2016-05-10T04:44:31-05:00 2015-12-31 861065772 DELOITTE TAX LLP 555 W 5TH STREET SUITE 2700 LOS ANGELES CA 900131010 990 2015-01-01 954372792 SOUTHERN CALIFORNIA EDISON CO VEBA TR SOUT 6263021367 2244 WALNUT GROVE AVE QUAD 2C ROSEMEAD CA 917703714 GEORGE T TABATA ASSISTANT TREASURER 6263021367 2016-05-09 1 JEFFREY D FRANK P00287234 2136880800 2015 2016-09-27 15:27:22Z GEORGE T TABATA 2244 WALNUT GROVE AVE ROSEMEAD CA 917703714 72320455 0 X N/A X 1992 CA The organization is established to provide post-retirement health and welfare benefits to its members, which are not exclusively part of a collectively bargained plan. 1 0 0 0 13892570 2378376 0 0 2716726 5947698 11628658 16792607 426 0 14345810 22740305 0 0 24101875 38440676 34158 31488 0 0 0 2222188 2387553 26358221 40859717 -12012411 -18119412 218039967 186302591 0 0 218039967 186302591 The organization is established to provide post-retirement health and welfare benefits to its members, which are not exclusively part of a collectively bargained plan. 0 0 THE PRIMARY EXEMPT PURPOSE ACHIEVEMENT FOR THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) DURING THE YEAR WAS THE PAYMENT OF $38,440,676 IN HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 0 0 0 CA X GREGORY HENRY 6263021457 2244 WALNUT GROVE ROSEMEAD CA 91770 THE NORTHERN TRUST COMPANY TRUSTEE 1.50 X 0 0 31488 0 0 31488 0 0 0 0 XEROX CORPORATION 45 Glover Avenue Norwalk CT 06856 BUSINESS SERVICES 545698 PIMCO 840 NEWPORT CENTER DR NEWPORT BEACH CA 92660 INVESTMENT 296862 STATE STREET GLOBAL ADVISORS ONE MARKET STEUART TOWER SUITE 1700 SF CA 94105 INVESTMENT 241014 3 SPONSOR CONTRIBUTIONS 900001 5947698 5947698 5947698 5776525 2876488 2900037 60596232 49580150 11016082 11016082 11016082 22740305 5947698 13892570 2900037 38440676 31488 4665 481373 FEDERAL INCOME TAXES 755000 ADMINISTRATIVE EXPENSES 633232 CALIFORNIA INCOME TAXES 430010 CONSULTING FEES 64303 18970 40859717 653628 312358 216227007 184915211 1159332 1075022 218039967 186302591 0 0 X 218039967 186302591 0 0 0 0 218039967 186302591 218039967 186302591 X -18119412 -13617964 X X 0 0 0 Form 990, Part VI, Section A, line 7a This VEBA is an independent trust within the Edison International Welfare Benefit Plan. Accordingly, the Edison International Trust Investment Committee has the ultimate power to make the governance decisions, including the power to appoint or remove the institutional trustee. Form 990, Part VI, Section A, line 7b This VEBA is an independent trust within the Edison International Welfare Benefit Plan. Accordingly, the Edison International Trust Investment Committee has the ultimate power to make the governance decisions, including the power to appoint or remove the institutional trustee. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by Deloitte Tax, LLP. After an initial draft of the Form 990 is prepared, it is submitted to the Southern California Edison ("SCE") Tax Department for review and comment. It will be signed by the SCE Treasurer or Assistant Treasurer. Form 990, Part VI, Section B, line 12c As an employee welfare benefit plan, as defined in section 3 (1) of ERISA, this organization is subject to and in compliance with a stricter set of conflict of interest rules. Its conflict of interest policy is stated in Section 9.5 of the organization's trust agreement. Form 990, Part VI, Section C, line 19 This organization does make its governing documents (including its conflict of interest policy) available to its members upon request. The financial statements are contained in its Form 5500, which is available for public inspection upon request. Form 990, Part XI, line 9: Net Unrealized Loss on Security Movements -13,617,964. FORM 990, PART XII, LINE 2A & 2B THE ORGANIZATION'S NET ASSETS ARE INCLUDED AS PART OF THE TOTAL NET ASSETS HELD BY THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. THE FINANCIAL STATEMENTS OF THE PLAN ARE AUDITED ON A CONSOLIDATED BASIS. FORM 990, PART VI, SECTION A, LINE 9 THE NORTHERN TRUST, 50 S. LASALLE STREET CHICAGO, IL 60603. LIFE INSURANCE VEBA OF SOUTHERN CALIFORNIA EDISON 2244 WALNUT GROVE AVENUE QUAD 2C ROSEMEAD CA 917703714 943157106 PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) N/A N/A 0 VEBA of the Represented Employees of Southern California Edison 2244 WALNUT GROVE AVENUE QUAD 2C rOSEMEAD CA 917703714 954372790 pROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) n/A N/A 0 SOUTHERN CALIFORNIA EDISON LTD VEBA TR 2244 WALNUT GROVE AVENUE QUAD 2C rOSEMEAD CA 917703714 957086061 pROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) n/A N/A 0 1999 VEBA OF THE NONREPRESENTED EMPLOYEES OF SOUTHERN CA EDISON 2244 WALNUT GROVE AVENUE QUAD 2C rOSEMEAD CA 917703714 954742958 pROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) n/A N/A 0 SOUTHERN CALIFORNIA EDISON COMPANY 2244 WALNUT GROVE AVENUE QUAD 2C ROSEMEAD CA 917703714 951240335 generator and distributor of electric power CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1