California Iso Retirement Savings Benefits Plan — Form 5500 plan (California Independent System Operator Corporation)
Plain-English plan 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, California Iso Retirement Savings Benefits Plan is a benefit plan reported by California Independent System Operator Corporation under EIN 94-3274043 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $385,143,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Independent System Operator Corporation
- EIN
- 94-3274043
- Plan number
- 001
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 900
- End-of-year plan assets
- $385,143,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 900 | H, C | 20241014104928NAL0025966721002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $385,143,643
- Net assets (EOY)
- $385,143,643
- Net assets (BOY)
- $332,397,892
Income & contributions
- Employer contributions
- $14,583,968
- Participant contributions
- $11,850,346
- Total contributions
- $28,489,082
- Total income / additions
- $85,496,045
Expenses & distributions
- Benefits paid
- $32,619,451
- Administrative expenses
- $130,843
- Total expenses
- $32,750,294
- Net increase / (decrease)
- $52,745,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $69,320 | not reported in the loaded dataset | 2023 |
| Brookstone Capital Management | NONE | $29,530 | not reported in the loaded dataset | 2023 |
| Farnam Street Investments LLC | NONE | $25,397 | not reported in the loaded dataset | 2023 |
| Beacon Capital Management Inc | NONE | $6,233 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,636 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Independent System Operator Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Brookstone Capital Management — Schedule C compensation
- Farnam Street Investments LLC — Schedule C compensation
- Beacon Capital Management Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation