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  2. CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION
Sponsor portfolioTH

CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION

EIN 94-3274043-Utilities-Latest filing 2024
Plans
4
Retirement
1
$443.3M assets
Welfare
3
$16.7M premiums
Participants
1,960
250 OUTCROPPING WAY - FOLSOM, CA 95630916-608-7000
Plans on this EIN
4 filings
#001401k-$443.3M - 957 part#501Fully Insured-$16.7M - 1,661 lives#503Self Funded-0 lives#504Self Funded-0 lives

Benefits portfolio analytics

3 plans / $16.7M premiums / 1,661 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.0M
  • Prescription drug$13.0M
  • Other$2.6M
  • Dental$1.1M
  • Life$459K
  • Long-term disability$459K
  • +1 more
Total $16.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • ANTHEM LIFE INSURANCE COMPANY50%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • HM LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • +2 more
Total $16.7M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FILICE INSURANCE AGENCY100%
Total $27K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN

401k

Assets$443.3M
Participants957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIFORNIA INDEPENDENT SYSTEM OPERATOR HEALTH & WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE

Premiums$16.7M
Covered lives1,661
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CALIFORNIA ISO RETIREES MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CALIFORNIA ISO RETIREES (65+) MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN401k$443.3M9572024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIFORNIA INDEPENDENT SYSTEM OPERATOR HEALTH & WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE$16.7M1,6612024
503CALIFORNIA ISO RETIREES MEDICAL PLANSelf Funded-$002024
504CALIFORNIA ISO RETIREES (65+) MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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