2023 Form 5500 filing — Hy-Vee Affiliates' Benefit 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 20250502123957NAL0004601697001) for Hy-Vee Affiliates' Benefit Plan And Trust, reported by Hy-Vee, Inc. under EIN 42-0325638 and plan number 501. It reports 15,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250502123957NAL0004601697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hy-Vee, Inc.
- EIN
- 42-0325638
- Plan number
- 501
- Location
- West Des Moines, IA
- Participants
- 15,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,178,762
- Total liabilities (EOY)
- $27,417,981
- Net assets (EOY)
- -$239,219
- Employer contributions
- $160,585,641
- Participant contributions
- $52,110,622
- Total income / additions
- $213,249,431
- Benefits paid
- $209,367,257
- Administrative expenses
- $12,287,166
- Total expenses
- $221,654,423
- Net increase / (decrease)
- -$8,404,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellmark Bcbs | NONE | $5,497,933 | not reported in the loaded dataset |
| Wellmark Health Plan | NONE | $1,195,836 | not reported in the loaded dataset |
| Vivid Clear Rx | NONE | $752,790 | not reported in the loaded dataset |
| Delta Dental | NONE | $695,111 | not reported in the loaded dataset |
| The Lincoln National Life Ins Co | NONE | $376,187 | not reported in the loaded dataset |
| Outcomes, Inc. | NONE | $279,784 | not reported in the loaded dataset |
| Navigate Wellbeing | NONE | $167,947 | not reported in the loaded dataset |
| Holmes Murphy Financial Services | NONE | $150,000 | not reported in the loaded dataset |
| Hartford Life And Accident | NONE | -$1,021 | not reported in the loaded dataset |