Plan5500

Itron, Inc. Incentive Savings Plan — Form 5500 plan (Itron, 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, Itron, Inc. Incentive Savings Plan is a benefit plan reported by Itron, Inc. under EIN 91-1011792 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,333 participants and $575,692,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itron, Inc.
EIN
91-1011792
Plan number
001
Plan type
2
Location
Liberty Lake, WA
Latest filing year
2023
Participants
3,333
End-of-year plan assets
$575,692,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,333H, C20241003125744NAL0005731123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$575,692,670
Total liabilities (EOY)
$0
Net assets (EOY)
$575,692,670
Net assets (BOY)
$493,753,370

Income & contributions

Employer contributions
$11,381,618
Participant contributions
$27,475,613
Total contributions
$43,163,013
Total income / additions
$132,483,318

Expenses & distributions

Benefits paid
$49,983,751
Administrative expenses
$481,193
Total expenses
$50,544,018
Net increase / (decrease)
$81,939,300

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$254,992not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$237,134$02023
Aon Investments Usa, Inc.ADVISOR$68,315not reported in the loaded dataset2023

Related Form 5500 pages