2023 Form 5500 filing — Spire Retirement Income 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 20241008111226NAL0009578595001) for Spire Retirement Income Plan, reported by Spire Alabama Inc. under EIN 63-0022000 and plan number 013. It reports 1,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$106.2MReported net assets$106,195,418
Participants1.4K1,395
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241008111226NAL0009578595001
Plan sponsor
Spire Alabama Inc.
EIN
63-0022000
Plan number
013
Location
Birmingham, AL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$106.3M total assets
Net assets$106.2MLiabilities$86.7K
Money in vs. money out
Total income / additions$19.6M
Total expenses$27.7M
Benefits paid / distributions$26.6M
Contributions
Employer$10.7M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$106,282,122
Total liabilities (EOY)
$86,704
Net assets (EOY)
$106,195,418
Employer contributions
$10,710,000
Total income / additions
$19,635,339
Benefits paid
$26,608,554
Administrative expenses
$1,043,460
Total expenses
$27,652,014
Net increase / (decrease)
-$8,016,675

Related Form 5500 pages