2023 Form 5500 filing — Macys Inc. Defined Contribution Plans Master Trust
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 20241010105344NAL0011391299001) for Macys Inc. Defined Contribution Plans Master Trust, reported by Macys, Inc under EIN 13-3324058 and plan number 014. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105344NAL0011391299001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Macys, Inc
- EIN
- 13-3324058
- Plan number
- 014
- Location
- Springdale, OH
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,115,837,000
- Total liabilities (EOY)
- $190,000
- Net assets (EOY)
- $4,115,647,000
- Total income / additions
- $593,518,000
- Benefits paid
- $0
- Administrative expenses
- $3,119,000
- Total expenses
- $3,119,000
- Net increase / (decrease)
- $590,399,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Management | INV. MGR. | $852,347 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | TRUSTEE | $290,000 | not reported in the loaded dataset |
| Lincoln Premier Life Insurance | INV. MGR. | $194,966 | not reported in the loaded dataset |
| Payden & Rygel Investment Mgmt | INV. MGR. | $174,695 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | INV. MGR. | $135,636 | not reported in the loaded dataset |
| The Prudential Company Of America | INV. MGR. | $123,892 | not reported in the loaded dataset |
| Newport Trust Company | INV. MGR. | $93,750 | not reported in the loaded dataset |