2023 Form 5500 filing — Retirement Plan For Employees Of The Avista Corporation
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 20241015162359NAL0030329697005) for Retirement Plan For Employees Of The Avista Corporation, reported by Avista Corporation under EIN 91-0462470 and plan number 001. It reports 2,531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162359NAL0030329697005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avista Corporation
- EIN
- 91-0462470
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 2,531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $598,037,892
- Total liabilities (EOY)
- $1,337,582
- Net assets (EOY)
- $596,700,310
- Employer contributions
- $10,000,000
- Total income / additions
- $90,653,342
- Benefits paid
- $39,557,998
- Administrative expenses
- $1,895,663
- Total expenses
- $41,453,661
- Net increase / (decrease)
- $49,199,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Financial Management | N/A | $345,022 | not reported in the loaded dataset |
| Verus Advisory, Inc. | N/A | $251,800 | not reported in the loaded dataset |
| Fixed Income Finance Pgim Inc | N/A | $191,608 | not reported in the loaded dataset |
| Jpmcb Strategic Property Fund | N/A | $188,159 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | N/A | $170,768 | not reported in the loaded dataset |
| Mondrian Investment Group, Inc | N/A | $138,476 | not reported in the loaded dataset |
| Ubs Trumbull Property Fund | N/A | $126,167 | not reported in the loaded dataset |
| Us Bank | N/A | $111,351 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $37,600 | not reported in the loaded dataset |
| Pgim Real Estate Us Debt Fund | N/A | $36,797 | not reported in the loaded dataset |
| Oaktree | N/A | $35,178 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | N/A | $19,760 | not reported in the loaded dataset |