2023 Form 5500 filing — California Iso Retirement Savings Benefits 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 20241014104928NAL0025966721002) for California Iso Retirement Savings Benefits Plan, reported by California Independent System Operator Corporation under EIN 94-3274043 and plan number 001. It reports 900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104928NAL0025966721002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Independent System Operator Corporation
- EIN
- 94-3274043
- Plan number
- 001
- Location
- Folsom, CA
- Participants
- 900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $385,143,643
- Net assets (EOY)
- $385,143,643
- Employer contributions
- $14,583,968
- Participant contributions
- $11,850,346
- Total income / additions
- $85,496,045
- Benefits paid
- $32,619,451
- Administrative expenses
- $130,843
- Total expenses
- $32,750,294
- Net increase / (decrease)
- $52,745,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $69,320 | not reported in the loaded dataset |
| Brookstone Capital Management | NONE | $29,530 | not reported in the loaded dataset |
| Farnam Street Investments LLC | NONE | $25,397 | not reported in the loaded dataset |
| Beacon Capital Management Inc | NONE | $6,233 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,636 | $0 |