Alaska Airlines, Inc. Alaskasaver Plan — Form 5500 plan (Alaska Airlines, 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, Alaska Airlines, Inc. Alaskasaver Plan is a benefit plan reported by Alaska Airlines, Inc. under EIN 92-0009235 and plan number 017. The latest loaded filing year is 2023. The filing reports 4,397 participants and $664,471,052 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$664.5MPlan net assets, end of year$664,471,011
Participants4.4KCovered participants reported4,397
Assets / participant$151.1KComputed: assets ÷ participants$151,119 (computed)
Provider compensation$358.7K4 Schedule C provider row(s)$358,669
Plan sponsor
Alaska Airlines, Inc.
EIN
92-0009235
Plan number
017
Plan type
2
Location
Seattle, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,397H, C20241010172917NAL0010301795001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$664.5M total assets
Net assets$664.5MLiabilities$41
Money in vs. money out
Total income / additions$156.1M
Total expenses$61.9M
Benefits paid / distributions$61.5M
Contributions
Employer$23M
Participant$31M
Full reported line items

Net assets

Total assets (EOY)
$664,471,052
Total liabilities (EOY)
$41
Net assets (EOY)
$664,471,011
Net assets (BOY)
$570,232,939

Income & contributions

Employer contributions
$22,996,476
Participant contributions
$31,021,444
Total contributions
$57,305,806
Total income / additions
$156,145,845

Expenses & distributions

Benefits paid
$61,492,130
Administrative expenses
$358,569
Total expenses
$61,907,773
Net increase / (decrease)
$94,238,072
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$206,901not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$137,026$02023
Strategic Advisors, Inc.ADVISOR$14,638not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$104$02023

Related Form 5500 pages