Shaws Supermarkets, Inc. Pension Plan For Union Employees — Form 5500 plan (Shaws Supermarkets Inc)
Plain-English plan 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, Shaws Supermarkets, Inc. Pension Plan For Union Employees is a benefit plan reported by Shaws Supermarkets Inc under EIN 04-1123420 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,444 participants and $222,718,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaws Supermarkets Inc
- EIN
- 04-1123420
- Plan number
- 002
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 7,444
- End-of-year plan assets
- $222,718,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,444 | H, C | 20241014171909NAL0027962513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $222,718,296
- Total liabilities (EOY)
- $144,609
- Net assets (EOY)
- $222,573,687
- Net assets (BOY)
- $209,268,247
Income & contributions
- Employer contributions
- $6,800,000
- Total contributions
- $6,800,000
- Total income / additions
- $37,408,649
Expenses & distributions
- Benefits paid
- $16,482,402
- Administrative expenses
- $7,620,807
- Total expenses
- $24,103,209
- Net increase / (decrease)
- $13,305,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conduent Hr Services, LLC | NONE | $422,540 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE | $170,383 | not reported in the loaded dataset | 2023 |
| Mfs Institutional Advisors Inc | NONE | $129,382 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $107,489 | not reported in the loaded dataset | 2023 |
| Snyder Capital Management | NONE | $103,937 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $98,341 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $82,431 | not reported in the loaded dataset | 2023 |
| Capital Guardian | NONE | $75,010 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | NONE | $61,892 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $13,009 | not reported in the loaded dataset | 2023 |
| Curico Webb LLC | NONE | $8,454 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shaws Supermarkets Inc
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- Conduent Hr Services, LLC — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Mfs Institutional Advisors Inc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Snyder Capital Management — Schedule C compensation
- Pimco — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Capital Guardian — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Curico Webb LLC — Schedule C compensation