2023 Form 5500 filing — The Spire Alabama Retirement Income Trust
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 20241008110926NAL0017441905001) for The Spire Alabama Retirement Income Trust, reported by Spire Alabama Inc. under EIN 63-0022000 and plan number 100. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110926NAL0017441905001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Spire Alabama Inc.
- EIN
- 63-0022000
- Plan number
- 100
- Location
- Birmingham, AL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,672,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,672,123
- Total income / additions
- $10,907,525
- Benefits paid
- $0
- Administrative expenses
- $363,999
- Total expenses
- $363,999
- Net increase / (decrease)
- $10,543,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Tower Watson | NONE | $176,429 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | NONE | $173,953 | not reported in the loaded dataset |
| Us Bank Inc. | NONE | $12,917 | not reported in the loaded dataset |