Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan — Form 5500 plan (Spirit Aerosystems Holdings, Inc.)
Plain-English plan 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, Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan is a benefit plan reported by Spirit Aerosystems Holdings, Inc. under EIN 20-2436320 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,946 participants and $1,155,842,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spirit Aerosystems Holdings, Inc.
- EIN
- 20-2436320
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 8,946
- End-of-year plan assets
- $1,155,842,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,946 | H, C | 20241014113628NAL0013212307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,155,842,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,155,842,770
- Net assets (BOY)
- $1,065,726,181
Income & contributions
- Employer contributions
- $23,652,992
- Participant contributions
- $44,750,242
- Total contributions
- $72,320,241
- Total income / additions
- $220,240,742
Expenses & distributions
- Benefits paid
- $129,129,390
- Administrative expenses
- $950,844
- Total expenses
- $130,124,153
- Net increase / (decrease)
- $90,116,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Advisors LLC | INVEST ADVISOR | $434,441 | not reported in the loaded dataset | 2023 |
| Voya Institutional Plan Services | RECORD KEEPER | $400,895 | $0 | 2023 |
| Capfinancial Partners, Inc. | INVESTMENT ADVISOR | $68,398 | not reported in the loaded dataset | 2023 |
| Allen Gibbs & Houlik | AUDITOR | $30,432 | not reported in the loaded dataset | 2023 |
| Mercer | CONSULTANT | $16,679 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spirit Aerosystems Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Voya Retirement Advisors LLC — Schedule C compensation
- Voya Institutional Plan Services — Schedule C compensation
- Capfinancial Partners, Inc. — Schedule C compensation
- Allen Gibbs & Houlik — Schedule C compensation
- Mercer — Schedule C compensation