Plan5500

The Spire Missouri Retirement Income Trust — Form 5500 plan (Spire Missouri 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, The Spire Missouri Retirement Income Trust is a benefit plan reported by Spire Missouri Inc. under EIN 43-0368139 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $261,383,080 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spire Missouri Inc.
EIN
43-0368139
Plan number
015
Plan type
4
Location
St. Louis, MO
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$261,383,080

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250714144740NAL0002909634001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$261,383,080
Total liabilities (EOY)
$0
Net assets (EOY)
$261,383,080
Net assets (BOY)
$242,866,527

Income & contributions

Total contributions
$0
Total income / additions
$46,872,011

Expenses & distributions

Benefits paid
$0
Administrative expenses
$987,804
Total expenses
$987,804
Net increase / (decrease)
$45,884,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wills Towers WatsonACTUARY/INV. ADVISORY$582,405not reported in the loaded dataset2023
Fidelity Invest InstitutionalCONSULTING$323,441not reported in the loaded dataset2023
U.S. Bank Inc.TRUSTEE$76,417not reported in the loaded dataset2023

Related Form 5500 pages