2023 Form 5500 filing — Pension Plan For Salaried Employees Of Stater Bros. Markets
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 20250718114305NAL0002541152001) for Pension Plan For Salaried Employees Of Stater Bros. Markets, reported by Stater Bros. Markets under EIN 95-2586175 and plan number 004. It reports 1,626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250718114305NAL0002541152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stater Bros. Markets
- EIN
- 95-2586175
- Plan number
- 004
- Location
- San Bernardino, CA
- Participants
- 1,626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,720,481
- Total liabilities (EOY)
- $137,340
- Net assets (EOY)
- $178,583,141
- Employer contributions
- $5,830,000
- Total income / additions
- $38,787,872
- Benefits paid
- $11,210,847
- Administrative expenses
- $157,685
- Total expenses
- $11,368,532
- Net increase / (decrease)
- $27,419,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Columbia Management Investment Adv | INVESTMENT MANAGER | $120,022 | not reported in the loaded dataset |
| Mfs Investment Management | INVESTMENT MANAGER | $11,543 | not reported in the loaded dataset |
| Tcw | INVESTMENT MANAGER | $11,424 | not reported in the loaded dataset |
| Allspring Global Investments | INVESTMENT MANAGER | $7,547 | not reported in the loaded dataset |
| Baird | INVESTMENT MANAGER | $7,149 | not reported in the loaded dataset |