Retirement Plan For Employees Of The Avista Corporation — Form 5500 plan (Avista Corporation)
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 For Employees Of The Avista Corporation is a benefit plan reported by Avista Corporation under EIN 91-0462470 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,531 participants and $598,037,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avista Corporation
- EIN
- 91-0462470
- Plan number
- 001
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 2,531
- End-of-year plan assets
- $598,037,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,531 | H, C | 20241015162359NAL0030329697005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $598,037,892
- Total liabilities (EOY)
- $1,337,582
- Net assets (EOY)
- $596,700,310
- Net assets (BOY)
- $547,500,629
Income & contributions
- Employer contributions
- $10,000,000
- Total contributions
- $10,000,000
- Total income / additions
- $90,653,342
Expenses & distributions
- Benefits paid
- $39,557,998
- Administrative expenses
- $1,895,663
- Total expenses
- $41,453,661
- Net increase / (decrease)
- $49,199,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Financial Management | N/A | $345,022 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | N/A | $251,800 | not reported in the loaded dataset | 2023 |
| Fixed Income Finance Pgim Inc | N/A | $191,608 | not reported in the loaded dataset | 2023 |
| Jpmcb Strategic Property Fund | N/A | $188,159 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | N/A | $170,768 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Group, Inc | N/A | $138,476 | not reported in the loaded dataset | 2023 |
| Ubs Trumbull Property Fund | N/A | $126,167 | not reported in the loaded dataset | 2023 |
| Us Bank | N/A | $111,351 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $37,600 | not reported in the loaded dataset | 2023 |
| Pgim Real Estate Us Debt Fund | N/A | $36,797 | not reported in the loaded dataset | 2023 |
| Oaktree | N/A | $35,178 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | N/A | $19,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avista Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Blackrock Financial Management — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Fixed Income Finance Pgim Inc — Schedule C compensation
- Jpmcb Strategic Property Fund — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Mondrian Investment Group, Inc — Schedule C compensation
- Ubs Trumbull Property Fund — Schedule C compensation
- Us Bank — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Pgim Real Estate Us Debt Fund — Schedule C compensation
- Oaktree — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation