2023 Form 5500 filing — J.C. Penney Corporation, Inc. Savings 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 20241011050456NAL0036072208001) for J.C. Penney Corporation, Inc. Savings Plans Master Trust, reported by Penney Opco, LLC under EIN 04-3227926 and plan number 005. 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
- 20241011050456NAL0036072208001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Penney Opco, LLC
- EIN
- 04-3227926
- Plan number
- 005
- Location
- Plano, TX
- 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)
- $2,001,332,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,001,332,000
- Total income / additions
- $278,246,000
- Benefits paid
- $0
- Administrative expenses
- $3,185,000
- Total expenses
- $3,185,000
- Net increase / (decrease)
- $275,061,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | RECORDKEEPER | $2,065,000 | $0 |
| State Street Bank And Trust Company | NONE | $663,000 | $0 |
| T. Rowe Price | NONE | $198,000 | $0 |
| Russell Analytical | NONE | $125,000 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $92,000 | not reported in the loaded dataset |
| Finston Friedman Fisher Law Group | NONE | $42,000 | not reported in the loaded dataset |