# Avista Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/avista-corporation-911153956-525

> Avista Corporation's Health & Welfare plan: 1,169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [SEYFARTH SHAW](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [US BANK](https://planprovider.pro/provider/john-hancock) — 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|

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