2023 Form 5500 filing — Spirit Airlines, Inc. Pilots' Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801092208NAL0035866112001) for Spirit Airlines, Inc. Pilots' Retirement Savings Plan, reported by Spirit Airlines, Inc. under EIN 38-1747023 and plan number 002. It reports 3,459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801092208NAL0035866112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spirit Airlines, Inc.
- EIN
- 38-1747023
- Plan number
- 002
- Location
- Miramar, FL
- Participants
- 3,459
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $948,138,876
- Net assets (EOY)
- $948,138,876
- Employer contributions
- $94,322,230
- Participant contributions
- $43,583,751
- Total income / additions
- $283,930,937
- Benefits paid
- $26,496,264
- Administrative expenses
- $260,389
- Total expenses
- $26,811,083
- Net increase / (decrease)
- $257,119,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $117,880 | not reported in the loaded dataset |
| Allworth Financial Lp | NONE | $34,401 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $20,343 | $0 |
| Bonfire Financial LLC | NONE | $18,706 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $13,012 | not reported in the loaded dataset |
| Rwq Financial Management Servi | NONE | $9,329 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $7,757 | not reported in the loaded dataset |
| Symphony Financial Ltd. Co | NONE | $6,003 | not reported in the loaded dataset |
| Little House Capital LLC | NONE | $5,890 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $5,416 | not reported in the loaded dataset |