2023 Form 5500 filing — Rite Aid Corporation 401(K) Plan For Collectively Bargained Associates
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 20241014173005NAL0013689443001) for Rite Aid Corporation 401(K) Plan For Collectively Bargained Associates, reported by Rite Aid Corporation under EIN 23-1614034 and plan number 032. It reports 8,340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173005NAL0013689443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rite Aid Corporation
- EIN
- 23-1614034
- Plan number
- 032
- Location
- Harrisburg, PA
- Participants
- 8,340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,350,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,350,867
- Employer contributions
- $407,422
- Participant contributions
- $6,273,766
- Total income / additions
- $16,903,885
- Benefits paid
- $5,540,645
- Administrative expenses
- $235,299
- Total expenses
- $5,867,879
- Net increase / (decrease)
- $11,036,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $127,186 | $0 |
| Nepc LLC | NONE | $20,826 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $16,185 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $15,094 | not reported in the loaded dataset |