2023 Form 5500 filing — Alaska Airlines, Inc. Alaskasaver 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 20241010172917NAL0010301795001) for Alaska Airlines, Inc. Alaskasaver Plan, reported by Alaska Airlines, Inc. under EIN 92-0009235 and plan number 017. It reports 4,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$664.5MReported net assets$664,471,011
Participants4.4K4,397
Provider compensation$358.7K4 Schedule C row(s)$358,669
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010172917NAL0010301795001
Plan sponsor
Alaska Airlines, Inc.
EIN
92-0009235
Plan number
017
Location
Seattle, WA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$664.5M total assets
Net assets$664.5MLiabilities$41
Money in vs. money out
Total income / additions$156.1M
Total expenses$61.9M
Benefits paid / distributions$61.5M
Contributions
Employer$23M
Participant$31M
Full reported line items
Total assets (EOY)
$664,471,052
Total liabilities (EOY)
$41
Net assets (EOY)
$664,471,011
Employer contributions
$22,996,476
Participant contributions
$31,021,444
Total income / additions
$156,145,845
Benefits paid
$61,492,130
Administrative expenses
$358,569
Total expenses
$61,907,773
Net increase / (decrease)
$94,238,072

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Vanguard Advisers Inc.NONE$206,901not reported in the loaded dataset
The Vanguard Group, Inc.NONE$137,026$0
Strategic Advisors, Inc.ADVISOR$14,638not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$104$0

Related Form 5500 pages