Golden Valley Electric Association Retirement Plan — Form 5500 plan (Golden Valley Electric Association, 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, Golden Valley Electric Association Retirement Plan is a benefit plan reported by Golden Valley Electric Association, Inc. under EIN 92-0014712 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $98,626,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden Valley Electric Association, Inc.
EIN
92-0014712
Plan number
001
Plan type
2
Location
Fairbanks, AK
Latest filing year
2023
Participants
366
End-of-year plan assets
$98,626,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20241015203821NAL0029628753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,626,091
Total liabilities (EOY)
$0
Net assets (EOY)
$98,626,091
Net assets (BOY)
$90,298,710

Income & contributions

Employer contributions
$3,500,004
Total contributions
$3,500,004
Total income / additions
$14,308,827

Expenses & distributions

Benefits paid
$5,945,670
Administrative expenses
$35,776
Total expenses
$5,981,446
Net increase / (decrease)
$8,327,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Keybank National AssociationTRUSTEE$35,776$4,6982023

Related Form 5500 pages