2023 Form 5500 filing — Welfare Benefit Plans Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001141544NAL0003363107003) for Welfare Benefit Plans Trust, reported by California Independent System Operator under EIN 94-3274043 and plan number 002. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$20.3MReported net assets$20,327,813
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241001141544NAL0003363107003
- Plan sponsor
- California Independent System Operator
- EIN
- 94-3274043
- Plan number
- 002
- Location
- Folsom, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities$14K
Full reported line items
- Total assets (EOY)
- $20,341,825
- Total liabilities (EOY)
- $14,012
- Net assets (EOY)
- $20,327,813
- Total income / additions
- $2,554,657
- Net increase / (decrease)
- $2,554,657