Original filing (PDF)20251013201714NAL0002705552005

CALIFORNIA INDEPENDENT SYSTEM OPERATOR

Name: CALIFORNIA INDEPENDENT SYSTEM OPERATOR — CALIFORNIA ISO RETIREES (65+) MEDICAL PLAN, Form 5500 (2024)
Creator: CALIFORNIA INDEPENDENT SYSTEM OPERATOR

Form 5500-SF

FILING_RECEIVED

CALIFORNIA ISO RETIREES (65+) MEDICAL PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17.5M

Net assets (EOY)

$17.5M

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

504

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

Related plans

Similar-size Utilities plans

TOTAL MECHANICAL, INC.

TOTAL MECHANICAL 401(K) RETIREMENT PLAN

$17.5M · 139 participants

BOARD OF TRUSTEES, IBEW 125 - PGE HEALTH AND

IBEW 125 - PGE HEALTH AND WELFARE TRUST

$17.6M · 633 participants

CORE ELECTRIC COOPERATIVE

INTERMOUNTAIN RURAL ELECTRIC ASSOCIATION PENSION PLAN

$17.3M · 91 participants

FREEBORN MOWER ELECTRIC COOPERATIVE

FREEBORN MOWER ELECTRIC COOPERATIVE 401(K) RETIREMENT PLAN

$17.9M · 64 participants

TRUSTEES OF IBEW LOCAL 1919 ANNUITY