Avista Corporation Retiree Benefits Plan — 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, Avista Corporation Retiree Benefits Plan is a benefit plan reported by Avista Corporation under EIN 91-1153956 and plan number 525. The latest loaded filing year is 2023. The filing reports 2,277 participants and $58,127,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avista Corporation
- EIN
- 91-1153956
- Plan number
- 525
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 2,277
- End-of-year plan assets
- $58,127,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,277 | H, C | 20241015185819NAL0030693841003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,127,403
- Total liabilities (EOY)
- $552,000
- Net assets (EOY)
- $57,575,403
- Net assets (BOY)
- $49,026,671
Income & contributions
- Employer contributions
- $8,296,568
- Participant contributions
- $3,458,710
- Total contributions
- $11,755,278
- Total income / additions
- $20,450,174
Expenses & distributions
- Benefits paid
- $11,359,797
- Administrative expenses
- $541,645
- Total expenses
- $11,901,442
- Net increase / (decrease)
- $8,548,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premera Blue Cross | N/A | $230,818 | not reported in the loaded dataset | 2023 |
| Towers Watson | N/A | $128,030 | not reported in the loaded dataset | 2023 |
| Syefarth Shaw | N/A | $60,580 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $41,100 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group | N/A | $25,475 | not reported in the loaded dataset | 2023 |
| Mercer | N/A | $20,710 | not reported in the loaded dataset | 2023 |
| Washington Dental Service | N/A | $18,205 | not reported in the loaded dataset | 2023 |
| Us Bank | N/A | $15,690 | 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
- Premera Blue Cross — Schedule C compensation
- Towers Watson — Schedule C compensation
- Syefarth Shaw — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Mercer — Schedule C compensation
- Washington Dental Service — Schedule C compensation
- Us Bank — Schedule C compensation