Plan5500

Transalta Usa Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transalta Usa Inc. (EIN 98-0220829) is a plan sponsor located in Centralia, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
98-0220829
Location
Centralia, WA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Transalta Usa Inc.

  • 3 loaded plans hold $97M in reported assets.
  • The largest, Transalta Retirement Savings Plan, holds 82% of this company's reported plan assets.
  • Plans cover 649 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$97MSummed across loaded plans$97,038,690
Total reported assets$97M$97,038,690
Total reported participants649
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$97M total assets
Net assets$97MLiabilities$0
Contributions & income
Employer contributions$4.5M
Participant contributions$2.2M
Total income / additions$23.5M
Expenses & distributions
Benefits paid / distributions$8.8M
Total expenses$9.1M
Net increase / (decrease)$14.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets82%Transalta Retirement Savings Plan
Participants per plan216Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Transalta Retirement Savings Plan$79.2M
    Plan #002 · 276 participants · 2023
  2. 2
    Transalta Retirement Pension Plan$17.8M
    Plan #001 · 87 participants · 2023
  3. 3
    Transalta Usa, Inc. Welfare Plannot reported in the loaded dataset
    Plan #502 · 286 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Transalta Usa Inc.. Open one for its full reported snapshot.

  1. 2023
    Transalta Usa, Inc. Welfare Plan286 participants · 2Sch C
    View filing →
  2. 2023
    Transalta Retirement Savings Plan276 participants · 2Sch HSch C
    View filing →
  3. 2023
    Transalta Retirement Pension Plan87 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Transalta Usa Inc. report on Form 5500?
Transalta Usa Inc. (EIN 98-0220829) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Transalta Usa Inc.?
The Employer Identification Number (EIN) reported for Transalta Usa Inc. is 98-0220829.
What is the latest Form 5500 filing year for Transalta Usa Inc.?
The latest loaded Form 5500 filing year for Transalta Usa Inc. is 2023.

Related Form 5500 pages