Skywest, Inc. Employees' Retirement Plan — Form 5500 plan (Skywest, 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, Skywest, Inc. Employees' Retirement Plan is a benefit plan reported by Skywest, Inc. under EIN 87-0292166 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,997 participants and $1,192,769,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Skywest, Inc.
- EIN
- 87-0292166
- Plan number
- 001
- Plan type
- 2
- Location
- St. George, UT
- Latest filing year
- 2023
- Participants
- 17,997
- End-of-year plan assets
- $1,192,769,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,997 | H, C | 20240617153515NAL0001072307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,192,769,515
- Net assets (EOY)
- $1,192,769,515
- Net assets (BOY)
- $951,734,159
Income & contributions
- Employer contributions
- $59,544,807
- Participant contributions
- $70,615,706
- Total contributions
- $132,582,351
- Total income / additions
- $340,263,882
Expenses & distributions
- Benefits paid
- $98,298,710
- Administrative expenses
- $664,877
- Total expenses
- $99,228,526
- Net increase / (decrease)
- $241,035,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $483,537 | not reported in the loaded dataset | 2023 |
| Soltis Investment Advisors | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Tanner LLC | NONE | $32,288 | not reported in the loaded dataset | 2023 |
| Ciovacco Capital Management | NONE | $18,054 | not reported in the loaded dataset | 2023 |
| Elite Wealth Management LLC | NONE | $15,168 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments Ltd | NONE | $10,873 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $10,257 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $10,158 | $0 | 2023 |
| Envestnet Asset Management Inc | NONE | $8,962 | not reported in the loaded dataset | 2023 |
| Townsquare Capital LLC | NONE | $8,478 | not reported in the loaded dataset | 2023 |
| Mountain Capital Investment Ad | NONE | $7,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Skywest, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in St. George, UT
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Soltis Investment Advisors — Schedule C compensation
- Tanner LLC — Schedule C compensation
- Ciovacco Capital Management — Schedule C compensation
- Elite Wealth Management LLC — Schedule C compensation
- Flexible Plan Investments Ltd — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Townsquare Capital LLC — Schedule C compensation
- Mountain Capital Investment Ad — Schedule C compensation