Salt River Project Employees' Retirement Plan — Form 5500 plan (Salt River Valley Water Users Association)
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, Salt River Project Employees' Retirement Plan is a benefit plan reported by Salt River Valley Water Users Association under EIN 86-0053220 and plan number 335. The latest loaded filing year is 2023. The filing reports 10,789 participants and $2,784,269,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salt River Valley Water Users Association
- EIN
- 86-0053220
- Plan number
- 335
- Plan type
- 3
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 10,789
- End-of-year plan assets
- $2,784,269,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,789 | H, C | 20241003160913NAL0017554048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,784,269,809
- Total liabilities (EOY)
- $2,420,403
- Net assets (EOY)
- $2,781,849,406
- Net assets (BOY)
- $2,525,097,113
Income & contributions
- Employer contributions
- $75,342,133
- Participant contributions
- $0
- Total contributions
- $75,342,133
- Total income / additions
- $397,663,345
Expenses & distributions
- Benefits paid
- $135,899,971
- Administrative expenses
- $5,011,081
- Total expenses
- $140,911,052
- Net increase / (decrease)
- $256,752,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Realty | INVESTMENT MANAGER | $1,429,153 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $1,109,384 | not reported in the loaded dataset | 2023 |
| Legal And General | INVESTMENT MANAGER | $1,083,831 | not reported in the loaded dataset | 2023 |
| Vulcan Value Partners | INVESTMENT MANAGER | $352,621 | $0 | 2023 |
| Captrust | INVESTMENT ADVISOR | $318,919 | not reported in the loaded dataset | 2023 |
| Capital Guardian | INVESTMENT MANAGER | $304,986 | not reported in the loaded dataset | 2023 |
| Artisan Partners | INVESTMENT MANAGER | $242,781 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTUARY | $55,600 | not reported in the loaded dataset | 2023 |
| Clifton Group | INVESTMENT MANAGER | $48,328 | not reported in the loaded dataset | 2023 |
| Morningstar, Inc. | INVESTMENT MANAGER | $30,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Salt River Valley Water Users Association
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Ubs Realty — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Legal And General — Schedule C compensation
- Vulcan Value Partners — Schedule C compensation
- Captrust — Schedule C compensation
- Capital Guardian — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Clifton Group — Schedule C compensation
- Morningstar, Inc. — Schedule C compensation