2023 Form 5500 filing — Meijer Pension 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 20241015111620NAL0029371841005) for Meijer Pension Master Trust, reported by Meijer, Inc. under EIN 38-1274536 and plan number 213. 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
- 20241015111620NAL0029371841005
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Meijer, Inc.
- EIN
- 38-1274536
- Plan number
- 213
- Location
- Grand Rapids, MI
- 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)
- $2,587,520,726
- Total liabilities (EOY)
- $604,524
- Net assets (EOY)
- $2,586,916,202
- Total income / additions
- $166,694,385
- Administrative expenses
- $3,117,457
- Total expenses
- $3,117,457
- Net increase / (decrease)
- $163,576,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Global Investors, LLC | INVESTMENT MANAGER | $566,236 | not reported in the loaded dataset |
| Legal & General Investment Mgt Amer | INVESTMENT MANAGER | $477,336 | not reported in the loaded dataset |
| Richmond Capital Management | INVESTMENT MANAGER | $465,961 | not reported in the loaded dataset |
| Barrow Hanley Global Investors | INVESTMENT MANAGER | $413,964 | $4,328 |
| Audax Management Company (Ny), LLC | INVESTMENT MANAGER | $405,438 | $0 |
| Wells Fargo | TRUSTEE | $262,447 | $0 |
| Falcon Investment Advisors LLC | INVESTMENT MANAGER | $0 | $231,454 |
| Western Asset Management Company | INVESTMENT MANAGER | $182,159 | not reported in the loaded dataset |
| Westfield Capital Management Co L.P | INVESTMENT MANAGER | $130,131 | $12,137 |
| Morgan Stanley Investment Mgt | INVESTMENT MANAGER | $69,282 | $0 |
| Cramer Rosenthal Mcglynn, LLC | INVESTMENT MANAGER | $51,543 | $0 |
| Global Trust Company-Timesquare | INVESTMENT MANAGER | $39,454 | not reported in the loaded dataset |
| Dimensional Fund Advisors Lp | INVESTMENT MANAGER | $26,439 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | INVESTMENT MANAGER | $20,734 | not reported in the loaded dataset |