2023 Form 5500 filing — Retirement Plan Of Idaho Power Company
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 20241015143050NAL0016630099005) for Retirement Plan Of Idaho Power Company, reported by Idaho Power Company under EIN 82-0130980 and plan number 001. It reports 4,492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143050NAL0016630099005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Idaho Power Company
- EIN
- 82-0130980
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 4,492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $937,762,817
- Total liabilities (EOY)
- $455,427
- Net assets (EOY)
- $937,307,390
- Employer contributions
- $20,000,000
- Total income / additions
- $102,404,968
- Benefits paid
- $47,868,578
- Administrative expenses
- $4,401,755
- Total expenses
- $52,270,333
- Net increase / (decrease)
- $50,134,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silchester International Investors | PARTY IN INTEREST | $491,437 | $0 |
| Highclere International Investors | PARTY IN INTEREST | $451,800 | not reported in the loaded dataset |
| Wellington Trust Company | PARTY IN INTEREST | $433,091 | not reported in the loaded dataset |
| Thomson, Horstmann & Bryant Inc | PARTY IN INTEREST | $389,459 | $15,966 |
| Barrow Hanley | PARTY IN INTEREST | $321,738 | $37,578 |
| Wasatch Advisors | PARTY IN INTEREST | $340,269 | $7,743 |
| American Realty Advisors | PARTY IN INTEREST | $305,015 | not reported in the loaded dataset |
| Ceredex Value Advisors LLC | PARTY IN INTEREST | $251,585 | $30,690 |
| J.P. Morgan Investment Management | PARTY IN INTEREST | $277,619 | not reported in the loaded dataset |
| Scott Investment Partners | PARTY IN INTEREST | $237,426 | not reported in the loaded dataset |
| Brandywine Global Investment Manage | PARTY IN INTEREST | $203,124 | $0 |
| Schroder Investment Management | PARTY IN INTEREST | $198,768 | not reported in the loaded dataset |
| Oakhurst Capital Management | PARTY IN INTEREST | $165,411 | not reported in the loaded dataset |
| Mariner Institutional, LLC | PARTY IN INTEREST | $155,000 | not reported in the loaded dataset |
| Milliman Inc | NONE | $128,633 | not reported in the loaded dataset |
| D.B. Fitzpatrick & Co, Inc. | PARTY IN INTEREST | $83,498 | not reported in the loaded dataset |
| Us Bank | PARTY IN INTEREST | $71,051 | not reported in the loaded dataset |
| Tcw Direct Lending Private Fund Vii | PARTY IN INTEREST | $38,677 | not reported in the loaded dataset |
| Eide Bailly | NONE | $20,635 | not reported in the loaded dataset |