2023 Form 5500 filing — New York Independent System Operator Pension Plan
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 20240905094250NAL0020877393001) for New York Independent System Operator Pension Plan, reported by New York Independent System Operator under EIN 14-1815612 and plan number 002. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905094250NAL0020877393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Independent System Operator
- EIN
- 14-1815612
- Plan number
- 002
- Location
- Rensselaer, NY
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,654,838
- Total liabilities (EOY)
- $97,225
- Net assets (EOY)
- $22,557,613
- Total income / additions
- $1,859,368
- Benefits paid
- $2,769,206
- Administrative expenses
- $137,993
- Total expenses
- $2,907,199
- Net increase / (decrease)
- -$1,047,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $80,698 | $0 |
| Morgan Stanley Smith Barney LLC | NONE | $57,295 | $0 |