Spirit Airlines, Inc. Pilots' Retirement Savings Plan — Form 5500 plan (Spirit 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, Spirit Airlines, Inc. Pilots' Retirement Savings Plan is a benefit plan reported by Spirit Airlines, Inc. under EIN 38-1747023 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,459 participants and $948,138,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spirit Airlines, Inc.
- EIN
- 38-1747023
- Plan number
- 002
- Plan type
- 2
- Location
- Miramar, FL
- Latest filing year
- 2023
- Participants
- 3,459
- End-of-year plan assets
- $948,138,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,459 | H, C | 20240801092208NAL0035866112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $948,138,876
- Net assets (EOY)
- $948,138,876
- Net assets (BOY)
- $691,179,431
Income & contributions
- Employer contributions
- $94,322,230
- Participant contributions
- $43,583,751
- Total contributions
- $142,605,200
- Total income / additions
- $283,930,937
Expenses & distributions
- Benefits paid
- $26,496,264
- Administrative expenses
- $260,389
- Total expenses
- $26,811,083
- Net increase / (decrease)
- $257,119,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $117,880 | not reported in the loaded dataset | 2023 |
| Allworth Financial Lp | NONE | $34,401 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $20,343 | $0 | 2023 |
| Bonfire Financial LLC | NONE | $18,706 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $13,012 | not reported in the loaded dataset | 2023 |
| Rwq Financial Management Servi | NONE | $9,329 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $7,757 | not reported in the loaded dataset | 2023 |
| Symphony Financial Ltd. Co | NONE | $6,003 | not reported in the loaded dataset | 2023 |
| Little House Capital LLC | NONE | $5,890 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments Ll | NONE | $5,416 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spirit Airlines, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miramar, FL
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Allworth Financial Lp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Bonfire Financial LLC — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Rwq Financial Management Servi — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Symphony Financial Ltd. Co — Schedule C compensation
- Little House Capital LLC — Schedule C compensation
- Brinker Capital Investments Ll — Schedule C compensation