The New York Independent System Operator Inc. Health & Welfare Benefits Plan — Form 5500 plan (New York 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, The New York Independent System Operator Inc. Health & Welfare Benefits Plan is a benefit plan reported by New York Independent System Operator under EIN 14-1815612 and plan number 507. The latest loaded filing year is 2023. The filing reports 618 participants and $6,229,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Independent System Operator
- EIN
- 14-1815612
- Plan number
- 507
- Plan type
- 2
- Location
- Rensselaer, NY
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $6,229,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20240905094139NAL0020876705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,229,935
- Total liabilities (EOY)
- $35,829
- Net assets (EOY)
- $6,194,106
- Net assets (BOY)
- $5,700,238
Income & contributions
- Participant contributions
- $242,126
- Total contributions
- $242,126
- Total income / additions
- $1,069,381
Expenses & distributions
- Benefits paid
- $556,094
- Administrative expenses
- $19,419
- Total expenses
- $575,513
- Net increase / (decrease)
- $493,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $14,336 | $0 | 2023 |
| Comerica Bank | NONE | $5,083 | $0 | 2023 |