Original filing (PDF)20251014104419NAL0001253235005

CALIFORNIA INDEPENDENT SYSTEM OPERATOR

Name: CALIFORNIA INDEPENDENT SYSTEM OPERATOR — CALIFORNIA ISO RETIREES MEDICAL PLAN, Form 5500 (2024)
Creator: CALIFORNIA INDEPENDENT SYSTEM OPERATOR

Form 5500-SF

FILING_RECEIVED

CALIFORNIA ISO RETIREES MEDICAL PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA INDEPENDENT SYSTEM OPERATOR.

Plan sponsor

Name

CALIFORNIA INDEPENDENT SYSTEM OPERATOR

EIN

94-3274043

Address

250 OUTCROPPING WAY · FOLSOM, CA · 95630

Phone

(916) 608-7000

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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