2023 Form 5500 filing — Saks Fifth Avenue Pension 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 20241009074832NAL0037206978001) for Saks Fifth Avenue Pension Plan, reported by Saks & Company LLC under EIN 13-1256625 and plan number 003. It reports 2,830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009074832NAL0037206978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saks & Company LLC
- EIN
- 13-1256625
- Plan number
- 003
- Location
- New York, NY
- Participants
- 2,830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,874,863
- Total liabilities (EOY)
- $91,793
- Net assets (EOY)
- $63,783,070
- Employer contributions
- $2,401,600
- Total income / additions
- $8,426,640
- Benefits paid
- $7,404,619
- Administrative expenses
- $1,999,105
- Total expenses
- $9,403,724
- Net increase / (decrease)
- -$977,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer (Us)Inc. | ACTUARY ADMINISTRATION | $393,651 | not reported in the loaded dataset |
| Russell Investments Trust Company | TRUSTEE | $322,414 | not reported in the loaded dataset |
| Deloitte & Touche Llp | AUDITOR | $30,918 | not reported in the loaded dataset |