2023 Form 5500 filing — Skywest, Inc. Employees' Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617153515NAL0001072307001) for Skywest, Inc. Employees' Retirement Plan, reported by Skywest, Inc. under EIN 87-0292166 and plan number 001. It reports 17,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617153515NAL0001072307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Skywest, Inc.
- EIN
- 87-0292166
- Plan number
- 001
- Location
- St. George, UT
- Participants
- 17,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,192,769,515
- Net assets (EOY)
- $1,192,769,515
- Employer contributions
- $59,544,807
- Participant contributions
- $70,615,706
- Total income / additions
- $340,263,882
- Benefits paid
- $98,298,710
- Administrative expenses
- $664,877
- Total expenses
- $99,228,526
- Net increase / (decrease)
- $241,035,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $483,537 | not reported in the loaded dataset |
| Soltis Investment Advisors | NONE | $45,000 | not reported in the loaded dataset |
| Tanner LLC | NONE | $32,288 | not reported in the loaded dataset |
| Ciovacco Capital Management | NONE | $18,054 | not reported in the loaded dataset |
| Elite Wealth Management LLC | NONE | $15,168 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $10,873 | not reported in the loaded dataset |
| Fisher Investments | NONE | $10,257 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $10,158 | $0 |
| Envestnet Asset Management Inc | NONE | $8,962 | not reported in the loaded dataset |
| Townsquare Capital LLC | NONE | $8,478 | not reported in the loaded dataset |
| Mountain Capital Investment Ad | NONE | $7,315 | not reported in the loaded dataset |