Welfare Benefit Plans Trust — Form 5500 plan (California Independent System Operator)
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, Welfare Benefit Plans Trust is a benefit plan reported by California Independent System Operator under EIN 94-3274043 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $20,341,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Independent System Operator
- EIN
- 94-3274043
- Plan number
- 002
- Plan type
- 4
- Location
- Folsom, CA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $20,341,825
- Total liabilities (EOY)
- $14,012
- Net assets (EOY)
- $20,327,813
- Net assets (BOY)
- $17,770,656
Income & contributions
- Total income / additions
- $2,554,657
Expenses & distributions
- Net increase / (decrease)
- $2,554,657
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.