2023 Form 5500 filing — Investment & Employee Stock Ownership Plan Of Avista
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 20241015133924NAL0016510067005) for Investment & Employee Stock Ownership Plan Of Avista, reported by Avista Corporation under EIN 91-0462470 and plan number 003. It reports 2,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133924NAL0016510067005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avista Corporation
- EIN
- 91-0462470
- Plan number
- 003
- Location
- Spokane, WA
- Participants
- 2,602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $751,330,437
- Net assets (EOY)
- $751,330,437
- Employer contributions
- $14,769,344
- Participant contributions
- $23,876,717
- Total income / additions
- $145,862,737
- Benefits paid
- $63,193,053
- Administrative expenses
- $891,550
- Total expenses
- $64,084,678
- Net increase / (decrease)
- $81,778,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers, Inc. | N/A | $411,405 | not reported in the loaded dataset |
| Vanguard Group Inc. | N/A | $142,272 | $8,440 |
| Sageview Advisory Group LLC | N/A | $89,050 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $51,000 | not reported in the loaded dataset |
| Seyfarth Shaw | not reported in the loaded dataset | $10,982 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | N/A | $5,618 | not reported in the loaded dataset |