2023 Form 5500 filing — Safeway Insurance Group Profit Sharing And 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001140027NAL0003350963001) for Safeway Insurance Group Profit Sharing And 401(K) Plan, reported by Safeway Insurance Company under EIN 36-2497730 and plan number 001. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001140027NAL0003350963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Safeway Insurance Company
- EIN
- 36-2497730
- Plan number
- 001
- Location
- Westmont, IL
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,986,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,986,157
- Employer contributions
- $3,419,626
- Participant contributions
- $2,341,795
- Total income / additions
- $19,106,888
- Benefits paid
- $7,558,096
- Administrative expenses
- $74,795
- Total expenses
- $7,632,891
- Net increase / (decrease)
- $11,473,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deloitte & Touche Llp | ACCOUNTANT | $54,595 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $20,175 | $0 |