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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.3MPlan net assets, end of year$20,327,813
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- 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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241001141544NAL0003363107003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities$14K
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 (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.