2023 Form 5500 filing — Salt River Project Employees' Retirement 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 20241003160913NAL0017554048001) for Salt River Project Employees' Retirement Plan, reported by Salt River Valley Water Users Association under EIN 86-0053220 and plan number 335. It reports 10,789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003160913NAL0017554048001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Salt River Valley Water Users Association
- EIN
- 86-0053220
- Plan number
- 335
- Location
- Phoenix, AZ
- Participants
- 10,789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,784,269,809
- Total liabilities (EOY)
- $2,420,403
- Net assets (EOY)
- $2,781,849,406
- Employer contributions
- $75,342,133
- Participant contributions
- $0
- Total income / additions
- $397,663,345
- Benefits paid
- $135,899,971
- Administrative expenses
- $5,011,081
- Total expenses
- $140,911,052
- Net increase / (decrease)
- $256,752,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Realty | INVESTMENT MANAGER | $1,429,153 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $1,109,384 | not reported in the loaded dataset |
| Legal And General | INVESTMENT MANAGER | $1,083,831 | not reported in the loaded dataset |
| Vulcan Value Partners | INVESTMENT MANAGER | $352,621 | $0 |
| Captrust | INVESTMENT ADVISOR | $318,919 | not reported in the loaded dataset |
| Capital Guardian | INVESTMENT MANAGER | $304,986 | not reported in the loaded dataset |
| Artisan Partners | INVESTMENT MANAGER | $242,781 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARY | $55,600 | not reported in the loaded dataset |
| Clifton Group | INVESTMENT MANAGER | $48,328 | not reported in the loaded dataset |
| Morningstar, Inc. | INVESTMENT MANAGER | $30,713 | not reported in the loaded dataset |