Macys, Inc. Welfare Benefits Plan — Form 5500 plan (Macy'S, 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, Macys, Inc. Welfare Benefits Plan is a benefit plan reported by Macy'S, Inc. under EIN 13-3324058 and plan number 941. The latest loaded filing year is 2023. The filing reports 86,023 participants and $12,081,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macy'S, Inc.
- EIN
- 13-3324058
- Plan number
- 941
- Plan type
- 2
- Location
- Springdale, OH
- Latest filing year
- 2023
- Participants
- 86,023
- End-of-year plan assets
- $12,081,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 86,023 | H, C | 20250415104912NAL0001386819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,081,982
- Total liabilities (EOY)
- $17,510,826
- Net assets (EOY)
- -$5,428,844
- Net assets (BOY)
- -$7,167,501
Income & contributions
- Employer contributions
- $192,209,984
- Participant contributions
- $127,877,211
- Total contributions
- $320,087,195
- Total income / additions
- $320,345,146
Expenses & distributions
- Benefits paid
- $315,246,564
- Administrative expenses
- $3,359,925
- Total expenses
- $318,606,489
- Net increase / (decrease)
- $1,738,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna | CONTRACT ADMINISTRATOR | $1,510,856 | $0 | 2023 |
| Alight Solutions | CONSULTING | $676,423 | not reported in the loaded dataset | 2023 |
| Compsych | CONTRACT ADMINISTRATOR | $613,783 | not reported in the loaded dataset | 2023 |
| Ernst & Young | ACCOUNTING | $333,589 | not reported in the loaded dataset | 2023 |
| Webster Bank | CONTRACT ADMINISTRATOR | $158,689 | not reported in the loaded dataset | 2023 |
| Express Scripts | CONTRACT ADMINISTRATOR | $46,811 | not reported in the loaded dataset | 2023 |
| Aetna | CONTRACT ADMINISTRATOR | $6,630 | not reported in the loaded dataset | 2023 |
| Jp Morgan | TRUSTEE | $5,006 | not reported in the loaded dataset | 2023 |
| Anthem | CONTRACT ADMINISTRATOR | $4,561 | not reported in the loaded dataset | 2023 |
| United Healthcare Services, Inc. | CONTRACT ADMINISTRATOR | $3,578 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macy'S, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Springdale, OH
- Cigna — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Compsych — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Webster Bank — Schedule C compensation
- Express Scripts — Schedule C compensation
- Aetna — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Anthem — Schedule C compensation
- United Healthcare Services, Inc. — Schedule C compensation