Alaska Airlines, Inc. Pilots Investment And Savings Plan — Form 5500 plan (Alaska 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, Alaska Airlines, Inc. Pilots Investment And Savings Plan is a benefit plan reported by Alaska Airlines, Inc. under EIN 92-0009235 and plan number 011. The latest loaded filing year is 2023. The filing reports 3,843 participants and $2,152,471,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alaska Airlines, Inc.
EIN
92-0009235
Plan number
011
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
3,843
End-of-year plan assets
$2,152,471,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,843H, C20241010172651NAL0034878944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,152,471,811
Total liabilities (EOY)
$6,057
Net assets (EOY)
$2,152,465,754
Net assets (BOY)
$1,703,251,757

Income & contributions

Employer contributions
$109,880,434
Participant contributions
$64,552,897
Total contributions
$201,711,694
Total income / additions
$544,250,147

Expenses & distributions

Benefits paid
$97,483,336
Administrative expenses
$216,638
Total expenses
$97,851,425
Net increase / (decrease)
$446,398,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$354,362not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$130,265$02023

Related Form 5500 pages