2023 Form 5500 filing — The Spire Missouri 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 20250714144740NAL0002909634001) for The Spire Missouri Retirement Income Trust, reported by Spire Missouri Inc. under EIN 43-0368139 and plan number 015. 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
- 20250714144740NAL0002909634001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Spire Missouri Inc.
- EIN
- 43-0368139
- Plan number
- 015
- Location
- St. Louis, MO
- 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)
- $261,383,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $261,383,080
- Total income / additions
- $46,872,011
- Benefits paid
- $0
- Administrative expenses
- $987,804
- Total expenses
- $987,804
- Net increase / (decrease)
- $45,884,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wills Towers Watson | ACTUARY/INV. ADVISORY | $582,405 | not reported in the loaded dataset |
| Fidelity Invest Institutional | CONSULTING | $323,441 | not reported in the loaded dataset |
| U.S. Bank Inc. | TRUSTEE | $76,417 | not reported in the loaded dataset |