Plan Snapshot
- Plan Sponsor: Avista Corporation
- Sponsor EIN: 911153956
- Sponsor Address: 1411 EAST MISSION AVENUE, SPOKANE, WA, 992203727
- Plan Type: Health & Welfare
- Plan Number: 525
- Total Participants: 1,169
- Total Assets: $66.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,169 | $66.6M | $6.8M | $3.2M |
| 2023 | 1,173 | $58.1M | $8.3M | $3.5M |
| 2022 | 1,157 | $49.5M | $8.0M | $3.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PREMERA BLUE CROSS | Other Service Provider | $218,997 | — | $218,997 |
| TOWERS WATSON | Recordkeeper | $111,856 | — | $111,856 |
| MOSS ADAMS LLP | Other Service Provider | $49,850 | — | $49,850 |
| SEYFARTH SHAW | Investment Advisor | $32,750 | — | $32,750 |
| WASHINGTON DENTAL SERVICE | Other Service Provider | $20,904 | — | $20,904 |
| SAGEVIEW ADVISORY GROUP | Other Service Provider | $20,808 | — | $20,808 |
| MERCER | Other Service Provider | $20,530 | — | $20,530 |
| US BANK | Recordkeeper | $18,642 | — | $18,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON — Recordkeeper
- SEYFARTH SHAW — Investment Advisor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $494,337
- Estimated Expense Ratio: 0.743% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $495,202 | $20,808 | $239,901 | $49,850 | — |
| 2023 | $541,645 | $25,475 | $249,023 | $41,100 | — |
| 2022 | $432,597 | $14,925 | $232,300 | — | $163,922 |