2023 Form 5500 filing — Bashas' Employees Defined Benefit Pension Plan And 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 20241014155602NAL0027788593001) for Bashas' Employees Defined Benefit Pension Plan And Trust, reported by Raley'S Arizona LLC under EIN 87-2167964 and plan number 001. It reports 6,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155602NAL0027788593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Raley'S Arizona LLC
- EIN
- 87-2167964
- Plan number
- 001
- Location
- West Sacramento, CA
- Participants
- 6,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,366,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,366,283
- Employer contributions
- $4,064,931
- Participant contributions
- $0
- Total income / additions
- $15,900,958
- Benefits paid
- $61,216,572
- Administrative expenses
- $2,272,789
- Total expenses
- $63,489,361
- Net increase / (decrease)
- -$47,588,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $356,421 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $254,875 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $34,125 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $0 | $0 |