Idaho Power Company DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Idaho Power Company
  • Sponsor EIN: 820130980
  • Sponsor Address: P.O. BOX 70, BOISE, ID, 837070070
  • Plan Type: DB
  • Total Participants: 2,144
  • Total Assets: $971.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,144$971.3M$20.0M$0
20232,113$937.8M$20.0M$0
20222,075$887.9M$48.0M$0

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
SILCHESTER INTERNATIONAL INVESTORSPARTY IN INTEREST$521,600$521,600
VICTORY CAPITAL MANAGEMENTPARTY IN INTEREST$433,356$433,356
WASATCH ADVISORSPARTY IN INTEREST$402,649$7,237$409,886
HIGHCLERE INTERNATIONAL INVESTORSPARTY IN INTEREST$398,536$398,536
BARROW HANLEYPARTY IN INTEREST$315,333$33,469$348,802
CEREDEX VALUE ADVISORS LLCPARTY IN INTEREST$282,993$23,793$306,786
AMERICAN REALTY ADVISORSPARTY IN INTEREST$272,130$272,130
WELLINGTON TRUST COMPANYPARTY IN INTEREST$246,597$246,597
BRANDYWINE GLOBAL INVESTMENT MANAGEPARTY IN INTEREST$221,356$221,356
SCHRODER INVESTMENT MANAGEMENTPARTY IN INTEREST$217,419$217,419
US BANKPARTY IN INTEREST$185,635$185,635
OAKHURST CAPITAL MANAGEMENTPARTY IN INTEREST$177,885$177,885
J.P. MORGAN INVESTMENT MANAGEMENTPARTY IN INTEREST$177,026$177,026
MARINER INSTITUTIONAL, LLCPARTY IN INTEREST$170,000$170,000
MILLIMAN INCNONE$130,995$130,995
D.B. FITZPATRICK & CO, INC.PARTY IN INTEREST$79,162$79,162
TCW DIRECT LENDING PRIVATE FUND VIIPARTY IN INTEREST$78,098$78,098
SCOTT INVESTMENT PARTNERSPARTY IN INTEREST$64,705$64,705
RELIANCE TRUST COMPANYPARTY IN INTEREST$63,119$63,119
EIDE BAILLYNONE$20,121$20,121

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $4,523,214
  • Estimated Expense Ratio: 0.466% 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$4,617,298$3,856,347
2023$4,401,755$3,792,039
2022$7,107,291$3,936,891$137,091

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