Retirement Plan Of Idaho Power Company — Form 5500 plan (Idaho Power Company)

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, Retirement Plan Of Idaho Power Company is a benefit plan reported by Idaho Power Company under EIN 82-0130980 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,492 participants and $937,762,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Idaho Power Company
EIN
82-0130980
Plan number
001
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
4,492
End-of-year plan assets
$937,762,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,492H, C20241015143050NAL0016630099005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$937,762,817
Total liabilities (EOY)
$455,427
Net assets (EOY)
$937,307,390
Net assets (BOY)
$887,172,755

Income & contributions

Employer contributions
$20,000,000
Total contributions
$20,000,000
Total income / additions
$102,404,968

Expenses & distributions

Benefits paid
$47,868,578
Administrative expenses
$4,401,755
Total expenses
$52,270,333
Net increase / (decrease)
$50,134,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Silchester International InvestorsPARTY IN INTEREST$491,437$02023
Highclere International InvestorsPARTY IN INTEREST$451,800not reported in the loaded dataset2023
Wellington Trust CompanyPARTY IN INTEREST$433,091not reported in the loaded dataset2023
Thomson, Horstmann & Bryant IncPARTY IN INTEREST$389,459$15,9662023
Barrow HanleyPARTY IN INTEREST$321,738$37,5782023
Wasatch AdvisorsPARTY IN INTEREST$340,269$7,7432023
American Realty AdvisorsPARTY IN INTEREST$305,015not reported in the loaded dataset2023
Ceredex Value Advisors LLCPARTY IN INTEREST$251,585$30,6902023
J.P. Morgan Investment ManagementPARTY IN INTEREST$277,619not reported in the loaded dataset2023
Scott Investment PartnersPARTY IN INTEREST$237,426not reported in the loaded dataset2023
Brandywine Global Investment ManagePARTY IN INTEREST$203,124$02023
Schroder Investment ManagementPARTY IN INTEREST$198,768not reported in the loaded dataset2023
Oakhurst Capital ManagementPARTY IN INTEREST$165,411not reported in the loaded dataset2023
Mariner Institutional, LLCPARTY IN INTEREST$155,000not reported in the loaded dataset2023
Milliman IncNONE$128,633not reported in the loaded dataset2023
D.B. Fitzpatrick & Co, Inc.PARTY IN INTEREST$83,498not reported in the loaded dataset2023
Us BankPARTY IN INTEREST$71,051not reported in the loaded dataset2023
Tcw Direct Lending Private Fund ViiPARTY IN INTEREST$38,677not reported in the loaded dataset2023
Eide BaillyNONE$20,635not reported in the loaded dataset2023

Related Form 5500 pages