Spire Retirement Income Plan — Form 5500 plan (Spire Alabama 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, Spire Retirement Income Plan is a benefit plan reported by Spire Alabama Inc. under EIN 63-0022000 and plan number 013. The latest loaded filing year is 2023. The filing reports 1,395 participants and $106,282,122 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$106.2MPlan net assets, end of year$106,195,418
Participants1.4KCovered participants reported1,395
Assets / participant$76.2KComputed: assets ÷ participants$76,188 (computed)
Provider compensationNone reported
Plan sponsor
Spire Alabama Inc.
EIN
63-0022000
Plan number
013
Plan type
2
Location
Birmingham, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,395H20241008111226NAL0009578595001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$106,282,122
Total liabilities (EOY)
$86,704
Net assets (EOY)
$106,195,418
Net assets (BOY)
$97,957,861

Income & contributions

Employer contributions
$10,710,000
Total contributions
$10,710,000
Total income / additions
$19,635,339

Expenses & distributions

Benefits paid
$26,608,554
Administrative expenses
$1,043,460
Total expenses
$27,652,014
Net increase / (decrease)
-$8,016,675
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income136%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages