Plan5500

The Spire Alabama Retirement Income Trust — Form 5500 plan (Spire Alabama 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, The Spire Alabama Retirement Income Trust is a benefit plan reported by Spire Alabama Inc. under EIN 63-0022000 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $100,672,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spire Alabama Inc.
EIN
63-0022000
Plan number
100
Plan type
4
Location
Birmingham, AL
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$100,672,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241008110926NAL0017441905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,672,123
Total liabilities (EOY)
$0
Net assets (EOY)
$100,672,123
Net assets (BOY)
$94,042,041

Income & contributions

Total contributions
$0
Total income / additions
$10,907,525

Expenses & distributions

Benefits paid
$0
Administrative expenses
$363,999
Total expenses
$363,999
Net increase / (decrease)
$10,543,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Tower WatsonNONE$176,429not reported in the loaded dataset2023
Fid Inv Inst Ops CoNONE$173,953not reported in the loaded dataset2023
Us Bank Inc.NONE$12,917not reported in the loaded dataset2023

Related Form 5500 pages