2023-11-15T09:54:44-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2022-01-01 521660737 EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY EDIS 2025085000 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 COURTNEY PETERSON ADMINISTRATOR, BPAC 2025085000 2023-11-09 1 COURTNEY PETERSON XXX-XX-XXXX 0 LAURA J KENNEY P00202198 6177170831 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COURTNEY PETERSON 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 2981632 0 X WWW.EEI.ORG X 1989 DC PROVIDE RETIREE MEDICAL BENEFITS AND LIFE INSURANCE. 3 0 0 0 0 0 0 0 276011 177500 2133153 809827 3 0 2409167 987327 0 0 557737 532479 0 0 0 0 0 44087 84262 601824 616741 1807343 370586 33053366 27928839 0 0 33053366 27928839 PROVIDE RETIREE MEDICAL BENEFITS AND LIFE INSURANCE. 0 0 PROVISION OF RETIREE MEDICAL BENEFITS AND LIFE INSURANCE. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X JOHN S SCHLENKER 2025085540 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 JOHN SCHLENKER ADMINISTRATOR 0.10 44.00 X X 0 445695 257000 EMILY FISHER ADMINISTRATOR 0.10 43.00 X X 0 693089 151676 COURTNEY PETERSON ADMINISTRATOR 0.10 42.00 X X 0 350376 45675 0 1489160 454351 0 0 1 0 0 PARTICIPANT CONTRIBUTIONS 525100 177500 177500 177500 559610 559610 2244522 1994305 250217 250217 250217 987327 177500 0 809827 532479 84262 616741 33053366 27928839 33053366 27928839 0 0 X 33053366 27928839 0 0 0 0 33053366 27928839 33053366 27928839 370586 -5495113 0 X 0 0 0 0 1 0 EMILY FISHER ADMINISTRATOR 0 470000 0 220000 0 3089 0 147949 0 3727 0 844765 0 0 JOHN SCHLENKER ADMINISTRATOR 0 306553 0 134000 0 5142 0 227200 0 29800 0 702695 0 0 COURTNEY PETERSON ADMINISTRATOR 0 312563 0 31000 0 6813 0 33253 0 12422 0 396051 0 0 PART I, LINE 4B IN ADDITION TO THE BENEFITS LISTED ABOVE IN PART I, LINE 4B, THE EDISON ELECTRIC INSTITUTE PROVIDES NON-QUALIFIED DEFERRED COMPENSATION PLANS FOR ELIGIBLE MANAGEMENT EMPLOYEES. CURRENT YEAR AMOUNTS ARE INCLUDED IN SCH J, PART II, COLUMN (C). FOR A FROZEN GROUP OF ELIGIBLE MANAGEMENT EMPLOYEES, THESE NON-QUALIFIED PLAN BENEFITS ARE VESTED ONE YEAR AFTER SEPARATION FROM SERVICE FROM EEI PROVIDED THE EMPLOYEE SEPARATES ON OR AFTER ATTAINING AGE 55 AND COMPLETING FIVE OR MORE YEARS OF SERVICE OR ATTAINING AGE 65 AND SATISFYING THE RESTRICTIVE COVENANTS OF A CONFIDENTIAL INFORMATION, NON-COMPETITION AND NON-SOLICITATION AGREEMENT. FOR A SECOND GROUP OF ELIGIBLE MANAGEMENT EMPLOYEES, THE NON-QUALIFIED PLAN BENEFITS ARE VESTED ON THE ELIGIBLE EMPLOYEE'S RETIREMENT DATE WHICH OCCURS ON OR AFTER ATTAINING THE AGE OF 55 AND COMPLETING FIVE OR MORE YEARS OF SERVICE OR ATTAINING THE AGE OF 65. EMILY FISHER - $100,050 JOHN SCHLENKER - $218,839 COURTNEY PETERSON - $3,803 PART I, LINE 3 ALL OFFICERS RECEIVED COMPENSATION FROM EDISON ELECTRIC INSTITUTE WHICH USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS HAVE A BUSINESS RELATIONSHIP AMONG EACH OTHER AS THEY ARE ALL EMPLOYED BY A RELATED ORGANIZATION FOR WHICH THEY ALSO SERVE AS OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY PLAN MANGAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. EDISON ELECTRIC INSTITUTE INC 701 PENNSYLVANIA AVE NW WASHINGTON DC 200042696 130659550 TO PROVIDE A FORUM FOR THE ELECTRIC UTILITY INDUSTRY VA 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0