-01-01537
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0119,386
2009: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116,984
Total number of active participants reported on line 7a of the Form 55002009-01-0117,615
Number of retired or separated participants receiving benefits2009-01-01163
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0117,778

Financial Data on SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN

Measure Date Value
2023 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,654,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,775,108
Total income from all sources (including contributions)2023-12-31$11,028,340
Total of all expenses incurred2023-12-31$11,069,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,114,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,657,883
Value of total assets at end of year2023-12-31$6,217,011
Value of total assets at beginning of year2023-12-31$6,379,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$955,366
Total interest from all sources2023-12-31$370,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$50,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,124,507
Administrative expenses (other) incurred2023-12-31$49,294
Liabilities. Value of operating payables at end of year2023-12-31$2,654,576
Liabilities. Value of operating payables at beginning of year2023-12-31$2,775,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-41,629
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,562,435
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,604,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$6,217,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$6,379,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,379,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$370,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,533,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,114,603
Contract administrator fees2023-12-31$906,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31VASQUEZ + COMPANY LLP
Accountancy firm EIN2023-12-31330700332
2022 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,775,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,280,846
Total income from all sources (including contributions)2022-12-31$9,966,311
Total of all expenses incurred2022-12-31$9,888,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,038,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,889,368
Value of total assets at end of year2022-12-31$6,379,172
Value of total assets at beginning of year2022-12-31$5,806,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$849,445
Total interest from all sources2022-12-31$76,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$32,043
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,044,103
Liabilities. Value of operating payables at end of year2022-12-31$2,775,108
Liabilities. Value of operating payables at beginning of year2022-12-31$2,280,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$78,017
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,604,064
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,526,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,379,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,806,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,806,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$76,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,845,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,038,849
Contract administrator fees2022-12-31$792,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VASQUEZ + COMPANY LLP
Accountancy firm EIN2022-12-31330700332
2021 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,280,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,664,434
Total income from all sources (including contributions)2021-12-31$9,397,445
Total of all expenses incurred2021-12-31$9,466,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,569,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,395,833
Value of total assets at end of year2021-12-31$5,806,893
Value of total assets at beginning of year2021-12-31$6,259,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$897,322
Total interest from all sources2021-12-31$1,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$51,010
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,095,910
Administrative expenses (other) incurred2021-12-31$6,396
Liabilities. Value of operating payables at end of year2021-12-31$2,280,846
Liabilities. Value of operating payables at beginning of year2021-12-31$2,664,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-69,369
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,526,047
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,595,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$9,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,806,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,259,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,259,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,299,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,569,492
Contract administrator fees2021-12-31$830,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2021-12-31330700332
2020 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,664,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,623,087
Total income from all sources (including contributions)2020-12-31$10,175,054
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,621,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,670,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,147,440
Value of total assets at end of year2020-12-31$6,259,850
Value of total assets at beginning of year2020-12-31$5,664,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$950,738
Total interest from all sources2020-12-31$27,614
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$46,331
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,086,931
Administrative expenses (other) incurred2020-12-31$74,982
Liabilities. Value of operating payables at end of year2020-12-31$2,664,434
Liabilities. Value of operating payables at beginning of year2020-12-31$2,623,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$553,542
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,595,416
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,041,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$35,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,259,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,664,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,664,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$27,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,060,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,670,774
Contract administrator fees2020-12-31$793,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VASQUEZ & CO., LLP
Accountancy firm EIN2020-12-31330700332
2019 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,623,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,740,007
Total income from all sources (including contributions)2019-12-31$10,268,140
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,379,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,462,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,177,632
Value of total assets at end of year2019-12-31$5,664,961
Value of total assets at beginning of year2019-12-31$5,893,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$917,173
Total interest from all sources2019-12-31$90,508
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$59,069
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,684,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,560
Administrative expenses (other) incurred2019-12-31$99,173
Liabilities. Value of operating payables at end of year2019-12-31$2,623,087
Liabilities. Value of operating payables at beginning of year2019-12-31$3,740,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$888,577
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,041,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,153,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,664,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,636,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,636,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$90,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,493,616
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$2,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,462,390
Contract administrator fees2019-12-31$708,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2019-12-31330700332
2018 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,740,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,630,159
Total income from all sources (including contributions)2018-12-31$9,463,186
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,374,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,053,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,378,911
Value of total assets at end of year2018-12-31$5,893,304
Value of total assets at beginning of year2018-12-31$6,694,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,321,183
Total interest from all sources2018-12-31$84,275
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$94,062
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,228,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,711
Administrative expenses (other) incurred2018-12-31$153,251
Liabilities. Value of operating payables at end of year2018-12-31$3,740,007
Liabilities. Value of operating payables at beginning of year2018-12-31$2,630,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,911,426
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,153,297
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,064,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$40,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,636,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,689,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,689,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$84,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,150,877
Employer contributions (assets) at end of year2018-12-31$2,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,053,429
Contract administrator fees2018-12-31$1,033,575
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2018-12-31330700332
2017 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,630,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,566,449
Total income from all sources (including contributions)2017-12-31$9,767,047
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,266,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,031,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,722,639
Value of total assets at end of year2017-12-31$6,694,882
Value of total assets at beginning of year2017-12-31$7,130,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$234,816
Total interest from all sources2017-12-31$44,408
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,966,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,552
Liabilities. Value of operating payables at end of year2017-12-31$2,630,159
Liabilities. Value of operating payables at beginning of year2017-12-31$2,566,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-499,499
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,064,723
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,564,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$234,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,689,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,129,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,129,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$44,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,755,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,031,730
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2017-12-31953683803
2016 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,566,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,688,243
Total income from all sources (including contributions)2016-12-31$11,740,341
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,741,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,731,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,725,235
Value of total assets at end of year2016-12-31$7,130,671
Value of total assets at beginning of year2016-12-31$5,253,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,695
Total interest from all sources2016-12-31$15,106
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,967,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$118
Liabilities. Value of operating payables at end of year2016-12-31$2,566,449
Liabilities. Value of operating payables at beginning of year2016-12-31$2,688,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,998,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,564,222
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,565,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,129,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,253,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,253,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$15,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,757,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,731,146
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2016-12-31953683803
2015 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,688,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,095,115
Total income from all sources (including contributions)2015-12-31$6,790,624
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,172,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,162,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,789,705
Value of total assets at end of year2015-12-31$5,253,965
Value of total assets at beginning of year2015-12-31$8,042,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,077
Total interest from all sources2015-12-31$919
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,057,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$78
Liabilities. Value of operating payables at end of year2015-12-31$2,688,243
Liabilities. Value of operating payables at beginning of year2015-12-31$2,095,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,381,698
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,565,722
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,947,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,253,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,042,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,042,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,732,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,162,245
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2015-12-31953683803
2014 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,095,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,975,891
Total income from all sources (including contributions)2014-12-31$9,003,200
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,119,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,105,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,002,324
Value of total assets at end of year2014-12-31$8,042,535
Value of total assets at beginning of year2014-12-31$8,039,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,129
Total interest from all sources2014-12-31$876
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,073,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$71
Liabilities. Value of operating payables at end of year2014-12-31$2,095,115
Liabilities. Value of operating payables at beginning of year2014-12-31$1,975,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-116,441
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,947,420
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,063,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,042,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,039,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,039,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,928,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,105,512
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2014-12-31953683803
2013 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,975,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,088,009
Total income from all sources (including contributions)2013-12-31$9,368,825
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,458,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,445,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,367,986
Value of total assets at end of year2013-12-31$8,039,752
Value of total assets at beginning of year2013-12-31$8,241,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,055
Total interest from all sources2013-12-31$839
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,352,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$71
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$144
Liabilities. Value of operating payables at end of year2013-12-31$1,975,891
Liabilities. Value of operating payables at beginning of year2013-12-31$2,088,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-89,920
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,063,861
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,153,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,039,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,241,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,241,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,015,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,445,690
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2013-12-31953683803
2012 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,088,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,087,566
Total income from all sources (including contributions)2012-12-31$9,409,582
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,285,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,272,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,408,673
Value of total assets at end of year2012-12-31$8,241,790
Value of total assets at beginning of year2012-12-31$8,117,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,124
Total interest from all sources2012-12-31$909
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,584,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$411
Liabilities. Value of operating payables at end of year2012-12-31$2,088,009
Liabilities. Value of operating payables at beginning of year2012-12-31$2,087,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$123,926
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,153,781
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,029,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,241,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,117,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,117,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,824,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,272,532
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2012-12-31953683803
2011 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,087,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,200,905
Total income from all sources (including contributions)2011-12-31$9,362,504
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,672,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,661,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,360,643
Value of total assets at end of year2011-12-31$8,117,421
Value of total assets at beginning of year2011-12-31$8,541,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,475
Total interest from all sources2011-12-31$1,861
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$411
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$188
Liabilities. Value of operating payables at end of year2011-12-31$2,087,566
Liabilities. Value of operating payables at beginning of year2011-12-31$2,200,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-310,286
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,029,855
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,340,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$11,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,117,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,540,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,540,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,360,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,661,315
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SIMPSON AND SIMPSON
Accountancy firm EIN2011-12-31953683803
2010 : SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,200,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,850,617
Total income from all sources (including contributions)2010-12-31$9,267,269
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,574,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,560,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,265,514
Value of total assets at end of year2010-12-31$8,541,046
Value of total assets at beginning of year2010-12-31$8,497,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,642
Total interest from all sources2010-12-31$1,755
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$188
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$59
Administrative expenses (other) incurred2010-12-31$50
Liabilities. Value of operating payables at end of year2010-12-31$2,200,905
Liabilities. Value of operating payables at beginning of year2010-12-31$1,850,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-306,951
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,340,141
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,647,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$13,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,540,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,497,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,497,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,265,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,560,578
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SIMPSON & SIMPSON
Accountancy firm EIN2010-12-31953683803

Form 5500 Responses for SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN

2023: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: SOUTHERN CALIFORNIA EDISON COMPANY LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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