Investment & Employee Stock Ownership Plan Of Avista — Form 5500 plan (Avista Corporation)
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, Investment & Employee Stock Ownership Plan Of Avista is a benefit plan reported by Avista Corporation under EIN 91-0462470 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,602 participants and $751,330,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avista Corporation
- EIN
- 91-0462470
- Plan number
- 003
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 2,602
- End-of-year plan assets
- $751,330,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,602 | H, C | 20241015133924NAL0016510067005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $751,330,437
- Net assets (EOY)
- $751,330,437
- Net assets (BOY)
- $669,552,378
Income & contributions
- Employer contributions
- $14,769,344
- Participant contributions
- $23,876,717
- Total contributions
- $46,227,340
- Total income / additions
- $145,862,737
Expenses & distributions
- Benefits paid
- $63,193,053
- Administrative expenses
- $891,550
- Total expenses
- $64,084,678
- Net increase / (decrease)
- $81,778,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers, Inc. | N/A | $411,405 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc. | N/A | $142,272 | $8,440 | 2023 |
| Sageview Advisory Group LLC | N/A | $89,050 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $51,000 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | not reported in the loaded dataset | $10,982 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | N/A | $5,618 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avista Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Vanguard Advisers, Inc. — Schedule C compensation
- Vanguard Group Inc. — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation