2023 Form 5500 filing — Caleres, Inc. 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 20241015135100NAL0049714512001) for Caleres, Inc. Retirement Plan, reported by Caleres, Inc. under EIN 43-0197190 and plan number 002. It reports 8,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135100NAL0049714512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caleres, Inc.
- EIN
- 43-0197190
- Plan number
- 002
- Location
- Saint Louis, MO
- Participants
- 8,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $343,664,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $343,664,745
- Total income / additions
- $27,502,200
- Benefits paid
- $13,973,902
- Administrative expenses
- $3,016,398
- Total expenses
- $16,990,300
- Net increase / (decrease)
- $10,511,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Benefit Guaranty Group | OTHER FEES | $774,816 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARIAL | $749,577 | not reported in the loaded dataset |
| Truist | MASTER TRUSTEE | $307,479 | not reported in the loaded dataset |
| Robeco | INVESTMENT MANAGER | $301,945 | not reported in the loaded dataset |
| Legal & General Investment Mgmt | INVESTMENT MANAGER | $272,141 | not reported in the loaded dataset |
| Dodge & Cox | INVESTMENT MANAGER | $225,899 | not reported in the loaded dataset |
| T Rowe | INVESTMENT MANAGER | $209,023 | not reported in the loaded dataset |
| Cap Trust | INVESTMENT ADVISORY | $170,343 | not reported in the loaded dataset |
| Aetna | MANAGER | $5,175 | not reported in the loaded dataset |