2023 Form 5500 filing — Weingarten Realty Retirement Plan
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 20241015134402NAL0014743763001) for Weingarten Realty Retirement Plan, reported by Kimco Realty Corporation under EIN 13-2744380 and plan number 002. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134402NAL0014743763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kimco Realty Corporation
- EIN
- 13-2744380
- Plan number
- 002
- Location
- Jericho, NY
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,952
- Total liabilities (EOY)
- $2,952
- Net assets (EOY)
- $0
- Total income / additions
- $1,228,204
- Benefits paid
- $26,958,422
- Administrative expenses
- $55,542
- Total expenses
- $27,013,964
- Net increase / (decrease)
- -$25,785,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Swbc Retirement Plan Services | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Calvetti Ferguson LLC | NONE | $16,050 | not reported in the loaded dataset |
| Bank Of America, N.A. | NONE | $3,580 | $0 |