Original filing (PDF)20251008135733NAL0003334435001

EDISON ELECTRIC INSTITUTE

Name: EDISON ELECTRIC INSTITUTE — THE EDISON ELECTRIC INSTITUTE RETIREE MEDICAL AND LIFE INSURANCE PLAN, Form 5500 (2024)
Creator: EDISON ELECTRIC INSTITUTE

Form 5500

FILING_RECEIVED

THE EDISON ELECTRIC INSTITUTE RETIREE MEDICAL AND LIFE INSURANCE PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDISON ELECTRIC INSTITUTE.

Plan sponsor

Name

EDISON ELECTRIC INSTITUTE

EIN

13-0659550

Address

701 PENNSYLVANIA AVENUE NW · WASHINGTON, DC · 20004

Phone

(202) 508-5000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

508

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $30.4M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
THE EDISON ELECTRIC INSTITUTE RETIR EDISON ELECTRIC INSTITUTE · EIN 52-1660737 / PN 003	Master Trust	$30.4M	100.0%

1–1 of 1

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